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Home > Institutional Investor > Michael & Susan Dell Foundation > Profile

Instuitional Investor - Michael & Susan Dell Foundation

Fund Profile
Filing Period:
Fund Name: Michael & Susan Dell Foundation
Portfolio Value $2,884,657,568
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 3,187,927 $2,183,538,719 75.69%
2.
Dell Technologies Inc.
 DELL 2,682,335 $337,652,330 11.71%
3.
Broadcom Inc.
 AVGO 638,545 $221,000,425 7.66%
4.
Hayward Holdings Inc.
 HAYW 4,340,559 $67,061,637 2.32%
5.
Vanguard Index Fds
 134,575 $45,118,960 1.56%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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