SurgoCap Partners LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MEDLINE INC | 0 | 6,075,165 | +6,075,165 | 0 | 270,344,843 | — | +270,344,843 |
| CORNING INC | 0 | 858,515 | +858,515 | 0 | 116,732,285 | — | +116,732,285 |
| CARPENTER TECHNOLOGY CORP | 0 | 1,196,901 | +1,196,901 | 0 | 471,758,529 | — | +471,758,529 |
| VISA INC | 0 | 288,367 | +288,367 | 0 | 87,156,042 | — | +87,156,042 |
| NVIDIA CORPORATION | 0 | 1,008,073 | +1,008,073 | 0 | 175,807,931 | — | +175,807,931 |
| TAIWAN SEMICONDUCTOR MANUFAC | 0 | 1,108,073 | +1,108,073 | 0 | 374,473,270 | — | +374,473,270 |
| ALPHABET INC | 0 | 1,488,870 | +1,488,870 | 0 | 427,097,248 | — | +427,097,248 |
| SHOPIFY INC | 0 | 515,733 | +515,733 | 0 | 61,176,248 | — | +61,176,248 |
| INTUITIVE SURGICAL INC | 0 | 333,032 | +333,032 | 0 | 153,524,422 | — | +153,524,422 |
| NIQ GLOBAL INTELLIGENCE PLC | 0 | 5,858,000 | +5,858,000 | 0 | 66,605,460 | — | +66,605,460 |
| FIGMA INC | 0 | 1,867,515 | +1,867,515 | 0 | 39,479,267 | — | +39,479,267 |
| NU HLDGS LTD | 0 | 9,866,060 | +9,866,060 | 0 | 141,775,282 | — | +141,775,282 |
| MCKESSON CORP | 0 | 348,732 | +348,732 | 0 | 301,778,724 | — | +301,778,724 |
| LPL FINL HLDGS INC | 0 | 1,020,839 | +1,020,839 | 0 | 307,098,996 | — | +307,098,996 |
| ARMSTRONG WORLD INDS INC NEW | 0 | 0 | 0 | 0 | 0 | — | 0 |
| GUIDEWIRE SOFTWARE INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| HILTON WORLDWIDE HLDGS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BROADCOM INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BOSTON SCIENTIFIC CORP | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BLACKSTONE INC | 0 | 0 | 0 | 0 | 0 | — | 0 |