Hedge Fund - SurgoCap Partners
Lpl Financial Holdings Inc. (LPLA)
Holding History Records
| No. | Filing Period | Value | % of Portfolio | Number of Shares | Avg. Quarterly Share Price |
|---|---|---|---|---|---|
| 1 | 2025 - Q4 (2025-12-31) | $355,384,150 | 9.84% | 995,000 | $353.69 |
| 2 | 2025 - Q3 (2025-09-30) | $330,786,348 | 9.2% | 994,278 | $362.48 |
| 3 | 2025 - Q2 (2025-06-30) | $330,500,433 | 12.48% | 881,405 | $350.35 |
| 4 | 2025 - Q1 (2025-03-31) | $296,533,436 | 14.65% | 906,442 | $348.21 |
| 5 | 2024 - Q4 (2024-12-31) | $231,583,748 | 11.93% | 709,270 | $295.72 |
| 6 | 2024 - Q3 (2024-09-30) | $181,619,126 | 9.06% | 780,721 | $225.33 |
| 7 | 2024 - Q2 (2024-06-30) | $152,732,691 | 8.93% | 546,841 | $271.44 |
| 8 | 2024 - Q1 (2024-03-31) | $137,894,170 | 7.4% | 521,931 | $252.41 |
| 9 | 2023 - Q4 (2023-12-31) | $131,250,017 | 9.16% | 576,619 | $224.79 |
The displayed share prices are average quarterly stock market prices.
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