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Cliff Asness’s Latham Group SWIM Stock Holding History

Cliff Asness’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Sell
50,907
-719
-1% -$4.04K ﹤0.01% 3591
2026
Q1 		$277K Sell
51,626
-24,364
-32% -$155K ﹤0.01% 3444
2025
Q4 		$483K Sell
75,990
-140,397
-65% -$982K ﹤0.01% 2930
2025
Q3 		$1.65M Buy
216,387
+176,693
+445% +$1.3M ﹤0.01% 2105
2025
Q2 		$253K Buy
39,694
+10,451
+36% +$60.7K ﹤0.01% 2945
2025
Q1 		$188K Sell
29,243
-8,399
-22% -$56.5K ﹤0.01% 2903
2024
Q4 		$262K Sell
37,642
-1,131
-3% -$7.56K ﹤0.01% 2564
2024
Q3 		$264K Buy
+38,773
New +$189K ﹤0.01% 2454
2022
Q4 		– Sell
-33,219
Closed -$119K – 2276
2022
Q3 		$119K Buy
+33,219
New +$190K ﹤0.01% 2097

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Cliff Asness's SWIM Position: Q2 2026 in Review

Cliff Asness reduced its Latham Group (SWIM) stake by 1.4% in Q2 2026, selling an estimated $4.04K and leaving 50,907 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #3591.

Cliff Asness first reported a position in SWIM in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.65M in Q3 2025. 134 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • Cliff Asness held 50,907 shares of Latham Group worth $329K as of Q2 2026.
  • Cliff Asness sold 719 Latham Group shares in Q2 2026, an estimated $4.04K.
  • Latham Group made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3591 holding.
  • Cliff Asness first reported a position in Latham Group in Q3 2022 and has held it in 9 quarters since.
  • Cliff Asness's Latham Group position peaked at $1.65M in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.