Michael & Susan Dell Foundation Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Michael & Susan Dell Foundation disclosed 7 stock positions valued at approximately $3.79B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, DELL TECHNOLOGIES INC, and BROADCOM INC.

Report Period
June 30, 2026
No. of Stocks
7
Portfolio Value
$3.79B
Holdings by Sector
Michael & Susan Dell Foundation Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther62.96%3,187,927--$2,387,406,651
DELL TECHNOLOGIES INCDELLTechnology27.99%2,459,804-222,531-8.30%$1,061,307,034
BROADCOM INCAVGOTechnology5.09%510,836-127,709-20.00%$192,968,299
HAYWARD HLDGS INCHAYWIndustrials1.98%4,340,559--$75,135,076
VANGUARD INDEX FDSVTIOther1.31%134,575--$49,798,133
ARES CAPITAL CORPARCCFinancial Services0.66%1,358,256+33,894+2.56%$25,168,502
CARIS LIFE SCIENCES INCCAIOther0.01%12,235--$218,028
Showing 7 of 7 holdings in the latest reporting period.
Michael & Susan Dell Foundation Portfolio Stock Holdings | InsiderSet