Surgo Cap Partners LP Portfolio Holdings

Surgo Cap Partners LP

$1.94 Trillion
Q4 2024

Surgo Cap Partners LP has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.94 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 $290B, Carpenter Technology Corp with a value of $245B, Lpl Financial Holdings Inc. with a value of $232B, Ge Healthcare Technologies I with a value of $175B, and Blackstone Inc. with a value of $166B.

Examining the 13F form we can see an decrease of $61.8B in the current position value, from $2T to 1.94T.

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 $1.94 Trillion

Financial Services: $472 Billion

Technology: $344 Billion

Communication Services: $306 Billion

Healthcare: $290 Billion

Industrials: $245 Billion

Consumer Cyclical: $109 Billion

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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
CRS Carpenter Technology Corp Industrials	$9.13B	$245 Billion 12.61% of portfolio	1,442,069	Q4 2024 Added 117.6%

Summary

Portfolio
No. of Stocks 12
Current Value $1.94 Trillion
Prior Value $2 Trillion
Filing
Period Q4 2024
Filing Date February 13, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 2 stocks
Additional Purchases 5 stocks
Sold out of 0 stocks
Reduced holdings in 3 stocks

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Surgo Cap Partners LP Portfolio Holdings