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SurgoCap Partners LP 13F holdings, Q2 2025

Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →

SurgoCap Partners LP disclosed 12 US equity positions worth $2.6bn in its Q2 2025 13F filing. The largest position was LPLA at 12.7% of the reported book, followed by BSX and BX. Against the Q1 2025 filing, it opened 2 new positions, added to 5 and reduced 5 among the top 12 holdings.

← Q1 2025 · Q3 2025 →

What did SurgoCap Partners LP own in Q2 2025? Top 12 positions

#StockSectorWeightValueSharesΔ sharesvs Q1 2025
1 LPLA LPL FINL HLDGS INC Financial Services 12.7%$330.5m881,405 -3% reduced
2 BSX BOSTON SCIENTIFIC CORP Healthcare 11.2%$292.7m2,724,969 3% added
3 BX BLACKSTONE INC Financial Services 9.9%$259.3m1,733,315 28% added
4 CRS CARPENTER TECHNOLOGY CORP Industrials 9.8%$255.9m925,999 -43% reduced
5 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 9.4%$244.1m916,671 90% added
6 NFLX NETFLIX INC Communication Services 8.6%$224.8m167,836 -1% reduced
7 INTU INTUIT Technology 8.1%$210.9m267,785 – new
8 MCK MCKESSON CORP Healthcare 7.5%$196.5m268,155 -9% reduced
9 NU NU HLDGS LTD Financial Services 6.4%$167.6m12,215,600 114% added
10 GWRE GUIDEWIRE SOFTWARE INC Technology 6.4%$165.6m703,535 4% added
11 META META PLATFORMS INC Communication Services 5.6%$145.2m196,778 -6% reduced
12 JCI JOHNSON CTLS INTL PLC Industrials 4.4%$115.3m1,091,966 – new

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.