Grace & Mercy Foundation, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Grace & Mercy Foundation, Inc. reported 21 stock positions worth $409.7 million. Its top holding was Alphabet Class A (GOOGL) at 14.8% of the portfolio, followed by Amazon.com (AMZN, 14.2%) and Meta Platforms Class A (META, 13.6%). Compared with Q4 2025, it opened 4 new positions, sold out of 1, added to 6 and reduced 5. The biggest buy was Roblox Class A (RBLX, shares +255%) and the biggest sale Meta Platforms Class A (META, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001715783
- Portfolio Value
- $409.7M (Q1 2026)
- SEC Filing
- 0001493152-26-023776 ↗ filed May 15, 2026
Holdings Value
Holdings 21 stocks · $409.7M
| GOOGL Alphabet Inc. Class A | 14.83% | 211,348 | $60.8M | Reduce -8.6% |
| AMZN Amazon.com Inc. | 14.16% | 278,613 | $58.0M | No change |
| META Meta Platforms Inc. Class A | 13.61% | 97,485 | $55.8M | Reduce -5.8% |
| MSFT Microsoft Corp. | 10.80% | 119,530 | $44.2M | Add +0.8% |
| NFLX Netflix Inc. | 10.78% | 459,190 | $44.2M | Add +1.2% |
| RBLX Roblox Corp. Class A | 6.79% | 491,600 | $27.8M | Add +254.7% |
| NOW ServiceNow Inc. | 6.15% | 241,000 | $25.2M | Add +51.1% |
| ADBE Adobe Inc. | 5.23% | 88,220 | $21.4M | Add +33.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 4.73% | 201,100 | $19.4M | No change |
| LYFT LYFT Inc. Class A | 2.97% | 915,000 | $12.2M | Reduce -5.2% |
| GLOO Gloo Holdings Inc. Class A | 2.94% | 2,500,000 | $12.0M | No change |
| AAPL Apple Inc. | 1.98% | 31,900 | $8.1M | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.40% | 17,000 | $5.7M | Reduce -26.1% |
| HOOD Robinhood Markets Inc. Class A | 1.01% | 59,800 | $4.1M | New |
| COIN Coinbase Global Inc. Class A | 0.67% | 15,719 | $2.7M | Add +46.6% |
| RDDT Reddit Inc. Class A | 0.64% | 19,500 | $2.6M | New |
| NVDA Nvidia Corp. | 0.43% | 10,000 | $1.7M | No change |
| NKE Nike Inc. Class B | 0.32% | 25,000 | $1.3M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 6,000 | $878K | New |
| CPNG Coupang Inc. | 0.21% | 46,000 | $868K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.13% | 400 | $528K | Reduce -55.6% |
Portfolio Sells Q4 2025 → Q1 2026
| META Meta Platforms Inc. Class A | Reduce -5.8% | 13.61% | −1.81 |
| GOOGL Alphabet Inc. Class A | Reduce -8.6% | 14.83% | −1.51 |
| LYFT LYFT Inc. Class A | Reduce -5.2% | 2.97% | −1.25 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -26.1% | 1.40% | −0.18 |
| ETSY Etsy Inc. | Sold out | 0.00% | −0.14 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -55.6% | 0.13% | −0.09 |
Portfolio Buys Q4 2025 → Q1 2026
| RBLX Roblox Corp. Class A | Add +254.7% | 6.79% | +4.25 |
| NFLX Netflix Inc. | Add +1.2% | 10.78% | +1.17 |
| HOOD Robinhood Markets Inc. Class A | New | 1.01% | +1.01 |
| RDDT Reddit Inc. Class A | New | 0.64% | +0.64 |
| NOW ServiceNow Inc. | Add +51.1% | 6.15% | +0.63 |
| PLTR Palantir Technologies Inc. Class A | New | 0.21% | +0.21 |
| CPNG Coupang Inc. | New | 0.21% | +0.21 |
| COIN Coinbase Global Inc. Class A | Add +46.6% | 0.67% | +0.12 |
| ADBE Adobe Inc. | Add +33.0% | 5.23% | −0.01 |
| MSFT Microsoft Corp. | Add +0.8% | 10.80% | −2.15 |
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 |