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Cliff Asness’s Surgery Partners SGRY Stock Holding History

Cliff Asness’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$775K Buy
46,155
+34,202
+286% +$480K ﹤0.01% 3152
2026
Q1 		$142K Buy
+11,953
New +$172K ﹤0.01% 3651
2025
Q1 		– Sell
-11,230
Closed -$238K – 3192
2024
Q4 		$238K Buy
+11,230
New +$295K ﹤0.01% 2605

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cliff Asness's SGRY Position: Q2 2026 in Review

Cliff Asness increased its Surgery Partners (SGRY) stake by 286% in Q2 2026, buying an estimated $480K and bringing the position to 46,155 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #3152.

Cliff Asness first reported a position in SGRY in Q4 2024 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Cliff Asness held 46,155 shares of Surgery Partners worth $775K as of Q2 2026.
  • Cliff Asness bought 34,202 Surgery Partners shares in Q2 2026, an estimated $480K.
  • Surgery Partners made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3152 holding.
  • Cliff Asness first reported a position in Surgery Partners in Q4 2024 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.