Comparable stake leader
Michael & Susan Dell Foundation
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002067955.
Comparable stake leader
Michael & Susan Dell Foundation
Disclosed value leader
Joshua Michael Green
Comparable rows
0/8
Latest evidence
10 Sep 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
0 of 8 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Michael & Susan Dell Foundation |
3/4/5
10%+ Owner
|
—
class O/S missing
|
—
27,648,236 shares
|
— | 24 Apr 2026 |
| Michael S. Dell |
3/4/5
10%+ Owner
|
—
class O/S missing
|
—
27,648,236 shares
|
— | 24 Apr 2026 |
| Susan Lieberman Dell |
3/4/5
10%+ Owner
|
—
class O/S missing
|
—
27,648,236 shares
|
— | 24 Apr 2026 |
| Abu Dhabi Pension Fund |
3/4/5
10%+ Owner
|
—
class O/S missing
|
—
9,990,020 shares
|
— | 08 Jun 2026 |
| Diameter DCF Advisor LLC |
3/4/5
Adviser, 10%+ Owner
|
—
class O/S missing
|
—
10,000 shares
|
— | 17 Apr 2026 |
| Joshua Michael Green |
3/4/5
Director
|
—
class O/S missing
|
$1,249,999
124,502 shares
|
+$1,250,000 | 29 Jul 2026 |
| Scott Kreitler Goodwin |
3/4/5
Co-President, Director, Portfolio Manager
|
—
class O/S missing
|
—
134,824 shares
|
— | 14 Jul 2026 |
| Jonathan Lewinsohn |
3/4/5
Co-President, Portfolio Manager
|
—
class O/S missing
|
—
109,384 shares
|
— | 10 Sep 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to buying over the last 12 months. Net value: +$1,250,000.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 124,502 | 0 | $1,250,000 | $0 | +$1,250,000 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-15 of 15 reporting-owner rows connected to Diameter Dynamic Credit Fund. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Joshua Michael Green | Director | $1,249,999 | +$1,250,000 | +100% | Filing P/S | 29 Jul 2026 |
| Steven Bossi | Director | Mixed | 17 Apr 2026 | |||
| Daniel Max Kasell | Director | Mixed | 17 Apr 2026 | |||
| Jonathan Lewinsohn | Co-President, Portfolio Manager | Mixed | 10 Sep 2026 | |||
| Michael Joshua Cohn | General Counsel | Mixed | 17 Apr 2026 | |||
| Diameter DCF Advisor LLC | Adviser, 10%+ Owner | Mixed | 17 Apr 2026 | |||
| Matthew Gerard Gilmartin | Title: Chief Financial Officer and Treasurer. Exhibit 24 - Power of Attorney. | Mixed | 17 Apr 2026 | |||
| Scott Kreitler Goodwin | Co-President, Director, Portfolio Manager | Mixed | 14 Jul 2026 | |||
| Alex Morgan | Chief Compliance Officer | Mixed | 17 Apr 2026 | |||
| Michael & Susan Dell Foundation | 10%+ Owner | Mixed | 24 Apr 2026 | |||
| Michael S. Dell | 10%+ Owner | Mixed | 24 Apr 2026 | |||
| Susan Lieberman Dell | 10%+ Owner | Mixed | 24 Apr 2026 | |||
| Abu Dhabi Pension Fund | 10%+ Owner | Mixed | 08 Jun 2026 | |||
| Wurtz Amanda Richman | Director | Mixed | 17 Apr 2026 | |||
| Daniel Robert Gish | Director | Mixed | 30 Jul 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jonathan Lewinsohn | Class I Common Shares | Purchase | 98,814 | 98,814 | 10 Sep 2026 | Direct | ||||
| Joshua Michael Green | Class I Common Shares | Purchase | $1,250,000 | $10.04 | 124,502 | 124,502 | 29 Jul 2026 | Direct | ||
| Scott Kreitler Goodwin | Class I Common Shares | Purchase | 124,254 | 124,254 | 14 Jul 2026 | Direct | ||||
| Abu Dhabi Pension Fund | Class I Shares | Purchase | 99.8% | 4,990,020 | 9,990,020 | 08 Jun 2026 | See Footnote |