Foundation Portfolios - Insights from Recent Disclosures

A list of new managers disclosed and managers removed from rosters

January 27, 2026

The OWL platform includes profiles of more than 7,000 allocators, including the manager investments that allocators often disclose in tax filings and other regulatory forms. A large number of US foundations recently filed disclosures which included updated investment portfolios as of year-end 2024, and below we highlight some of the activity picked up in the filings. OWL subscribers received a more detailed list in Friday’s newsletter. While the data below shows managers added to or no longer disclosed in foundation portfolios during 2024, this does not definitively indicate new hires or redemptions, though we think it is likely in most cases.

 

Michael & Susan Dell Foundation

  • Added: Madison Avenue

  • Added: Vitruvian

  • Added: Encap Energy

Carl Victor Page Foundation

  • Added: RA Capital Planetary Health Fund

  • No longer disclosed: Twin Tree Capital

  • No longer disclosed: Himalaya

  • No longer disclosed: HG Vora

 Pritzker Foundation (OWL Insights here)

  • Added: GMO Quality Fund

  • Added: Effissimo

  • Added: Theleme India Fund

George Kaiser Family Foundation (OWL Insights here)

  • No longer disclosed: Trivista

  • No longer disclosed: AWH

  • No longer disclosed: Yost Capital Partners

Schmidt Family Foundation (advised by Hillspire, Eric Schmidt’s family office)

  • Added: Bayview

  • No longer disclosed: Parvus

 

Other News/Events

 

About Old Well Labs

OWL is an intelligence platform built for allocators, by allocators. Leading endowments, foundations, and family offices use the system to find, monitor, and connect with thousands of fund managers globally. OWL's analytics engine has collected over one billion data points from 65 countries. We make it easy for allocators to find and track information about the managers they care about – not just positions but also performance analytics, people data, business information, and details about the manager investments of other allocators.

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This newsletter and the material on the Old Well Labs platform are for informational purposes only and should not be considered investment advice or a recommendation of any particular security, manager, or strategy. Old Well Labs shall not be liable for any investment gain or loss that may occur from the use of this material. No part of this material may be reproduced in any form or used in any publication without express written permission from Old Well Labs.