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NEW YORK, NY · CIK 0001960830
Portfolio Value
$2.00B
Positions
11
New
2
Increased
6
Decreased
3
Sold Out
4
SurgoCap Partners LP (NEW YORK, NY) reported a portfolio value of $2.00B across 11 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). The top 10 positions account for 95.2% of the portfolio.
Top 11 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | GEVGE VERNOVA INC | $427.53M | 21.35% | +35.9% |
| 2 | MCKMCKESSON CORP | $300.76M | 15.02% | +26.3% |
| 3 | LPLALPL FINL HLDGS INC | $181.62M | 9.07% | +42.8% |
| 4 | METAMETA PLATFORMS INC | $173.93M | 8.69% | New |
| 5 | AAPLAPPLE INC | $165.83M | 8.28% | +49.1% |
| 6 | GEHCGE HEALTHCARE TECHNOLOGIES I | $160.31M | 8.01% | +48.5% |
| 7 | SNPSSYNOPSYS INC | $142.86M | 7.13% | +42.8% |
| 8 | GWREGUIDEWIRE SOFTWARE INC | $125.73M | 6.28% | -15.1% |
| 9 | BXBLACKSTONE INC | $122.59M | 6.12% | -22.5% |
| 10 | CRSCARPENTER TECHNOLOGY CORP | $105.76M | 5.28% | New |
| Stock | Value | Shares |
|---|---|---|
| METAMETA PLATFORMS INC | $173.93M | 303,844 |
| CRSCARPENTER TECHNOLOGY CORP | $105.76M | 662,712 |
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