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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
10 檔
41.4%
In Q4 2024, SurgoCap Partners LP's U.S. equity holdings reached a combined market value of $3.1B, distributed across 10 disclosed stock positions.
During Q4 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 META, MCK, CRS) accounted for 41.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 15.78% | — | +72.14% | |
| 2 | MCK | Mckesson CORP | Stock-Healthcare | 14.94% | -0.87% | -16.35% | |
| 3 | CRS | Carpenter Technology | Stock-Industrials | 12.61% | -2.06% | +117.60% | |
| 4 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 11.93% | -0.57% | -9.15% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 10.66% | -5.87% | EXIT | |
| 6 | GEHC | GE Healthcare Technology | Stock-Healthcare | 9.03% | — | +31.19% | |
| 7 | BX | Blackstone Inc | Stock-Financials | 8.55% | — | +20.15% | |
| 8 | GWRE | Guidewire Software Inc | Stock-Tech | 7.04% | — | +17.99% | |
| 9 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 5.64% | — | — | |
| 10 | NU | Nu Holdings Ltd. | Stock-Financials | 3.82% | -1.27% | +2.10% |
According to official SEC Form 13F filings, SurgoCap Partners LP reported a total U.S. public equity portfolio value of $3.1B across 10 disclosed positions in Q4 2024.
During Q4 2024, SurgoCap Partners LP's top holdings by market value included META (15.8%)、MCK (14.9%)、CRS (12.6%). The largest single position, META, represented 15.8% 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 Q4 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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