SP

SurgoCap Partners LP

13F
SurgoCap Partners LP
Last update 2025-02-14 12 Stocks (2 new)
Value $1.94 Bil Turnover 24 %
Countries:
Top Holdings: MCK(14.94%)CRS(12.61%)LPLA(11.93%)GEHC(9.03%)BX(8.55%)
Summary Stock Picks Current Portfolio
SurgoCap Partners LP Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MCK 		McKesson Corp
508,881
290,016.4
-16.35%
14.940
-2.46%
0.410
+16.18%
+22.92%
87,694.6
Medical Distribution
CRS 		Carpenter Technology Corp
1,442,069
244,733.5
+117.60%
12.610
+6.81%
2.890
-3.36%
+17.52%
9,906.1
Industrial Products
LPLA 		LPL Financial Holdings Inc
709,270
231,583.8
-9.15%
11.930
-0.83%
0.950
-11.85%
-3.30%
25,226.1
Capital Markets
GEHC 		GE HealthCare Technologies Inc
2,241,000
175,201.4
+31.19%
9.030
+2.15%
0.490
-22.41%
-12.85%
31,165.4
Healthcare Providers & Services
BX 		Blackstone Inc
961,828
165,838.4
+20.15%
8.550
+1.43%
0.130
-26.90%
-21.31%
103,262.5
Asset Management
META 		Meta Platforms Inc
273,047
159,871.8
-10.14%
8.240
-0.88%
0.010
-18.40%
-6.03%
1,387,790.9
Interactive Media
META CALL 		Meta Platforms Inc
250,000
146,377.5
0%
7.540
0%
0.010
-18.40%
-6.03%
1,387,790.9
Interactive Media
NVDA 		NVIDIA Corp
1,040,120
139,677.7
New Holding
7.200
+7.20%
0.000
-15.70%
-19.03%
2,653,012.0
Semiconductors
GWRE 		Guidewire Software Inc
810,942
136,708.6
+17.99%
7.040
+1.07%
0.970
-3.65%
+18.38%
16,740.1
Software
HLT 		Hilton Worldwide Holdings Inc
443,000
109,491.9
New Holding
5.640
+5.64%
0.180
-12.59%
-10.29%
53,098.5
Travel & Leisure

SurgoCap Partners LP's Historical Top Holdings Breakdowns

SurgoCap Partners LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GEV 		GE Vernova Inc2024-12-31Sold Out
-14.98%
●
252.29 ($313.49) 349.44
$370.06
18.05%
Sold Out
0
-1,176,703
AAPL 		Apple Inc2024-12-31Sold Out
-8.28%
●
221.69 ($235.83) 259.02
$210.14
-10.89%
Sold Out
0
-711,707
NVDA 		NVIDIA Corp2024-12-31New Buy
+7.20%
●
118.85 ($138.16) 148.88
$108.73
-21.30%
New holding
1,040,120
1,040,120
SNPS 		Synopsys Inc2024-12-31Sold Out
-7.13%
●
485.36 ($523.15) 588
$443.97
-15.14%
Sold Out
0
-282,106
CRS 		Carpenter Technology Corp2024-12-31Add
+6.81%
●
149.5 ($171.72) 196.14
$199.00
15.89%
Add 117.6%
1,442,069
779,357
HLT 		Hilton Worldwide Holdings Inc2024-12-31New Buy
+5.64%
●
230.88 ($245) 258.46
$221.60
-9.55%
New holding
443,000
443,000
MCK 		McKesson Corp2024-12-31Reduce
-2.46%
●
482.27 ($561.01) 628.5
$699.73
24.73%
Reduce -16.35%
508,881
-99,436
GEHC 		GE HealthCare Technologies Inc2024-12-31Add
+2.15%
●
77.09 ($84.9) 91.62
$68.07
-19.82%
Add 31.19%
2,241,000
532,811
BX 		Blackstone Inc2024-12-31Add
+1.43%
●
148.42 ($174.59) 199.05
$133.58
-23.49%
Add 20.15%
961,828
161,284
GWRE 		Guidewire Software Inc2024-12-31Add
+1.07%
●
168.58 ($186.9) 207.12
$199.57
6.78%
Add 17.99%
810,942
123,656

SurgoCap Partners LP Total Holding History ($B)

To

SurgoCap Partners LP's Asset Allocation

To

SurgoCap Partners LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SurgoCap Partners LP's Hypothetical Growth since 2024-12-31

SurgoCap Partners LP's Yearly Returns

Year Portfolio % % Excess Gain %

SurgoCap Partners LP's Holdings Heat Map

Size field:

SurgoCap Partners LP's Holdings Bubble Chart

SurgoCap Partners LP News

  • 1

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