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 $3,093,472,161
Change This QTR +1.03%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. TSM 908,064 $433,664,124 -19% 14.02%
2. CRS 686,473 $423,444,005 -43% 13.69%
3. GOOGL 966,080 $341,345,046 -36% 11.03%
4. LPLA 1,063,218 $299,487,246 +5% 9.68%
5.
Medline Inc
7,487,507 $295,307,276 +24% 9.55%