Michael & Susan Dell Foundation Portfolio Stock Holdings
Michael & Susan Dell Foundation disclosed 8 stock positions valued at approximately $2.8 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, DELL TECHNOLOGIES INC, and BROADCOM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 8
- Portfolio Value
- $2.8B
Holdings by Sector
Michael & Susan Dell Foundation Portfolio Holdings in Q1 2026
7 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 73.08% | 3,187,927 | - | - | $2,082,385,796 |
| DELL TECHNOLOGIES INC | DELL | Technology | 15.45% | 2,682,335 | - | - | $440,251,644 |
| BROADCOM INC | AVGO | Technology | 6.94% | 638,545 | - | - | $197,636,063 |
| HAYWARD HLDGS INC | HAYW | Industrials | 2.04% | 4,340,559 | - | - | $58,076,679 |
| VANGUARD INDEX FDS | VTI | Other | 1.52% | 134,575 | - | - | $43,173,006 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.84% | 1,324,362 | +34,768 | +2.70% | $23,865,020 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.14% | 61,900 | - | - | $3,966,552 |