Latest Summit Rock Advisors, LP Stock Portfolio
About Summit Rock Advisors, LP and 13F Hedge Fund Stock Holdings
Summit Rock Advisors, LP is a hedge fund based in NEW YORK, NY. On 18-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $19.9 Billions. In it's latest 13F Holdings report, Summit Rock Advisors, LP reported an equity portfolio of $0.4 Millions as of 30 Jun, 2025.
The top stock holdings of Summit Rock Advisors, LP are VEU, IJR, BNDW. The fund has invested 100% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 0% of portfolio in ISHARES TR.
The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (IJR) stocks. Summit Rock Advisors, LP opened new stock positions in VANGUARD INTL EQUITY INDEX F (VEU).
The top stock holdings of Summit Rock Advisors, LP are VEU, IJR, BNDW. The fund has invested 100% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 0% of portfolio in ISHARES TR.
The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (IJR) stocks. Summit Rock Advisors, LP opened new stock positions in VANGUARD INTL EQUITY INDEX F (VEU).
Summit Rock Advisors, LP Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard intl equity index f | 355,442 |
New stocks bought by Summit Rock Advisors, LP
Additions
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard scottsdale fds | -119,226,000 |
| ishares tr | -24,730,400 |
Summit Rock Advisors, LP got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Summit Rock Advisors, LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Summit Rock Advisors, LP
Last Reported on: 11 Aug, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BNDW | vanguard scottsdale fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| IJR | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| VEU | vanguard intl equity index f | 100 | 2,645 | 355,442 | new | |||