Surgocap Partners LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001960830

Type: FundHoldings: 12Value: $2.0BLatest: 2025Q1

SurgoCap Partners LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 12 holdings worth $2.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BSX",
  "CRS",
  "HLT",
  "META",
  "GWRE",
  "NU",
  "BX",
  "UNH",
  "LPLA",
  "NOW",
  "MCK",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 12
Total Value: 2024092957
Accession Number: 0000919574-25-003084
Form Type: 13F-HR
CIK: surgocap-partners-lp
Manager Name: Surgocap-Partners-Lp

Data Enrichment

100% identified

12 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

12 positions • $2.0B total value

SEC FilingSEC DataHachi Filing

Manager:

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LPL Financial Holdings Inc.

LPLA|50212V100

Shares:906.4K

Value:$296.5M

% of Portfolio:14.7% ($296.5M/$2.0B)

CARPENTER TECHNOLOGY CORP

CRS|144285103

Shares:1.6M

Value:$292.1M

% of Portfolio:14.4% ($292.1M/$2.0B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.6M

Value:$267.3M

% of Portfolio:13.2% ($267.3M/$2.0B)

MCKESSON CORP

MCK|58155Q103

Shares:294.1K

Value:$198.0M

% of Portfolio:9.8% ($198.0M/$2.0B)

Blackstone Inc.

BX|09260D107

Shares:1.4M

Value:$189.2M

% of Portfolio:9.3% ($189.2M/$2.0B)

NETFLIX INC

NFLX|64110L106

Shares:169.8K

Value:$158.3M

% of Portfolio:7.8% ($158.3M/$2.0B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:271.7K

Value:$142.3M

% of Portfolio:7.0% ($142.3M/$2.0B)

Guidewire Software, Inc.

GWRE|40171V100

Shares:677.5K

Value:$126.9M

% of Portfolio:6.3% ($126.9M/$2.0B)

Meta Platforms, Inc.

META|30303M102

Shares:210.0K

Value:$121.1M

% of Portfolio:6.0% ($121.1M/$2.0B)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:481.7K

Value:$109.6M

% of Portfolio:5.4% ($109.6M/$2.0B)

ServiceNow, Inc.

NOW|81762P102

Shares:80.9K

Value:$64.4M

% of Portfolio:3.2% ($64.4M/$2.0B)

Nu Holdings Ltd.

NU|G6683N103

Shares:5.7M

Value:$58.4M

% of Portfolio:2.9% ($58.4M/$2.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LPL Financial Holdings Inc.(LPLAcusip50212V100)	906.4K	QoQ +27.79% (+197.2K) YoY +73.67% (+384.5K)	All Managers (Combined)	$296.5M	14.7% ($296.5M/$2.0B)	QoQ +28.04% (+$64.9M) YoY +115.04% (+$158.6M)
CARPENTER TECHNOLOGY CORP(CRScusip144285103)	1.6M	QoQ +11.78% (+169.9K) YoY NEW(+1.6M)	All Managers (Combined)	$292.1M	14.4% ($292.1M/$2.0B)	QoQ +19.33% (+$47.3M) YoY NEW(+$292.1M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.6M	QoQ NEW(+2.6M) YoY NEW(+2.6M)	All Managers (Combined)	$267.3M	13.2% ($267.3M/$2.0B)	QoQ NEW(+$267.3M) YoY NEW(+$267.3M)
MCKESSON CORP(MCKcusip58155Q103)	294.1K	QoQ -42.19% (-214.7K) YoY -40.68% (-201.8K)	All Managers (Combined)	$198.0M	9.8% ($198.0M/$2.0B)	QoQ -31.74% (-$92.1M) YoY -25.64% (-$68.3M)
Blackstone Inc.(BXcusip09260D107)	1.4M	QoQ +40.69% (+391.4K) YoY +31.04% (+320.6K)	All Managers (Combined)	$189.2M	9.3% ($189.2M/$2.0B)	QoQ +14.06% (+$23.3M) YoY +39.43% (+$53.5M)
NETFLIX INC(NFLXcusip64110L106)	169.8K	QoQ NEW(+169.8K) YoY NEW(+169.8K)	All Managers (Combined)	$158.3M	7.8% ($158.3M/$2.0B)	QoQ NEW(+$158.3M) YoY NEW(+$158.3M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	271.7K	QoQ NEW(+271.7K) YoY NEW(+271.7K)	All Managers (Combined)	$142.3M	7.0% ($142.3M/$2.0B)	QoQ NEW(+$142.3M) YoY NEW(+$142.3M)
Guidewire Software, Inc.(GWREcusip40171V100)	677.5K	QoQ -16.46% (-133.5K) YoY -18.50% (-153.8K)	All Managers (Combined)	$126.9M	6.3% ($126.9M/$2.0B)	QoQ -7.15% (-$9.8M) YoY +30.82% (-$29.9M)
Meta Platforms, Inc.(METAcusip30303M102)	210.0K	QoQ -15.98% (-40.0K) YoY NEW(+210.0K)	All Managers (Combined)	$121.1M	6.0% ($121.1M/$2.0B)	QoQ -17.29% (-$25.3M) YoY NEW(+$121.1M)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	481.7K	QoQ +8.72% (+38.7K) YoY -17.67% (-103.4K)	All Managers (Combined)	$109.6M	5.4% ($109.6M/$2.0B)	QoQ +0.09% (+$107.8K) YoY -12.17% (-$15.2M)
ServiceNow, Inc.(NOWcusip81762P102)	80.9K	QoQ NEW(+80.9K) YoY NEW(+80.9K)	All Managers (Combined)	$64.4M	3.2% ($64.4M/$2.0B)	QoQ NEW(+$64.4M) YoY NEW(+$64.4M)
Nu Holdings Ltd.(NUcusipG6683N103)	5.7M	QoQ -20.27% (-1.4M) YoY -16.39% (-1.1M)	All Managers (Combined)	$58.4M	2.9% ($58.4M/$2.0B)	QoQ -21.19% (-$15.7M) YoY -28.23% (-$23.0M)