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Michael & Susan Dell Foundation13F | |
| Michael & Susan Dell Foundation | |
| Last update 2025-05-15 | 4 Stocks (0 new) |
| Value $1.96 Bil | Turnover 29 % |
Michael & Susan Dell Foundatio... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2,998,597 | 1,684,911.6 | +51.34% | 86.190 | +29.24% | 0.300 | +25.36% | +6.55% | 618,966.2 | ||
HAYW | Hayward Holdings Inc | 8,943,496 | 124,493.5 | -0.46% | 6.370 | -0.03% | 4.130 | +28.18% | -5.10% | 3,138.3 | Industrial Products | |
AVGO | Broadcom Inc | 638,545 | 106,911.6 | -50.00% | 5.470 | -7.94% | 0.010 | +74.61% | +17.87% | 1,278,403.4 | Semiconductors | |
DELL | Dell Technologies Inc | 423,538 | 38,605.5 | -81.59% | 1.970 | -11.59% | 0.060 | +72.46% | +9.07% | 84,442.1 | Hardware |
Michael & Susan Dell Foundation's Historical Top Holdings Breakdowns
Michael & Susan Dell Foundation's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +29.24% | 554.06 ($590.51) 615.85 | $623.33 | 5.56% | Add 51.34% | 2,998,597 | 1,017,168 | |
DELL | Dell Technologies Inc | 2025-03-31 | Reduce Reduce | -11.59% | 90.34 ($105.78) 124.66 | $124.39 | 17.59% | Reduce -81.59% | 423,538 | -1,876,462 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -7.94% | 167.43 ($211.65) 244.7 | $271.80 | 28.42% | Reduce -50% | 638,545 | -638,500 | |
HAYW | Hayward Holdings Inc | 2025-03-31 | Reduce Reduce | -0.03% | 13.64 ($14.52) 15.26 | $14.51 | -0.07% | Reduce -0.46% | 8,943,496 | -40,996 | |
IVV | iShares Core S&P 500 ETF | 2024-12-31 | Add Add | +45.44% | 570.51 ($592.23) 610.83 | $623.33 | 5.25% | Add 265.51% | 1,981,429 | 1,439,325 | |
AVGO | Broadcom Inc | 2024-12-31 | Reduce Reduce | -33.35% | 159.67 ($185.23) 250 | $271.80 | 46.74% | Reduce -67.99% | 1,277,045 | -2,712,955 | |
VEA | Vanguard FTSE Developed Markets ETF | 2024-12-31 | Sold Out Sold Out | -25.84% | 47.57 ($50.18) 52.35 | $56.92 | 13.43% | Sold Out | 0 | -6,866,826 | |
DELL | Dell Technologies Inc | 2024-12-31 | New Buy New Buy | +14.21% | 111.96 ($125.69) 144.21 | $124.39 | -1.03% | New holding | 2,300,000 | 2,300,000 | |
HAYW | Hayward Holdings Inc | 2024-12-31 | Add Add | +5.25% | 14.5 ($15.67) 16.6 | $14.51 | -7.40% | Add 247.63% | 8,984,492 | 6,400,000 | |
IVV | iShares Core S&P 500 ETF | 2024-09-30 | New Buy New Buy | +22.28% | 520.18 ($556.01) 576.82 | $623.33 | 12.11% | New holding | 542,104 | 542,104 |
Michael & Susan Dell Foundation Total Holding History ($B)
Michael & Susan Dell Foundation's Asset Allocation
Michael & Susan Dell Foundation Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Michael & Susan Dell Foundation's Hypothetical Growth since 2025-03-31
Michael & Susan Dell Foundation's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Michael & Susan Dell Foundation's Holdings Heat Map
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Michael & Susan Dell Foundation's Holdings Bubble Chart
Michael & Susan Dell Foundation News
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