Grace & Mercy Foundation, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Grace & Mercy Foundation, Inc. reported 18 stock positions worth $400.9 million. Its top holding was Alphabet Class A (GOOGL) at 14.8% of the portfolio, followed by Amazon.com (AMZN, 14.3%) and Meta Platforms Class A (META, 14.2%). Compared with Q4 2024, it opened 1 new position, added to 2 and reduced 2. The biggest buy was a new position in LYFT Class A (LYFT) and the biggest sale Walt Disney (DIS, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001715783
- Portfolio Value
- $400.9M (Q1 2025)
- SEC Filing
- 0001641172-25-010877 ↗ filed May 15, 2025
Holdings Value
Holdings 18 stocks · $400.9M
| GOOGL Alphabet Inc. Class A | 14.82% | 384,105 | $59.4M | Add +11.3% |
| AMZN Amazon.com Inc. | 14.33% | 301,827 | $57.4M | No change |
| META Meta Platforms Inc. Class A | 14.16% | 98,492 | $56.8M | Reduce -6.8% |
| NFLX Netflix Inc. | 13.61% | 58,500 | $54.6M | No change |
| MSFT Microsoft Corp. | 12.10% | 129,230 | $48.5M | No change |
| ADBE Adobe Inc. | 11.11% | 116,120 | $44.5M | No change |
| NOW ServiceNow Inc. | 6.08% | 30,600 | $24.4M | Add +20.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.34% | 135,800 | $13.4M | Reduce -52.3% |
| AAPL Apple Inc. | 2.90% | 52,300 | $11.6M | No change |
| LYFT LYFT Inc. Class A | 2.89% | 975,000 | $11.6M | New |
| RBLX Roblox Corp. Class A | 1.95% | 134,100 | $7.8M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.91% | 22,000 | $3.7M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.53% | 3,200 | $2.1M | No change |
| COIN Coinbase Global Inc. Class A | 0.46% | 10,719 | $1.8M | No change |
| NKE Nike Inc. Class B | 0.32% | 20,000 | $1.3M | No change |
| PCOR Procore Technologies Inc. | 0.23% | 13,925 | $919K | No change |
| ETSY Etsy Inc. | 0.14% | 11,500 | $543K | No change |
| CRM Salesforce Inc. | 0.13% | 2,000 | $537K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |