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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 $3,792,001,723
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 3,187,927 $2,387,406,651 62.96%
2.
Dell Technologies Inc.
 DELL 2,459,804 $1,061,307,034 27.99%
3.
Broadcom Inc.
 AVGO 510,836 $192,968,299 5.09%
4.
Hayward Holdings Inc.
 HAYW 4,340,559 $75,135,076 1.98%
5.
Vanguard Index Fds
 134,575 $49,798,133 1.31%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.