← Latest SurgoCap Partners portfolio

SurgoCap Partners portfolio · 2024-12-31

Form 13F reports holdings as of 2024-12-31 and was filed on 2025-02-14. 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

$1.73 billion

Long positions

10

Calls / puts

2 / 0

Top 5 concentration

64.1%

Longs with AI data

0 / 10

Average AI 1Y

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG 508,881 $290.0 million 16.8% REDUCED

1Y —

5Y —

CARPENTER TECHNOLOGY CORP

CARPENTER TECHNOLOGY CORP · COM · 144285103

LONG 1,442,069 $244.7 million 14.2% INCREASED

1Y —

5Y —

LPL FINL HLDGS INC

LPL FINL HLDGS INC · COM · 50212V100

LONG 709,270 $231.6 million 13.4% REDUCED

1Y —

5Y —

GE HEALTHCARE TECHNOLOGIES I

GE HEALTHCARE TECHNOLOGIES I · COMMON STOCK · 36266G107

LONG 2,241,000 $175.2 million 10.1% INCREASED

1Y —

5Y —

BLACKSTONE INC

BLACKSTONE INC · COM · 09260D107

LONG 961,828 $165.8 million 9.6% INCREASED

1Y —

5Y —

META PLATFORMS INC

META PLATFORMS INC · CL A · 30303M102

LONG 273,047 $159.9 million 9.3% REDUCED

1Y —

5Y —

NVIDIA CORPORATION

NVIDIA CORPORATION · COM · 67066G104

LONG 1,040,120 $139.7 million 8.1% NEWLY REPORTED

1Y —

5Y —

GUIDEWIRE SOFTWARE INC

GUIDEWIRE SOFTWARE INC · COM · 40171V100

LONG 810,942 $136.7 million 7.9% INCREASED

1Y —

5Y —

HILTON WORLDWIDE HLDGS INC

HILTON WORLDWIDE HLDGS INC · COM · 43300A203

LONG 443,000 $109.5 million 6.3% NEWLY REPORTED

1Y —

5Y —

NU HLDGS LTD

NU HLDGS LTD · ORD SHS CL A · G6683N103

LONG 7,151,552 $74.1 million 4.3% INCREASED

1Y —

5Y —

META PLATFORMS INC

META PLATFORMS INC · CL A · 30303M102

CALL 250,000 $146.4 million NEWLY REPORTED

1Y —

5Y —

NVIDIA CORPORATION

NVIDIA CORPORATION · COM · 67066G104

CALL 500,000 $67.1 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.