Skip to content
Disclosery

SurgoCap Partners LP

Follow

13F filer, CIK 1960830, NEW YORK, NY

SurgoCap Partners LP reported $2,648,470,384 across 13 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 90.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-004655

Period
2025-06-30
Reported value
$2.65B
Holdings
13
Top 10 weight
90.01%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INTUnew+267,785$211M
HLTadded+435,020$116M
JCInew+1,091,966$115M
NUadded+6,513,813$89.4M
BXadded+380,075$56.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRSreduced-686,001-$190M
UNHexited-271,740-$142M
NOWexited-80,938-$64.4M
MCKreduced-25,982-$19M
METAreduced-13,269-$9.79M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000919574-25-004655, largest first. % of portfolio is the value over $2,608,519,384, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780,721 shares; 2024Q4: 709,270 shares; 2025Q1: 906,442 shares; 2025Q2: 881,405 shares 881,405$331M12.67%-25,037Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,649,969 shares; 2025Q2: 2,724,969 shares 2,724,969$293M11.22%+75,000Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800,544 shares; 2024Q4: 961,828 shares; 2025Q1: 1,353,240 shares; 2025Q2: 1,733,315 shares 1,733,315$259M9.94%+380,075Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662,712 shares; 2024Q4: 1,442,069 shares; 2025Q1: 1,612,000 shares; 2025Q2: 925,999 shares 925,999$256M9.81%-686,001Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 443,000 shares; 2025Q1: 481,651 shares; 2025Q2: 916,671 shares 916,671$244M9.36%+435,020Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169,777 shares; 2025Q2: 167,836 shares 167,836$225M8.62%-1,941Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267,785 shares 267,785$211M8.09%newTimeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,317 shares; 2024Q4: 508,881 shares; 2025Q1: 294,137 shares; 2025Q2: 268,155 shares 268,155$196M7.53%-25,982Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,004,177 shares; 2024Q4: 7,151,552 shares; 2025Q1: 5,701,787 shares; 2025Q2: 12,215,600 shares 12,215,600$168M6.43%+6,513,813Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,286 shares; 2024Q4: 810,942 shares; 2025Q1: 677,459 shares; 2025Q2: 703,535 shares 703,535$166M6.35%+26,076Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,844 shares; 2024Q4: 273,047 shares; 2025Q1: 210,047 shares; 2025Q2: 196,778 shares 196,778$145M5.57%-13,269Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,091,966 shares 1,091,966$115M4.42%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
HLTHILTON WORLDWIDE HLDGS INC Stockcall150,000$40Mnew

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UNHUNITEDHEALTH GROUP INC271,740$142Mshares
NOWSERVICENOW INC80,938$64.4Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-25-004655 base2025-08-14acceptance time not in the bulk data set