13F HOLDINGS REPORT
SurgoCap Partners LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000919574-25-001210
Total Value
$1.94B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MCKESSON CORP | MCK | 508,881 | $290.0M | 14.94% |
| 2 | CARPENTER TECHNOLOGY CORP | CRS | 1,442,069 | $244.7M | 12.61% |
| 3 | LPL FINL HLDGS INC | 50212V100 | 709,270 | $231.6M | 11.93% |
| 4 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 2,241,000 | $175.2M | 9.03% |
| 5 | BLACKSTONE INC | BX | 961,828 | $165.8M | 8.55% |
| 6 | META PLATFORMS INC | META | 273,047 | $159.9M | 8.24% |
| 7 | META PLATFORMS INC | META | 250,000 | $146.4M | 7.54% |
| 8 | NVIDIA CORPORATION | NVDA | 1,040,120 | $139.7M | 7.20% |
| 9 | GUIDEWIRE SOFTWARE INC | GWRE | 810,942 | $136.7M | 7.04% |
| 10 | HILTON WORLDWIDE HLDGS INC | HLT | 443,000 | $109.5M | 5.64% |
| 11 | NU HLDGS LTD | NU | 7,151,552 | $74.1M | 3.82% |
| 12 | NVIDIA CORPORATION | NVDA | 500,000 | $67.1M | 3.46% |