In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), SurgoCap Partners LP reported 14 stock positions worth $1.9 billion . Its top holding was McKesson (MCK) at 14.3% of the portfolio, followed by GE Healthcare Technology (GEHC, 10.1% ) and General Electric (GE, 9.3% ). Compared with Q4 2023, it opened 3 new positions, sold out of 3, added to 7 and reduced 4. The biggest buy was a new position in Guidewire Software (GWRE) and the biggest sale an exit from Meta Platforms Class A (META).
Location NEW YORK, NY
CIK 0001960830
Portfolio Value $1.9B (Q1 2024) Holdings 14 stocks · $1.9B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 MCK McKesson Corp. 495,903 $266.2M Add +48.9% GEHC GE Healthcare Technology 2,073,349 $188.5M Add +124.0% GE General Electric 990,470 $173.9M Add +7.3% SNPS Synopsys Inc. 300,762 $171.9M Add +70.4% NVDA Nvidia Corp. 186,068 $168.1M Add +17.5% LPLA LPL Financial Holdings Inc. 521,931 $137.9M Reduce -9.5% BX Blackstone Inc. 1,032,660 $135.7M Add +11.3% HLT Hilton Worldwide Holdings Inc. 585,046 $124.8M Add +84.6% MSFT Microsoft Corp. 259,553 $109.2M Reduce -42.9% GWRE Guidewire Software Inc. 831,294 $97.0M New NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 6,819,893 $81.4M Reduce -31.5% CRM Salesforce Inc. 267,397 $80.5M New VRT Vertiv Holdings Co. Class A 898,268 $73.4M New PTC PTC Inc. 290,023 $54.8M Reduce -45.1%
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ META Meta Platforms Inc. Class A Sold out 0.00% −7.21 PANW Palo Alto Networks Inc. Sold out 0.00% −6.23 MSFT Microsoft Corp. Reduce -42.9% 5.86% −6.21 ISRG Intuitive Surgical Inc. Sold out 0.00% −3.96 PTC PTC Inc. Reduce -45.1% 2.94% −3.59 LPLA LPL Financial Holdings Inc. Reduce -9.5% 7.40% −1.87 NU Nu Holdings Ltd./Cayman Isl-A Reduce -31.5% 4.37% −1.49
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ GWRE Guidewire Software Inc. New 5.21% +5.21 GEHC GE Healthcare Technology Add +124.0% 10.12% +5.06 CRM Salesforce Inc. New 4.32% +4.32 VRT Vertiv Holdings Co. Class A New 3.94% +3.94 NVDA Nvidia Corp. Add +17.5% 9.02% +3.48 MCK McKesson Corp. Add +48.9% 14.29% +3.40 SNPS Synopsys Inc. Add +70.4% 9.23% +2.81 HLT Hilton Worldwide Holdings Inc. Add +84.6% 6.70% +2.62 GE General Electric Add +7.3% 9.33% +1.01 BX Blackstone Inc. Add +11.3% 7.28% −1.30
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ GE General Electric call Sold out 130,000 $16.6Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 13 $3.1B TSM, CRS, GOOG, LPLA, MDLN Q1 2026 14 $3.0B CRS, GOOG, TSM, LPLA, MCK Q4 2025 17 $3.6B GOOG, CRS, LPLA, MCK, TSM Q3 2025 15 $3.5B TSM, MCK, BSX, LPLA, CRS Q2 2025 12 $2.6B LPLA, BSX, BX, CRS, HLT Q1 2025 12 $2.0B LPLA, CRS, BSX, MCK, BX Q4 2024 10 $1.7B MCK, CRS, LPLA, GEHC, BX Q3 2024 11 $1.9B MCK, GEV, LPLA, META, AAPL Q2 2024 13 $1.7B MCK, GEV, LPLA, BX, QCOM Q1 2024 14 $1.9B MCK, GEHC, GE, SNPS, NVDA