Grace & Mercy Foundation, Inc.
Net seller this quarter
$402M
21
-$19.7M
88.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $62M | 15.43% | 0.00% | -17.9% | Q4 2022 |
 AMZN | $60M | 14.95% | 0.00% | -9.6% | Q4 2022 |
 META | $54.9M | 13.67% | Not reported | Not reported | Q4 2022 |
 MSFT | $44.2M | 11.01% | 0.00% | -0.8% | Q4 2022 |
 NFLX | $32.8M | 8.16% | 0.01% | Not reported | Q4 2022 |
 RBLX | $27.5M | 6.86% | 0.07% | +3.1% | Q4 2022 |
 NOW | $24.4M | 6.08% | 0.02% | +2.1% | Q4 2022 |
 DIS | $19.4M | 4.82% | 0.01% | Not reported | Q2 2023 |
 ADBE | $18.3M | 4.55% | 0.02% | +1.1% | Q4 2022 |
 LYFT | $12.8M | 3.18% | 0.23% | -4.4% | Q1 2025 |
 GLOO | $11.4M | 2.83% | 29.96% | Not reported | Q4 2025 |
 AAPL | $9.23M | 2.30% | 0.00% | Not reported | Q4 2022 |
 TSM | $7.64M | 1.90% | 0.00% | -5.9% | Q3 2023 |
 HOOD | $6M | 1.49% | 0.03% | Not reported | Q1 2026 |
 RDDT | $3.38M | 0.84% | Not reported | Not reported | Q1 2026 |
 NVDA | $2.6M | 0.65% | 0.00% | +30.0% | Q4 2022 |
 COIN | $2.3M | 0.57% | 0.01% | Not reported | Q4 2022 |
 CPNG | $799K | 0.20% | Not reported | Not reported | Q1 2026 |
 ASML | $796K | 0.20% | 0.00% | Not reported | Q3 2023 |
 PLTR | $700K | 0.17% | 0.00% | Not reported | Q1 2026 |
 NKE | $534K | 0.13% | 0.00% | -48.0% | Q4 2023 |
| Q1 2026 | |||||
| GOOGL | $60.8M | 14.83% | 0.00% | -8.6% | Q4 2022 |
| AMZN | $58M | 14.16% | 0.00% | Not reported | Q4 2022 |
| META | $55.8M | 13.61% | Not reported | -5.8% | Q4 2022 |
| MSFT | $44.2M | 10.80% | 0.00% | +0.8% | Q4 2022 |
| NFLX | $44.2M | 10.78% | 0.01% | +1.2% | Q4 2022 |
| RBLX | $27.8M | 6.79% | 0.07% | +254.7% | Q4 2022 |
| NOW | $25.2M | 6.15% | 0.02% | +51.1% | Q4 2022 |
| ADBE | $21.4M | 5.23% | 0.02% | +33.0% | Q4 2022 |
| DIS | $19.4M | 4.73% | 0.01% | Not reported | Q2 2023 |
| LYFT | $12.2M | 2.97% | 0.23% | -5.2% | Q1 2025 |
| GLOO | $12M | 2.94% | 29.96% | Not reported | Q4 2025 |
| AAPL | $8.1M | 1.98% | 0.00% | Not reported | Q4 2022 |
| TSM | $5.75M | 1.40% | 0.00% | -26.1% | Q3 2023 |
| HOOD | $4.14M | 1.01% | 0.03% | New | Q1 2026 |
| COIN | $2.74M | 0.67% | 0.01% | +46.7% | Q4 2022 |
| RDDT | $2.63M | 0.64% | Not reported | New | Q1 2026 |
| NVDA | $1.74M | 0.43% | 0.00% | Not reported | Q4 2022 |
| NKE | $1.32M | 0.32% | 0.00% | Not reported | Q4 2023 |
| PLTR | $878K | 0.21% | 0.00% | New | Q1 2026 |
| CPNG | $868K | 0.21% | Not reported | New | Q1 2026 |
| ASML | $528K | 0.13% | 0.00% | -55.6% | Q3 2023 |
| Q4 2025 | |||||
| GOOGL | $72.3M | 16.34% | 0.00% | -24.3% | Q4 2022 |
| META | $68.3M | 15.43% | Not reported | +16.7% | Q4 2022 |
| AMZN | $64.3M | 14.53% | 0.00% | Not reported | Q4 2022 |
| MSFT | $57.3M | 12.95% | 0.00% | Not reported | Q4 2022 |
| NFLX | $42.5M | 9.61% | 0.01% | -8.8% | Q4 2022 |
| NOW | $24.4M | 5.52% | 0.02% | +2.2% | Q4 2022 |
| ADBE | $23.2M | 5.24% | 0.02% | Not reported | Q4 2022 |
| DIS | $22.9M | 5.17% | 0.01% | -18.9% | Q2 2023 |
| LYFT | $18.7M | 4.22% | 0.24% | Not reported | Q1 2025 |
| GLOO | $14.2M | 3.21% | 29.96% | New | Q4 2025 |
| RBLX | $11.2M | 2.54% | 0.02% | +5.3% | Q4 2022 |
| AAPL | $8.67M | 1.96% | 0.00% | -36.6% | Q4 2022 |
| TSM | $6.99M | 1.58% | 0.00% | Not reported | Q3 2023 |
| COIN | $2.42M | 0.55% | 0.00% | Not reported | Q4 2022 |
| NVDA | $1.87M | 0.42% | 0.00% | Not reported | Q4 2022 |
| NKE | $1.59M | 0.36% | 0.00% | Not reported | Q4 2023 |
| ASML | $963K | 0.22% | 0.00% | Not reported | Q3 2023 |
 ETSY | $638K | 0.14% | 0.01% | Not reported | Q3 2023 |
| Q3 2025 | |||||
| GOOGL | $74.2M | 15.80% | 0.00% | -19.4% | Q4 2022 |
| META | $65.1M | 13.86% | Not reported | -0.3% | Q4 2022 |
| MSFT | $61.4M | 13.07% | 0.00% | Not reported | Q4 2022 |
| AMZN | $61.2M | 13.03% | 0.00% | -0.3% | Q4 2022 |
| NFLX | $59.7M | 12.71% | 0.01% | Not reported | Q4 2022 |
| NOW | $28.7M | 6.11% | 0.02% | +2.0% | Q4 2022 |
| DIS | $28.4M | 6.04% | 0.01% | Not reported | Q2 2023 |
| ADBE | $23.4M | 4.98% | 0.02% | -44.0% | Q4 2022 |
| LYFT | $21.2M | 4.52% | 2.69% | -1.0% | Q1 2025 |
| RBLX | $18.2M | 3.88% | 0.02% | -1.9% | Q4 2022 |
| AAPL | $12.8M | 2.73% | 0.00% | -3.8% | Q4 2022 |
| TSM | $6.42M | 1.37% | 0.00% | -4.2% | Q3 2023 |
| COIN | $3.62M | 0.77% | 0.00% | Not reported | Q4 2022 |
| NVDA | $1.87M | 0.40% | 0.00% | Not reported | Q4 2022 |
| NKE | $1.74M | 0.37% | 0.00% | +25.0% | Q4 2023 |
| ASML | $871K | 0.19% | 0.00% | -40.0% | Q3 2023 |
| ETSY | $763K | 0.16% | 0.01% | Not reported | Q3 2023 |