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CIK: 0001599858
Total reported value
$3.8B
$3.8B
6 檔
21.2%
The Q1 2024 SEC filing reveals that Michael & Susan Dell Foundation held a total portfolio value of $3.8B, covering 6 public equity positions.
During Q1 2024, Michael & Susan Dell Foundation's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 87.90% | -1.85% | -55.18% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.78% | -0.14% | EXIT | |
| 3 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.17% | — | — | |
| 4 | TOST | Toast Inc-class A | Stock-Tech | 0.09% | — | — | |
| 5 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.06% | — | — | |
| 6 | ✓ | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Michael & Susan Dell Foundation reported a total U.S. public equity portfolio value of $3.8B across 6 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AVGO, VEA, PANW) accounted for 21.2% of total reported equity market value during Q1 2024.
During Q1 2024, Michael & Susan Dell Foundation's top holdings by market value included AVGO (87.9%)、VEA (11.8%)、PANW (0.2%). The largest single position, AVGO, represented 87.9% of total portfolio value.
In Q1 2024, Michael & Susan Dell Foundation made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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