Michael & Susan Dell Foundation
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Michael & Susan Dell Foundation reported 4 stock positions worth $1.9 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 62.5% of the portfolio, followed by Broadcom (AVGO, 15.9%) and Dell Technologies -C (DELL, 14.2%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 2 and reduced 1. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +266%) and the biggest sale Broadcom (AVGO, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001599858
- Portfolio Value
- $1.9B (Q4 2024)
- SEC Filing
- 0001104659-25-014115 ↗ filed Feb 14, 2025
Holdings Value
Holdings 4 stocks · $1.9B
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
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 |