SurgoCap Partners LP Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1.7B

Holdings

13

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (13 positions)

#StockSharesValue% PortfolioType
1
MCKMCKESSON CORP
481,642$281.3T16453737.33%
2
GEVGE VERNOVA INC
1,233,334$211.5T12372793.54%
3
LPLALPL FINL HLDGS INC
546,841$152.7T8933664.11%
4
BXBLACKSTONE INC
1,032,660$127.8T7477830.48%
5
QCOMQUALCOMM INC
624,110$124.3T7271173.14%
6
SNPSSYNOPSYS INC
197,602$117.6T6877802.64%
7
GWREGUIDEWIRE SOFTWARE INC
809,465$111.6T6528726.32%
8
NVDANVIDIA CORPORATION
857,606$105.9T6197164.48%
9
CNMCORE & MAIN INC
2,075,233$101.6T5940574.49%
10
AAPLAPPLE INC
477,178$100.5T5878650.42%
11
NUNU HLDGS LTD
7,580,264$97.7T5715245.16%
12
GEHCGE HEALTHCARE TECHNOLOGIES I
1,150,453$89.6T5243429.61%
13
MSFTMICROSOFT CORP
195,434$87.3T5109244.39%