← SurgoCap Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2025-12-31 · Filed 2026-02-17 · Accession 0000919574-26-001016
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | CAP STK CL C · 02079K107 | LONG | 1,250,425 | $392.4 million |
| 2 | ARMSTRONG WORLD INDS INC NEW | COM · 04247X102 | LONG | 376,869 | $72.0 million |
| 3 | BLACKSTONE INC | COM · 09260D107 | LONG | 2,074,093 | $319.7 million |
| 4 | BOSTON SCIENTIFIC CORP | COM · 101137107 | LONG | 2,559,210 | $244.0 million |
| 5 | BROADCOM INC | COM · 11135F101 | LONG | 669,969 | $231.9 million |
| 6 | CARPENTER TECHNOLOGY CORP | COM · 144285103 | LONG | 1,152,606 | $362.9 million |
| 7 | FIGMA INC | CLASS A COM STK · 316841105 | LONG | 1,867,515 | $69.8 million |
| 8 | GUIDEWIRE SOFTWARE INC | COM · 40171V100 | LONG | 719,573 | $144.6 million |
| 9 | HILTON WORLDWIDE HLDGS INC | COM · 43300A203 | LONG | 503,719 | $144.7 million |
| 10 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 262,851 | $148.9 million |
| 11 | LPL FINL HLDGS INC | COM · 50212V100 | LONG | 995,000 | $355.4 million |
| 12 | MCKESSON CORP | COM · 58155Q103 | LONG | 419,166 | $343.8 million |
| 13 | NIQ GLOBAL INTELLIGENCE PLC | ORDINARY SHARES · G63755105 | LONG | 5,858,000 | $96.6 million |
| 14 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 10,520,395 | $176.1 million |
| 15 | NVIDIA CORP | COM · 67066G104 | LONG | 622,539 | $116.1 million |
| 16 | SHOPIFY INC | CL A SUB VTG SHS · 82509L107 | LONG | 348,131 | $56.0 million |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | LONG | 1,109,583 | $337.2 million |