SurgoCap Partners LP 13F Holdings
CIK 0001960830 · NEW YORK, NY
As of Sep 30, 2025, SurgoCap Partners LP reported 15 positions worth $3.6B in its SEC Form 13F filing.
Top 15 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 1,290,570 | $360.4M | 10.02% |
| MCKESSON CORP | MCK | Healthcare | 452,261 | $349.4M | 9.71% |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 3,424,947 | $334.4M | 9.30% |
| LPL FINANCIAL HOLDINGS INC | LPLA | Financial Services | 994,278 | $330.8M | 9.20% |
| CARPENTER TECHNOLOGY CORP | CRS | Industrials | 1,198,895 | $294.4M | 8.18% |
| BLACKSTONE INC | BX | Financial Services | 1,582,815 | $270.4M | 7.52% |
| BROADCOM INC | AVGO | Technology | 701,560 | $231.5M | 6.43% |
| META PLATFORMS INC | META | Communication Services | 310,584 | $228.1M | 6.34% |
| NU HOLDINGS LTD | NU | Financial Services | 14,005,429 | $224.2M | 6.23% |
| NETFLIX INC | NFLX | Communication Services | 185,890 | $222.9M | 6.20% |
| ALPHABET INC | GOOG | Equity | 880,411 | $214.4M | 5.96% |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 750,174 |