Surgo Cap Partners LP Portfolio Holdings

Surgo Cap Partners LP

  • $2.65 Trillion
  • Q2 2025

Surgo Cap Partners LP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.65 Trillion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lpl Financial Holdings Inc. with a value of $331B, Boston Scientific Corp with a value of $293B, Blackstone Inc. with a value of $259B, Carpenter Technology Corp with a value of $256B, and Hilton Worldwide Holdings Inc. with a value of $244B.

Examining the 13F form we can see an increase of $624B in the current position value, from $2.02T to 2.65T.

Surgo Cap Partners LP is based out at New York, NY

Below you can find more details about Surgo Cap Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $2.65 Trillion
Financial Services: $757 Billion
Healthcare: $489 Billion
Technology: $377 Billion
Industrials: $371 Billion
Communication Services: $370 Billion
Consumer Cyclical: $284 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.8B
$331 Billion 12.48% of portfolio
881,405
Q2 2025 Reduced 2.76%
$147B
$293 Billion 11.05% of portfolio
2,724,969
Q2 2025 Added 2.83%
$123B
$259 Billion 9.79% of portfolio
1,733,315
Q2 2025 Added 28.09%
$12.5B
$256 Billion 9.66% of portfolio
925,999
Q2 2025 Reduced 42.56%
$72.7B
$244 Billion 9.22% of portfolio
916,671
Q2 2025 Added 90.32%
$545B
$225 Billion 8.49% of portfolio
167,836
Q2 2025 Reduced 1.14%
$201B
$211 Billion 7.96% of portfolio
267,785
Q2 2025 New
$94.7B
$196 Billion 7.42% of portfolio
268,155
Q2 2025 Reduced 8.83%
$43.6B
$168 Billion 6.33% of portfolio
12,215,600
Q2 2025 Added 114.24%
$17.5B
$166 Billion 6.25% of portfolio
703,535
Q2 2025 Added 3.85%
$1.78T
$145 Billion 5.48% of portfolio
196,778
Q2 2025 Reduced 6.32%
$73.5B
$115 Billion 4.35% of portfolio
1,091,966
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $2.65 Trillion
  • Prior Value $2.02 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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