Data as of Q4 2025 (Dec 31, 2025)

SurgoCap Partners LP

•CIK: 1960830•Filing: Q4 2025

SurgoCap Partners LP, managed by the seasoned team of Dr. Suraj Mody and Dr. Saurabh Shah, maintains a concentrated portfolio with a focus on healthcare and technology, currently holding 17 positions. The fund has recently increased its stake in Google by 83% and added new positions in Intuitive Surgical and NVIDIA, while exiting Netflix and Meta Platforms, reflecting a strategic pivot towards growth in tech and healthcare innovation.

Total AUM
$3.6B
QoQ Performance
+7.2%
Positions
17
Top 10 Concentration
80.6%
Latest Filing
Q4 2025

Top Holdings Allocation

GOOG
CRS
LPLA
MCK
TSM
BX
BSX
AVGO
GOOG10.9%
CRS10.0%
LPLA9.8%
MCK9.5%
TSM9.3%
BX8.9%
BSX6.8%
AVGO6.4%

📈 Biggest Buys

ISRG
INTUITIVE SURGICAL INC
NEW
4.1% of portfolio
GOOG
ALPHABET INC
+42.0%
10.9% of portfolio
NVDA
NVIDIA CORPORATION
NEW
3.2% of portfolio
BX
BLACKSTONE INC
+31.0%
8.9% of portfolio
AWI
ARMSTRONG WORLD INDS INC NEW
NEW
2.0% of portfolio

📉 Biggest Sells

BSX
BOSTON SCIENTIFIC CORP
-25.3%
6.8% of portfolio
NU
NU HLDGS LTD
-24.9%
4.9% of portfolio
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-14.0%
9.3% of portfolio
MCK
MCKESSON CORP
-7.3%
9.5% of portfolio
HLT
HILTON WORLDWIDE HLDGS INC
-13.8%
4.0% of portfolio

Sector Breakdown

Other75.5%
Technology20.5%
Consumer4.0%

🚪 Exited Positionssold since Q3 2025

NFLX
NETFLIX INC
SOLD
$222.9M
META
META PLATFORMS INC
SOLD
$73.4M

Changes from Q3 2025

NEW4 new positions
↑3 increased
↓9 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

GOOG10.9%
ALPHABET INC
$392.4M
CRS10.0%
CARPENTER TECHNOLOGY CORP
$362.9M
LPLA9.8%
LPL FINL HLDGS INC
$355.4M
MCK9.5%
MCKESSON CORP
$343.8M
TSM9.3%
TAIWAN SEMICONDUCTOR MFG LTD
$337.2M

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