Michael & Susan Dell Foundation

Latest statistics and disclosures from Michael & Susan Dell Foundation's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, AVGO, DELL, HAYW, and represent 100.00% of Michael & Susan Dell Foundation's stock portfolio.
  • Added to shares of these 3 stocks: IVV (+$847M), DELL (+$265M), HAYW (+$98M).
  • Started 1 new stock position in DELL.
  • Reduced shares in these 2 stocks: AVGO (-$629M), VEA (-$363M).
  • Sold out of its position in VEA.
  • Michael & Susan Dell Foundation was a net buyer of stock by $219M.
  • Michael & Susan Dell Foundation has $1.9B in assets under management (AUM), dropping by 32.90%.
  • 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 December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 62.5 $1.2B +265% 2.0M 588.68
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Broadcom (AVGO) 15.9 $296M -67% 1.3M 231.84
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Dell Technologies CL C (DELL) 14.2 $265M NEW 2.3M 115.24
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Hayward Hldgs (HAYW) 7.4 $137M +247% 9.0M 15.29
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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