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NEW YORK, NY · CIK 0001960830
Portfolio Value
$1.86B
Positions
14
New
3
Increased
6
Decreased
5
Sold Out
4
SurgoCap Partners LP (NEW YORK, NY) reported a portfolio value of $1.86B across 14 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 84.4% of the portfolio.
Top 14 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MCKMCKESSON CORP | $266.23M | 14.29% | +48.9% |
| 2 | GEHCGE HEALTHCARE TECHNOLOGIES I | $188.49M | 10.12% | +124.0% |
| 3 | GEGENERAL ELECTRIC CO | $173.86M | 9.33% | -5.9% |
| 4 | SNPSSYNOPSYS INC | $171.89M | 9.23% | +70.4% |
| 5 | NVDANVIDIA CORPORATION | $168.12M | 9.02% | +17.5% |
| 6 | LPLALPL FINL HLDGS INC | $137.89M | 7.40% | -9.5% |
| 7 | BXBLACKSTONE INC | $135.66M | 7.28% | +11.3% |
| 8 | HLTHILTON WORLDWIDE HLDGS INC | $124.80M | 6.70% | +84.6% |
| 9 | MSFTMICROSOFT CORP | $109.20M | 5.86% | -42.9% |
| 10 | GWREGUIDEWIRE SOFTWARE INC | $97.02M | 5.21% | New |
| Stock | Value | Shares |
|---|---|---|
| GWREGUIDEWIRE SOFTWARE INC | $97.02M | 831,294 |
| CRMSALESFORCE INC | $80.53M | 267,397 |
| VRTVERTIV HOLDINGS CO | $73.36M | 898,268 |
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