← Latest SurgoCap Partners portfolio

SurgoCap Partners portfolio · 2025-06-30

Form 13F reports holdings as of 2025-06-30 and was filed on 2025-08-14. 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

$2.61 billion

Long positions

12

Calls / puts

1 / 0

Top 5 concentration

53.0%

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 881,405 $330.5 million 12.7% REDUCED

1Y —

5Y —

BOSTON SCIENTIFIC CORP

BOSTON SCIENTIFIC CORP · COM · 101137107

LONG 2,724,969 $292.7 million 11.2% INCREASED

1Y —

5Y —

BLACKSTONE INC

BLACKSTONE INC · COM · 09260D107

LONG 1,733,315 $259.3 million 9.9% INCREASED

1Y —

5Y —

CARPENTER TECHNOLOGY CORP

CARPENTER TECHNOLOGY CORP · COM · 144285103

LONG 925,999 $255.9 million 9.8% REDUCED

1Y —

5Y —

HILTON WORLDWIDE HLDGS INC

HILTON WORLDWIDE HLDGS INC · COM · 43300A203

LONG 916,671 $244.1 million 9.4% INCREASED

1Y —

5Y —

NETFLIX INC

NETFLIX INC · COM · 64110L106

LONG 167,836 $224.8 million 8.6% REDUCED

1Y —

5Y —

INTUIT

INTUIT · COM · 461202103

LONG 267,785 $210.9 million 8.1% NEWLY REPORTED

1Y —

5Y —

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG 268,155 $196.5 million 7.5% REDUCED

1Y —

5Y —

NU HLDGS LTD

NU HLDGS LTD · ORD SHS CL A · G6683N103

LONG 12,215,600 $167.6 million 6.4% INCREASED

1Y —

5Y —

GUIDEWIRE SOFTWARE INC

GUIDEWIRE SOFTWARE INC · COM · 40171V100

LONG 703,535 $165.6 million 6.4% INCREASED

1Y —

5Y —

META PLATFORMS INC

META PLATFORMS INC · CL A · 30303M102

LONG 196,778 $145.2 million 5.6% REDUCED

1Y —

5Y —

JOHNSON CONTROLS INTERNATION

JOHNSON CONTROLS INTERNATION · SHS · G51502105

LONG 1,091,966 $115.3 million 4.4% NEWLY REPORTED

1Y —

5Y —

HILTON WORLDWIDE HLDGS INC

HILTON WORLDWIDE HLDGS INC · COM · 43300A203

CALL 150,000 $40.0 million NEWLY REPORTED

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.