SurgoCap Partners LP
NEW YORK NY · SEC CIK 0001960830
$29.95亿2026Q1 申报市值
14持仓数
91.5%前十大占比 · 第一大 15.8%
3 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MDLN 新建仓+$2.70亿
GLW 新建仓+$1.17亿
V 新建仓+$8,715.60万
GOOG 加仓+$6,840.03万
NVDA 加仓+$6,723.71万
2026Q1 卖出最多 按季末市值估算
BX 清仓-$3.20亿
BSX 清仓-$2.44亿
AVGO 清仓-$2.32亿
HLT 清仓-$1.45亿
GWRE 清仓-$1.45亿
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY CORP | $4.72亿 | 15.75% | 1,196,901 | 44,295 | 3.8% | $1,745.89万 | 加仓 |
| GOOG | ALPHABET INC | $4.27亿 | 14.26% | 1,488,870 | 238,445 | 19.1% | $6,840.03万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.74亿 | 12.50% | 1,108,073 | -1,510 | -0.1% | -$51.03万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $3.07亿 | 10.25% | 1,020,839 | 25,839 | 2.6% | $777.31万 | 加仓 |
| MCK | MCKESSON CORP | $3.02亿 | 10.08% | 348,732 | -70,434 | -16.8% | -$6,095.08万 | 减仓 |
| MDLN | MEDLINE INC | $2.70亿 | 9.03% | 6,075,165 | 6,075,165 | — | $2.70亿 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1.76亿 | 5.87% | 1,008,073 | 385,534 | 61.9% | $6,723.71万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.54亿 | 5.13% | 333,032 | 70,181 | 26.7% | $3,235.27万 | 加仓 |
| NU | NU HLDGS LTD | $1.42亿 | 4.73% | 9,866,060 | -654,335 | -6.2% | -$940.28万 | 减仓 |
| GLW | CORNING INC | $1.17亿 | 3.90% | 858,515 | 858,515 | — | $1.17亿 | 新建仓 |
| V | VISA INC | $8,715.60万 | 2.91% | 288,367 | 288,367 | — | $8,715.60万 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $6,660.55万 | 2.22% | 5,858,000 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $6,117.62万 | 2.04% | 515,733 | 167,602 | 48.1% | $1,988.09万 | 加仓 |
| FIG | FIGMA INC | $3,947.93万 | 1.32% | 1,867,515 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,074,093 | -100.0% | -$3.20亿 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,559,210 | -100.0% | -$2.44亿 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -669,969 | -100.0% | -$2.32亿 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -503,719 | -100.0% | -$1.45亿 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -719,573 | -100.0% | -$1.45亿 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -376,869 | -100.0% | -$7,201.97万 | 清仓 |