The Analysis of Michael & Susan Dell Foundation's Holdings


Currently, Michael & Susan Dell Foundation holds 8 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in DELL (+2.3M shares, valued at $284.3M), VTI (+134.6K shares, valued at $45.1M), IVV (+42.2K shares, valued at $28.9M); decreased their positions in HAYW (-737.0K shares, valued at $11.4M); initiated new positions in VTI (+134.6K shares, valued at $45.1M), ARCC (+1.3M shares, valued at $26.1M), VEA (+61.9K shares, valued at $3.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR3.2M shares1.34%2025-12-312026-02-17history
DELL DELL TECHNOLOGIES INC2.7M shares533.32%2025-12-312026-02-17history
BROADCOM INC BROADCOM INC638.5K shares0.00%2025-12-312026-02-17history
HAYW HAYWARD HLDGS INC4.3M shares-14.52%2025-12-312026-02-17history
VTI VANGUARD INDEX FDS134.6K sharesnew addition2025-12-312026-02-17history
ARCC ARES CAPITAL CORP1.3M sharesnew addition2025-12-312026-02-17history
VEA VANGUARD TAX-MANAGED FDS61.9K sharesnew addition2025-12-312026-02-17history
CAI CARIS LIFE SCIENCES INC12.2K sharesnew addition2025-12-312026-02-17history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available