Summit Rock Advisors, LP Portfolio Holdings

Summit Rock Advisors, LP

  • $295 Million
  • Q4 2024

Summit Rock Advisors, LP has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $295 Million distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 2000 ETF with a value of $111M, Ishares Msci Usa Momentum Fact with a value of $65.2M, Ishares Russell Mid Cap Growth with a value of $41.2M, Nvidia Corp with a value of $37.2M, and Apple Inc. with a value of $35.4M.

Examining the 13F form we can see an increase of $39.1M in the current position value, from $256M to 295M.

Below you can find more details about Summit Rock Advisors, LP portfolio as well as his latest detailed transactions.

Portfolio value $295 Million
ETFs: $217 Million
Technology: $72.7 Million
Communication Services: $5.06 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $295 Million
  • Prior Value $256 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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