Summit Rock Advisors, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Summit Rock Advisors, LP disclosed 2 US equity positions worth $144.0m in its Q1 2025 13F filing. The largest position was VTWO at 82.8% of the reported book. Against the Q4 2024 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 2 holdings.
What did Summit Rock Advisors, LP own in Q1 2025? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | VTWO VANGUARD SCOTTSDALE FDS | 82.8% | $119.2m | 1,478,312 | 19% | added | |
| 2 | IWP ISHARES TR | 17.2% | $24.7m | 210,489 | -35% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.