— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Summit Rock Advisors, LP

Q1 2025 · Filed 2025-05-09
Market Value
$144M
-51.2%
Holdings
6
-1
New Purchases
0
Added To
1
Closed
4
Reduced
1
Top 10 Concentration
100.0%
Turnover
66.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTWO 82.82% 37.49% +45.33% $119M
IWP 17.18% 13.98% +3.20% $25M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MTUM 0.00% 22.17% -22.17% $0
NVDA 0.00% 12.62% -12.62% $0
AAPL 0.00% 12.02% -12.02% $0
GOOG 0.00% 1.72% -1.72% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $0 0.0%
Large Cap 3 $144M 100.0%

Portfolio Analytics

Avg Market Cap
$2.4T
Median Market Cap
$2.3T
Avg P/E
32.9
Median P/E
32.8
Avg Dividend Yield
0.00%
Avg Beta
1.39
# Stocks
3
# ETFs / Funds
3

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTWO 82.82% 1,478,312 $119M $80.65 $9M +240,568 +19.4%
2 IWP 17.18% 210,489 $25M $117.49 -$17M -114,853 -35.3%
3 AAPL —% -$35M -141,544 -100.0% SOLD
4 MTUM —% -$65M -315,070 -100.0% SOLD
5 NVDA —% -$37M -277,257 -100.0% SOLD
6 GOOG —% -$5M -26,587 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AAPL —%
MTUM —%
GOOG —%
NVDA —%
View SEC EDGAR Filings for Summit Rock Advisors, LP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms