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, HAYW, DELL, and represent 100.00% of Michael & Susan Dell Foundation's stock portfolio.
  • Reduced shares in these 1 stock: HAYW (-$59M).
  • Michael & Susan Dell Foundation was a net seller of stock by $-59M.
  • Michael & Susan Dell Foundation has $2.5B in assets under management (AUM), dropping by 6.44%.
  • Central Index Key (CIK): 0001599858

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Positions held by Michael & Susan Dell Foundation consolidated in one spreadsheet with up to 7 years of data

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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 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 85.8 $2.1B 3.1M 669.30
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Broadcom (AVGO) 8.6 $211M 639k 329.91
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Hayward Hldgs (HAYW) 3.1 $77M -43% 5.1M 15.12
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Dell Technologies CL C (DELL) 2.4 $60M 424k 141.77
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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