Institutions / SurgoCap Partners LP
SurgoCap Partners LP
CIK 1960830 · Institution · as of Dec 31, 2025
Portfolio value
$3.61B
Positions
17
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $392.38M | 10.9% |
| Carpenter Technology Corp | $362.89M | 10.0% |
| LPL Financial Holdings Inc. | $355.38M | 9.8% |
| McKesson Corp | $343.84M | 9.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $337.19M | 9.3% |
| Blackstone Inc | $319.70M | 8.9% |
| Boston Scientific Corp | $244.02M | 6.8% |
| Broadcom Inc. | $231.88M | 6.4% |
| Nu Hldgs Ltd | $176.11M | 4.9% |
| Intuitive Surgical Inc | $148.87M | 4.1% |
| Hilton Worldwide Holdings Inc. | $144.69M | 4.0% |
| Guidewire Software, Inc. | $144.64M | 4.0% |
| NVIDIA Corp | $116.10M | 3.2% |
| Niq Global Intelligence PLC | $96.60M | 2.7% |
| Armstrong World Industries Inc | $72.02M | 2.0% |
| Figma, Inc.FIG | $69.79M | 1.9% |
| Shopify Inc | $56.04M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.