SURGOCAP PARTNERS LP

PrivateCIK: 1960830
Location

NEW YORK, NY

14
Positions
$2.99B
Total AUM (reported)
31.83M
Total Shares

Allocation by class

TOTAL AUM$2.99B14 positions
COM$1.37B45.9%
CAP STK CL C$427.10M14.3%
SPONSORED ADS$374.47M12.5%
COM CL A$357.50M11.9%
COM NEW$153.52M5.1%
ORD SHS CL A$141.78M4.7%
ORDINARY SHARES$66.61M2.2%

Portfolio Concentration

Top 342.5%4–1049.0%11–258.5%TOP 1091.5%0%100%
Top 3$1.27B42.5%
4–10$1.47B49.0%
11–25$254.42M8.5%

Top 3 weight

42.5%

Top 10 weight

91.5%

Voting Authority Distribution

Total shares with voting rights: 31.83M

Sole

Full voting authority

31.83M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:

CARPENTER TECHNOLOGY CORP

SOLE
COM
Shares1.20M
TypeSH
Market value$471.76M
15.75%
Sole
1.20M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares1.49M
TypeSH
Market value$427.10M
14.26%
Sole
1.49M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares1.11M
TypeSH
Market value$374.47M
12.50%
Sole
1.11M
Shared
0.00
None
0.00

LPL FINL HLDGS INC

SOLE
COM
Shares1.02M
TypeSH
Market value$307.10M
10.25%
Sole
1.02M
Shared
0.00
None
0.00

MCKESSON CORP

SOLE
COM
Shares348.73K
TypeSH
Market value$301.78M
10.08%
Sole
348.73K
Shared
0.00
None
0.00

MEDLINE INC

SOLE
COM CL A
Shares6.08M
TypeSH
Market value$270.34M
9.03%
Sole
6.08M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares1.01M
TypeSH
Market value$175.81M
5.87%
Sole
1.01M
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares333.03K
TypeSH
Market value$153.52M
5.13%
Sole
333.03K
Shared
0.00
None
0.00

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares9.87M
TypeSH
Market value$141.78M
4.73%
Sole
9.87M
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares858.51K
TypeSH
Market value$116.73M
3.90%
Sole
858.51K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares288.37K
TypeSH
Market value$87.16M
2.91%
Sole
288.37K
Shared
0.00
None
0.00

NIQ GLOBAL INTELLIGENCE PLC

SOLE
ORDINARY SHARES
Shares5.86M
TypeSH
Market value$66.61M
2.22%
Sole
5.86M
Shared
0.00
None
0.00

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares515.73K
TypeSH
Market value$61.18M
2.04%
Sole
515.73K
Shared
0.00
None
0.00

FIGMA INC

SOLE
CLASS A COM STK
Shares1.87M
TypeSH
Market value$39.48M
1.32%
Sole
1.87M
Shared
0.00
None
0.00