SurgoCap Partners LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.6B
Holdings
12
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LPLALPL FINL HLDGS INC | 881,405 | $330.5M | 12.48% | |
| 2 | BSXBOSTON SCIENTIFIC CORP | 2,724,969 | $292.7M | 11.05% | |
| 3 | HLTHILTON WORLDWIDE HLDGS INC | 1,066,671 | $284.1M | 10.73% | Call |
| 4 | BXBLACKSTONE INC | 1,733,315 | $259.3M | 9.79% | |
| 5 | CRSCARPENTER TECHNOLOGY CORP | 925,999 | $255.9M | 9.66% | |
| 6 | NFLXNETFLIX INC | 167,836 | $224.8M | 8.49% | |
| 7 | INTUINTUIT | 267,785 | $210.9M | 7.96% | |
| 8 | MCKMCKESSON CORP | 268,155 | $196.5M | 7.42% | |
| 9 | NUNU HLDGS LTD | 12,215,600 | $167.6M | 6.33% | |
| 10 | GWREGUIDEWIRE SOFTWARE INC | 703,535 | $165.6M | 6.25% | |
| 11 | METAMETA PLATFORMS INC | 196,778 | $145.2M | 5.48% | |
| 12 | JCIJOHNSON CTLS INTL PLC | 1,091,966 | $115.3M | 4.35% |