Surgo Cap Partners LP Portfolio Holdings

Surgo Cap Partners LP

  • $2 Trillion
  • Q3 2024

Surgo Cap Partners LP has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2 Trillion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mckesson Corp with a value of $301B, Ge Vernova Inc with a value of $300B, Lpl Financial Holdings Inc. with a value of $182B, Meta Platforms, Inc. with a value of $174B, and Apple Inc. with a value of $166B.

Examining the 13F form we can see an increase of $293B in the current position value, from $1.71T to 2T.

Surgo Cap Partners LP is based out at New York, NY

Below you can find more details about Surgo Cap Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $2 Trillion
Technology: $434 Billion
Financial Services: $400 Billion
Healthcare: $301 Billion
Communication Services: $174 Billion
Industrials: $106 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.45B
$106 Billion 5.28% of portfolio
662,712
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $2 Trillion
  • Prior Value $1.71 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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