DOSSIER · 13F-HR · Q1 2026
Michael & Susan Dell Foundation
$2.8B in tracked AUM across 8 positions as of Q1 2026.
M&
CIK 0001599858 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
The Michael & Susan Dell Foundation’s 13F filing for the period ending September 30, 2025, reveals a dramatic transformation in its investment portfolio, characterized by a massive reduction in assets under management (AUM) and a shift toward extreme concentration. The total portfolio value plummeted by 88.3%, decreasing from $2.30 billion in the previous quarter to $270.71 million. This reduction was driven by the liquidation of significant passive and equity holdings. C...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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