13F HOLDINGS REPORT
SurgoCap Partners LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004655
Total Value
$2.65B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LPL FINL HLDGS INC | 50212V100 | 881,405 | $330.5M | 12.48% |
| 2 | BOSTON SCIENTIFIC CORP | BSX | 2,724,969 | $292.7M | 11.05% |
| 3 | BLACKSTONE INC | BX | 1,733,315 | $259.3M | 9.79% |
| 4 | CARPENTER TECHNOLOGY CORP | CRS | 925,999 | $255.9M | 9.66% |
| 5 | HILTON WORLDWIDE HLDGS INC | HLT | 916,671 | $244.1M | 9.22% |
| 6 | NETFLIX INC | NFLX | 167,836 | $224.8M | 8.49% |
| 7 | INTUIT | INTU | 267,785 | $210.9M | 7.96% |
| 8 | MCKESSON CORP | MCK | 268,155 | $196.5M | 7.42% |
| 9 | NU HLDGS LTD | NU | 12,215,600 | $167.6M | 6.33% |
| 10 | GUIDEWIRE SOFTWARE INC | GWRE | 703,535 | $165.6M | 6.25% |
| 11 | META PLATFORMS INC | META | 196,778 | $145.2M | 5.48% |
| 12 | JOHNSON CTLS INTL PLC | G51502105 | 1,091,966 | $115.3M | 4.35% |
| 13 | HILTON WORLDWIDE HLDGS INC | HLT | 150,000 | $40.0M | 1.51% |