MICHAEL & SUSAN DELL FOUNDATION
MICHAEL & SUSAN DELL FOUNDATION runs MICHAEL & SUSAN DELL FOUNDATION and currently holds 7 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $3.79B. Their top holdings are IVV, DELL, AVGO, HAYW, VTI. The top five represent 99.3% of reported portfolio weight. MICHAEL & SUSAN DELL FOUNDATION ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 1 existing position. They trimmed 2 positions. Their current best-performing preview position is DELL with returns of +162.88%.
7 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
IVV ISHARES TR | 62.96% | $580.88 | $769.30 | +32.44% | Held |
DELL DELL TECHNOLOGIES INC | 27.99% | $124.20 | $441.74 | +255.67% | Trimmed -8.30% |
AVGO BROADCOM INC | 5.09% | $111.63 | $368.45 | +230.06% | Trimmed -20.00% |
HAYW HAYWARD HLDGS INC | 1.98% | $15.30 | $14.58 | -4.71% | Held |
VTI VANGUARD INDEX FDS | 1.31% | $335.27 | $378.25 | +12.82% | Held |
ARCC ARES CAPITAL CORP | 0.66% | $20.13 | $19.92 | -1.04% | Added +2.56% |
CAI CARIS LIFE SCIENCES INC | 0.01% | $26.98 | $26.27 | -2.63% | Held |