Hedge Fund - SurgoCap Partners

Mala Gaonkar Bio, Returns, AUM, Net Worth

Founded in 2022 by Mala Gaonkar, SurgoCap Partners is a New York-based alternative investment firm focusing globally on technology, media, and emerging-market financials.

Mala Gaonkar, who established SurgoCap Partners to explore the disruptive impacts of technology across various industries, previously served as a portfolio manager at Lone Pine Capital. At Lone Pine, which she co-founded in 1998, she managed portfolios encompassing technology, media, internet, and telecommunications sectors, and co-managed long-only funds. Before her tenure at Lone Pine, Mala worked at The Boston Consulting Group and was a Kauffman Fellow. She holds degrees from Harvard University and Harvard Business School and serves as a founding trustee of Ariadne Labs, and on the boards of the Tate Foundation, the Queen Elizabeth Prize for Engineering, and Surgo Ventures—a nonprofit using data-driven solutions for health and social issues.

As of March 29, 2024, Surgocap Partners manages assets for three clients, with discretionary assets under management (AUM) totaling $2.99 billion. Their Q1 2024 13F filing disclosed $1.86 billion in managed 13F securities, with a top 10 holdings concentration of 84.43%. The firm's largest holding is in McKesson Corp. with 495,903 shares held.

Mala Gaonkar
Fund Profile
Filing Period:
Fund Name: SurgoCap Partners
Manager Mala Gaonkar
Portfolio Value $3,597,156,550
Change This QTR +1.36%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. TSM 1,290,570 $360,443,295 NEW 10.02%
2. MCK 452,261 $349,389,713 +69% 9.71%
3. BSX 3,424,947 $334,377,576 +26% 9.3%
4. LPLA 994,278 $330,786,348 +13% 9.2%
5. CRS 1,198,895 $294,376,678 +30% 8.18%