13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001599858
Total reported value
$3.8B
$3.8B
4 檔
60.8%
During the Q2 2025 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 Q2 2025, Michael & Susan Dell Foundation displayed an active expansion posture, initiating 0 new positions and adding to 1 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 | 84.75% | -10.12% | +4.91% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 7.64% | -1.85% | — | |
| 3 | HAYW | Hayward Holdings Inc | Stock-Other | 5.36% | -0.06% | — | |
| 4 | DELL | Dell Technologies -c | Stock-Tech | 2.25% | +12.54% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.2% | — | Unchanged |
| 2 | DELL | Dell Technologies -c | +0.3% | — | Unchanged |
| 3 | HAYW | Hayward Holdings Inc | -1% | — | Unchanged |
| 4 | IVV | Ishares Core S&p 500 ETF | -1.4% | +4.91% | 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 Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 IVV, AVGO, HAYW) accounted for 60.8% of total reported equity market value during Q2 2025.
During Q2 2025, Michael & Susan Dell Foundation's top holdings by market value included IVV (84.8%)、AVGO (7.6%)、HAYW (5.4%). The largest single position, IVV, represented 84.8% of total portfolio value.
In Q2 2025, Michael & Susan Dell Foundation made 1 total portfolio adjustments, initiating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.