Surgo Cap Partners LP Portfolio Holdings

Surgo Cap Partners LP

  • $2.02 Trillion
  • Q1 2025

Surgo Cap Partners LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.02 Trillion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lpl Financial Holdings Inc. with a value of $297B, Carpenter Technology Corp with a value of $292B, Boston Scientific Corp with a value of $267B, Mckesson Corp with a value of $198B, and Blackstone Inc. with a value of $189B.

Examining the 13F form we can see an increase of $83.4B in the current position value, from $1.94T to 2.02T.

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 $2.02 Trillion
Healthcare: $608 Billion
Financial Services: $544 Billion
Industrials: $292 Billion
Communication Services: $279 Billion
Technology: $191 Billion
Consumer Cyclical: $110 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $2.02 Trillion
  • Prior Value $1.94 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Surgo Cap Partners LP Portfolio

Follow Surgo Cap Partners LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Surgo Cap Partners LP, based on Form 13F filings with the SEC.

News

Stay updated on Surgo Cap Partners LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email