Grace & Mercy Foundation, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Grace & Mercy Foundation, Inc. reported 21 stock positions worth $401.7 million. Its top holding was Alphabet Class A (GOOGL) at 15.4% of the portfolio, followed by Amazon.com (AMZN, 14.9%) and Meta Platforms Class A (META, 13.7%). Compared with Q1 2026, it added to 4 and reduced 6. The biggest buy was Nvidia (NVDA, shares +30%) and the biggest sale Nike Class B (NKE, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001715783
- Portfolio Value
- $401.7M (Q2 2026)
- SEC Filing
- 0001493152-26-038299 ↗ filed Aug 14, 2026
Holdings Value
Holdings 21 stocks · $401.7M
| GOOGL Alphabet Inc. Class A | 15.43% | 173,448 | $62.0M | Reduce -17.9% |
| AMZN Amazon.com Inc. | 14.95% | 251,913 | $60.0M | Reduce -9.6% |
| META Meta Platforms Inc. Class A | 13.67% | 97,485 | $54.9M | No change |
| MSFT Microsoft Corp. | 11.01% | 118,530 | $44.2M | Reduce -0.8% |
| NFLX Netflix Inc. | 8.16% | 459,190 | $32.8M | No change |
| RBLX Roblox Corp. Class A | 6.86% | 506,600 | $27.5M | Add +3.0% |
| NOW ServiceNow Inc. | 6.08% | 246,000 | $24.4M | Add +2.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 4.82% | 201,100 | $19.4M | No change |
| ADBE Adobe Inc. | 4.55% | 89,220 | $18.3M | Add +1.1% |
| LYFT LYFT Inc. Class A | 3.18% | 875,000 | $12.8M | Reduce -4.4% |
| GLOO Gloo Holdings Inc. Class A | 2.83% | 2,500,000 | $11.4M | No change |
| AAPL Apple Inc. | 2.30% | 31,900 | $9.2M | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.90% | 16,000 | $7.6M | Reduce -5.9% |
| HOOD Robinhood Markets Inc. Class A | 1.49% | 59,800 | $6.0M | No change |
| RDDT Reddit Inc. Class A | 0.84% | 19,500 | $3.4M | No change |
| NVDA Nvidia Corp. | 0.65% | 13,000 | $2.6M | Add +30.0% |
| COIN Coinbase Global Inc. Class A | 0.57% | 15,719 | $2.3M | No change |
| CPNG Coupang Inc. | 0.20% | 46,000 | $799K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.20% | 400 | $796K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 6,000 | $700K | No change |
| NKE Nike Inc. Class B | 0.13% | 13,000 | $534K | Reduce -48.0% |
Portfolio Sells Q1 2026 → Q2 2026
| NKE Nike Inc. Class B | Reduce -48.0% | 0.13% | −0.19 |
| MSFT Microsoft Corp. | Reduce -0.8% | 11.01% | +0.21 |
| LYFT LYFT Inc. Class A | Reduce -4.4% | 3.18% | +0.21 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -5.9% | 1.90% | +0.50 |
| GOOGL Alphabet Inc. Class A | Reduce -17.9% | 15.43% | +0.60 |
| AMZN Amazon.com Inc. | Reduce -9.6% | 14.95% | +0.78 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $401.7M | GOOGL, AMZN, META, MSFT, NFLX |
| Q1 2026 | 21 | $409.7M | GOOGL, AMZN, META, MSFT, NFLX |
| Q4 2025 | 18 | $442.6M | GOOGL, META, AMZN, MSFT, NFLX |
| Q3 2025 | 17 | $469.6M | GOOGL, META, MSFT, AMZN, NFLX |
| Q2 2025 | 18 | $482.3M | GOOGL, NFLX, META, AMZN, MSFT |
| Q1 2025 | 18 | $400.9M | GOOGL, AMZN, META, NFLX, MSFT |
| Q4 2024 | 17 | $444.2M | AMZN, GOOGL, META, MSFT, NFLX |
| Q3 2024 | 19 | $439.3M | META, AMZN, GOOGL, MSFT, ADBE |
| Q2 2024 | 19 | $442.0M | GOOGL, AMZN, META, MSFT, ADBE |
| Q1 2024 | 20 | $393.7M | AMZN, GOOGL, META, MSFT, NFLX |