StockDriftsStockDriftsTop 7 Michael & Susan Dell Foundation Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 62.96% | 3.19M | $2.39B | +0.00%(+0) | $578.41(+34.86%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 27.99% | 2.46M | $1.06B | -8.30%(-222.53K) | $124.17(+295.26%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.09% | 510.8K | $193.0M | -20.00%(-127.71K) | $97.34(+303.72%) | 2026-06-30 | |
| HAYW | HAYWARD HLDGS INC | 1.98% | 4.34M | $75.1M | +0.00%(+0) | $14.88(+1.85%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.31% | 134.6K | $49.8M | +0.00%(+0) | $331.72(+15.72%) | 2026-06-30 | |
| ARCC | ARES CAPITAL CORP | 0.66% | 1.36M | $25.2M | +2.56%(+33.89K) | $20.23(-1.80%) | 2026-06-30 | |
| CAI | CARIS LIFE SCIENCES INC | 0.01% | 12.2K | $218K | +0.00%(+0) | $28.61(-23.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +42.98% | +192.28% | +15.26% | +103.43% |
| Top 20 Holdings Unweighted | +25.42% | +97.27% | +2.33% | +12.21% |
Michael & Susan Dell Foundation reports $3.79B in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are IVV (63.0%), DELL (28.0%) and AVGO (5.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +192.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Michael & Susan Dell Foundation’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599858). View Michael & Susan Dell Foundation’s 13F filings on SEC