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MICHAEL & SUSAN DELL FOUNDATION 13F portfolio summary

MICHAEL & SUSAN DELL FOUNDATION of MICHAEL & SUSAN DELL FOUNDATION has 7 current stock holdings with a reported portfolio value of $3.79B. The portfolio 1 year return is +52.10%. Top holdings include IVV (62.96%), DELL (27.99%), AVGO (5.09%), HAYW (1.98%), VTI (1.31%).

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MICHAEL & SUSAN DELL FOUNDATION

MICHAEL & SUSAN DELL FOUNDATION
Latest filing: 2026-06-30

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%.

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Top 5 Holdings
IVV63.0%
DELL28.0%
AVGO5.1%
HAYW2.0%
VTI1.3%
Top 5: 99.3%
Portfolio Returns
1 Year
+52.10%
#0/1000
3 Year
+169.96%
#0/1000
5 Year
+102.01%
#0/1000

Portfolio Value

$3.79B

Alpha Score

106.0

#0 of 1000

Holdings

7

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7 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter 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