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Jupiter Topco’s Surgery Partners SGRY Stock Holding History

Jupiter Topco’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 		$233M Buy
+13,882,155
New +$195M 0.1% 198

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Jupiter Topco's SGRY Position: Q2 2026 in Review

Jupiter Topco opened a new position in Surgery Partners (SGRY) in Q2 2026: 13,882,155 shares worth $233M. The stake represents 0.1% of the portfolio and ranks #198 among its holdings.

169 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Jupiter Topco held 13,882,155 shares of Surgery Partners worth $233M as of Q2 2026.
  • Surgery Partners was a new Jupiter Topco position in Q2 2026.
  • Surgery Partners made up 0.1% of Jupiter Topco's portfolio in Q2 2026, its #198 holding.
  • 169 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.