Latest SurgoCap Partners LP Stock Portfolio
SurgoCap Partners LP Performance:
2025 Q4: 4.89%YTD: 22.04%2024: 32.56%
Performance for 2025 Q4 is 4.89%, and YTD is 22.04%, and 2024 is 32.56%.
About SurgoCap Partners LP and 13F Hedge Fund Stock Holdings
On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, SurgoCap Partners LP reported an equity portfolio of $3.6 Billions as of 31 Dec, 2025.
The top stock holdings of SurgoCap Partners LP are GOOG, CRS, LPLA. The fund has invested 10.9% of it's portfolio in ALPHABET INC and 10.1% of portfolio in CARPENTER TECHNOLOGY CORP.
The fund managers got completely rid off NETFLIX INC (NFLX) stocks. They significantly reduced their stock positions in BOSTON SCIENTIFIC CORP (BSX), NU HLDGS LTD (NU) and FIGMA INC. SurgoCap Partners LP opened new stock positions in INTUITIVE SURGICAL INC (ISRG), NVIDIA CORPORATION (NVDA) and ARMSTRONG WORLD INDS INC NEW (AWI). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), BLACKSTONE INC (BX) and LPL FINL HLDGS INC (LPLA).
The top stock holdings of SurgoCap Partners LP are GOOG, CRS, LPLA. The fund has invested 10.9% of it's portfolio in ALPHABET INC and 10.1% of portfolio in CARPENTER TECHNOLOGY CORP.
The fund managers got completely rid off NETFLIX INC (NFLX) stocks. They significantly reduced their stock positions in BOSTON SCIENTIFIC CORP (BSX), NU HLDGS LTD (NU) and FIGMA INC. SurgoCap Partners LP opened new stock positions in INTUITIVE SURGICAL INC (ISRG), NVIDIA CORPORATION (NVDA) and ARMSTRONG WORLD INDS INC NEW (AWI). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), BLACKSTONE INC (BX) and LPL FINL HLDGS INC (LPLA).
SurgoCap Partners LP Annual Return Estimates Vs S&P 500
Our best estimate is that SurgoCap Partners LP made a return of 4.89% in the last quarter. In trailing 12 months, it's portfolio return was 22.04%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| intuitive surgical inc | 148,868,000 |
| nvidia corporation | 116,104,000 |
| armstrong world inds inc new | 72,019,700 |
| shopify inc | 56,038,600 |
New stocks bought by SurgoCap Partners LP
Additions
| Ticker | % Inc. |
|---|---|
| alphabet inc | 42.03 |
| blackstone inc | 31.04 |
| lpl finl hldgs inc | 0.07 |
Additions to existing portfolio by SurgoCap Partners LP
Reductions
| Ticker | % Reduced |
|---|---|
| boston scientific corp | -25.28 |
| nu hldgs ltd | -24.88 |
| figma inc | -19.42 |
| taiwan semiconductor mfg ltd | -14.02 |
| hilton worldwide hldgs inc | -13.85 |
| mckesson corp | -7.32 |
| broadcom inc | -4.5 |
| guidewire software inc | -4.08 |
SurgoCap Partners LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| netflix inc | -222,867,000 |
SurgoCap Partners LP got rid off the above stocks
Sector Distribution
SurgoCap Partners LP has about 20.4% of it's holdings in Others sector.
- Others
- Healthcare
- Financial Services
- Technology
- Industrials
- Communication Services
- Consumer Cyclical
| Sector | % |
|---|---|
| Others | 20.4 |
| Healthcare | 20.4 |
| Financial Services | 18.7 |
| Technology | 13.6 |
| Industrials | 12 |
| Communication Services | 10.9 |
| Consumer Cyclical | 4 |
Market Cap. Distribution
SurgoCap Partners LP has about 77.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 57.1 |
| MEGA-CAP | 20.5 |
| UNALLOCATED | 20.4 |
| MID-CAP | 2 |
Stocks belong to which Index?
About 63.7% of the stocks held by SurgoCap Partners LP either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 53.7 |
| Others | 36.2 |
| RUSSELL 2000 | 10 |
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 17 stocks in it's portfolio. About 80.6% of the portfolio is in top 10 stocks. BX proved to be the most loss making stock for the portfolio. CRS was the most profitable stock for SurgoCap Partners LP last quarter.
Last Reported on: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AVGO | broadcom inc | 6.42 | 669,969 | 231,876,000 | reduced | -4.5 | ||
| AWI | armstrong world inds inc new | 1.99 | 376,869 | 72,019,700 | new | |||
| BSX | boston scientific corp | 6.76 | 2,559,210 | 244,021,000 | reduced | -25.28 | ||
| BX | blackstone inc | 8.85 | 2,074,090 | 319,701,000 | added | 31.04 | ||
| CRS | carpenter technology corp | 10.05 | 1,152,610 | 362,886,000 | reduced | -3.86 | ||
| GOOG | alphabet inc | 10.86 | 1,250,420 | 392,383,000 | added | 42.03 | ||
| GWRE | guidewire software inc | 4.00 | 719,573 | 144,641,000 | reduced | -4.08 | ||
| HLT | hilton worldwide hldgs inc | 4.01 | 503,719 | 144,693,000 | reduced | -13.85 | ||
| ISRG | intuitive surgical inc | 4.12 | 262,851 | 148,868,000 | new | |||
| LPLA | lpl finl hldgs inc | 9.84 | 995,000 | 355,384,000 | added | 0.07 | ||
| MCK | mckesson corp | 9.52 | 419,166 | 343,838,000 | reduced | -7.32 | ||
| NFLX | netflix inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NU | nu hldgs ltd | 4.88 | 10,520,400 | 176,111,000 | reduced | -24.88 | ||
| NVDA | nvidia corporation | 3.21 | 622,539 | 116,104,000 | new | |||
| SHOP | shopify inc | 1.55 | 348,131 | 56,038,600 | new | |||
| TSM | taiwan semiconductor mfg ltd | 9.34 | 1,109,580 | 337,191,000 | reduced | -14.02 | ||
| niq global intelligence plc | 2.67 | 5,858,000 | 96,598,400 | unchanged | 0.00 | |||
| figma inc | 1.93 | 1,867,520 | 69,789,000 | reduced | -19.42 | |||