SurgoCap Partners LP
NEW YORK, NY · CIK 0001960830
Portfolio Value: $2.65B
Positions: 12
Period: 2025-06-30
Filed: 2025-08-14
Portfolio Value
$2.65B
Positions
12
New
2
Increased
5
Decreased
5
Sold Out
16
SurgoCap Partners LP Q2 2025 13F Filing Summary
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). Top holdings include LPLA ($330.50M), BSX ($292.69M), HLT ($284.10M). The top 10 positions account for 90.2% of the portfolio. This quarter saw 2 new positions, 5 increases, 5 reductions, 16 complete exits. Notable new buys: INTU ($210.92M), JCI ($115.33M). Notable exits: UNH, NOW, GEHC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | LPLALPL FINL HLDGS INC COM | $330.50M | 12.48% | -2.8% |
| 2 | BSXBOSTON SCIENTIFIC CORP COM | $292.69M | 11.05% | +2.8% |
| 3 | HLTHILTON WORLDWIDE HLDGS INC COM | $284.10M | 10.73% | +121.5% |
| 4 | BXBLACKSTONE INC COM | $259.27M | 9.79% | +28.1% |
| 5 | CRSCARPENTER TECHNOLOGY CORP COM | $255.93M | 9.66% | -42.6% |
| 6 | NFLXNETFLIX INC COM | $224.75M | 8.49% | -1.1% |
| 7 | INTUINTUIT COM | $210.92M | 7.96% | New |
| 8 | MCKMCKESSON CORP COM | $196.50M | 7.42% | -8.8% |
| 9 | NUNU HLDGS LTD ORD SHS CL A | $167.60M | 6.33% | +114.2% |
| 10 | GWREGUIDEWIRE SOFTWARE INC COM | $165.65M | 6.25% | +3.8% |
| 11 | METAMETA PLATFORMS INC CL A | $145.24M | 5.48% | -6.3% |
| 12 | JCIJOHNSON CTLS INTL PLC SHS | $115.33M | 4.35% | New |
Position Changes
| Stock | Value | Shares |
|---|---|---|
INTUINTUIT | $210.92M | 267,785 |
JCIJOHNSON CTLS INTL PLC | $115.33M | 1,091,966 |