SurgoCap Partners LP
NEW YORK, NY · CIK 0001960830
Portfolio Value: $2.02B
Positions: 12
Period: 2025-03-31
Filed: 2025-05-15
Portfolio Value
$2.02B
Positions
12
New
4
Increased
4
Decreased
4
Sold Out
14
SurgoCap Partners LP Q1 2025 13F Filing Summary
SurgoCap Partners LP (NEW YORK, NY) reported a portfolio value of $2.02B across 12 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). Top holdings include LPLA ($296.53M), CRS ($292.06M), BSX ($267.33M). The top 10 positions account for 93.9% of the portfolio. This quarter saw 4 new positions, 4 increases, 4 reductions, 14 complete exits. Notable new buys: BSX ($267.33M), NFLX ($158.32M), UNH ($142.32M). Notable exits: GEHC, NVDA, AAPL.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | LPLALPL FINL HLDGS INC COM | $296.53M | 14.65% | +27.8% |
| 2 | CRSCARPENTER TECHNOLOGY CORP COM | $292.06M | 14.43% | +11.8% |
| 3 | BSXBOSTON SCIENTIFIC CORP COM | $267.33M | 13.21% | New |
| 4 | MCKMCKESSON CORP COM | $197.95M | 9.78% | -42.2% |
| 5 | BXBLACKSTONE INC COM | $189.16M | 9.35% | +40.7% |
| 6 | NFLXNETFLIX INC COM | $158.32M | 7.82% | New |
| 7 | UNHUNITEDHEALTH GROUP INC COM | $142.32M | 7.03% | New |
| 8 | GWREGUIDEWIRE SOFTWARE INC COM | $126.93M | 6.27% | -16.5% |
| 9 | METAMETA PLATFORMS INC CL A | $121.06M | 5.98% | -59.8% |
| 10 | HLTHILTON WORLDWIDE HLDGS INC COM | $109.60M | 5.41% | +8.7% |
| 11 | NOWSERVICENOW INC COM | $64.44M | 3.18% | New |
| 12 | NUNU HLDGS LTD ORD SHS CL A | $58.39M | 2.88% | -20.3% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
BSXBOSTON SCIENTIFIC CORP | $267.33M | 2,649,969 |
NFLXNETFLIX INC | $158.32M | 169,777 |
UNHUNITEDHEALTH GROUP INC | $142.32M | 271,740 |
NOWSERVICENOW INC | $64.44M | 80,938 |