13F HOLDINGS REPORT
SurgoCap Partners LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003084
Total Value
$2.02B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LPL FINL HLDGS INC | 50212V100 | 906,442 | $296.5M | 14.65% |
| 2 | CARPENTER TECHNOLOGY CORP | CRS | 1,612,000 | $292.1M | 14.43% |
| 3 | BOSTON SCIENTIFIC CORP | BSX | 2,649,969 | $267.3M | 13.21% |
| 4 | MCKESSON CORP | MCK | 294,137 | $198.0M | 9.78% |
| 5 | BLACKSTONE INC | BX | 1,353,240 | $189.2M | 9.35% |
| 6 | NETFLIX INC | NFLX | 169,777 | $158.3M | 7.82% |
| 7 | UNITEDHEALTH GROUP INC | UNH | 271,740 | $142.3M | 7.03% |
| 8 | GUIDEWIRE SOFTWARE INC | GWRE | 677,459 | $126.9M | 6.27% |
| 9 | META PLATFORMS INC | META | 210,047 | $121.1M | 5.98% |
| 10 | HILTON WORLDWIDE HLDGS INC | HLT | 481,651 | $109.6M | 5.41% |
| 11 | SERVICENOW INC | NOW | 80,938 | $64.4M | 3.18% |
| 12 | NU HLDGS LTD | NU | 5,701,787 | $58.4M | 2.88% |