← Latest SurgoCap Partners portfolio

SurgoCap Partners portfolio · 2023-12-31

Form 13F reports holdings as of 2023-12-31 and was filed on 2024-02-14. It is delayed, can omit confidential positions, and is not the manager's current portfolio or fund NAV. Options show reported underlying value—not premium, net exposure, or investment intent.

Disclosed long book

$1.42 billion

Long positions

14

Calls / puts

1 / 0

Top 5 concentration

49.1%

Longs with AI data

0 / 14

Average AI 1Y

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

MICROSOFT CORP

MICROSOFT CORP · COM · 594918104

LONG 454,258 $170.8 million 12.1% NOT COMPARABLE

1Y —

5Y —

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG 333,028 $154.2 million 10.9% NOT COMPARABLE

1Y —

5Y —

LPL FINL HLDGS INC

LPL FINL HLDGS INC · COM · 50212V100

LONG 576,619 $131.3 million 9.3% NOT COMPARABLE

1Y —

5Y —

BLACKSTONE INC

BLACKSTONE INC · COM · 09260D107

LONG 927,596 $121.4 million 8.6% NOT COMPARABLE

1Y —

5Y —

GENERAL ELECTRIC CO

GENERAL ELECTRIC CO · COM NEW · 369604301

LONG 923,096 $117.8 million 8.3% NOT COMPARABLE

1Y —

5Y —

META PLATFORMS INC

META PLATFORMS INC · CL A · 30303M102

LONG 288,218 $102.0 million 7.2% NOT COMPARABLE

1Y —

5Y —

PTC INC

PTC INC · COM · 69370C100

LONG 528,045 $92.4 million 6.5% NOT COMPARABLE

1Y —

5Y —

SYNOPSYS INC

SYNOPSYS INC · COM · 871607107

LONG 176,485 $90.9 million 6.4% NOT COMPARABLE

1Y —

5Y —

PALO ALTO NETWORKS INC

PALO ALTO NETWORKS INC · COM · 697435105

LONG 298,944 $88.2 million 6.2% NOT COMPARABLE

1Y —

5Y —

NU HLDGS LTD

NU HLDGS LTD · ORD SHS CL A · G6683N103

LONG 9,950,708 $82.9 million 5.9% NOT COMPARABLE

1Y —

5Y —

NVIDIA CORPORATION

NVIDIA CORPORATION · COM · 67066G104

LONG 158,364 $78.4 million 5.5% NOT COMPARABLE

1Y —

5Y —

GE HEALTHCARE TECHNOLOGIES I

GE HEALTHCARE TECHNOLOGIES I · COMMON STOCK · 36266G107

LONG 925,554 $71.6 million 5.1% NOT COMPARABLE

1Y —

5Y —

HILTON WORLDWIDE HLDGS INC

HILTON WORLDWIDE HLDGS INC · COM · 43300A203

LONG 316,863 $57.7 million 4.1% NOT COMPARABLE

1Y —

5Y —

INTUITIVE SURGICAL INC

INTUITIVE SURGICAL INC · COM NEW · 46120E602

LONG 166,338 $56.1 million 4.0% NOT COMPARABLE

1Y —

5Y —

GENERAL ELECTRIC CO

GENERAL ELECTRIC CO · COM NEW · 369604301

CALL 130,000 $16.6 million NOT COMPARABLE

1Y —

5Y —

AI outlook values are averages across the latest successful run per covered model at the labeled cutoff. “No longer reported” does not necessarily mean sold; thresholds, confidential treatment, corporate actions, or instrument changes may explain an omission. Reviewed API mapping covers 0.0% of disclosed long-book value; exact editorial CUSIP mappings may add current-only AI coverage on this public page. Research use only. No warranty and not investment advice.