AI Portfolio Summary
In 2025 Q4, SurgoCap Partners LP maintained a portfolio of 20 distinct positions. The most significant new addition to the portfolio was INTUITIVE SURGICAL I, which now represents 4.12% of the total fund value. They heavily accumulated shares in ALPHABET INC, increasing their position by 42.0%. Conversely, SurgoCap Partners LP completely exited their position in NETFLIX INC.
Total Positions
20
Quarter
2025 Q4
Top Holding
GOOG (10.9%)
Top 10 Concentration
80.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-20 of 20
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOG
ALPHABET INC
|
Communication Services | 10.86% | 5.96% |
#1
9
Prev: #10
|
6.5 | 370,014 | 42.0% |
P
S
|
1,250,425 | $392,383,365 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRS
CARPENTER TECHN...
|
Industrials | 10.05% | 8.18% |
#2
3
Prev: #5
|
4.0 | -46,289 | -3.9% |
P
S
|
1,152,606 | $362,886,473 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LPLA
LPL FINL HLDGS ...
|
Financial Services | 9.84% | 9.20% |
#3
1
Prev: #4
|
5.9 | 722 | 0.1% |
P
S
|
995,000 | $355,384,150 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCK
MCKESSON CORP
|
Healthcare | 9.52% | 9.71% |
#4
2
Prev: #2
|
3.8 | -33,095 | -7.3% |
P
S
|
419,166 | $343,837,678 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 9.33% | 10.02% |
#5
4
Prev: #1
|
3.8 | -180,987 | -14.0% |
P
S
|
1,109,583 | $337,191,178 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BX
BLACKSTONE INC
|
Financial Services | 8.85% | 7.52% |
#6
Prev: #6
|
5.6 | 491,278 | 31.0% |
P
S
|
2,074,093 | $319,700,695 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 6.76% | 9.30% |
#7
4
Prev: #3
|
2.8 | -865,737 | -25.3% |
P
S
|
2,559,210 | $244,020,674 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 6.42% | 6.43% |
#8
1
Prev: #7
|
2.6 | -31,591 | -4.5% |
P
S
|
669,969 | $231,876,271 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NU
NU HLDGS LTD
|
Financial Services | 4.88% | 6.23% |
#9
1
Prev: #8
|
2.0 | -3,485,034 | -24.9% |
P
S
|
10,520,395 | $176,111,412 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 4.12% | — |
#10
Prev: #—
|
3.6 | 262,851 | no change |
NEW
|
262,851 | $148,868,292 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HLT
HILTON WORLDWID...
|
Consumer Cyclical | 4.01% | 4.22% |
#11
2
Prev: #13
|
1.6 | -80,953 | -13.8% |
P
S
|
503,719 | $144,693,283 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GWRE
GUIDEWIRE SOFTW...
|
Technology | 4.00% | 4.79% |
#12
1
Prev: #11
|
1.6 | -30,601 | -4.1% |
P
S
|
719,573 | $144,641,369 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.21% | — |
#13
Prev: #—
|
3.3 | 622,539 | no change |
NEW
|
622,539 | $116,103,524 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
NIQ GLOBAL INTE...
|
—
|
Unknown | 2.67% | 2.56% |
#14
1
Prev: #15
|
1.1 | no change | no change |
P
S
|
5,858,000 | $96,598,420 | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
AWI
ARMSTRONG WORLD...
|
Industrials | 1.99% | — |
#15
Prev: #—
|
2.8 | 376,869 | no change |
NEW
|
376,869 | $72,019,666 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FIG
FIGMA INC
|
Technology | 1.93% | 3.34% |
#16
2
Prev: #14
|
0.8 | -450,000 | -19.4% |
P
S
|
1,867,515 | $69,789,036 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHOP
SHOPIFY INC
|
Technology | 1.55% | — |
#17
Prev: #—
|
2.6 | 348,131 | no change |
NEW
|
348,131 | $56,038,647 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NFLX
NETFLIX INC
|
ETF | 0.00% | 6.20% |
Sold All 😨
(Was: #9) |
0.3 | -185,890 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.00% | 4.30% |
Sold All 😨
(Was: #12) |
0.3 | -210,584 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
CALL
META PLATFORMS ...
|
CALL Option | 0.00% | 2.04% |
Sold All 😨
(Was: #16) |
0.3 | -100,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-20 of 20 holdings