13F HOLDINGS REPORT
SurgoCap Partners LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000919574-24-006446
Total Value
$2.00B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MCKESSON CORP | MCK | 608,317 | $300.8M | 15.02% |
| 2 | GE VERNOVA INC | GEV | 1,176,703 | $300.0M | 14.98% |
| 3 | LPL FINL HLDGS INC | 50212V100 | 780,721 | $181.6M | 9.07% |
| 4 | META PLATFORMS INC | META | 303,844 | $173.9M | 8.69% |
| 5 | APPLE INC | AAPL | 711,707 | $165.8M | 8.28% |
| 6 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 1,708,189 | $160.3M | 8.01% |
| 7 | SYNOPSYS INC | SNPS | 282,106 | $142.9M | 7.13% |
| 8 | GE VERNOVA INC | GEV | 500,000 | $127.5M | 6.37% |
| 9 | GUIDEWIRE SOFTWARE INC | GWRE | 687,286 | $125.7M | 6.28% |
| 10 | BLACKSTONE INC | BX | 800,544 | $122.6M | 6.12% |
| 11 | CARPENTER TECHNOLOGY CORP | CRS | 662,712 | $105.8M | 5.28% |
| 12 | NU HLDGS LTD | NU | 7,004,177 | $95.6M | 4.77% |