 |
Size ($ in 1000's)
At 12/31/2023: $1,432,226
At 09/30/2023: $0
SurgoCap Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SurgoCap Partners LP 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the SurgoCap Partners LP top holdings by largest position size, as per the latest 13f filing made by SurgoCap Partners LP.
In the SurgoCap Partners LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by SurgoCap Partners LP in that top holding, then the share count change between reporting periods, and finally the SurgoCap Partners LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
454,258 |
+454,258 |
$170,819 | | MSFT | 454,258 | +454,258 | $170,819 | | MCKESSON CORP |
333,028 |
+333,028 |
$154,185 | | MCK | 333,028 | +333,028 | $154,185 |  GENERAL ELECTRIC CO |
|
|
$134,407 | | GE | 923,096 | +923,096 | $117,815 | | Call | 130,000 | +130,000 | $16,592 | | LPL FINL HLDGS INC |
576,619 |
+576,619 |
$131,250 | | LPLA | 576,619 | +576,619 | $131,250 | | BLACKSTONE INC |
927,596 |
+927,596 |
$121,441 | | BX | 927,596 | +927,596 | $121,441 | | META PLATFORMS INC |
288,218 |
+288,218 |
$102,018 | | META | 288,218 | +288,218 | $102,018 | | PTC INC |
528,045 |
+528,045 |
$92,387 | | PTC | 528,045 | +528,045 | $92,387 | | SYNOPSYS INC |
176,485 |
+176,485 |
$90,874 | | SNPS | 176,485 | +176,485 | $90,874 | | PALO ALTO NETWORKS INC |
298,944 |
+298,944 |
$88,153 | | PANW | 298,944 | +298,944 | $88,153 | | NU HLDGS LTD |
9,950,708 |
+9,950,708 |
$82,889 | | NU | 9,950,708 | +9,950,708 | $82,889 | | NVIDIA CORPORATION |
158,364 |
+158,364 |
$78,425 | | NVDA | 158,364 | +158,364 | $78,425 | | GE HEALTHCARE TECHNOLOGIES I |
925,554 |
+925,554 |
$71,564 | | GEHC | 925,554 | +925,554 | $71,564 | | HILTON WORLDWIDE HLDGS INC |
316,863 |
+316,863 |
$57,698 | | HLT | 316,863 | +316,863 | $57,698 |
See Full List: All Stocks Held By SurgoCap Partners LP
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By SurgoCap Partners LP
|
|
