Hedge Funds Similar to SurgoCap Partners

13F Portfolio OverlapQ1 2026SurgoCap Partners portfolio →

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Most similar hedge funds by 13F overlap

SurgoCap Partners LP is an institutional investor managing $3.0B across 14 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SurgoCap Partners are LONE PINE, WCM INVESTMENT ,, DEEPWATER ASSET ,, with shared positions in $CRS, $LPLA, $NU, $MDLN, $GLW, $MCK. The full ranking of 25 similar funds is below.

#1LONE PINE CAPITAL LLCActive

Substantial overlap · 6 shared positions

$CRS $LPLA $NU $MDLN $GLW $MCK

$12.5B

36 positions

#2WCM INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$GLW $NU $MCK $SHOP $LPLA $MDLN

$43.8B

263 positions

#3DEEPWATER ASSET MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$NU $ISRG $SHOP

$158M

39 positions

#4SANDS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$ISRG $SHOP $NU $CRS $MCK

$25.5B

67 positions

#5BOWEN HANES & CO INCActive

Some overlap · 3 shared positions

$GLW $ISRG $CRS

$4.1B

151 positions

#6XN LPActive

Some overlap · 3 shared positions

$2.7B

23 positions

#7ADVENT INTERNATIONAL, L.P.Smart money

Some overlap · 3 shared positions

$4.2B

30 positions

#8BAILLIE GIFFORD & COActive

Some overlap · 3 shared positions

$NU $SHOP $ISRG

$97.9B

271 positions

#9NZS Capital, LLCActive

Some overlap · 3 shared positions

$ISRG $SHOP $NU

$3.0B

58 positions

#10Kinetic Partners Management, LPActive

Some overlap · 3 shared positions

$1.8B

49 positions

#11GILDER GAGNON HOWE & CO LLCActive

Some overlap · 3 shared positions

$ISRG $SHOP $LPLA

$8.3B

252 positions

#12Winslow Capital Management, LLCActive

Some overlap · 3 shared positions

$ISRG $SHOP $MCK

$25.6B

60 positions

#13Gordian Capital Singapore Pte LtdPassive

Some overlap · 3 shared positions

$60M

124 positions

#14WD RUTHERFORD LLCPassive

Some overlap · 3 shared positions

$MCK $ISRG $SHOP

$225M

71 positions

#15Kera Capital Partners, Inc.Passive

Some overlap · 3 shared positions

$815M

570 positions

#16POLEN CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$SHOP $ISRG $NU

$14.5B

221 positions

#17Catalyst Funds Management Pty LtdPassive

Some overlap · 3 shared positions

$MDLN $LPLA $GLW

$591M

584 positions

#18INTERCAPITAL, LLCPassive

Some overlap · 3 shared positions

$LPLA $SHOP $FIG

$299M

108 positions

#19Samara Investment Management, LLCPassive

Slight overlap · 3 shared positions

$MCK $ISRG $GLW

$96M

72 positions

#20TCW GROUP INCActive

Slight overlap · 3 shared positions

$MCK $ISRG $SHOP

$13.3B

629 positions

#21Assenagon Asset Management S.A.Active

Slight overlap · 3 shared positions

$65.9B

1,095 positions

#22ICONIQ Capital, LLCSmart money

Slight overlap · 3 shared positions

$4.5B

82 positions

#23AIGEN INVESTMENT MANAGEMENT, LPPassive

Slight overlap · 3 shared positions

$389M

496 positions

#24ALLIANCEBERNSTEIN L.P.Passive

Slight overlap · 3 shared positions

$ISRG $MCK $SHOP

$308.8B

3,228 positions

#25DNCA FINANCEActive

Slight overlap · 3 shared positions

$MDLN $ISRG $NU

$1.7B

105 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.