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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
15 檔
54.0%
During the Q3 2025 filing period, SurgoCap Partners LP (CIK: 0001960830) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.1B across 15 reported positions.
In Q3 2025, SurgoCap Partners LP displayed an active expansion posture, initiating 5 new positions and adding to 9 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 10.02% | +1.52% | — | |
| 2 | MCK | Mckesson CORP | Stock-Healthcare | 9.71% | -0.87% | +68.66% | |
| 3 | BSX | Boston Scientific CORP | Stock-Healthcare | 9.30% | — | +25.69% | |
| 4 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 9.20% | -0.57% | +12.81% | |
| 5 | CRS | Carpenter Technology | Stock-Industrials | 8.18% | -2.06% | +29.47% | |
| 6 | BX | Blackstone Inc | Stock-Financials | 7.52% | — | -8.68% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 6.43% | — | — | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.34% | — | +57.83% | |
| 9 | NU | Nu Holdings Ltd. | Stock-Financials | 6.23% | -1.27% | +14.65% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 6.20% | — | +10.76% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.96% | -3.23% | — | |
| 12 | GWRE | Guidewire Software Inc | Stock-Tech | 4.79% | — | +6.63% | |
| 13 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 4.22% | — | -45.19% | |
| 14 | FIG | Figma Inc-cl A | Stock-Other | 3.34% | -1.32% | EXIT | |
| 15 | NIQ | NIQ Global Intelligence plc | Stock-Other | 2.56% | -2.22% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NU | Nu Holdings Ltd. | +3.4% | +14.65% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.4% | +57.83% | Add |
| 3 | MCK | Mckesson CORP | -0.1% | +68.66% | Add |
| 4 | HLT | Hilton Worldwide Holdings In | -1.2% | -45.19% | Add |
| 5 | GWRE | Guidewire Software Inc | -1.5% | +6.63% | Add |
| 6 | NFLX | Netflix Inc | -1.6% | +10.76% | Add |
| 7 | BX | Blackstone Inc | -1.8% | -8.68% | Add |
| 8 | BSX | Boston Scientific CORP | -3.9% | +25.69% | Add |
| 9 | LPLA | Lpl Financial Holdings Inc | -5.5% | +12.81% | Add |
| 10 | CRS | Carpenter Technology | -6.3% | +29.47% | Trim |
| 11 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 14 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 15 | FIG | Figma Inc-cl A | — | NEW | New buy |
| 16 | NIQ | NIQ Global Intelligence plc | — | NEW | New buy |
| 17 | NOW | Servicenow Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, SurgoCap Partners LP reported a total U.S. public equity portfolio value of $3.1B across 15 disclosed positions in Q3 2025.
During Q3 2025, SurgoCap Partners LP's top holdings by market value included TSM (10.0%)、MCK (9.7%)、BSX (9.3%). The largest single position, TSM, represented 10.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TSM, MCK, BSX) accounted for 54.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
TSM
市值: $360.4M
Top Position Liquidated / Trimmed
UNH
前期市值: $142.3M
In Q3 2025, SurgoCap Partners LP made 17 total portfolio adjustments, initiating 5 new buys, adding to 9 positions, trimming 1 holdings, and fully liquidating 2 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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