SurgoCap Partners LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MEDLINE INC(MDLN) | 0 | 6,075,165 | +6,075,165 | 0 | 270,344,843 | 9.03% | +270,344,843 |
| CORNING INC(GLW) | 0 | 858,515 | +858,515 | 0 | 116,732,285 | 3.90% | +116,732,285 |
| CARPENTER TECHNOLOGY CORP(CRS) | 1,152,606 | 1,196,901 | +44,295 | 362,886,473 | 471,758,529 | 15.75% | +108,872,056 |
| VISA INC(V) | 0 | 288,367 | +288,367 | 0 | 87,156,042 | 2.91% | +87,156,042 |
| NVIDIA CORPORATION(NVDA) | 622,539 | 1,008,073 | +385,534 | 116,103,524 | 175,807,931 | 5.87% | +59,704,407 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 1,109,583 | 1,108,073 | -1,510 | 337,191,178 | 374,473,270 | 12.50% | +37,282,092 |
| ALPHABET INC(GOOG) | 1,250,425 | 1,488,870 | +238,445 | 392,383,365 | 427,097,248 | 14.26% | +34,713,883 |
| SHOPIFY INC(SHOP) | 348,131 | 515,733 | +167,602 | 56,038,647 | 61,176,248 | 2.04% | +5,137,601 |
| INTUITIVE SURGICAL INC | 262,851 | 333,032 | +70,181 | 148,868,292 | 153,524,422 | 5.13% | +4,656,130 |
| NIQ GLOBAL INTELLIGENCE PLC(NIQ) | 5,858,000 | 5,858,000 | 0 | 96,598,420 | 66,605,460 | 2.22% | -29,992,960 |
| FIGMA INC(FIG) | 1,867,515 | 1,867,515 | 0 | 69,789,036 | 39,479,267 | 1.32% | -30,309,769 |
| NU HLDGS LTD(NU) | 10,520,395 | 9,866,060 | -654,335 | 176,111,412 | 141,775,282 | 4.73% | -34,336,130 |
| MCKESSON CORP(MCK) | 419,166 | 348,732 | -70,434 | 343,837,678 | 301,778,724 | 10.08% | -42,058,954 |
| LPL FINL HLDGS INC(LPLA) | 995,000 | 1,020,839 | +25,839 | 355,384,150 | 307,098,996 | 10.25% | -48,285,154 |
| ARMSTRONG WORLD INDS INC NEW(AWI) | 376,869 | 0 | -376,869 | 72,019,666 | 0 | — | -72,019,666 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 719,573 | 0 | -719,573 | 144,641,369 | 0 | — | -144,641,369 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 503,719 | 0 | -503,719 | 144,693,283 | 0 | — | -144,693,283 |
| BROADCOM INC(AVGO) | 669,969 | 0 | -669,969 | 231,876,271 | 0 | — | -231,876,271 |
| BOSTON SCIENTIFIC CORP(BSX) | 2,559,210 | 0 | -2,559,210 | 244,020,674 | 0 | — | -244,020,674 |
| BLACKSTONE INC(BX) | 2,074,093 | 0 | -2,074,093 | 319,700,695 | 0 | — | -319,700,695 |