Michael & Susan Dell Foundation Portfolio Holdings

Michael & Susan Dell Foundation

  • $1.4 Billion
  • Q3 2024

Michael & Susan Dell Foundation has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.4 Billion distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $688M, Vanguard Ftse Developed Market with a value of $363M, Ishares Core S&P 500 ETF with a value of $313M, and Hayward Holdings, Inc. with a value of $39.6M.

Examining the 13F form we can see an increase of $423M in the current position value, from $980M to 1.4B.

Michael & Susan Dell Foundation is based out at New York, NY

Below you can find more details about Michael & Susan Dell Foundation portfolio as well as his latest detailed transactions.

Portfolio value $1.4 Billion
Technology: $688 Million
ETFs: $675 Million
Industrials: $39.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.4B
$688 Million 49.05% of portfolio
3,990,000
Q3 2024 Added 900.0%
$0
$363 Million 25.84% of portfolio
6,866,826
Q2 2024 Added 264.53%
$0
$313 Million 22.28% of portfolio
542,104
Q3 2024 New
$3.33B
$39.6 Million 2.82% of portfolio
2,584,492
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $1.4 Billion
  • Prior Value $980 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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