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MICHAEL & SUSAN DELL FOUNDATION 13F Portfolio
MICHAEL & SUSAN DELL FOUNDATION
Latest SEC 13F 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 231 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%
#0/10003 Year
+169.96%
#0/10005 Year
+102.01%
#0/1000Portfolio Value
$3.79B
Alpha Score
106.0
#0 of 1000
Holdings
7
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MICHAEL & SUSAN DELL FOUNDATION Current 13F Holdings
Reported holdings from MICHAEL & SUSAN DELL FOUNDATION's latest SEC 13F filing, ranked by portfolio weight.
7 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 62.96% | $580.88 | $781.99 | +34.62% | Held |
 DELL DELL TECHNOLOGIES INC | 27.99% | $124.20 | $586.28 | +372.05% | Trimmed -8.30% |
 AVGO BROADCOM INC | 5.09% | $111.63 | $361.54 | +223.87% | Trimmed -20.00% |
 HAYW HAYWARD HLDGS INC | 1.98% | $15.30 | $11.35 | -25.82% | Held |
 VTI VANGUARD INDEX FDS | 1.31% | $335.27 | $381.92 | +13.91% | Held |
 ARCC ARES CAPITAL CORP | 0.66% | $20.13 | $18.56 | -7.80% | Added +2.56% |
 CAI CARIS LIFE SCIENCES INC | 0.01% | $26.98 | $29.70 | +10.08% | Held |