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CIK: 0001599858
Total reported value
$3.8B
$3.8B
4 檔
37.0%
During the Q3 2024 filing period, Michael & Susan Dell Foundation (CIK: 0001599858) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.8B across 4 reported positions.
In Q3 2024, Michael & Susan Dell Foundation displayed an active expansion posture, initiating 2 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 49.05% | -1.85% | +900.00% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 25.84% | -0.14% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.28% | -10.12% | — | |
| 4 | HAYW | Hayward Holdings Inc | Stock-Other | 2.83% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +22.3% | NEW | New buy |
| 2 | HAYW | Hayward Holdings Inc | +2.8% | NEW | New buy |
| 3 | VEA | Vanguard Ftse Developed ETF | -8.8% | — | Unchanged |
| 4 | AVGO | Broadcom Inc | -16.3% | +900.00% | Add |
According to official SEC Form 13F filings, Michael & Susan Dell Foundation reported a total U.S. public equity portfolio value of $3.8B across 4 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, VEA, IVV) accounted for 37.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
IVV
市值: $312.7M
During Q3 2024, Michael & Susan Dell Foundation's top holdings by market value included AVGO (49.0%)、VEA (25.8%)、IVV (22.3%). The largest single position, AVGO, represented 49.0% of total portfolio value.
In Q3 2024, Michael & Susan Dell Foundation made 3 total portfolio adjustments, initiating 2 new buys, adding to 1 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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