← SurgoCap Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2025-03-31 · Filed 2025-05-15 · Accession 0000919574-25-003084
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | BLACKSTONE INC | COM · 09260D107 | LONG | 1,353,240 | $189.2 million |
| 2 | BOSTON SCIENTIFIC CORP | COM · 101137107 | LONG | 2,649,969 | $267.3 million |
| 3 | CARPENTER TECHNOLOGY CORP | COM · 144285103 | LONG | 1,612,000 | $292.1 million |
| 4 | GUIDEWIRE SOFTWARE INC | COM · 40171V100 | LONG | 677,459 | $126.9 million |
| 5 | HILTON WORLDWIDE HLDGS INC | COM · 43300A203 | LONG | 481,651 | $109.6 million |
| 6 | LPL FINL HLDGS INC | COM · 50212V100 | LONG | 906,442 | $296.5 million |
| 7 | MCKESSON CORP | COM · 58155Q103 | LONG | 294,137 | $198.0 million |
| 8 | META PLATFORMS INC | CL A · 30303M102 | LONG | 210,047 | $121.1 million |
| 9 | NETFLIX INC | COM · 64110L106 | LONG | 169,777 | $158.3 million |
| 10 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 5,701,787 | $58.4 million |
| 11 | SERVICENOW INC | COM · 81762P102 | LONG | 80,938 | $64.4 million |
| 12 | UNITEDHEALTH GROUP INC | COM · 91324P102 | LONG | 271,740 | $142.3 million |