Michael & Susan Dell Foundation - Portfolio overview

Michael & Susan Dell Foundation has 8 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 73.08%
2. DELL - DELL TECHNOLOGIES INC, 15.45%
3. AVGO - BROADCOM INC, 6.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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