Free Trial

Michael & Susan Dell Foundation Top Holdings and 13F Report (2025)

About Michael & Susan Dell Foundation

Investment Activity

  • Michael & Susan Dell Foundation has $2.30 billion in total holdings as of June 30, 2025.
  • Michael & Susan Dell Foundation owns shares of 4 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 3.96% of the portfolio was purchased this quarter.
  • This quarter, Michael & Susan Dell Foundation has purchased 4 new stocks and bought additional shares in 1 stock.
  • Michael & Susan Dell Foundation sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Broadcom
$176,014,929
Hayward
$123,420,245
Dell Technologies
$51,925,759

Largest Purchases this Quarter

iShares Core S&P 500 ETF
147,100 shares (about $91.33M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMichael & Susan Dell Foundation

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,953,163,267$91,334,390 4.9%3,145,69784.8%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$176,014,9290.0%638,5457.6%Computer and Technology
Hayward Holdings, Inc. stock logo
HAYW
Hayward
$123,420,2450.0%8,943,4965.4%Computer and Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$51,925,7590.0%423,5382.3%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data