Summit Rock Advisors, LP
Investment Portfolio & 13F Holdings Analysis
About
Summit Rock Advisors, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ "IWP", "VTWO" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 2
- Total Value
- 143956215
- Accession Number
- 0001172661-25-001637
- Form Type
- 13F-HR
- Manager Name
- Summit-Rock-Advisors-Lp
Data Enrichment
100% identified2 identified0 unidentified
Holdings
2 positions • $144.0M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.5M | YoY NEW(+1.5M) | All Managers (Combined) | $119.2M | 82.8% ($119.2M/$144.0M) | YoY NEW(+$119.2M) | |
| 210.5K | All Managers (Combined) | $24.7M | 17.2% ($24.7M/$144.0M) |