Grace & Mercy Foundation, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Grace & Mercy Foundation, Inc. reported 20 stock positions worth $393.7 million. Its top holding was Amazon.com (AMZN) at 16.8% of the portfolio, followed by Alphabet Class A (GOOGL, 16.1%) and Meta Platforms Class A (META, 15.9%). Compared with Q4 2023, it sold out of 1, added to 3 and reduced 2. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale Meta Platforms Class A (META, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001715783
- Portfolio Value
- $393.7M (Q1 2024)
- SEC Filing
- 0001493152-24-019821 ↗ filed May 15, 2024
Holdings Value
Holdings 20 stocks · $393.7M
| AMZN Amazon.com Inc. | 16.80% | 366,600 | $66.1M | Reduce -10.2% |
| GOOGL Alphabet Inc. Class A | 16.11% | 420,100 | $63.4M | Add +0.6% |
| META Meta Platforms Inc. Class A | 15.93% | 129,125 | $62.7M | Reduce -28.2% |
| MSFT Microsoft Corp. | 13.81% | 129,230 | $54.4M | No change |
| NFLX Netflix Inc. | 8.49% | 55,000 | $33.4M | No change |
| ADBE Adobe Inc. | 7.43% | 58,000 | $29.3M | Add +3.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 7.30% | 235,000 | $28.8M | No change |
| NOW ServiceNow Inc. | 4.07% | 21,000 | $16.0M | No change |
| AAPL Apple Inc. | 2.63% | 60,300 | $10.3M | No change |
| U Unity Software Inc. | 2.46% | 362,400 | $9.7M | No change |
| RBLX Roblox Corp. Class A | 1.45% | 149,100 | $5.7M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.93% | 27,000 | $3.7M | No change |
| COIN Coinbase Global Inc. Class A | 0.72% | 10,719 | $2.8M | No change |
| CRM Salesforce Inc. | 0.42% | 5,500 | $1.7M | No change |
| NKE Nike Inc. Class B | 0.36% | 15,000 | $1.4M | Add +66.7% |
| PCOR Procore Technologies Inc. | 0.29% | 13,925 | $1.1M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.25% | 1,000 | $970K | No change |
| VFC VF Corp. | 0.21% | 54,000 | $828K | No change |
| ETSY Etsy Inc. | 0.20% | 11,500 | $790K | No change |
| CHWY Chewy Inc. Class A | 0.15% | 38,000 | $605K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
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 |