SurgoCap Partners LP
Annual return '25
+8.2%
SPY '25
+17.7%
Alpha
-9.5ptsvs SPY
Invested
$3B
Holdings
14
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CRS
CARPENTER TECHNOLOGY CORP
Held since at least Q1 2024
15.8%
02
$GOOG
ALPHABET INC
Q4 2025: New position (817 shares)
14.3%
03
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q4 2025: New position (1.1k shares)
12.5%
04
$LPLA
LPL FINL HLDGS INC
Held since at least Q1 2024
10.3%
05
$MCK
MCKESSON CORP
Q4 2025: New position (992 shares)
10.1%
06
$MDLN
MEDLINE INC
Held since at least Q1 2024
9.0%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 3.0% (35.5k → 34.4k shares)
5.9%
08
$ISRG
INTUITIVE SURGICAL INC
Held since at least Q1 2024
5.1%
09
$NU
NU HLDGS LTD
Held since at least Q1 2024
4.7%
10
$GLW
CORNING INC
Held since at least Q1 2024
3.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:34 UTC.