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

Calls / puts

0 / 0

Top 5 concentration

61.4%

Longs with AI data

1 / 12

Average AI 1Y

+22.1%

Official SEC filing ↗Exact filing event Permanent quarter page JSON Download CSV

13F filing comparison

Quarter-over-quarter changes

2024-12-31 to 2025-03-31

Newly reported

No longer reported

Increased

Reduced

Newly reported this quarter

Present now and absent from the immediately preceding comparable filing.

Position	Kind	Shares	Value
BSX BOSTON SCIENTIFIC CORP	LONG	2,649,969	$267.3 million
NETFLIX INC NETFLIX INC	LONG	169,777	$158.3 million
UNH UNITEDHEALTH GROUP INC	LONG	271,740	$142.3 million
SERVICENOW INC SERVICENOW INC	LONG	80,938	$64.4 million

No longer reported this quarter

Present in the prior comparable filing and absent from this one.

Position	Kind	Prior shares	Prior value
GE HEALTHCARE TECHNOLOGIES I GE HEALTHCARE TECHNOLOGIES I · COMMON STOCK	LONG	2,241,000	$175.2 million
META PLATFORMS INC META PLATFORMS INC · CL A	CALL	250,000	$146.4 million
NVIDIA CORPORATION NVIDIA CORPORATION · COM	LONG	1,040,120	$139.7 million
NVIDIA CORPORATION NVIDIA CORPORATION · COM	CALL	500,000	$67.1 million

“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.

Position	Kind	Shares	Value	Long weight	Quarter change	AI at filing · 1Y	AI 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 —
BSX Boston Scientific	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 —
UNH UnitedHealth Group Inc.	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 Meta Platforms Inc.	LONG	210,047	$121.1 million	6.0%	REDUCED	—	1Y +22.1% 5Y +130.9% · 27 models
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 26.2%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.