In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), SurgoCap Partners LP reported 11 stock positions worth $1.9 billion . Its top holding was McKesson (MCK) at 16.0% of the portfolio, followed by GE Vernova (GEV, 16.0% ) and LPL Financial (LPLA, 9.7% ). Compared with Q2 2024, it opened 2 new positions, sold out of 4, added to 5 and reduced 4. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale an exit from Qualcomm (QCOM).
Location NEW YORK, NY
CIK 0001960830
Portfolio Value $1.9B (Q3 2024) Holdings 11 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 Q2 2024 MCK McKesson Corp. 608,317 $300.8M Add +26.3% GEV GE Vernova Inc. 1,176,703 $300.0M Reduce -4.6% LPLA LPL Financial Holdings Inc. 780,721 $181.6M Add +42.8% META Meta Platforms Inc. Class A 303,844 $173.9M New AAPL Apple Inc. 711,707 $165.8M Add +49.1% GEHC GE Healthcare Technology 1,708,189 $160.3M Add +48.5% SNPS Synopsys Inc. 282,106 $142.9M Add +42.8% GWRE Guidewire Software Inc. 687,286 $125.7M Reduce -15.1% BX Blackstone Inc. 800,544 $122.6M Reduce -22.5% CRS Carpenter Technology 662,712 $105.8M New NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 7,004,177 $95.6M Reduce -7.6%
Options reported separately and not counted above: GEV calls ($127.5M).
Portfolio Sells Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▲ QCOM Qualcomm Inc. Sold out 0.00% −7.27 NVDA Nvidia Corp. Sold out 0.00% −6.20 CNM Core & Main Inc. Class A Sold out 0.00% −5.94 MSFT Microsoft Corp. Sold out 0.00% −5.11 BX Blackstone Inc. Reduce -22.5% 6.54% −0.94 NU Nu Holdings Ltd./Cayman Isl-A Reduce -7.6% 5.10% −0.62 GWRE Guidewire Software Inc. Reduce -15.1% 6.71% +0.18 GEV GE Vernova Inc. Reduce -4.6% 16.00% +3.63
Portfolio Buys Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▼ META Meta Platforms Inc. Class A New 9.28% +9.28 CRS Carpenter Technology New 5.64% +5.64 GEHC GE Healthcare Technology Add +48.5% 8.55% +3.31 AAPL Apple Inc. Add +49.1% 8.84% +2.97 LPLA LPL Financial Holdings Inc. Add +42.8% 9.69% +0.75 SNPS Synopsys Inc. Add +42.8% 7.62% +0.74 MCK McKesson Corp. Add +26.3% 16.04% −0.41
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ GEV GE Vernova Inc. call New 500,000 $127.5M
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