SurgoCap Partners LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.0T
Holdings
12
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LPLALPL FINL HLDGS INC | 906,442 | $296.5B | 14.65% | |
| 2 | CRSCARPENTER TECHNOLOGY CORP | 1,612,000 | $292.1B | 14.43% | |
| 3 | BSXBOSTON SCIENTIFIC CORP | 2,649,969 | $267.3B | 13.21% | |
| 4 | MCKMCKESSON CORP | 294,137 | $198.0B | 9.78% | |
| 5 | BXBLACKSTONE INC | 1,353,240 | $189.2B | 9.35% | |
| 6 | NFLXNETFLIX INC | 169,777 | $158.3B | 7.82% | |
| 7 | UNHUNITEDHEALTH GROUP INC | 271,740 | $142.3B | 7.03% | |
| 8 | GWREGUIDEWIRE SOFTWARE INC | 677,459 | $126.9B | 6.27% | |
| 9 | METAMETA PLATFORMS INC | 210,047 | $121.1B | 5.98% | |
| 10 | HLTHILTON WORLDWIDE HLDGS INC | 481,651 | $109.6B | 5.41% | |
| 11 | NOWSERVICENOW INC | 80,938 | $64.4B | 3.18% | |
| 12 | NUNU HLDGS LTD | 5,701,787 | $58.4B | 2.88% |