SurgoCap Partners
Latest statistics and disclosures from SurgoCap Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, CRS, LPLA, MCK, TSM, and represent 49.60% of SurgoCap Partners's stock portfolio.
- Added to shares of these 7 stocks: ISRG (+$149M), GOOG (+$116M), NVDA (+$116M), BX (+$76M), AWI (+$72M), SHOP (+$56M), LPLA.
- Started 4 new stock positions in ISRG, AWI, NVDA, SHOP.
- Reduced shares in these 10 stocks: , NFLX (-$223M), BSX (-$83M), NU (-$58M), TSM (-$55M), MCK (-$27M), HLT (-$23M), FIG (-$17M), CRS (-$15M), AVGO (-$11M).
- Sold out of its positions in META, NFLX.
- SurgoCap Partners was a net seller of stock by $-161M.
- SurgoCap Partners has $3.6B in assets under management (AUM), dropping by 0.42%.
- Central Index Key (CIK): 0001960830
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Portfolio Holdings for SurgoCap Partners
SurgoCap Partners holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 10.9 | $392M | +42% | 1.3M | 313.80 |
|
| Carpenter Technology Corporation (CRS) | 10.0 | $363M | -3% | 1.2M | 314.84 |
|
| Lpl Financial Holdings (LPLA) | 9.8 | $355M | 995k | 357.17 |
|
|
| McKesson Corporation (MCK) | 9.5 | $344M | -7% | 419k | 820.29 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.3 | $337M | -14% | 1.1M | 303.89 |
|
| Blackstone Group Inc Com Cl A (BX) | 8.9 | $320M | +31% | 2.1M | 154.14 |
|
| Boston Scientific Corporation (BSX) | 6.8 | $244M | -25% | 2.6M | 95.35 |
|
| Broadcom (AVGO) | 6.4 | $232M | -4% | 670k | 346.10 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 4.9 | $176M | -24% | 11M | 16.74 |
|
| Intuitive Surgical Com New (ISRG) | 4.1 | $149M | NEW | 263k | 566.36 |
|
| Hilton Worldwide Holdings (HLT) | 4.0 | $145M | -13% | 504k | 287.25 |
|
| Guidewire Software (GWRE) | 4.0 | $145M | -4% | 720k | 201.01 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $116M | NEW | 623k | 186.50 |
|
| Niq Global Intelligence Ordinary Shares (NIQ) | 2.7 | $97M | 5.9M | 16.49 |
|
|
| Armstrong World Industries (AWI) | 2.0 | $72M | NEW | 377k | 191.10 |
|
| Figma Class A Com Stk (FIG) | 1.9 | $70M | -19% | 1.9M | 37.37 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.6 | $56M | NEW | 348k | 160.97 |
|
Past Filings by SurgoCap Partners
SEC 13F filings are viewable for SurgoCap Partners going back to 2025
- SurgoCap Partners 2025 Q4 filed Feb. 17, 2026
- SurgoCap Partners 2025 Q3 filed Nov. 13, 2025