Latest SurgoCap Partners LP Stock Portfolio
SurgoCap Partners LP Performance:
2025 Q1: 0.03%YTD: 0.03%2024: 30.98%
Performance for 2025 Q1 is 0.03%, and YTD is 0.03%, and 2024 is 30.98%.
About SurgoCap Partners LP and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SurgoCap Partners LP reported an equity portfolio of $2 Billions as of 31 Mar, 2025.
The top stock holdings of SurgoCap Partners LP are LPLA, CRS, BSX. The fund has invested 14.7% of it's portfolio in LPL FINL HLDGS INC and 14.4% of portfolio in CARPENTER TECHNOLOGY CORP.
The fund managers got completely rid off GE HEALTHCARE TECHNOLOGIES I and NVIDIA CORPORATION (NVDA) stocks. They significantly reduced their stock positions in MCKESSON CORP (MCK), META PLATFORMS INC (META) and NU HLDGS LTD (NU). SurgoCap Partners LP opened new stock positions in BOSTON SCIENTIFIC CORP (BSX), NETFLIX INC (NFLX) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to BLACKSTONE INC (BX), LPL FINL HLDGS INC (LPLA) and CARPENTER TECHNOLOGY CORP (CRS).
The top stock holdings of SurgoCap Partners LP are LPLA, CRS, BSX. The fund has invested 14.7% of it's portfolio in LPL FINL HLDGS INC and 14.4% of portfolio in CARPENTER TECHNOLOGY CORP.
The fund managers got completely rid off GE HEALTHCARE TECHNOLOGIES I and NVIDIA CORPORATION (NVDA) stocks. They significantly reduced their stock positions in MCKESSON CORP (MCK), META PLATFORMS INC (META) and NU HLDGS LTD (NU). SurgoCap Partners LP opened new stock positions in BOSTON SCIENTIFIC CORP (BSX), NETFLIX INC (NFLX) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to BLACKSTONE INC (BX), LPL FINL HLDGS INC (LPLA) and CARPENTER TECHNOLOGY CORP (CRS).
SurgoCap Partners LP Annual Return Estimates Vs S&P 500
Our best estimate is that SurgoCap Partners LP made a return of 0.03% in the last quarter. In trailing 12 months, it's portfolio return was 12.92%.
New Buys
| Ticker | $ Bought |
|---|---|
| boston scientific corp | 267,329,000 |
| netflix inc | 158,322,000 |
| unitedhealth group inc | 142,324,000 |
| servicenow inc | 64,438,000 |
New stocks bought by SurgoCap Partners LP
Additions
| Ticker | % Inc. |
|---|---|
| blackstone inc | 40.69 |
| lpl finl hldgs inc | 27.8 |
| carpenter technology corp | 11.78 |
| hilton worldwide hldgs inc | 8.72 |
Additions to existing portfolio by SurgoCap Partners LP
Reductions
| Ticker | % Reduced |
|---|---|
| mckesson corp | -42.2 |
| meta platforms inc | -23.07 |
| nu hldgs ltd | -20.27 |
| guidewire software inc | -16.46 |
SurgoCap Partners LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ge healthcare technologies i | -175,201,000 |
| nvidia corporation | -139,678,000 |
SurgoCap Partners LP got rid off the above stocks
Sector Distribution
SurgoCap Partners LP has about 30% of it's holdings in Healthcare sector.
| Sector | % |
|---|---|
| Healthcare | 30 |
| Financial Services | 24 |
| Industrials | 14.4 |
| Communication Services | 13.8 |
| Technology | 9.5 |
| Consumer Cyclical | 5.4 |
| Others | 2.9 |
Market Cap. Distribution
SurgoCap Partners LP has about 82.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 61.9 |
| MEGA-CAP | 20.8 |
| MID-CAP | 14.4 |
| UNALLOCATED | 2.9 |
Stocks belong to which Index?
About 76.2% of the stocks held by SurgoCap Partners LP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 61.8 |
| Others | 23.8 |
| RUSSELL 2000 | 14.4 |
SurgoCap Partners LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SurgoCap Partners LP
SurgoCap Partners LP has 12 stocks in it's portfolio. BX proved to be the most loss making stock for the portfolio. MCK was the most profitable stock for SurgoCap Partners LP last quarter.
Last Reported on: 15 May, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| LPLA | lpl finl hldgs inc | 14.65 | 906,442 | 296,533,000 | added | 27.8 | ||
Historical Trend of LPL FINL HLDGS INC Position Held By SurgoCap Partners LPWhat % of Portfolio is LPLA?:Number of LPLA shares held:Change in No. of Shares Held: | ||||||||
| CRS | carpenter technology corp | 14.43 | 1,612,000 | 292,062,000 | added | 11.78 | ||
| BSX | boston scientific corp | 13.21 | 2,649,970 | 267,329,000 | new | |||
| MCK | mckesson corp | 9.78 | 294,137 | 197,951,000 | reduced | -42.2 | ||
| BX | blackstone inc | 9.35 | 1,353,240 | 189,156,000 | added | 40.69 | ||
| NFLX | netflix inc | 7.82 | 169,777 | 158,322,000 | new | |||
| UNH | unitedhealth group inc | 7.03 | 271,740 | 142,324,000 | new | |||
| GWRE | guidewire software inc | 6.27 | 677,459 | 126,929,000 | reduced | -16.46 | ||
| META | meta platforms inc | 5.98 | 210,047 | 121,063,000 | reduced | -23.07 | ||
| HLT | hilton worldwide hldgs inc | 5.42 | 481,651 | 109,600,000 | added | 8.72 | ||
| NOW | servicenow inc | 3.18 | 80,938 | 64,438,000 | new | |||
| NU | nu hldgs ltd | 2.88 | 5,701,790 | 58,386,300 | reduced | -20.27 | ||
| NVDA | nvidia corporation | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ge healthcare technologies i | 0.00 | 0.00 | 0.00 | sold off | -100 | |||
