{"data":{"profile":{"id":"7fd695ec-d8cc-47dd-b116-501dd350ed38","slug":"surgocap-partners","displayName":"SurgoCap Partners","publicPageEnabled":true,"trackingTier":"FIRST_WAVE","isActive":true,"data":{"summary":"A concentrated investor focused on disruptive technologies and structural change.","strategyTags":["Disruptive technology","Software","AI"],"schemaVersion":1},"createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-07-21T17:30:06.693Z"},"managers":[{"id":"b5a9b435-60fe-45cf-8147-4b81886910bf","investorProfileId":"7fd695ec-d8cc-47dd-b116-501dd350ed38","cik":"0001960830","legalName":"SurgoCap Partners LP","isActive":true,"data":{"sourceUrl":"https://data.sec.gov/submissions/CIK0001960830.json","schemaVersion":1},"firstTrackedAt":"2026-07-18T23:28:04.697Z","lastDiscoveryAt":"2026-07-21T17:30:04.149Z","createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-07-21T17:30:06.693Z"}],"snapshot":{"id":"4d5fed8b-66fb-4ccc-8f69-477735d8b64c","managerId":"b5a9b435-60fe-45cf-8147-4b81886910bf","reportPeriod":"2025-03-31","throughFilingId":"1b00c872-a73c-4c6b-8ccf-4d473166d3ae","methodologyVersion":"sec-13f-snapshot-v1","completeness":"COMPLETE","canonicalHash":"4479b3820f5fd3be2d80968282a2edc894044eca21fe769b59955e27eff52013","summary":{"counts":{"long":12,"puts":0,"calls":0,"mapped":0,"rawLines":12,"unmapped":12,"aiCovered":0,"positions":12,"otherSecurities":0},"values":{"disclosedLongUsd":"2024092957","putUnderlyingUsd":"0","callUnderlyingUsd":"0","informationTableUsd":"2024092957"},"coverage":{"aiPositionRatio":0,"aiLongValueRatio":0,"mappingPositionRatio":0,"mappingLongValueRatio":0},"warnings":["Form 13F is a delayed quarter-end disclosure and is not a current portfolio.","Options show reported underlying value, not premium paid, fund exposure, or manager intent.","AI sentiment is shown only for reviewed security mappings."],"concentration":{"top3":0.422868,"top5":0.614117,"top10":0.939318},"schemaVersion":1},"createdAt":"2026-07-19T00:01:54.446Z"},"filing":{"id":"1b00c872-a73c-4c6b-8ccf-4d473166d3ae","managerId":"b5a9b435-60fe-45cf-8147-4b81886910bf","ingestionRunId":"3f1795fc-80a1-4822-bb8c-f84b84d4d220","accessionNumber":"0000919574-25-003084","formType":"13F-HR","reportPeriod":"2025-03-31","filedAt":"2025-05-15","acceptedAt":"2025-05-14T22:25:36.000Z","processingStatus":"VALIDATED","sourceStatus":"ACTIVE","data":{"hashes":{"raw":"bdcb9a1d079328710d2046bf225d2e79f0a3f80a18ccfa4d248da461db3859e0","canonical":"56e19a40a9e91b1f881ef2224f64b988e846a43420da1e6e1707de0d6a2fd1cc"},"source":{"directoryUrl":"https://www.sec.gov/Archives/edgar/data/1960830/000091957425003084","filingDetailUrl":"https://www.sec.gov/Archives/edgar/data/1960830/000091957425003084/0000919574-25-003084-index.html","coverDocumentUrl":"https://www.sec.gov/Archives/edgar/data/1960830/000091957425003084/primary_doc.xml","informationTableUrl":"https://www.sec.gov/Archives/edgar/data/1960830/000091957425003084/Surgo_13F_09302024.xml","completeSubmissionUrl":"https://www.sec.gov/Archives/edgar/data/1960830/000091957425003084/0000919574-25-003084.txt"},"parsing":{"parserVersion":"sec-13f-v1"},"summary":{"valueUnit":"USD","entryCount":12,"reportedValue":"2024092957","normalizedValueUsd":"2024092957"},"artifacts":[{"kind":"COVER_XML","byteSize":2181,"fetchedAt":"2026-07-19T00:01:54.134Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1960830/000091957425003084/primary_doc.xml","contentHash":"d9bd85c5e805e2b9ce884653f0488a9a37324704ec9ef499cda1dde4b3aad972","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"INFORMATION_TABLE_XML","byteSize":5918,"fetchedAt":"2026-07-19T00:01:54.250Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1960830/000091957425003084/Surgo_13F_09302024.xml","contentHash":"931d50b9b865dac2e7