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SurgoCap Partners portfolio · 2025-09-30

Form 13F reports holdings as of 2025-09-30 and was filed on 2025-11-13. 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

$3.52 billion

Long positions

15

Calls / puts

1 / 0

Top 5 concentration

47.4%

Longs with AI data

3 / 15

Average AI 1Y

+21.7%

13F filing comparison

Quarter-over-quarter changes

2025-06-30 to 2025-09-30

Newly reported

6

No longer reported

3

Increased

8

Reduced

2

Newly reported this quarter

Present now and absent from the immediately preceding comparable filing.

PositionKindSharesValue

META

META PLATFORMS INC

CALL100,000$73.4 million

TSM

TAIWAN SEMICONDUCTOR MFG LTD

LONG1,290,570$360.4 million

BROADCOM INC

BROADCOM INC

LONG701,560$231.5 million

ALPHABET INC

ALPHABET INC

LONG880,411$214.4 million

FIG

FIGMA INC

LONG2,317,515$120.2 million

NIQ GLOBAL INTELLIGENCE PLC

NIQ GLOBAL INTELLIGENCE PLC

LONG5,858,000$92.0 million

No longer reported this quarter

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

PositionKindPrior sharesPrior value

HILTON WORLDWIDE HLDGS INC

HILTON WORLDWIDE HLDGS INC · COM

CALL150,000$40.0 million

INTUIT

INTUIT · COM

LONG267,785$210.9 million

JOHNSON CONTROLS INTERNATION

JOHNSON CONTROLS INTERNATION · SHS

LONG1,091,966$115.3 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.

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

TSM

Taiwan Semiconductor Manufacturing Co.

LONG1,290,570$360.4 million10.2%NEWLY REPORTED25.7%

1Y +24.3%

5Y +142.0% · 25 models

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG452,261$349.4 million9.9%INCREASED

1Y —

5Y —

BSX

Boston Scientific

LONG3,424,947$334.4 million9.5%INCREASED

1Y —

5Y —

LPL FINL HLDGS INC

LPL FINL HLDGS INC · COM · 50212V100

LONG994,278$330.8 million9.4%INCREASED

1Y —

5Y —

CARPENTER TECHNOLOGY CORP

CARPENTER TECHNOLOGY CORP · COM · 144285103

LONG1,198,895$294.4 million8.4%INCREASED

1Y —

5Y —

BLACKSTONE INC

BLACKSTONE INC · COM · 09260D107

LONG1,582,815$270.4 million7.7%REDUCED

1Y —

5Y —

BROADCOM INC

BROADCOM INC · COM · 11135F101

LONG701,560$231.5 million6.6%NEWLY REPORTED

1Y —

5Y —

NU HLDGS LTD

NU HLDGS LTD · ORD SHS CL A · G6683N103

LONG14,005,429$224.2 million6.4%INCREASED

1Y —

5Y —

NETFLIX INC

NETFLIX INC · COM · 64110L106

LONG185,890$222.9 million6.3%INCREASED

1Y —

5Y —

ALPHABET INC

ALPHABET INC · CAP STK CL C · 02079K107

LONG880,411$214.4 million6.1%NEWLY REPORTED

1Y —

5Y —

GUIDEWIRE SOFTWARE INC

GUIDEWIRE SOFTWARE INC · COM · 40171V100

LONG750,174$172.4 million4.9%INCREASED

1Y —

5Y —

META

Meta Platforms Inc.

LONG210,584$154.6 million4.4%INCREASED24.5%

1Y +22.1%

5Y +130.9% · 27 models

HILTON WORLDWIDE HLDGS INC

HILTON WORLDWIDE HLDGS INC · COM · 43300A203

LONG584,672$151.7 million4.3%REDUCED

1Y —

5Y —

FIG

Figma Inc

LONG2,317,515$120.2 million3.4%NEWLY REPORTED

1Y +18.8%

5Y +116.1% · 9 models

NIQ GLOBAL INTELLIGENCE PLC

NIQ GLOBAL INTELLIGENCE PLC · ORDINARY SHARES · G63755105

LONG5,858,000$92.0 million2.6%NEWLY REPORTED

1Y —

5Y —

META

Meta Platforms Inc.

CALL100,000$73.4 millionNEWLY REPORTED24.5%

1Y +22.1%

5Y +130.9% · 27 models

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 27.5%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.