Surgo Cap Partners LP Portfolio Holdings

Surgo Cap Partners LP

  • $1.71 Trillion
  • Q2 2024

Surgo Cap Partners LP has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.71 Trillion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mckesson Corp with a value of $281B, Ge Vernova Inc with a value of $212B, Lpl Financial Holdings Inc. with a value of $153B, Blackstone Inc. with a value of $128B, and Qualcomm Inc with a value of $124B.

Examining the 13F form we can see an decrease of $154B in the current position value, from $1.86T to 1.71T.

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 $1.71 Trillion
Technology: $647 Billion
Financial Services: $378 Billion
Healthcare: $281 Billion
Industrials: $102 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.6B
$281 Billion 16.45% of portfolio
481,642
Q2 2024 Reduced 2.88%
$21.9B
$153 Billion 8.93% of portfolio
546,841
Q2 2024 Added 4.77%
$118B
$128 Billion 7.48% of portfolio
1,032,660
Q1 2024 Added 11.33%
$185B
$124 Billion 7.27% of portfolio
624,110
Q2 2024 New
$80.2B
$118 Billion 6.88% of portfolio
197,602
Q2 2024 Reduced 34.3%
$15.6B
$112 Billion 6.53% of portfolio
809,465
Q2 2024 Reduced 2.63%
$51.2B
$97.7 Billion 5.72% of portfolio
7,580,264
Q2 2024 Added 11.15%

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $1.71 Trillion
  • Prior Value $1.86 Trillion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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