Fund

Dell Foundation Portfolio

Michael & Susan Dell Foundation · Private foundation of Dell founder Michael Dell and his wife SusanSEC 13F filings0 people copyingHoldings come from the latest quarterly 13F filing, long stock positions only. A 13F shows holdings as of quarter end and is filed up to 45 days after the quarter ends. Holdings we can't copy yet: IVV 63.0%, HAYW 2.0%, ARCC 0.7%, CAI 0.0% (not traded on the exchange).Rebalances after each quarterly 13F filing

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Return · Past 2 years+345.4%$1,000 → $4,454

Nov 15, 2024Nov 12, 2026

Max drawdown−42.1%Worst drop from a highVolatilityHighHow much it swingsFiling timing6/30 holdingsQuarter-end holdings, filed 8/14

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$5,901+$3,501 (+145.9%)

Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

2 stocks · filed 8/14

DELL84.6%
AVGO15.4%

Very small or hard-to-trade positions aren’t copied.

Latest filings

Filed 8/14

08/14

Bought IVV, bought DELL

Holdings as of 6/30, filed 8/14

Bought IVV 63.0%
Bought DELL 28.0%
Bought AVGO 5.1%
Bought HAYW 2.0%
Bought VTI 1.3%

and 1 more