SurgoCap Partners LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
SurgoCap Partners LP disclosed 12 US equity positions worth $2.0bn in its Q1 2025 13F filing. The largest position was LPLA at 14.7% of the reported book, followed by CRS and BSX. Against the Q4 2024 filing, it opened 4 new positions, added to 4 and reduced 4 among the top 12 holdings.
What did SurgoCap Partners LP own in Q1 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | LPLA LPL FINL HLDGS INC | Financial Services | 14.7% | $296.5m | 906,442 | 28% | added |
| 2 | CRS CARPENTER TECHNOLOGY CORP | Industrials | 14.4% | $292.1m | 1,612,000 | 12% | added |
| 3 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 13.2% | $267.3m | 2,649,969 | – | new |
| 4 | MCK MCKESSON CORP | Healthcare | 9.8% | $198.0m | 294,137 | -42% | reduced |
| 5 | BX BLACKSTONE INC | Financial Services | 9.3% | $189.2m | 1,353,240 | 41% | added |
| 6 | NFLX NETFLIX INC | Communication Services | 7.8% | $158.3m | 169,777 | – | new |
| 7 | UNH UNITEDHEALTH GROUP INC | Healthcare | 7.0% | $142.3m | 271,740 | – | new |
| 8 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 6.3% | $126.9m | 677,459 | -16% | reduced |
| 9 | META META PLATFORMS INC | Communication Services | 6.0% | $121.1m | 210,047 | -23% | reduced |
| 10 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 5.4% | $109.6m | 481,651 | 9% | added |
| 11 | NOW SERVICENOW INC | Technology | 3.2% | $64.4m | 80,938 | – | new |
| 12 | NU NU HLDGS LTD | Financial Services | 2.9% | $58.4m | 5,701,787 | -20% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.