Surgo Cap Partners LP Portfolio Holdings by Sector

Surgo Cap Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology TSM AVGO 2 stocks	$592 Million 17.49% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META META 3 stocks	$443 Million 13.07% of portfolio	3	-	2	-	1 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$349 Million 10.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX 1 stocks	$334 Million 9.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA 1 stocks	$331 Million 9.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials CRS 1 stocks	$294 Million 8.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$270 Million 7.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$224 Million 6.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$223 Million 6.58% of portfolio	1	-	-	-	0 Calls 0 Puts

Software—Application \| Technology GWRE 1 stocks	$172 Million 5.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$152 Million 4.48% of portfolio	-	1	-	-	0 Calls 0 Puts

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