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Asset Manager ← All Institutions

Michael & Susan Dell Foundation

Q1 2026 · Filed 2026-05-15
Market Value
$2.8B
-1.2%
Holdings
8
New Purchases
0
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DELL 15.45% 11.71% +3.74% $440M
VEA 0.14% 0.13% +0.01% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 73.08% 75.69% -2.62% $2.1B
AVGO 6.94% 7.66% -0.73% $198M
HAYW 2.04% 2.32% -0.29% $58M
ARCC 0.84% 0.90% -0.07% $24M
VTI 1.52% 1.56% -0.05% $43M
CAI 0.01% 0.01% -0.00% $219K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $2.3B 81.7%
Large Cap 2 $464M 16.3%
Mid Cap 2 $58M 2.0%

Portfolio Analytics

Avg Market Cap
$493.3B
Median Market Cap
$253.0B
Avg P/E
54.1
Median P/E
32.4
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
5
# ETFs / Funds
3

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 73.08% 3,187,927 $2.1B $653.21 -$101M
2 DELL 15.45% 2,682,335 $440M $164.13 $103M
3 AVGO 6.94% 638,545 $198M $309.51 -$23M
4 HAYW 2.04% 4,340,559 $58M $13.38 -$9M
5 VTI 1.52% 134,575 $43M $320.81 -$2M
6 ARCC 0.84% 1,324,362 $24M $18.02 -$2M +34,768 +2.7%
7 VEA 0.14% 61,900 $4M $64.08 $100K
8 CAI 0.01% 12,235 $219K $17.88 -$111K
View SEC EDGAR Filings for Michael & Susan Dell Foundation →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms