SurgoCap Partners LP Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$3.6B
Holdings
15
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,290,570 | $360.4M | 10.02% | |
| 2 | MCKMCKESSON CORP | 452,261 | $349.4M | 9.71% | |
| 3 | BSXBOSTON SCIENTIFIC CORP | 3,424,947 | $334.4M | 9.30% | |
| 4 | LPLALPL FINL HLDGS INC | 994,278 | $330.8M | 9.20% | |
| 5 | CRSCARPENTER TECHNOLOGY CORP | 1,198,895 | $294.4M | 8.18% | |
| 6 | BXBLACKSTONE INC | 1,582,815 | $270.4M | 7.52% | |
| 7 | AVGOBROADCOM INC | 701,560 | $231.5M | 6.43% | |
| 8 | METAMETA PLATFORMS INC | 310,584 | $228.1M | 6.34% | Call |
| 9 | NUNU HLDGS LTD | 14,005,429 | $224.2M | 6.23% | |
| 10 | NFLXNETFLIX INC | 185,890 | $222.9M | 6.20% | |
| 11 | GOOGALPHABET INC | 880,411 | $214.4M | 5.96% | |
| 12 | GWREGUIDEWIRE SOFTWARE INC | 750,174 | $172.4M | 4.79% | |
| 13 | HLTHILTON WORLDWIDE HLDGS INC | 584,672 | $151.7M | 4.22% | |
| 14 | FIGFIGMA INC | 2,317,515 | $120.2M | 3.34% | |
| 15 | NIQNIQ GLOBAL INTELLIGENCE PLC | 5,858,000 | $92.0M | 2.56% |