In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), SurgoCap Partners LP reported 10 stock positions worth $1.7 billion . Its top holding was McKesson (MCK) at 16.8% of the portfolio, followed by Carpenter Technology (CRS, 14.2% ) and LPL Financial (LPLA, 13.4% ). Compared with Q3 2024, it opened 2 new positions, sold out of 3, added to 5 and reduced 3. The biggest buy was Carpenter Technology (CRS, shares +118% ) and the biggest sale an exit from GE Vernova (GEV).
Location NEW YORK, NY
CIK 0001960830
Portfolio Value $1.7B (Q4 2024) Holdings 10 stocks · $1.7B 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 Q3 2024 MCK McKesson Corp. 508,881 $290.0M Reduce -16.4% CRS Carpenter Technology 1,442,069 $244.7M Add +117.6% LPLA LPL Financial Holdings Inc. 709,270 $231.6M Reduce -9.2% GEHC GE Healthcare Technology 2,241,000 $175.2M Add +31.2% BX Blackstone Inc. 961,828 $165.8M Add +20.1% META Meta Platforms Inc. Class A 273,047 $159.9M Reduce -10.1% NVDA Nvidia Corp. 1,040,120 $139.7M New GWRE Guidewire Software Inc. 810,942 $136.7M Add +18.0% HLT Hilton Worldwide Holdings Inc. 443,000 $109.5M New NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 7,151,552 $74.1M Add +2.1%
Options reported separately and not counted above: META calls ($146.4M), NVDA calls ($67.1M).
Portfolio Sells Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▲ GEV GE Vernova Inc. Sold out 0.00% −16.00 AAPL Apple Inc. Sold out 0.00% −8.84 SNPS Synopsys Inc. Sold out 0.00% −7.62 META Meta Platforms Inc. Class A Reduce -10.1% 9.26% −0.02 MCK McKesson Corp. Reduce -16.4% 16.79% +0.75 LPLA LPL Financial Holdings Inc. Reduce -9.2% 13.41% +3.72
Portfolio Buys Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▼ CRS Carpenter Technology Add +117.6% 14.17% +8.53 NVDA Nvidia Corp. New 8.09% +8.09 HLT Hilton Worldwide Holdings Inc. New 6.34% +6.34 BX Blackstone Inc. Add +20.1% 9.60% +3.06 GEHC GE Healthcare Technology Add +31.2% 10.14% +1.59 GWRE Guidewire Software Inc. Add +18.0% 7.92% +1.21 NU Nu Holdings Ltd./Cayman Isl-A Add +2.1% 4.29% −0.81
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ META Meta Platforms Inc. Class A call New 250,000 $146.4M GEV GE Vernova Inc. call Sold out 500,000 $127.5Mbefore exit NVDA Nvidia Corp. call New 500,000 $67.1M
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