Michael & Susan Dell Foundation
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Michael & Susan Dell Foundation reported 2 stock positions worth $980.0 million. Its top holding was Broadcom (AVGO) at 65.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 34.6%). Compared with Q1 2024, it sold out of 4, added to 1 and reduced 1. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +265%) and the biggest sale Broadcom (AVGO, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001599858
- Portfolio Value
- $980.0M (Q2 2024)
- SEC Filing
- 0000950123-24-008660 ↗ filed Aug 14, 2024
Holdings Value
Holdings 2 stocks · $980.0M
Portfolio Sells Q1 2024 → Q2 2024
| AVGO Broadcom Inc. | Reduce -25.0% | 65.37% | −22.53 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.17 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.09 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.06 |
| 23ANDME HOLDING CO | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| VEA Vanguard Ftse Developed ETF | Add +264.5% | 34.63% | +22.85 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $3.8B | IVV, DELL, AVGO, HAYW, VTI |
| Q1 2026 | 8 | $2.8B | IVV, DELL, AVGO, HAYW, VTI |
| Q4 2025 | 8 | $2.9B | IVV, DELL, AVGO, HAYW, VTI |
| Q3 2025 | 4 | $2.5B | IVV, AVGO, HAYW, DELL |
| Q2 2025 | 4 | $2.3B | IVV, AVGO, HAYW, DELL |
| Q1 2025 | 4 | $2.0B | IVV, HAYW, AVGO, DELL |
| Q4 2024 | 4 | $1.9B | IVV, AVGO, DELL, HAYW |
| Q3 2024 | 4 | $1.4B | AVGO, VEA, IVV, HAYW |
| Q2 2024 | 2 | $980.0M | AVGO, VEA |
| Q1 2024 | 6 | $802.2M | AVGO, VEA, PANW, TOST, DASH |