You're signed outSign in or to get full access.
Surgocap Partners LP
SurgoCap Partners LP is a hedge fund based in New York, NY, specializing in the healthcare sector. Founded in 2022 by Mala Gaonkar, the firm delivers investment management services to sophisticated and institutional clients. The company focuses on providing growth capital, operational expertise, and strategic guidance primarily to small and mid-sized healthcare businesses, aiming to drive innovation, improved patient outcomes, and economic growth across the healthcare landscape. SurgoCap Partners emphasizes investments in healthcare technology, medical devices, diagnostics, healthcare services, and pharmaceuticals, aligning its strategy with sector trends and market opportunities. The firm manages one fund and employs an experienced team of 23 professionals.
Investment Strategy
SurgoCap Partners LP employs a fundamentally driven, research-intensive investment approach focusing on growth opportunities in the healthcare sector and selected technology-driven areas. The firm seeks investments in healthcare technology, medical devices, diagnostics, healthcare services, and pharmaceuticals, leveraging deep industry expertise and trend analysis. Through a combination of active portfolio management, strategic capital deployment, and operational involvement, SurgoCap targets long-term value creation, prioritizing companies that deliver innovative solutions and demonstrate strong growth prospects. Portfolio decisions are driven by rigorous analysis, with a high concentration on core holdings and dynamic allocation reflecting market opportunities.
Latest 13F Filing Activity
Surgocap Partners LP filed their most recent 13F report on Jun 30, 2025 disclosing 12 equity positions and 1 options positions with a total 13F market value of $3B. The fund increased holdings in Intuit, Hilton Worldwide HLDGS Inc., Johnson CTLS Intl PLC among other positions. Surgocap Partners LP reduced exposure to Unitedhealth Group Inc., Servicenow Inc., Carpenter Technology Corp. among others.
Top Holdings
Equity Positions (12)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LPLA | LPL FINL HLDGS INC | 12.48% | $330.5M | 881,405 | $251.80 | $374.97 | +$34.0M |
B BSX | BOSTON SCIENTIFIC CORP | 11.05% | $292.7M | 2,724,969 | $101.06 | $107.41 | +$25.4M |
B BX | BLACKSTONE INC | 9.79% | $259.3M | 1,733,315 | $140.88 | $149.58 | +$70.1M |
C CRS | CARPENTER TECHNOLOGY CORP | 9.66% | $255.9M | 925,999 | $166.75 | $276.38 | -$36.1M |
H HLT | HILTON WORLDWIDE HLDGS INC | 9.22% | $244.1M | 916,671 | $255.44 | $266.34 | +$134.5M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
H HLT | HILTON WORLDWIDE HLDGS INC | New | Call | $40.0M | 1,500 | $266.34 | $266.34 | +1,500 | +$40.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more