SurgoCap Partners LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), SurgoCap Partners LP reported 13 stock positions worth $1.7 billion. Its top holding was McKesson (MCK) at 16.5% of the portfolio, followed by GE Vernova (GEV, 12.4%) and LPL Financial (LPLA, 8.9%). Compared with Q1 2024, it opened 3 new positions, sold out of 5, added to 3 and reduced 6. The biggest buy was GE Vernova (GEV, shares +398%) and the biggest sale an exit from General Electric (GE).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001960830
- Portfolio Value
- $1.7B (Q2 2024)
- SEC Filing
- 0000919574-24-004550 ↗ filed Aug 14, 2024
Holdings Value
Holdings 13 stocks · $1.7B
| MCK McKesson Corp. | 16.45% | 481,642 | $281.3M | Reduce -2.9% |
| GEV GE Vernova Inc. | 12.37% | 1,233,334 | $211.5M | Add +398.1% |
| LPLA LPL Financial Holdings Inc. | 8.93% | 546,841 | $152.7M | Add +4.8% |
| BX Blackstone Inc. | 7.48% | 1,032,660 | $127.8M | No change |
| QCOM Qualcomm Inc. | 7.27% | 624,110 | $124.3M | New |
| SNPS Synopsys Inc. | 6.88% | 197,602 | $117.6M | Reduce -34.3% |
| GWRE Guidewire Software Inc. | 6.53% | 809,465 | $111.6M | Reduce -2.6% |
| NVDA Nvidia Corp. | 6.20% | 857,606 | $105.9M | Reduce -53.9% |
| CNM Core & Main Inc. Class A | 5.94% | 2,075,233 | $101.6M | New |
| AAPL Apple Inc. | 5.88% | 477,178 | $100.5M | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 5.72% | 7,580,264 | $97.7M | Add +11.2% |
| GEHC GE Healthcare Technology | 5.24% | 1,150,453 | $89.6M | Reduce -44.5% |
| MSFT Microsoft Corp. | 5.11% | 195,434 | $87.3M | Reduce -24.7% |
Portfolio Sells Q1 2024 → Q2 2024
| GE General Electric | Sold out | 0.00% | −9.33 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −6.70 |
| GEHC GE Healthcare Technology | Reduce -44.5% | 5.24% | −4.87 |
| CRM Salesforce Inc. | Sold out | 0.00% | −4.32 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −3.94 |
| PTC PTC Inc. | Sold out | 0.00% | −2.94 |
| NVDA Nvidia Corp. | Reduce -53.9% | 6.20% | −2.83 |
| SNPS Synopsys Inc. | Reduce -34.3% | 6.88% | −2.35 |
| MSFT Microsoft Corp. | Reduce -24.7% | 5.11% | −0.75 |
| GWRE Guidewire Software Inc. | Reduce -2.6% | 6.53% | +1.32 |
| MCK McKesson Corp. | Reduce -2.9% | 16.45% | +2.17 |
Portfolio Buys Q1 2024 → Q2 2024
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 |