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SurgoCap Partners LP 13F holdings, Q3 2024

Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →

SurgoCap Partners LP disclosed 11 US equity positions worth $1.9bn in its Q3 2024 13F filing. The largest position was MCK at 16.0% of the reported book, followed by GEV and LPLA.

· Q4 2024 →

What did SurgoCap Partners LP own in Q3 2024? Top 11 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 MCK MCKESSON CORP Healthcare 16.0%$300.8m608,317 –
2 GEV GE VERNOVA INC Industrials 16.0%$300.0m1,176,703 –
3 LPLA LPL FINL HLDGS INC Financial Services 9.7%$181.6m780,721 –
4 META META PLATFORMS INC Communication Services 9.3%$173.9m303,844 –
5 AAPL APPLE INC Technology 8.8%$165.8m711,707 –
6 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 8.5%$160.3m1,708,189 –
7 SNPS SYNOPSYS INC Technology 7.6%$142.9m282,106 –
8 GWRE GUIDEWIRE SOFTWARE INC Technology 6.7%$125.7m687,286 –
9 BX BLACKSTONE INC Financial Services 6.5%$122.6m800,544 –
10 CRS CARPENTER TECHNOLOGY CORP Industrials 5.6%$105.8m662,712 –
11 NU NU HLDGS LTD Financial Services 5.1%$95.6m7,004,177 –

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.