← Latest SurgoCap Partners portfolio

SurgoCap Partners portfolio · 2024-03-31

Form 13F reports holdings as of 2024-03-31 and was filed on 2024-05-15. 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

$1.86 billion

Long positions

14

Calls / puts

0 / 0

Top 5 concentration

52.0%

Longs with AI data

0 / 14

Average AI 1Y

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG 495,903 $266.2 million 14.3% INCREASED

1Y —

5Y —

GE HEALTHCARE TECHNOLOGIES I

GE HEALTHCARE TECHNOLOGIES I · COMMON STOCK · 36266G107

LONG 2,073,349 $188.5 million 10.1% INCREASED

1Y —

5Y —

GENERAL ELECTRIC CO

GENERAL ELECTRIC CO · COM NEW · 369604301

LONG 990,470 $173.9 million 9.3% INCREASED

1Y —

5Y —

SYNOPSYS INC

SYNOPSYS INC · COM · 871607107

LONG 300,762 $171.9 million 9.2% INCREASED

1Y —

5Y —

NVIDIA CORPORATION

NVIDIA CORPORATION · COM · 67066G104

LONG 186,068 $168.1 million 9.0% INCREASED

1Y —

5Y —

LPL FINL HLDGS INC

LPL FINL HLDGS INC · COM · 50212V100

LONG 521,931 $137.9 million 7.4% REDUCED

1Y —

5Y —

BLACKSTONE INC

BLACKSTONE INC · COM · 09260D107

LONG 1,032,660 $135.7 million 7.3% INCREASED

1Y —

5Y —

HILTON WORLDWIDE HLDGS INC

HILTON WORLDWIDE HLDGS INC · COM · 43300A203

LONG 585,046 $124.8 million 6.7% INCREASED

1Y —

5Y —

MICROSOFT CORP

MICROSOFT CORP · COM · 594918104

LONG 259,553 $109.2 million 5.9% REDUCED

1Y —

5Y —

GUIDEWIRE SOFTWARE INC

GUIDEWIRE SOFTWARE INC · COM · 40171V100

LONG 831,294 $97.0 million 5.2% NEWLY REPORTED

1Y —

5Y —

NU HLDGS LTD

NU HLDGS LTD · ORD SHS CL A · G6683N103

LONG 6,819,893 $81.4 million 4.4% REDUCED

1Y —

5Y —

SALESFORCE INC

SALESFORCE INC · COM · 79466L302

LONG 267,397 $80.5 million 4.3% NEWLY REPORTED

1Y —

5Y —

VERTIV HOLDINGS CO

VERTIV HOLDINGS CO · COM CL A · 92537N108

LONG 898,268 $73.4 million 3.9% NEWLY REPORTED

1Y —

5Y —

PTC INC

PTC INC · COM · 69370C100

LONG 290,023 $54.8 million 2.9% REDUCED

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.