Latest Michael & Susan Dell Foundation Stock Portfolio
About Michael & Susan Dell Foundation and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Michael & Susan Dell Foundation reported an equity portfolio of $2.5 Billions as of 30 Sep, 2025.
The top stock holdings of Michael & Susan Dell Foundation are IJR, AVGO, HAYW. The fund has invested 85.8% of it's portfolio in ISHARES TR and 8.6% of portfolio in BROADCOM INC.
They significantly reduced their stock positions in HAYWARD HLDGS INC (HAYW).
The top stock holdings of Michael & Susan Dell Foundation are IJR, AVGO, HAYW. The fund has invested 85.8% of it's portfolio in ISHARES TR and 8.6% of portfolio in BROADCOM INC.
They significantly reduced their stock positions in HAYWARD HLDGS INC (HAYW).
Michael & Susan Dell Foundation Annual Return Estimates Vs S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| hayward hldgs inc | -43.23 |
Michael & Susan Dell Foundation reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 85.8 |
| Technology | 11 |
| Industrials | 3.1 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 85.8 |
| MEGA-CAP | 8.6 |
| MID-CAP | 3.1 |
| LARGE-CAP | 2.4 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 91.4 |
| S&P 500 | 8.6 |
Michael & Susan Dell Foundation Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.