SurgoCap Partners LP
CIK 1960830 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- MSFT12.07%
- MCK10.89%
- LPLA9.27%
- BX8.58%
- GE8.32%
- META7.21%
- PTC6.53%
- SNPS6.42%
- PANW6.23%
- NU5.86%
Share classes counted separately81.38%
Portfolio value by quarter
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $170.82M | 12.07% | 454.26K shares | Prior unavailable — | — | ↗▾ |
| 02 | MCKMCKESSON CORP View history and evidence | $154.19M | 10.89% | 333.03K shares | Prior unavailable — | — | ↗▾ |
| 03 | LPLALPL FINANCIAL HOLDINGS INC View history and evidence | $131.25M | 9.27% | 576.62K shares | Prior unavailable — | — | ↗▾ |
| 04 | BXBLACKSTONE INC View history and evidence | $121.44M | 8.58% | 927.60K shares | Prior unavailable — | — | ↗▾ |
| 05 | GEGENERAL ELECTRICCOM NEW View history and evidence | $117.81M | 8.32% | 923.10K shares | Prior unavailable — | — | ↗▾ |
| 06 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $102.02M | 7.21% | 288.22K shares | Prior unavailable — | — | ↗▾ |
| 07 | PTCPTC INC View history and evidence | $92.39M | 6.53% | 528.04K shares | Prior unavailable — | — | ↗▾ |
| 08 | SNPSSYNOPSYS INC View history and evidence | $90.87M | 6.42% | 176.49K shares | Prior unavailable — | — | ↗▾ |
| 09 | PANWPALO ALTO NETWORKS INC View history and evidence | $88.15M | 6.23% | 298.94K shares | Prior unavailable — | — | ↗▾ |
| 10 | NUNU HOLDINGS LTD/CAYMAN ISL-AORD SHS CL A View history and evidence | $82.89M | 5.86% | 9.95M shares | Prior unavailable — | — | ↗▾ |
Options overlay 1
$16.59M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
GEGENERAL ELECTRICCOM NEW View history and evidence | Call | 130.00K | $16.59M | — | ▾ |
1 / 1 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1960830 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1432224527
}Take these holdings further.
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