Michael & Susan Dell Foundation
Latest statistics and disclosures from Michael & Susan Dell Foundation's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, DELL, VEA, META, PANW, and represent 99.95% of Michael & Susan Dell Foundation's stock portfolio.
- Added to shares of these 7 stocks: AVGO (+$1.3B), DELL (+$484M), META (+$10M), PANW, TOST, DASH, ME.
- Started 7 new stock positions in PANW, AVGO, DASH, META, ME, DELL, TOST.
- Michael & Susan Dell Foundation was a net buyer of stock by $1.8B.
- Michael & Susan Dell Foundation has $1.9B in assets under management (AUM), dropping by 2221.02%.
- Central Index Key (CIK): 0001599858
Tip: Access up to 7 years of quarterly data
Positions held by Michael & Susan Dell Foundation consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Michael & Susan Dell Foundation
Michael & Susan Dell Foundation holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Broadcom (AVGO) | 69.3 | $1.3B | NEW | 1.2M | 1116.25 |
|
Dell Technologies CL C (DELL) | 25.3 | $484M | NEW | 6.3M | 76.50 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.7 | $90M | 1.9M | 47.90 |
|
|
Meta Platforms Cl A (META) | 0.5 | $10M | NEW | 29k | 353.96 |
|
Palo Alto Networks (PANW) | 0.1 | $1.4M | NEW | 4.7k | 294.88 |
|
Toast Cl A (TOST) | 0.0 | $537k | NEW | 29k | 18.26 |
|
Doordash Cl A (DASH) | 0.0 | $332k | NEW | 3.4k | 98.89 |
|
23andme Holding Class A Com (ME) | 0.0 | $63k | NEW | 68k | 0.91 |
|
Multiplan Corporation *w Exp 02/13/202 (MPLNW) | 0.0 | $2.5k | 250k | 0.01 |
|
Past Filings by Michael & Susan Dell Foundation
SEC 13F filings are viewable for Michael & Susan Dell Foundation going back to 2013
- Michael & Susan Dell Foundation 2023 Q4 filed Feb. 14, 2024
- Michael & Susan Dell Foundation 2023 Q3 filed Nov. 14, 2023
- Michael & Susan Dell Foundation 2023 Q2 filed Aug. 14, 2023
- Michael & Susan Dell Foundation 2023 Q1 filed May 15, 2023
- Michael & Susan Dell Foundation 2022 Q4 filed Feb. 14, 2023
- Michael & Susan Dell Foundation 2022 Q3 filed Nov. 14, 2022
- Michael & Susan Dell Foundation 2022 Q2 filed Aug. 15, 2022
- Michael & Susan Dell Foundation 2022 Q1 filed May 16, 2022
- Michael & Susan Dell Foundation 2021 Q4 filed Feb. 14, 2022
- Michael & Susan Dell Foundation 2021 Q3 filed Nov. 15, 2021
- Michael & Susan Dell Foundation 2021 Q2 filed Aug. 16, 2021
- Michael & Susan Dell Foundation 2021 Q1 filed May 17, 2021
- Michael & Susan Dell Foundation 2020 Q4 filed Feb. 16, 2021
- Michael & Susan Dell Foundation 2020 Q3 filed Nov. 16, 2020
- Michael & Susan Dell Foundation 2020 Q2 filed Aug. 14, 2020
- Michael & Susan Dell Foundation 2020 Q1 filed May 15, 2020