StockDriftsStockDriftsTop 14 Surgocap Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY CORP | 15.75% | 1.20M | $471.8M | +3.84%(+44.30K) | $184.44(+121.72%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 14.26% | 1.49M | $427.1M | +19.07%(+238.44K) | $241.81(+62.66%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12.5% | 1.11M | $374.5M | -0.14%(-1.51K) | $252.89(+59.89%) | 2026-03-31 | |
| LPLA | LPL FINL HLDGS INC | 10.25% | 1.02M | $307.1M | +2.60%(+25.84K) | $271.81(+10.27%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 10.08% | 348.7K | $301.8M | -16.80%(-70.43K) | $591.58(+28.57%) | 2026-03-31 | |
| MDLN | MEDLINE INC | 9.03% | 6.08M | $270.3M | new | $43.25(-16.32%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.87% | 1.01M | $175.8M | +61.93%(+385.53K) | $108.33(+108.00%) | 2026-03-31 | |
| ISRG | INTUITIVE SURGICAL INC | 5.13% | 333.0K | $153.5M | +26.70%(+70.18K) | $508.24(-17.14%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 4.73% | 9.87M | $141.8M | -6.22%(-654.34K) | $10.89(+11.95%) | 2026-03-31 | |
| GLW | CORNING INC | 3.9% | 858.5K | $116.7M | new | $111.76(+71.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.44% | +97.39% |
| Top 20 Holdings Unweighted | +20.66% | +75.67% |
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