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CIK: 0001599858
Total reported value
$3.8B
$3.8B
4 檔
49.2%
The Q4 2024 SEC filing reveals that Michael & Susan Dell Foundation held a total portfolio value of $3.8B, covering 4 public equity positions.
In Q4 2024, Michael & Susan Dell Foundation displayed an active expansion posture, initiating 1 new positions and adding to 2 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 62.55% | -10.12% | +265.51% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 15.88% | -1.85% | -67.99% | |
| 3 | DELL | Dell Technologies -c | Stock-Tech | 14.21% | +12.54% | — | |
| 4 | HAYW | Hayward Holdings Inc | Stock-Other | 7.37% | -0.06% | +247.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +40.3% | +265.51% | Add |
| 2 | DELL | Dell Technologies -c | +14.2% | NEW | New buy |
| 3 | HAYW | Hayward Holdings Inc | +4.5% | +247.63% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | -25.8% | EXIT | Sold out |
| 5 | AVGO | Broadcom Inc | -33.2% | -67.99% | Trim |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AVGO, DELL) accounted for 49.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
DELL
市值: $265.1M
Top Position Liquidated / Trimmed
VEA
前期市值: $362.6M
During Q4 2024, Michael & Susan Dell Foundation's top holdings by market value included IVV (62.5%)、AVGO (15.9%)、DELL (14.2%). The largest single position, IVV, represented 62.5% of total portfolio value.
In Q4 2024, Michael & Susan Dell Foundation made 5 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 1 holdings, and fully liquidating 1 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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