13F HOLDINGS REPORT
SurgoCap Partners LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0000919574-25-006748
Total Value
$3.60B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,290,570 | $360.4M | 10.02% |
| 2 | MCKESSON CORP | MCK | 452,261 | $349.4M | 9.71% |
| 3 | BOSTON SCIENTIFIC CORP | BSX | 3,424,947 | $334.4M | 9.30% |
| 4 | LPL FINL HLDGS INC | 50212V100 | 994,278 | $330.8M | 9.20% |
| 5 | CARPENTER TECHNOLOGY CORP | CRS | 1,198,895 | $294.4M | 8.18% |
| 6 | BLACKSTONE INC | BX | 1,582,815 | $270.4M | 7.52% |
| 7 | BROADCOM INC | AVGO | 701,560 | $231.5M | 6.43% |
| 8 | NU HLDGS LTD | NU | 14,005,429 | $224.2M | 6.23% |
| 9 | NETFLIX INC | NFLX | 185,890 | $222.9M | 6.20% |
| 10 | ALPHABET INC | GOOG | 880,411 | $214.4M | 5.96% |
| 11 | GUIDEWIRE SOFTWARE INC | GWRE | 750,174 | $172.4M | 4.79% |
| 12 | META PLATFORMS INC | META | 210,584 | $154.6M | 4.30% |
| 13 | HILTON WORLDWIDE HLDGS INC | HLT | 584,672 | $151.7M | 4.22% |
| 14 | FIGMA INC | FIG | 2,317,515 | $120.2M | 3.34% |
| 15 | NIQ GLOBAL INTELLIGENCE PLC | NIQ | 5,858,000 | $92.0M | 2.56% |
| 16 | META PLATFORMS INC | META | 100,000 | $73.4M | 2.04% |