Latest Michael & Susan Dell Foundation Stock Portfolio
About Michael & Susan Dell Foundation and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Michael & Susan Dell Foundation reported an equity portfolio of $1.4 Billions as of 30 Sep, 2024.
The top stock holdings of Michael & Susan Dell Foundation are AVGO, VEA, IJR. The fund has invested 49% of it's portfolio in BROADCOM INC and 25.8% of portfolio in VANGUARD TAX-MANAGED FDS.
Michael & Susan Dell Foundation opened new stock positions in ISHARES TR (IJR) and HAYWARD HLDGS INC (HAYW).
The top stock holdings of Michael & Susan Dell Foundation are AVGO, VEA, IJR. The fund has invested 49% of it's portfolio in BROADCOM INC and 25.8% of portfolio in VANGUARD TAX-MANAGED FDS.
Michael & Susan Dell Foundation opened new stock positions in ISHARES TR (IJR) and HAYWARD HLDGS INC (HAYW).
Michael & Susan Dell Foundation Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 312,696,000 |
| hayward hldgs inc | 39,646,100 |
New stocks bought by Michael & Susan Dell Foundation
Additions
Reductions
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Technology | 49 |
| Others | 48.1 |
| Industrials | 2.8 |
Market Cap. Distribution
| Category | % |
|---|---|
| MEGA-CAP | 49 |
| UNALLOCATED | 48.1 |
| MID-CAP | 2.8 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 51 |
| S&P 500 | 49 |
Michael & Susan Dell Foundation Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.