DOSSIER · 13F-HR · Q2 2026
Summit Rock Advisors, LP
$76M in tracked AUM across 3 positions as of Q2 2026.
SR
CIK 0001540951 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
The filing for Summit Rock Advisors, LP as of December 31, 2025, depicts an investment portfolio in a state of significant transition or specialization. With a total market value of approximately $228,450, the portfolio is relatively small in scale, characteristic of either a new fund, a liquidating strategy, or a specialized mandate. The most striking feature of this portfolio is the extreme lack of diversification; the firm holds exactly one security. This results i...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 56