Michael & Susan Dell Foundation Fund Performance

FundPortfolio ManagerPerformance 25Q1AUM# of HoldingsPerformance Rank Allocation
Michael & Susan Dell FoundationMichael & Susan Dell Foundation-10.89%$1954922000 4 N/A

Top Holdings Performance History

Michael & Susan Dell Foundation Holdings Map

Top 50 Michael & Susan Dell Foundation Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Michael & Susan Dell Foundation Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds