Latest SurgoCap Partners LP Stock Portfolio
SurgoCap Partners LP Performance:
2025 Q3: -2.58%YTD: 16.29%2024: 28.68%
Performance for 2025 Q3 is -2.58%, and YTD is 16.29%, and 2024 is 28.68%.
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 $3.6 Billions as of 30 Sep, 2025.
The top stock holdings of SurgoCap Partners LP are TSM, MCK, BSX. The fund has invested 10% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 9.7% of portfolio in MCKESSON CORP.
The fund managers got completely rid off INTUIT (INTU) and JOHNSON CTLS INTL PLC (JCI) stocks. They significantly reduced their stock positions in HILTON WORLDWIDE HLDGS INC (HLT) and BLACKSTONE INC (BX). SurgoCap Partners LP opened new stock positions in TAIWAN SEMICONDUCTOR MFG LTD (TSM), BROADCOM INC (AVGO) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to MCKESSON CORP (MCK), CARPENTER TECHNOLOGY CORP (CRS) and BOSTON SCIENTIFIC CORP (BSX).
The top stock holdings of SurgoCap Partners LP are TSM, MCK, BSX. The fund has invested 10% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 9.7% of portfolio in MCKESSON CORP.
The fund managers got completely rid off INTUIT (INTU) and JOHNSON CTLS INTL PLC (JCI) stocks. They significantly reduced their stock positions in HILTON WORLDWIDE HLDGS INC (HLT) and BLACKSTONE INC (BX). SurgoCap Partners LP opened new stock positions in TAIWAN SEMICONDUCTOR MFG LTD (TSM), BROADCOM INC (AVGO) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to MCKESSON CORP (MCK), CARPENTER TECHNOLOGY CORP (CRS) and BOSTON SCIENTIFIC CORP (BSX).
SurgoCap Partners LP Annual Return Estimates Vs S&P 500
Our best estimate is that SurgoCap Partners LP made a return of -2.58% in the last quarter. In trailing 12 months, it's portfolio return was 25.58%.
New Buys
| Ticker | $ Bought |
|---|---|
| taiwan semiconductor mfg ltd | 360,443,000 |
| broadcom inc | 231,452,000 |
| alphabet inc | 214,424,000 |
| figma inc | 120,210,000 |
| niq global intelligence plc | 91,970,600 |
New stocks bought by SurgoCap Partners LP
Additions
| Ticker | % Inc. |
|---|---|
| mckesson corp | 68.66 |
| carpenter technology corp | 29.47 |
| boston scientific corp | 25.69 |
| nu hldgs ltd | 14.65 |
| lpl finl hldgs inc | 12.81 |
| netflix inc | 10.76 |
| meta platforms inc | 7.02 |
| guidewire software inc | 6.63 |
Additions to existing portfolio by SurgoCap Partners LP
Reductions
| Ticker | % Reduced |
|---|---|
| hilton worldwide hldgs inc | -36.22 |
| blackstone inc | -8.68 |
SurgoCap Partners LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| johnson ctls intl plc | -115,333,000 |
| intuit | -210,916,000 |
SurgoCap Partners LP got rid off the above stocks
Sector Distribution
SurgoCap Partners LP has about 22.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 22.6 |
| Healthcare | 19.4 |
| Financial Services | 17.1 |
| Communication Services | 16.8 |
| Technology | 11.5 |
| Industrials | 8.4 |
| Consumer Cyclical | 4.3 |
Market Cap. Distribution
SurgoCap Partners LP has about 69.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 45.7 |
| MEGA-CAP | 23.4 |
| UNALLOCATED | 22.6 |
| MID-CAP | 8.4 |
Stocks belong to which Index?
About 63.2% of the stocks held by SurgoCap Partners LP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 54.8 |
| Others | 36.9 |
| RUSSELL 2000 | 8.4 |
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 15 stocks in it's portfolio. About 78.8% of the portfolio is in top 10 stocks. LPLA proved to be the most loss making stock for the portfolio. BX was the most profitable stock for SurgoCap Partners LP last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AVGO | broadcom inc | 6.43 | 701,560 | 231,452,000 | new | |||
| BSX | boston scientific corp | 9.30 | 3,424,950 | 334,378,000 | added | 25.69 | ||
| BX | blackstone inc | 7.52 | 1,582,820 | 270,424,000 | reduced | -8.68 | ||
| CRS | carpenter technology corp | 8.18 | 1,198,900 | 294,377,000 | added | 29.47 | ||
| GOOG | alphabet inc | 5.96 | 880,411 | 214,424,000 | new | |||
| GWRE | guidewire software inc | 4.79 | 750,174 | 172,435,000 | added | 6.63 | ||
| HLT | hilton worldwide hldgs inc | 4.22 | 584,672 | 151,687,000 | reduced | -36.22 | ||
| INTU | intuit | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| JCI | johnson ctls intl plc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| LPLA | lpl finl hldgs inc | 9.20 | 994,278 | 330,786,000 | added | 12.81 | ||
| MCK | mckesson corp | 9.71 | 452,261 | 349,390,000 | added | 68.66 | ||
| META | meta platforms inc | 4.30 | 210,584 | 154,649,000 | added | 7.02 | ||
| NFLX | netflix inc | 6.20 | 185,890 | 222,867,000 | added | 10.76 | ||
| NU | nu hldgs ltd | 6.23 | 14,005,400 | 224,227,000 | added | 14.65 | ||
| TSM | taiwan semiconductor mfg ltd | 10.02 | 1,290,570 | 360,443,000 | new | |||
| figma inc | 3.34 | 2,317,520 | 120,210,000 | new | ||||
| niq global intelligence plc | 2.56 | 5,858,000 | 91,970,600 | new | ||||