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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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