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NEW YORK, NY · CIK 0001960830
Portfolio Value
$2.65B
Positions
12
New
2
Increased
5
Decreased
5
Sold Out
2
SurgoCap Partners LP (NEW YORK, NY) reported a portfolio value of $2.65B across 12 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 90.2% of the portfolio.
Top 12 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | LPLALPL FINL HLDGS INC | $330.50M | 12.48% | -2.8% |
| 2 | BSXBOSTON SCIENTIFIC CORP | $292.69M | 11.05% | +2.8% |
| 3 | HLTHILTON WORLDWIDE HLDGS INC | $284.10M | 10.73% | +121.5% |
| 4 | BXBLACKSTONE INC | $259.27M | 9.79% | +28.1% |
| 5 | CRSCARPENTER TECHNOLOGY CORP | $255.93M | 9.66% | -42.6% |
| 6 | NFLXNETFLIX INC | $224.75M | 8.49% | -1.1% |
| 7 | INTUINTUIT | $210.92M | 7.96% | New |
| 8 | MCKMCKESSON CORP | $196.50M | 7.42% | -8.8% |
| 9 | NUNU HLDGS LTD | $167.60M | 6.33% | +114.2% |
| 10 | GWREGUIDEWIRE SOFTWARE INC | $165.65M | 6.25% | +3.8% |
| Stock | Value | Shares |
|---|---|---|
| INTUINTUIT | $210.92M | 267,785 |
| JCIJOHNSON CTLS INTL PLC | $115.33M | 1,091,966 |
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