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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001960830
Total reported value
$3.1B
$3.1B
14 檔
31.3%
As reported in its official Q1 2024 Form 13F filing, SurgoCap Partners LP's tracked investment portfolio stood at $3.1B with 14 total positions.
During Q1 2024, SurgoCap Partners LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MCK, GEHC, GE) accounted for 31.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MCK | Mckesson CORP | Stock-Healthcare | 14.29% | -0.87% | +48.91% | |
| 2 | GEHC | GE Healthcare Technology | Stock-Healthcare | 10.12% | — | +124.01% | |
| 3 | GE | General Electric | Stock-Industrials | 9.33% | — | -5.95% | |
| 4 | SNPS | Synopsys Inc | Stock-Tech | 9.23% | — | +70.42% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 9.02% | -5.87% | EXIT | |
| 6 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 7.40% | -0.57% | -9.48% | |
| 7 | BX | Blackstone Inc | Stock-Financials | 7.28% | — | +11.33% | |
| 8 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 6.70% | — | +84.64% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 5.86% | — | -42.86% | |
| 10 | GWRE | Guidewire Software Inc | Stock-Tech | 5.21% | — | — | |
| 11 | NU | Nu Holdings Ltd. | Stock-Financials | 4.37% | -1.27% | -31.46% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 4.32% | — | — | |
| 13 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 3.94% | — | — | |
| 14 | PTC | Ptc Inc | Stock-Tech | 2.94% | — | -45.08% |
According to official SEC Form 13F filings, SurgoCap Partners LP reported a total U.S. public equity portfolio value of $3.1B across 14 disclosed positions in Q1 2024.
During Q1 2024, SurgoCap Partners LP's top holdings by market value included MCK (14.3%)、GEHC (10.1%)、GE (9.3%). The largest single position, MCK, represented 14.3% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, SurgoCap Partners LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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