Filed: 8/14/2025ACC: 0000919574-25-004655
📋 What this filing means
SURGOCAP PARTNERS LP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $2.65B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$2.65B
Total AUM (reported)
22.24M
Total Shares
Allocation by class
COM$2.22B83.8%
ORD SHS CL A$167.60M6.3%
CL A$145.24M5.5%
SHS$115.33M4.4%
Portfolio Concentration
Top 3$907.29M34.3%
4–10$1.48B55.9%
11–25$260.57M9.8%
Top 3 weight
34.3%
Top 10 weight
90.2%
Voting Authority Distribution
Total shares with voting rights: 22.24M
Sole
Full voting authority
22.24M
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
SOLEShares881.40K
TypeSH
Market value$330.50M
12.48%
Sole
881.40K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares2.72M
TypeSH
Market value$292.69M
11.05%
Sole
2.72M
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares1.07M
TypeSH
Market value$284.10M
10.73%
Sole
1.07M
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares1.73M
TypeSH
Market value$259.27M
9.79%
Sole
1.73M
Shared
0.00
None
0.00
CARPENTER TECHNOLOGY CORP
SOLEShares926K
TypeSH
Market value$255.93M
9.66%
Sole
926K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares167.84K
TypeSH
Market value$224.75M
8.49%
Sole
167.84K
Shared
0.00
None
0.00
INTUIT
SOLEShares267.79K
TypeSH
Market value$210.92M
7.96%
Sole
267.79K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares268.15K
TypeSH
Market value$196.50M
7.42%
Sole
268.15K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares12.22M
TypeSH
Market value$167.60M
6.33%
Sole
12.22M
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares703.53K
TypeSH
Market value$165.65M
6.25%
Sole
703.53K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares196.78K
TypeSH
Market value$145.24M
5.48%
Sole
196.78K
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares1.09M
TypeSH
Market value$115.33M
4.35%
Sole
1.09M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LPL FINL HLDGS INCSOLE | COM | 881.40K | SH | $330.50M 12.48% | 881.40K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 2.72M | SH | $292.69M 11.05% | 2.72M | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 1.07M | SH | $284.10M 10.73% | 1.07M | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 1.73M | SH | $259.27M 9.79% | 1.73M | 0.00 | 0.00 |
CARPENTER TECHNOLOGY CORPSOLE | COM | 926K | SH | $255.93M 9.66% | 926K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 167.84K | SH | $224.75M 8.49% | 167.84K | 0.00 | 0.00 |
INTUITSOLE | COM | 267.79K | SH | $210.92M 7.96% | 267.79K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 268.15K | SH | $196.50M 7.42% | 268.15K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 12.22M | SH | $167.60M 6.33% | 12.22M | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 703.53K | SH | $165.65M 6.25% | 703.53K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 196.78K | SH | $145.24M 5.48% | 196.78K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 1.09M | SH | $115.33M 4.35% | 1.09M | 0.00 | 0.00 |