Jim Simons’s Surgery Partners SGRY Stock Holding History

Jim Simons’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	$2.19M	Buy	+130,100	New	+$1.83M	﹤0.01%	1911
2025 Q4	–	Sell	-262,000	Closed	-$5.67M	–	3703
2025 Q3	$5.67M	Buy	+262,000	New	+$5.84M	0.01%	1414
2021 Q2	–	Sell	-91,242	Closed	-$4.04M	–	3741
2021 Q1	$4.04M	Sell	91,242 -101,300	-53%	-$3.76M	0.01%	1790
2020 Q4	$5.59M	Buy	192,542 +80,900	+72%	+$2.01M	0.01%	1512
2020 Q3	$2.44M	Buy	+111,642	New	+$1.98M	﹤0.01%	2012
2020 Q2	–	Sell	-192,068	Closed	-$1.25M	–	3732
2020 Q1	$1.25M	Buy	+192,068	New	+$2.74M	﹤0.01%	2317
2019 Q3	–	Sell	-36,600	Closed	-$298K	–	3669
2019 Q2	$298K	Buy	+36,600	New	+$365K	﹤0.01%	3177
2019 Q1	–	Sell	-30,600	Closed	-$300K	–	3674
2018 Q4	$300K	Sell	30,600 -201,800	-87%	-$2.71M	﹤0.01%	3025
2018 Q3	$3.84M	Buy	+232,400	New	+$3.71M	﹤0.01%	1960

Other funds holding SGRY

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jim Simons's SGRY Position: Q2 2026 in Review

Jim Simons opened a new position in Surgery Partners (SGRY) in Q2 2026: 130,100 shares worth $2.19M. The stake represents ﹤0.01% of the portfolio and ranks #1911 among its holdings. This is a return to the name: Jim Simons previously reported a position in SGRY as recently as Q3 2025.

Jim Simons first reported a position in SGRY in Q3 2018 and has held it in 9 quarters since. The position peaked at $5.67M in Q3 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Jim Simons held 130,100 shares of Surgery Partners worth $2.19M as of Q2 2026.
Surgery Partners was a new Jim Simons position in Q2 2026.
Surgery Partners made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1911 holding.
Jim Simons first reported a position in Surgery Partners in Q3 2018 and has held it in 9 quarters since.
Jim Simons's Surgery Partners position peaked at $5.67M in Q3 2025.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.