← Latest SurgoCap Partners portfolio

SurgoCap Partners portfolio · 2024-06-30

Form 13F reports holdings as of 2024-06-30 and was filed on 2024-08-14. 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

$1.71 billion

Long positions

13

Calls / puts

0 / 0

Top 5 concentration

52.5%

Longs with AI data

0 / 13

Average AI 1Y

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG 481,642 $281.3 million 16.5% REDUCED

1Y —

5Y —

GE VERNOVA INC

GE VERNOVA INC · COM · 36828A101

LONG 1,233,334 $211.5 million 12.4% NEWLY REPORTED

1Y —

5Y —

LPL FINL HLDGS INC

LPL FINL HLDGS INC · COM · 50212V100

LONG 546,841 $152.7 million 8.9% INCREASED

1Y —

5Y —

BLACKSTONE INC

BLACKSTONE INC · COM · 09260D107

LONG 1,032,660 $127.8 million 7.5% UNCHANGED

1Y —

5Y —

QUALCOMM INC

QUALCOMM INC · COM · 747525103

LONG 624,110 $124.3 million 7.3% NEWLY REPORTED

1Y —

5Y —

SYNOPSYS INC

SYNOPSYS INC · COM · 871607107

LONG 197,602 $117.6 million 6.9% REDUCED

1Y —

5Y —

GUIDEWIRE SOFTWARE INC

GUIDEWIRE SOFTWARE INC · COM · 40171V100

LONG 809,465 $111.6 million 6.5% REDUCED

1Y —

5Y —

NVIDIA CORPORATION

NVIDIA CORPORATION · COM · 67066G104

LONG 857,606 $105.9 million 6.2% INCREASED

1Y —

5Y —

CORE & MAIN INC

CORE & MAIN INC · CL A · 21874C102

LONG 2,075,233 $101.6 million 5.9% NEWLY REPORTED

1Y —

5Y —

APPLE INC

APPLE INC · COM · 037833100

LONG 477,178 $100.5 million 5.9% NEWLY REPORTED

1Y —

5Y —

NU HLDGS LTD

NU HLDGS LTD · ORD SHS CL A · G6683N103

LONG 7,580,264 $97.7 million 5.7% INCREASED

1Y —

5Y —

GE HEALTHCARE TECHNOLOGIES I

GE HEALTHCARE TECHNOLOGIES I · COMMON STOCK · 36266G107

LONG 1,150,453 $89.6 million 5.2% REDUCED

1Y —

5Y —

MICROSOFT CORP

MICROSOFT CORP · COM · 594918104

LONG 195,434 $87.3 million 5.1% 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.