Fund HoldingsMichael & Susan Dell Foundation

Total Portfolio Value
$1.86B
Total Bought
$1.22B
Total Sold
$754.84M
Net Transaction
+$461.67M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR542,1041,981,429+1,439,325312,6961,166,42862.55%+853,731
DELL TECHNOLOGIES INC(DELL)02,300,000+2,300,0000265,05214.21%+265,052
HAYWARD HLDGS INC(HAYW)2,584,4928,984,492+6,400,00039,646137,3737.37%+97,727
VANGUARD TAX-MANAGED FDS6,866,8260-6,866,826362,6370-362,637
BROADCOM INC(AVGO)3,990,0001,277,045-2,712,955688,275296,07015.88%-392,205
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