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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001960830
Total reported value
$3.1B
$3.1B
12 檔
46.0%
At the close of Q2 2025, SurgoCap Partners LP disclosed equity holdings valued at approximately $3.1B, spread across 12 reported holdings.
During Q2 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, BSX, HLT) accounted for 46.0% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 12.48% | -0.57% | -2.76% | |
| 2 | BSX | Boston Scientific CORP | Stock-Healthcare | 11.05% | — | +2.83% | |
| 3 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 10.73% | — | +121.46% | |
| 4 | BX | Blackstone Inc | Stock-Financials | 9.79% | — | +28.09% | |
| 5 | CRS | Carpenter Technology | Stock-Industrials | 9.66% | -2.06% | -42.56% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 8.49% | — | -1.14% | |
| 7 | INTU | Intuit Inc | Stock-Tech | 7.96% | — | — | |
| 8 | MCK | Mckesson CORP | Stock-Healthcare | 7.42% | -0.87% | -8.83% | |
| 9 | NU | Nu Holdings Ltd. | Stock-Financials | 6.33% | -1.27% | +114.24% | |
| 10 | GWRE | Guidewire Software Inc | Stock-Tech | 6.25% | — | +3.85% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.48% | — | -6.32% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.35% | — | — |
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 Q2 2025.
During Q2 2025, SurgoCap Partners LP's top holdings by market value included LPLA (12.5%)、BSX (11.1%)、HLT (10.7%). The largest single position, LPLA, represented 12.5% 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 Q2 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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