Q2 2026 13F · SEC CIK 1715783
Grace & Mercy Foundation, Inc.
Endowment & foundationFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $401.7M
- Reported positions
- 21
- Top holdings a year, 3 yrs
- +15.9%
- Average holding period
- 3.6 yrs
Grace & Mercy Foundation, Inc. is an endowment & foundation that reported 21 positions worth $401.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Alphabet Inc (GOOGL, 15.4%), Amazon Com Inc (AMZN, 14.9%), Meta Platforms Inc (META, 13.7%). A portfolio copying its top holdings returned 15.9% a year over the last 3 years, against 20.4% for the S&P 500.
Grace & Mercy Foundation, Inc. holdings all 21 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| GOOGLAlphabet Inc | 15.4% | -17.9% | $62.0M |
| AMZNAmazon Com Inc | 14.9% | -9.6% | $60.0M |
| METAMeta Platforms Inc | 13.7% | +0.0% | $54.9M |
| MSFTMicrosoft Corp | 11.0% | -0.8% | $44.2M |
| NFLXNetflix Inc. | 8.2% | +0.0% | $32.8M |
| RBLXRoblox Corp | 6.9% | +3.1% | $27.5M |
| NOWServicenow Inc | 6.1% | +2.1% | $24.4M |
| DISDisney Walt Co | 4.8% | +0.0% | $19.4M |
| ADBEAdobe Inc | 4.6% | +1.1% | $18.3M |
| LYFTLyft Inc | 3.2% | -4.4% | $12.8M |
| GLOOGloo Holdings Inc | 2.8% | +0.0% | $11.4M |
| AAPLApple Inc | 2.3% | +0.0% | $9.2M |
| TSMTaiwan Semiconductor Manufac | 1.9% | -5.9% | $7.6M |
| HOODRobinhood Mkts Inc | 1.5% | +0.0% | $6.0M |
| RDDTReddit Inc | 0.8% | +0.0% | $3.4M |
| NVDANvidia Corporation | 0.6% | +30.0% | $2.6M |
| COINCoinbase Global Inc | 0.6% | +0.0% | $2.3M |
| CPNGCoupang Inc | 0.2% | +0.0% | $799K |
| ASMLAsml Hldg NV | 0.2% | +0.0% | $796K |
| PLTRPalantir Technologies Inc | 0.2% | +0.0% | $700K |
| NKENike Inc | 0.1% | -48.0% | $534K |
What Grace & Mercy Foundation, Inc. bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- NVDA Nvidia Corporation+30.0% shares
Reduced
- NKE Nike Inc-48.0% shares
- GOOGL Alphabet Inc-17.9% shares
- AMZN Amazon Com Inc-9.6% shares
- TSM Taiwan Semiconductor Manufac-5.9% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -7.2% /yr
- S&P 500 +20.1%
- 3 years
- +15.9% /yr
- S&P 500 +20.4%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $401.7M | 21 |
| Q1 2026 | $409.7M | 21 |
| Q4 2025 | $442.6M | 18 |
| Q3 2025 | $469.6M | 17 |
| Q2 2025 | $482.3M | 18 |
| Q1 2025 | $400.9M | 18 |
| Q4 2024 | $444.2M | 17 |
| Q3 2024 | $439.3M | 19 |
| Q2 2024 | $442.0M | 19 |
| Q1 2024 | $393.7M | 20 |
| Q4 2023 | $375.0M | 21 |
| Q3 2023 | $330.2M | 20 |
Questions about Grace & Mercy Foundation, Inc.'s portfolio
What stocks does Grace & Mercy Foundation, Inc. own?
Grace & Mercy Foundation, Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 21 positions worth $401.7M. The largest are Alphabet Inc (GOOGL) at 15.4%, Amazon Com Inc (AMZN) at 14.9%, Meta Platforms Inc (META) at 13.7%, Microsoft Corp (MSFT) at 11.0% and Netflix Inc. (NFLX) at 8.2%.
What did Grace & Mercy Foundation, Inc. buy last quarter?
In Q2 2026, Grace & Mercy Foundation, Inc. added Nvidia Corporation (NVDA) (+30.0% shares), compared with its Q1 2026 filing.
What did Grace & Mercy Foundation, Inc. sell last quarter?
In Q2 2026, Grace & Mercy Foundation, Inc. Nike Inc (NKE) (-48.0% shares), Alphabet Inc (GOOGL) (-17.9% shares) and Amazon Com Inc (AMZN) (-9.6% shares), compared with its Q1 2026 filing.
How has Grace & Mercy Foundation, Inc.'s portfolio performed?
A portfolio copying Grace & Mercy Foundation, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -7.2% against +20.1%.
When is Grace & Mercy Foundation, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Grace & Mercy Foundation, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.