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 $2,994,808,547
Change This QTR +0.83%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. CRS 1,196,901 $471,758,529 +4% 15.75%
2. GOOGL 1,488,870 $427,097,248 +20% 14.26%
3. TSM 1,108,073 $374,473,270 -1% 12.5%
4. LPLA 1,020,839 $307,098,996 +3% 10.25%
5. MCK 348,732 $301,778,724 -17% 10.08%