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CIK: 0001960830
Total reported value
$3.1B
$3.1B
11 檔
40.4%
According to the latest 13F quarterly dataset, SurgoCap Partners LP managed an equity portfolio of $3.1B at the end of Q3 2024, spanning 11 distinct U.S. exchange-listed positions.
During Q3 2024, SurgoCap Partners LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | Stock-Industrials | 21.35% | — | +35.95% | |
| 2 | MCK | Mckesson CORP | Stock-Healthcare | 15.02% | -0.87% | +26.30% | |
| 3 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 9.07% | -0.57% | +42.77% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.69% | — | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 8.28% | — | +49.15% | |
| 6 | GEHC | GE Healthcare Technology | Stock-Healthcare | 8.01% | — | +48.48% | |
| 7 | SNPS | Synopsys Inc | Stock-Tech | 7.13% | — | +42.76% | |
| 8 | GWRE | Guidewire Software Inc | Stock-Tech | 6.28% | — | -15.09% | |
| 9 | BX | Blackstone Inc | Stock-Financials | 6.12% | — | -22.48% | |
| 10 | CRS | Carpenter Technology | Stock-Industrials | 5.28% | -2.06% | — | |
| 11 | NU | Nu Holdings Ltd. | Stock-Financials | 4.77% | -1.27% | -7.60% |
According to official SEC Form 13F filings, SurgoCap Partners LP reported a total U.S. public equity portfolio value of $3.1B across 11 disclosed positions in Q3 2024.
During Q3 2024, SurgoCap Partners LP's top holdings by market value included GEV (21.4%)、MCK (15.0%)、LPLA (9.1%). The largest single position, GEV, represented 21.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including GEV, MCK, LPLA) accounted for 40.4% of total reported equity market value during Q3 2024.
In Q3 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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