SurgoCap Partners LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$3.6B
Holdings
17
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 1,250,425 | $392.4M | 10.86% | |
| 2 | CRSCARPENTER TECHNOLOGY CORP | 1,152,606 | $362.9M | 10.05% | |
| 3 | LPLALPL FINL HLDGS INC | 995,000 | $355.4M | 9.84% | |
| 4 | MCKMCKESSON CORP | 419,166 | $343.8M | 9.52% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,109,583 | $337.2M | 9.33% | |
| 6 | BXBLACKSTONE INC | 2,074,093 | $319.7M | 8.85% | |
| 7 | BSXBOSTON SCIENTIFIC CORP | 2,559,210 | $244.0M | 6.76% | |
| 8 | AVGOBROADCOM INC | 669,969 | $231.9M | 6.42% | |
| 9 | NUNU HLDGS LTD | 10,520,395 | $176.1M | 4.88% | |
| 10 | ISRGINTUITIVE SURGICAL INC | 262,851 | $148.9M | 4.12% | |
| 11 | HLTHILTON WORLDWIDE HLDGS INC | 503,719 | $144.7M | 4.01% | |
| 12 | GWREGUIDEWIRE SOFTWARE INC | 719,573 | $144.6M | 4.00% | |
| 13 | NVDANVIDIA CORPORATION | 622,539 | $116.1M | 3.21% | |
| 14 | NIQNIQ GLOBAL INTELLIGENCE PLC | 5,858,000 | $96.6M | 2.67% | |
| 15 | AWIARMSTRONG WORLD INDS INC NEW | 376,869 | $72.0M | 1.99% | |
| 16 | FIGFIGMA INC | 1,867,515 | $69.8M | 1.93% | |
| 17 | SHOPSHOPIFY INC | 348,131 | $56.0M | 1.55% |