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SurgoCap Partners LP 13F holdings, Q4 2024

Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →

SurgoCap Partners LP disclosed 10 US equity positions worth $1.7bn in its Q4 2024 13F filing. The largest position was MCK at 16.8% of the reported book, followed by CRS and LPLA. Against the Q3 2024 filing, it opened 2 new positions, added to 5 and reduced 3 among the top 10 holdings.

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What did SurgoCap Partners LP own in Q4 2024? Top 10 positions

#StockSectorWeightValueSharesΔ sharesvs Q3 2024
1 MCK MCKESSON CORP Healthcare 16.8%$290.0m508,881 -16% reduced
2 CRS CARPENTER TECHNOLOGY CORP Industrials 14.2%$244.7m1,442,069 118% added
3 LPLA LPL FINL HLDGS INC Financial Services 13.4%$231.6m709,270 -9% reduced
4 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 10.1%$175.2m2,241,000 31% added
5 BX BLACKSTONE INC Financial Services 9.6%$165.8m961,828 20% added
6 META META PLATFORMS INC Communication Services 9.3%$159.9m273,047 -10% reduced
7 NVDA NVIDIA CORPORATION Technology 8.1%$139.7m1,040,120 – new
8 GWRE GUIDEWIRE SOFTWARE INC Technology 7.9%$136.7m810,942 18% added
9 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 6.3%$109.5m443,000 – new
10 NU NU HLDGS LTD Financial Services 4.3%$74.1m7,151,552 2% added

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.