Filed: 5/15/2025ACC: 0000919574-25-003084
📋 What this filing means
SURGOCAP PARTNERS LP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $2.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$2.02B
Total AUM (reported)
14.41M
Total Shares
Allocation by class
COM$1.84B91.1%
CL A$121.06M6.0%
ORD SHS CL A$58.39M2.9%
Portfolio Concentration
Top 3$855.92M42.3%
4–10$1.05B51.6%
11–25$122.82M6.1%
Top 3 weight
42.3%
Top 10 weight
93.9%
Voting Authority Distribution
Total shares with voting rights: 14.41M
Sole
Full voting authority
14.41M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
LPL FINL HLDGS INC
SOLEShares906.44K
TypeSH
Market value$296.53M
14.65%
Sole
906.44K
Shared
0.00
None
0.00
CARPENTER TECHNOLOGY CORP
SOLEShares1.61M
TypeSH
Market value$292.06M
14.43%
Sole
1.61M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares2.65M
TypeSH
Market value$267.33M
13.21%
Sole
2.65M
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares294.14K
TypeSH
Market value$197.95M
9.78%
Sole
294.14K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares1.35M
TypeSH
Market value$189.16M
9.35%
Sole
1.35M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares169.78K
TypeSH
Market value$158.32M
7.82%
Sole
169.78K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares271.74K
TypeSH
Market value$142.32M
7.03%
Sole
271.74K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares677.46K
TypeSH
Market value$126.93M
6.27%
Sole
677.46K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares210.05K
TypeSH
Market value$121.06M
5.98%
Sole
210.05K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares481.65K
TypeSH
Market value$109.60M
5.41%
Sole
481.65K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares80.94K
TypeSH
Market value$64.44M
3.18%
Sole
80.94K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares5.70M
TypeSH
Market value$58.39M
2.88%
Sole
5.70M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LPL FINL HLDGS INCSOLE | COM | 906.44K | SH | $296.53M 14.65% | 906.44K | 0.00 | 0.00 |
CARPENTER TECHNOLOGY CORPSOLE | COM | 1.61M | SH | $292.06M 14.43% | 1.61M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 2.65M | SH | $267.33M 13.21% | 2.65M | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 294.14K | SH | $197.95M 9.78% | 294.14K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 1.35M | SH | $189.16M 9.35% | 1.35M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 169.78K | SH | $158.32M 7.82% | 169.78K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 271.74K | SH | $142.32M 7.03% | 271.74K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 677.46K | SH | $126.93M 6.27% | 677.46K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 210.05K | SH | $121.06M 5.98% | 210.05K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 481.65K | SH | $109.60M 5.41% | 481.65K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 80.94K | SH | $64.44M 3.18% | 80.94K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 5.70M | SH | $58.39M 2.88% | 5.70M | 0.00 | 0.00 |