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

About Michael & Susan Dell Foundation

Investment Activity

  • Michael & Susan Dell Foundation has $1.95 billion in total holdings as of March 31, 2025.
  • Michael & Susan Dell Foundation owns shares of 4 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 29.24% of the portfolio was purchased this quarter.
  • About 14.25% of the portfolio was sold 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 3 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Hayward
$124,493,464
Broadcom
$106,911,589
Dell Technologies
$38,605,489

Largest Purchases this Quarter

iShares Core S&P 500 ETF
1,017,168 shares (about $571.55M)

Largest Sales this Quarter

Dell Technologies
1,876,462 shares (about $171.04M)
Broadcom
638,500 shares (about $106.90M)
Hayward
40,996 shares (about $570.66K)

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
$1,684,911,654$571,546,699 51.3%2,998,59786.2%ETF
Hayward Holdings, Inc. stock logo
HAYW
Hayward
$124,493,464$570,664 -0.5%8,943,4966.4%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$106,911,589$106,904,055 -50.0%638,5455.5%Computer and Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$38,605,489$171,039,513 -81.6%423,5382.0%Computer and Technology

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