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, VEA, IVV, HAYW, and represent 100.00% of Michael & Susan Dell Foundation's stock portfolio.
  • Added to shares of these 3 stocks: AVGO (+$619M), IVV (+$313M), HAYW (+$40M).
  • Started 2 new stock positions in HAYW, IVV.
  • Michael & Susan Dell Foundation was a net buyer of stock by $972M.
  • Michael & Susan Dell Foundation has $1.4B in assets under management (AUM), dropping by 43.19%.
  • Central Index Key (CIK): 0001599858

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Portfolio Holdings for Michael & Susan Dell Foundation

Michael & Susan Dell Foundation holds 4 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 49.0 $688M +900% 4.0M 172.50
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 25.8 $363M 6.9M 52.81
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Ishares Tr Core S&p500 Etf (IVV) 22.3 $313M NEW 542k 576.82
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Hayward Hldgs (HAYW) 2.8 $40M NEW 2.6M 15.34
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Past Filings by Michael & Susan Dell Foundation

SEC 13F filings are viewable for Michael & Susan Dell Foundation going back to 2013

View all past filings