Dan L Duncan Foundation is an investment fund managing more than $65.5 billion ran by Laura Liang. There are currently 2 companies in Mrs. Liang’s portfolio. The largest investments include Ishares Tr and Vanguard Specialized Funds, together worth $65.5 billion.
As of 7th August 2024, Dan L Duncan Foundation’s top holding is 671,206 shares of Ishares Tr currently worth over $48.8 billion and making up 74.5% of the portfolio value.
In addition, the fund holds 91,515 shares of Vanguard Specialized Funds worth $16.7 billion.
Currently, Dan L Duncan Foundation's portfolio is worth at least $65.5 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Dan L Duncan Foundation office and employees reside in Houston, Texas. According to the last 13-F report filed with the SEC, Laura Liang serves as the Chief Grants Officer and Secretary at Dan L Duncan Foundation.
In the most recent 13F filing, Dan L Duncan Foundation revealed that it had increased its stake in
Ishares Tr and bought 11,973 additional shares worth around .
On the other hand, Laura Liang disclosed a decreased stake in Vanguard Specialized Funds by approximately 0.1%.
This leaves the value of the investment at $16.7 billion and 91,515 shares.
The two most similar investment funds to Dan L Duncan Foundation are Up Strategic Wealth Investment Advisors and Jne Partners LL.P.. They manage $65.4 billion and $65.6 billion respectively.
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
1.82%
671,206
|
$48,756,404,000 | 74.48% |
| Vanguard Specialized Funds |
5.92%
91,515
|
$16,706,063,000 | 25.52% |
| No transactions found | |||
| Showing first 500 out of 2 holdings | |||