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NEW YORK, NY · CIK 0001960830
New positions
4
Added to
3
Trimmed
5
Exited
5
SurgoCap Partners LP (NEW YORK, NY) reported a portfolio value of $1.71B across 13 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 83.9% of the portfolio.
Top 13 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MCKMCKESSON CORP | $281.30M | 16.45% | -2.9% |
| 2 | GEVGE VERNOVA INC | $211.53M | 12.37% | New |
| 3 | LPLALPL FINL HLDGS INC | $152.73M | 8.93% | +4.8% |
| 4 | BXBLACKSTONE INC | $127.84M | 7.48% | - |
| 5 | QCOMQUALCOMM INC | $124.31M | 7.27% | New |
| 6 | SNPSSYNOPSYS INC | $117.59M | 6.88% | -34.3% |
| 7 | GWREGUIDEWIRE SOFTWARE INC | $111.62M | 6.53% | -2.6% |
| 8 | NVDANVIDIA CORPORATION | $105.95M | 6.20% | +360.9% |
| 9 | CNMCORE & MAIN INC | $101.56M | 5.94% | New |
| 10 | AAPLAPPLE INC | $100.50M | 5.88% | New |
| Stock | Value | Shares |
|---|---|---|
| GEVGE VERNOVA INC | $211.53M | 1,233,334 |
| QCOMQUALCOMM INC | $124.31M | 624,110 |
| CNMCORE & MAIN INC | $101.56M | 2,075,233 |
| AAPLAPPLE INC | $100.50M | 477,178 |
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