StockDriftsStockDriftsTop 8 Michael & Susan Dell Foundation Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 73.08% | 3.19M | $2.08B | +0.00%(+0) | $578.41(+29.39%) | 2026-03-31 | |
| DELL | DELL TECHNOLOGIES INC | 15.45% | 2.68M | $440.3M | +0.00%(+0) | $124.17(+217.56%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 6.94% | 638.5K | $197.6M | +0.00%(+0) | $97.34(+270.29%) | 2026-03-31 | |
| HAYW | HAYWARD HLDGS INC | 2.04% | 4.34M | $58.1M | +0.00%(+0) | $14.88(+14.01%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.52% | 134.6K | $43.2M | +0.00%(+0) | $331.72(+11.17%) | 2026-03-31 | |
| ARCC | ARES CAPITAL CORP | 0.84% | 1.32M | $23.9M | +2.70%(+34.77K) | $20.29(-7.68%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 0.14% | 61.9K | $4.0M | +0.00%(+0) | $47.12(+50.28%) | 2026-03-31 | |
| CAI | CARIS LIFE SCIENCES INC | 0.01% | 12.2K | $219K | +0.00%(+0) | $28.61(-46.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.29% | +116.12% |
| Top 20 Holdings Unweighted | +16.72% | +59.00% |
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