← Latest SurgoCap Partners portfolio

SurgoCap Partners portfolio · 2025-12-31

Form 13F reports holdings as of 2025-12-31 and was filed on 2026-02-17. 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

$3.61 billion

Long positions

17

Calls / puts

0 / 0

Top 5 concentration

49.6%

Longs with AI data

0 / 17

Average AI 1Y

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

ALPHABET INC

ALPHABET INC · CAP STK CL C · 02079K107

LONG 1,250,425 $392.4 million 10.9% INCREASED

1Y —

5Y —

CARPENTER TECHNOLOGY CORP

CARPENTER TECHNOLOGY CORP · COM · 144285103

LONG 1,152,606 $362.9 million 10.0% REDUCED

1Y —

5Y —

LPL FINL HLDGS INC

LPL FINL HLDGS INC · COM · 50212V100

LONG 995,000 $355.4 million 9.8% INCREASED

1Y —

5Y —

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG 419,166 $343.8 million 9.5% REDUCED

1Y —

5Y —

TAIWAN SEMICONDUCTOR MANUFAC

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100

LONG 1,109,583 $337.2 million 9.3% REDUCED

1Y —

5Y —

BLACKSTONE INC

BLACKSTONE INC · COM · 09260D107

LONG 2,074,093 $319.7 million 8.9% INCREASED

1Y —

5Y —

BOSTON SCIENTIFIC CORP

BOSTON SCIENTIFIC CORP · COM · 101137107

LONG 2,559,210 $244.0 million 6.8% REDUCED

1Y —

5Y —

BROADCOM INC

BROADCOM INC · COM · 11135F101

LONG 669,969 $231.9 million 6.4% REDUCED

1Y —

5Y —

NU HLDGS LTD

NU HLDGS LTD · ORD SHS CL A · G6683N103

LONG 10,520,395 $176.1 million 4.9% REDUCED

1Y —

5Y —

INTUITIVE SURGICAL INC

INTUITIVE SURGICAL INC · COM NEW · 46120E602

LONG 262,851 $148.9 million 4.1% NEWLY REPORTED

1Y —

5Y —

HILTON WORLDWIDE HLDGS INC

HILTON WORLDWIDE HLDGS INC · COM · 43300A203

LONG 503,719 $144.7 million 4.0% REDUCED

1Y —

5Y —

GUIDEWIRE SOFTWARE INC

GUIDEWIRE SOFTWARE INC · COM · 40171V100

LONG 719,573 $144.6 million 4.0% REDUCED

1Y —

5Y —

NVIDIA CORPORATION

NVIDIA CORPORATION · COM · 67066G104

LONG 622,539 $116.1 million 3.2% NEWLY REPORTED

1Y —

5Y —

NIQ GLOBAL INTELLIGENCE PLC

NIQ GLOBAL INTELLIGENCE PLC · ORDINARY SHARES · G63755105

LONG 5,858,000 $96.6 million 2.7% UNCHANGED

1Y —

5Y —

ARMSTRONG WORLD INDS INC NEW

ARMSTRONG WORLD INDS INC NEW · COM · 04247X102

LONG 376,869 $72.0 million 2.0% NEWLY REPORTED

1Y —

5Y —

FIGMA INC

FIGMA INC · CLASS A COM STK · 316841105

LONG 1,867,515 $69.8 million 1.9% REDUCED

1Y —

5Y —

SHOPIFY INC

SHOPIFY INC · CL A SUB VTG SHS · 82509L107

LONG 348,131 $56.0 million 1.6% 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.