SurgoCap Partners LP: LPLA position timeline

SurgoCap Partners LP held 1,063,218 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,063,218 shares

   Change vs previous 13F +42,379 shares

   9.68% of the 13F portfolio, value $299,487,246.

   13F-HR 0000919574-26-005191 filed by SurgoCap Partners LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,020,839 shares

   Change vs previous 13F +25,839 shares

   10.25% of the 13F portfolio, value $307,098,996.

   13F-HR 0000919574-26-003167 filed by SurgoCap Partners LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 995,000 shares

   Change vs previous 13F +722 shares

   9.84% of the 13F portfolio, value $355,384,150.

   13F-HR 0000919574-26-001016 filed by SurgoCap Partners LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 994,278 shares

   Change vs previous 13F +112,873 shares

   9.39% of the 13F portfolio, value $330,786,348.

   13F-HR 0000919574-25-006748 filed by SurgoCap Partners LP
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 881,405 shares

   Change vs previous 13F -25,037 shares

   12.67% of the 13F portfolio, value $330,500,433.

   13F-HR 0000919574-25-004655 filed by SurgoCap Partners LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 906,442 shares

   Change vs previous 13F +197,172 shares

   14.65% of the 13F portfolio, value $296,533,436.

   13F-HR 0000919574-25-003084 filed by SurgoCap Partners LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 709,270 shares

   Change vs previous 13F -71,451 shares

   13.41% of the 13F portfolio, value $231,583,748.

   13F-HR 0000919574-25-001210 filed by SurgoCap Partners LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 780,721 shares

   Change vs previous 13F not available

   9.69% of the 13F portfolio, value $181,619,126.

   13F-HR 0000919574-24-006446 filed by SurgoCap Partners LP
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).