SurgoCap Partners LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.4B
Holdings
14
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 454,258 | $170.8T | 11926847.90% | |
| 2 | MCKMCKESSON CORP | 333,028 | $154.2T | 10765446.12% | |
| 3 | GEGENERAL ELECTRIC CO | 1,053,096 | $134.4T | 9384470.73% | Call |
| 4 | LPLALPL FINL HLDGS INC | 576,619 | $131.3T | 9164070.49% | |
| 5 | BXBLACKSTONE INC | 927,596 | $121.4T | 8479181.19% | |
| 6 | METAMETA PLATFORMS INC | 288,218 | $102.0T | 7123022.87% | |
| 7 | PTCPTC INC | 528,045 | $92.4T | 6450579.87% | |
| 8 | SNPSSYNOPSYS INC | 176,485 | $90.9T | 6344949.60% | |
| 9 | PANWPALO ALTO NETWORKS INC | 298,944 | $88.2T | 6154945.53% | |
| 10 | NUNU HLDGS LTD | 9,950,708 | $82.9T | 5787460.48% | |
| 11 | NVDANVIDIA CORPORATION | 158,364 | $78.4T | 5475751.00% | |
| 12 | GEHCGE HEALTHCARE TECHNOLOGIES I | 925,554 | $71.6T | 4996692.91% | |
| 13 | HLTHILTON WORLDWIDE HLDGS INC | 316,863 | $57.7T | 4028530.73% | |
| 14 | ISRGINTUITIVE SURGICAL INC | 166,338 | $56.1T | 3918087.39% |