← Latest SurgoCap Partners portfolio

SurgoCap Partners portfolio · 2025-03-31

Form 13F reports holdings as of 2025-03-31 and was filed on 2025-05-15. It is delayed, can omit confidential positions, and is not the manager's current portfolio or fund NAV. Options show reported underlying value—not premium, net exposure, or investment intent.

Disclosed long book

$2.02 billion

Long positions

12

Calls / puts

0 / 0

Top 5 concentration

61.4%

Longs with AI data

0 / 12

Average AI 1Y

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

LPL FINL HLDGS INC

LPL FINL HLDGS INC · COM · 50212V100

LONG 906,442 $296.5 million 14.7% INCREASED

1Y —

5Y —

CARPENTER TECHNOLOGY CORP

CARPENTER TECHNOLOGY CORP · COM · 144285103

LONG 1,612,000 $292.1 million 14.4% INCREASED

1Y —

5Y —

BOSTON SCIENTIFIC CORP

BOSTON SCIENTIFIC CORP · COM · 101137107

LONG 2,649,969 $267.3 million 13.2% NEWLY REPORTED

1Y —

5Y —

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG 294,137 $198.0 million 9.8% REDUCED

1Y —

5Y —

BLACKSTONE INC

BLACKSTONE INC · COM · 09260D107

LONG 1,353,240 $189.2 million 9.3% INCREASED

1Y —

5Y —

NETFLIX INC

NETFLIX INC · COM · 64110L106

LONG 169,777 $158.3 million 7.8% NEWLY REPORTED

1Y —

5Y —

UNITEDHEALTH GROUP INC

UNITEDHEALTH GROUP INC · COM · 91324P102

LONG 271,740 $142.3 million 7.0% NEWLY REPORTED

1Y —

5Y —

GUIDEWIRE SOFTWARE INC

GUIDEWIRE SOFTWARE INC · COM · 40171V100

LONG 677,459 $126.9 million 6.3% REDUCED

1Y —

5Y —

META PLATFORMS INC

META PLATFORMS INC · CL A · 30303M102

LONG 210,047 $121.1 million 6.0% REDUCED

1Y —

5Y —

HILTON WORLDWIDE HLDGS INC

HILTON WORLDWIDE HLDGS INC · COM · 43300A203

LONG 481,651 $109.6 million 5.4% INCREASED

1Y —

5Y —

SERVICENOW INC

SERVICENOW INC · COM · 81762P102

LONG 80,938 $64.4 million 3.2% NEWLY REPORTED

1Y —

5Y —

NU HLDGS LTD

NU HLDGS LTD · ORD SHS CL A · G6683N103

LONG 5,701,787 $58.4 million 2.9% REDUCED

1Y —

5Y —

AI outlook values are averages across the latest successful run per covered model at the labeled cutoff. “No longer reported” does not necessarily mean sold; thresholds, confidential treatment, corporate actions, or instrument changes may explain an omission. Reviewed API mapping covers 0.0% of disclosed long-book value; exact editorial CUSIP mappings may add current-only AI coverage on this public page. Research use only. No warranty and not investment advice.