ccb93eb03fa844942ad304102e2a6ad88384acd3028839","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"COMPLETE_SUBMISSION","byteSize":9309,"fetchedAt":"2026-07-19T00:01:54.383Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1960830/000091957425003084/0000919574-25-003084.txt","contentHash":"ec36aab6acb8dc1351de0930859d73604a5c2efc5b21ed7fad3d193d6c1bf0c4","contentType":"text/plain","parserVersion":"sec-13f-v1"}],"extensions":{},"reportType":"HOLDINGS","schemaVersion":1,"includesHoldings":true,"hasConfidentialOmissions":false},"firstSeenAt":"2026-07-19T00:01:53.936Z","lastSeenAt":"2026-07-21T17:30:04.120Z","createdAt":"2026-07-19T00:01:53.936Z","updatedAt":"2026-07-21T17:30:04.120Z"},"positions":[{"id":"93533965-9c1c-48d8-b80c-adc516d871c1","positionKey":"94cf96e3-6122-47f2-882a-64b243531271:LONG","positionKind":"LONG","marketValueUsd":"296533436","longBookWeight":"0.14650188","sharesPrincipal":{"type":"SH","amount":"906442"},"comparison":{"status":"INCREASED","priorSnapshotId":"46e55092-3901-4e8b-8bb2-8b0cb131f638","shareChangePercent":"27.7992","valueChangePercent":"28.0458","shareChangeAbsolute":"197172","valueChangeAbsolute":"64949688"},"security":{"id":"94cf96e3-6122-47f2-882a-64b243531271","cusip":"50212V100","issuerName":"LPL FINL HLDGS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"c1406529-9f5f-4710-a824-fa5deb82c6da","positionKey":"991812c0-bd4e-4dbf-9a19-4e614348af40:LONG","positionKind":"LONG","marketValueUsd":"292062160","longBookWeight":"0.14429285","sharesPrincipal":{"type":"SH","amount":"1612000"},"comparison":{"status":"INCREASED","priorSnapshotId":"46e55092-3901-4e8b-8bb2-8b0cb131f638","shareChangePercent":"11.7838","valueChangePercent":"19.3388","shareChangeAbsolute":"169931","valueChangeAbsolute":"47328630"},"security":{"id":"991812c0-bd4e-4dbf-9a19-4e614348af40","cusip":"144285103","issuerName":"CARPENTER TECHNOLOGY CORP","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"4bebd693-ddb1-4282-9eae-abba7ce27a70","positionKey":"f74682d0-beb0-4380-a337-86e4192d0538:LONG","positionKind":"LONG","marketValueUsd":"267328873","longBookWeight":"0.13207341","sharesPrincipal":{"type":"SH","amount":"2649969"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"46e55092-3901-4e8b-8bb2-8b0cb131f638"},"security":{"id":"f74682d0-beb0-4380-a337-86e4192d0538","cusip":"101137107","issuerName":"BOSTON SCIENTIFIC CORP","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"77757960-2649-4390-9ca8-07e5320edcba","positionKey":"1dc97c1b-42c6-49ef-ae0c-660e4412b6f2:LONG","positionKind":"LONG","marketValueUsd":"197951260","longBookWeight":"0.09779751","sharesPrincipal":{"type":"SH","amount":"294137"},"comparison":{"status":"REDUCED","priorSnapshotId":"46e55092-3901-4e8b-8bb2-8b0cb131f638","shareChangePercent":"-42.1992","valueChangePercent":"-31.7447","shareChangeAbsolute":"-214744","valueChangeAbsolute":"-92065111"},"security":{"id":"1dc97c1b-42c6-49ef-ae0c-660e4412b6f2","cusip":"58155Q103","issuerName":"MCKESSON CORP","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"5af37290-514a-4504-a78a-1f83d39aace3","positionKey":"afa86ac1-8e46-4ebb-a8ed-bd322d0e53b6:LONG","positionKind":"LONG","marketValueUsd":"189155887","longBookWeight":"0.09345217","sharesPrincipal":{"type":"SH","amount":"1353240"},"comparison":{"status":"INCREASED","priorSnapshotId":"46e55092-3901-4e8b-8bb2-8b0cb131f638","shareChangePercent":"40.6945","valueChangePercent":"14.0603","shareChangeAbsolute":"391412","valueChangeAbsolute":"23317503"},"security":{"id":"afa86ac1-8e46-4ebb-a8ed-bd322d0e53b6","cusip":"09260D107","issuerName":"BLACKSTONE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"32281629-fd35-4589-9c1c-e5b4e42976df","positionKey":"c0be9420-f4ea-4a38-9a77-3ec2a787526e:LONG","positionKind":"LONG","marketValueUsd":"158322146","longBookWeight":"0.07821881","sharesPrincipal":{"type":"SH","amount":"169777"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"46e55092-3901-4e8b-8bb2-8b0cb131f638"},"security":{"id":"c0be9420-f4ea-4a38-9a77-3ec2a787526e","cusip":"64110L106","issuerName":"NETFLIX INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"f134ee2f-5597-4276-97ad-1a9b25985489","positionKey":"da702d05-f9fc-457f-8841-22389dc2036e:LONG","positionKind":"LONG","marketValueUsd":"142323825","longBookWeight":"0.07031486","sharesPrincipal":{"type":"SH","amount":"271740"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"46e55092-3901-4e8b-8bb2-8b0cb131f638"},"security":{"id":"da702d05-f9fc-457f-8841-22389dc2036e","cusip":"91324P102","issuerName":"UNITEDHEALTH GROUP INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"f0420296-1d12-4d71-a554-0637be27d8aa","positionKey":"94b72ee1-074f-43f3-b602-7d762d268189:LONG","positionKind":"LONG","marketValueUsd":"126928718","longBookWeight":"0.06270893","sharesPrincipal":{"type":"SH","amount":"677459"},"comparison":{"status":"REDUCED","priorSnapshotId":"46e55092-3901-4e8b-8bb2-8b0cb131f638","shareChangePercent":"-16.4602","valueChangePercent":"-7.1538","shareChangeAbsolute":"-133483","valueChangeAbsolute":"-9779884"},"security":{"id":"94b72ee1-074f-43f3-b602-7d762d268189","cusip":"40171V100","issuerName":"GUIDEWIRE SOFTWARE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"c2abc67b-3125-4e3d-97f7-82458a394317","positionKey":"01406e48-6d73-46eb-aa15-6116136e0656:LONG","positionKind":"LONG","marketValueUsd":"121062689","longBookWeight":"0.05981083","sharesPrincipal":{"type":"SH","amount":"210047"},"comparison":{"status":"REDUCED","priorSnapshotId":"46e55092-3901-4e8b-8bb2-8b0cb131f638","shareChangePercent":"-23.0729","valueChangePercent":"-24.2751","shareChangeAbsolute":"-63000","valueChangeAbsolute":"-38809060"},"security":{"id":"01406e48-6d73-46eb-aa15-6116136e0656","cusip":"30303M102","issuerName":"META PLATFORMS INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"c3636668-9b50-4c9a-986b-8c0cce2c9f75","positionKey":"ba4bf8c1-2e07-4ea8-99a8-defc81b81d2b:LONG","positionKind":"LONG","marketValueUsd":"109599685","longBookWeight":"0.05414755","sharesPrincipal":{"type":"SH","amount":"481651"},"comparison":{"status":"INCREASED","priorSnapshotId":"46e55092-3901-4e8b-8bb2-8b0cb131f638","shareChangePercent":"8.7248","valueChangePercent":"0.0984","shareChangeAbsolute":"38651","valueChangeAbsolute":"107805"},"security":{"id":"ba4bf8c1-2e07-4ea8-99a8-defc81b81d2b","cusip":"43300A203","issuerName":"HILTON WORLDWIDE HLDGS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"13a38996-3b41-43b0-b2aa-504265730b81","positionKey":"073b7f2b-f5e6-490a-9b4e-f18604290459:LONG","positionKind":"LONG","marketValueUsd":"64437979","longBookWeight":"0.03183548","sharesPrincipal":{"type":"SH","amount":"80938"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"46e55092-3901-4e8b-8bb2-8b0cb131f638"},"security":{"id":"073b7f2b-f5e6-490a-9b4e-f18604290459","cusip":"81762P102","issuerName":"SERVICENOW INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"96cd5fb7-ada3-4d7c-aa2f-ad7b261a40ee","positionKey":"de422d29-36b1-4df7-9c4c-25119fc64148:LONG","positionKind":"LONG","marketValueUsd":"58386299","longBookWeight":"0.02884566","sharesPrincipal":{"type":"SH","amount":"5701787"},"comparison":{"status":"REDUCED","priorSnapshotId":"46e55092-3901-4e8b-8bb2-8b0cb131f638","shareChangePercent":"-20.272","valueChangePercent":"-21.1955","shareChangeAbsolute":"-1449765","valueChangeAbsolute":"-15703780"},"security":{"id":"de422d29-36b1-4df7-9c4c-25119fc64148","cusip":"G6683N103","issuerName":"NU HLDGS LTD","classTitle":"ORD SHS CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null}]}}