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CIK: 0001960830
Total reported value
$3.1B
$3.1B
17 檔
57.9%
The Q4 2025 SEC filing reveals that SurgoCap Partners LP held a total portfolio value of $3.1B, covering 17 public equity positions.
In Q4 2025, SurgoCap Partners LP adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, CRS, LPLA) accounted for 57.9% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 10.86% | -3.23% | +42.03% | |
| 2 | CRS | Carpenter Technology | Stock-Industrials | 10.05% | -2.06% | -3.86% | |
| 3 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 9.84% | -0.57% | +0.07% | |
| 4 | MCK | Mckesson CORP | Stock-Healthcare | 9.52% | -0.87% | -7.32% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 9.33% | +1.52% | -14.02% | |
| 6 | BX | Blackstone Inc | Stock-Financials | 8.85% | — | +31.04% | |
| 7 | BSX | Boston Scientific CORP | Stock-Healthcare | 6.76% | — | -25.28% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 6.42% | — | -4.50% | |
| 9 | NU | Nu Holdings Ltd. | Stock-Financials | 4.88% | -1.27% | -24.88% | |
| 10 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.12% | -1.83% | — | |
| 11 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 4.01% | — | -13.85% | |
| 12 | GWRE | Guidewire Software Inc | Stock-Tech | 4.00% | — | -4.08% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 3.21% | -5.87% | EXIT | |
| 14 | NIQ | NIQ Global Intelligence plc | Stock-Other | 2.67% | -2.22% | EXIT | |
| 15 | AWI | Armstrong World Industries | Stock-Industrials | 1.99% | — | — | |
| 16 | FIG | Figma Inc-cl A | Stock-Other | 1.93% | -1.32% | EXIT | |
| 17 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.55% | -2.04% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +4.9% | +42.03% | Add |
| 2 | CRS | Carpenter Technology | +1.9% | -3.86% | Trim |
| 3 | BX | Blackstone Inc | +1.3% | +31.04% | Add |
| 4 | LPLA | Lpl Financial Holdings Inc | +0.6% | +0.07% | Add |
| 5 | NIQ | NIQ Global Intelligence plc | +0.1% | — | Unchanged |
| 6 | AVGO | Broadcom Inc | 0% | -4.50% | Trim |
| 7 | MCK | Mckesson CORP | -0.2% | -7.32% | Trim |
| 8 | HLT | Hilton Worldwide Holdings In | -0.2% | -13.85% | Trim |
| 9 | TSM | Taiwan Semiconductor-sp Adr | -0.7% | -14.02% | Trim |
| 10 | GWRE | Guidewire Software Inc | -0.8% | -4.08% | Trim |
| 11 | NU | Nu Holdings Ltd. | -1.4% | -24.88% | Trim |
| 12 | FIG | Figma Inc-cl A | -1.4% | -19.42% | Trim |
| 13 | BSX | Boston Scientific CORP | -2.5% | -25.28% | Trim |
| 14 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 15 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 16 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 17 | NVDA | Nvidia CORP | — | NEW | New buy |
| 18 | AWI | Armstrong World Industries | — | NEW | New buy |
| 19 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
According to official SEC Form 13F filings, SurgoCap Partners LP reported a total U.S. public equity portfolio value of $3.1B across 17 disclosed positions in Q4 2025.
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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.
Top New Position Initiated
ISRG
市值: $148.9M
Top Position Liquidated / Trimmed
META
前期市值: $228.1M
During Q4 2025, SurgoCap Partners LP's top holdings by market value included GOOG (10.9%)、CRS (10.1%)、LPLA (9.8%). The largest single position, GOOG, represented 10.9% of total portfolio value.
In Q4 2025, SurgoCap Partners LP made 18 total portfolio adjustments, initiating 4 new buys, adding to 3 positions, trimming 9 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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