Grace & Mercy Foundation, Inc.
Grace & Mercy Foundation, Inc. reported 21 US-listed holdings worth $401.7 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Alphabet Inc. (15.4%), Amazon.com Inc. (14.9%) and Meta Platforms, Inc. (13.7%). Against the quarter before, it opened 0 positions, added to 4, trimmed 6 and sold out of 0.
The 14 largest of its 21 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +8.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 4
- Roblox Corp. RBLX+15,000 shares · +3%
- NVIDIA Corp. NVDA+3,000 shares · +30%
- ServiceNow, Inc. NOW+5,000 shares · +2%
- Adobe Inc. ADBE+1,000 shares · +1%
Trimmed 6
- Alphabet Inc. GOOGL-37,900 shares · -18%
- Amazon.com Inc. AMZN-26,700 shares · -10%
- Lyft, Inc. LYFT-40,000 shares · -4%
- Nike, Inc. NKE-12,000 shares · -48%
- Taiwan Semiconductor Manufacturing Company Limited TSM-1,000 shares · -6%
- Microsoft Corp. MSFT-1,000 shares · -1%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Alphabet Inc. GOOGL | 173.4K | $62.0 million | 15.43% | -37.9K |
| Amazon.com Inc. AMZN | 251.9K | $60.0 million | 14.95% | -26.7K |
| Meta Platforms, Inc. META | 97.5K | $54.9 million | 13.67% | no change |
| Microsoft Corp. MSFT | 118.5K | $44.2 million | 11.01% | -1.0K |
| Netflix Inc. NFLX | 459.2K | $32.8 million | 8.16% | no change |
| Roblox Corp. RBLX | 506.6K | $27.5 million | 6.86% | +15.0K |
| ServiceNow, Inc. NOW | 246.0K | $24.4 million | 6.08% | +5.0K |
| Walt Disney Co. DIS | 201.1K | $19.4 million | 4.82% | no change |
| Adobe Inc. ADBE | 89.2K | $18.3 million | 4.55% | +1.0K |
| Lyft, Inc. LYFT | 875.0K | $12.8 million | 3.18% | -40.0K |
| Gloo Holdings Inc. GLOO | 2.5M | $11.4 million | 2.83% | no change |
| Apple Inc. AAPL | 31.9K | $9.2 million | 2.30% | no change |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 16.0K | $7.6 million | 1.90% | -1.0K |
| Robinhood Markets, Inc. HOOD | 59.8K | $6.0 million | 1.49% | no change |
| Reddit, Inc. RDDT | 19.5K | $3.4 million | 0.84% | no change |
| NVIDIA Corp. NVDA | 13.0K | $2.6 million | 0.65% | +3.0K |
| Coinbase Global, Inc. COIN | 15.7K | $2.3 million | 0.57% | no change |
| Coupang, Inc. CPNG | 46.0K | $799,020 | 0.20% | no change |
| ASML Holding N.V. ASML | 400 | $795,776 | 0.20% | no change |
| Palantir Technologies Inc. PLTR | 6.0K | $700,020 | 0.17% | no change |
| Nike, Inc. NKE | 13.0K | $533,650 | 0.13% | -12.0K |