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Michelson Medical Research Foundation, Inc.

CIK:0001965304
Foundation
$268M AUM
20 holdings
Los Angeles, CA, US
Founded:1995
Latest filing:Jun 30, 2025

Michelson Medical Research Foundation, Inc. is a private grantmaking foundation headquartered in Los Angeles, California. Founded in 1995 by Dr. Gary Karlin Michelson, the foundation advances medical research by building infrastructure and funding highly collaborative, convergent projects and targeted science. It empowers scientists, especially young investigators, to translate innovative ideas into therapies that save lives. The organization provides grants, prizes, and strategic investments, with a focus on transformative impact in the biomedical sciences. The foundation operates as a 501(c)(3) nonprofit and is classified as a private philanthropic foundation. Recent filings report no paid staff; the foundation is mainly led by directors and officers who receive no compensation. It serves the scientific and medical research communities.

Investment Strategy

The foundation pursues a disruptive philanthropic approach, complementing government grants by funding bold, young scientists with ideas that could revolutionize scientific processes and enable medical breakthroughs. It invests in highly collaborative, convergent research projects and directly supports individuals and programs through grants and prizes. Strategy focuses on accelerating the translation of innovative research into lifesaving therapies, especially those underfunded by traditional sources, and supporting transformative research infrastructure in academia and medicine.

Latest 13F Filing Activity

Michelson Medical Research Foundation, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 19 equity positions with a total 13F market value of $104M. The fund increased holdings in Digitalbridge Group Inc., Safehold Inc., Vaneck Etf Trust among other positions. Michelson Medical Research Foundation, Inc. reduced exposure to Ishares TR, Ishares TR, Prologis Inc. among others.

Top Buys
D
DBRGDIGITALBRIDGE GROUP INC
+$6.3M
S
SAFESAFEHOLD INC
+$4.6M
G
GDXVANECK ETF TRUST
+$1.4M
V
VEAVANGUARD TAX-MANAGED FDS
+$977.4K
M
MANUMANCHESTER UTD PLC NEW
+$944.0K
Top Sells
I
IJSISHARES TR
-$12.7M
I
IVVISHARES TR
-$8.4M
P
PLDPROLOGIS INC.
-$3.1M
B
BURBURFORD CAP LTD
-$2.4M
X
XBISPDR SER TR
-$1.6M

Top Holdings

M
MTNVAIL RESORTS INC
+13.0%$13.5M
G
GDXVANECK ETF TRUST
+11.7%$12.2M
I
IVEISHARES TR
+9.7%$10.1M
V
VEAVANGUARD TAX-MANAGED FDS
+8.7%$9.0M
V
VWOVANGUARD INTL EQUITY INDEX F
+6.1%$6.3M

Equity Positions (19)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
VAIL RESORTS INC12.97%$13.5M86,000$179.80$157.13-$248.5K
VANECK ETF TRUST11.70%$12.2M234,305$33.89$52.06+$1.4M
ISHARES TR9.73%$10.1M51,905$145.07$195.42+$251.2K
VANGUARD TAX-MANAGED FDS8.65%$9.0M158,160$42.24$57.01+$977.4K
VANGUARD INTL EQUITY INDEX F6.06%$6.3M127,630$38.98$49.46+$536.0K

Industry Allocation

SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
+11.2%
REAL ESTATE INVESTMENT TRUSTS
+6.2%
LESSORS OF REAL PROPERTY, NEC
+4.0%
SERVICES-AMUSEMENT & RECREATION SERVICES
+2.6%
CRUDE PETROLEUM & NATURAL GAS
+1.2%