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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001960830
Total reported value
$3.1B
$3.1B
12 檔
40.2%
The Q1 2025 SEC filing reveals that SurgoCap Partners LP held a total portfolio value of $3.1B, covering 12 public equity positions.
During Q1 2025, SurgoCap Partners LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including LPLA, CRS, BSX) accounted for 40.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 14.65% | -0.57% | +27.80% | |
| 2 | CRS | Carpenter Technology | Stock-Industrials | 14.43% | -2.06% | +11.78% | |
| 3 | BSX | Boston Scientific CORP | Stock-Healthcare | 13.21% | — | — | |
| 4 | MCK | Mckesson CORP | Stock-Healthcare | 9.78% | -0.87% | -42.20% | |
| 5 | BX | Blackstone Inc | Stock-Financials | 9.35% | — | +40.69% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 7.82% | — | — | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 7.03% | — | — | |
| 8 | GWRE | Guidewire Software Inc | Stock-Tech | 6.27% | — | -16.46% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.98% | — | -59.84% | |
| 10 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 5.41% | — | +8.72% | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 3.18% | — | — | |
| 12 | NU | Nu Holdings Ltd. | Stock-Financials | 2.88% | -1.27% | -20.27% |
According to official SEC Form 13F filings, SurgoCap Partners LP reported a total U.S. public equity portfolio value of $3.1B across 12 disclosed positions in Q1 2025.
During Q1 2025, SurgoCap Partners LP's top holdings by market value included LPLA (14.7%)、CRS (14.4%)、BSX (13.2%). The largest single position, LPLA, represented 14.7% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2025, SurgoCap Partners LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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