← Latest SurgoCap Partners portfolio

SurgoCap Partners portfolio · 2024-09-30

Form 13F reports holdings as of 2024-09-30 and was filed on 2024-11-14. 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

$1.88 billion

Long positions

11

Calls / puts

1 / 0

Top 5 concentration

59.8%

Longs with AI data

0 / 11

Average AI 1Y

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG 608,317 $300.8 million 16.0% INCREASED

1Y —

5Y —

GE VERNOVA INC

GE VERNOVA INC · COM · 36828A101

LONG 1,176,703 $300.0 million 16.0% REDUCED

1Y —

5Y —

LPL FINL HLDGS INC

LPL FINL HLDGS INC · COM · 50212V100

LONG 780,721 $181.6 million 9.7% INCREASED

1Y —

5Y —

META PLATFORMS INC

META PLATFORMS INC · CL A · 30303M102

LONG 303,844 $173.9 million 9.3% NEWLY REPORTED

1Y —

5Y —

APPLE INC

APPLE INC · COM · 037833100

LONG 711,707 $165.8 million 8.8% INCREASED

1Y —

5Y —

GE HEALTHCARE TECHNOLOGIES I

GE HEALTHCARE TECHNOLOGIES I · COMMON STOCK · 36266G107

LONG 1,708,189 $160.3 million 8.5% INCREASED

1Y —

5Y —

SYNOPSYS INC

SYNOPSYS INC · COM · 871607107

LONG 282,106 $142.9 million 7.6% INCREASED

1Y —

5Y —

GUIDEWIRE SOFTWARE INC

GUIDEWIRE SOFTWARE INC · COM · 40171V100

LONG 687,286 $125.7 million 6.7% REDUCED

1Y —

5Y —

BLACKSTONE INC

BLACKSTONE INC · COM · 09260D107

LONG 800,544 $122.6 million 6.5% REDUCED

1Y —

5Y —

CARPENTER TECHNOLOGY CORP

CARPENTER TECHNOLOGY CORP · COM · 144285103

LONG 662,712 $105.8 million 5.6% NEWLY REPORTED

1Y —

5Y —

NU HLDGS LTD

NU HLDGS LTD · ORD SHS CL A · G6683N103

LONG 7,004,177 $95.6 million 5.1% REDUCED

1Y —

5Y —

GE VERNOVA INC

GE VERNOVA INC · COM · 36828A101

CALL 500,000 $127.5 million NEWLY REPORTED

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.