← SurgoCap Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2025-09-30 · Filed 2025-11-13 · Accession 0000919574-25-006748
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | CAP STK CL C · 02079K107 | LONG | 880,411 | $214.4 million |
| 2 | BLACKSTONE INC | COM · 09260D107 | LONG | 1,582,815 | $270.4 million |
| 3 | BOSTON SCIENTIFIC CORP | COM · 101137107 | LONG | 3,424,947 | $334.4 million |
| 4 | BROADCOM INC | COM · 11135F101 | LONG | 701,560 | $231.5 million |
| 5 | CARPENTER TECHNOLOGY CORP | COM · 144285103 | LONG | 1,198,895 | $294.4 million |
| 6 | FIGMA INC | CLASS A COM STK · 316841105 | LONG | 2,317,515 | $120.2 million |
| 7 | GUIDEWIRE SOFTWARE INC | COM · 40171V100 | LONG | 750,174 | $172.4 million |
| 8 | HILTON WORLDWIDE HLDGS INC | COM · 43300A203 | LONG | 584,672 | $151.7 million |
| 9 | LPL FINL HLDGS INC | COM · 50212V100 | LONG | 994,278 | $330.8 million |
| 10 | MCKESSON CORP | COM · 58155Q103 | LONG | 452,261 | $349.4 million |
| 11 | META PLATFORMS INC | CL A · 30303M102 | LONG | 210,584 | $154.6 million |
| 12 | META PLATFORMS INC | CL A · 30303M102 | CALL | 100,000 | $73.4 million |
| 13 | NETFLIX INC | COM · 64110L106 | LONG | 185,890 | $222.9 million |
| 14 | NIQ GLOBAL INTELLIGENCE PLC | ORDINARY SHARES · G63755105 | LONG | 5,858,000 | $92.0 million |
| 15 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 14,005,429 | $224.2 million |
| 16 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | LONG | 1,290,570 | $360.4 million |