Institutional
Grace & Mercy Foundation, Inc.
CIK 0001715783
$409.7M
Reported AUM
21
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Grace & Mercy Foundation, Inc. · Q1 2026
AI · grounded in 13F
Grace & Mercy Foundation, Inc. established a new position in HOOD valued at $4.14M. The fund also opened new stakes in RDDT for $2.63M and PLTR for $877,680. Additionally, the foundation increased its holding of RBLX by 254.69% while trimming its position in TSM by 26.09%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $60.8M | 14.83% | −19,750 | −8.5% |
| 2 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $58.0M | 14.16% | — | HELD |
| 3 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $55.8M | 13.61% | −5,950 | −5.8% |
| 4 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $44.2M | 10.80% | +1,000 | +0.8% |
| 5 | NFLX | NETFLIX INC. | $82.18 | 0.76% | -33.80% | 58.78% | $44.2M | 10.78% | +5,500 | +1.2% |
| 6 | RBLX | ROBLOX CORP | $41.82 | -3.53% | -56.35% | -45.67% | $27.8M | 6.79% | +353,000 | +254.7% |
| 7 | NOW | SERVICENOW INC | $112.45 | -5.79% | -45.42% | -4.36% | $25.2M | 6.15% | +81,500 | +51.1% |
| 8 | ADBE | ADOBE INC | $251.44 | -2.70% | -39.69% | -59.55% | $21.4M | 5.23% | +21,900 | +33.0% |
| 9 | DIS | DISNEY WALT CO | $99.71 | 0.37% | -11.49% | -42.02% | $19.4M | 4.73% | — | HELD |
| 10 | LYFT | LYFT INC | $13.65 | -3.33% | -12.11% | -75.33% | $12.2M | 2.97% | −50,000 | −5.2% |
| 11 | GLOO | GLOO HOLDINGS INC | $5.27 | -3.13% | -44.53% | -7.38% | $12.0M | 2.94% | — | HELD |
| 12 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $8.1M | 1.98% | — | HELD |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $415.17 | -6.69% | 104.85% | 285.24% | $5.7M | 1.40% | −6,000 | −26.1% |
| 14 | HOOD | ROBINHOOD MKTS INC | $82.47 | -6.63% | 10.14% | 86.08% | $4.1M | 1.01% | +59,800 | NEW |
| 15 | COIN | COINBASE GLOBAL INC | $152.40 | -7.15% | -39.35% | -35.58% | $2.7M | 0.67% | +5,000 | +46.6% |
| 16 | RDDT | REDDIT INC | $173.45 | -5.69% | 43.00% | 290.30% | $2.6M | 0.64% | +19,500 | NEW |
| 17 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $1.7M | 0.43% | — | HELD |
| 18 | NKE | NIKE INC | $42.98 | -1.47% | -29.22% | -72.13% | $1.3M | 0.32% | — | HELD |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $135.53 | -4.35% | 6.11% | 524.27% | $878K | 0.21% | +6,000 | NEW |
| 20 | CPNG | COUPANG INC | $15.15 | -8.35% | -46.75% | -58.29% | $868K | 0.21% | +46,000 | NEW |
| 21 | ASML | ASML HLDG NV | $1641.74 | -6.59% | 119.73% | 124.14% | $528K | 0.13% | −500 | −55.6% |
| 22 | ETSY | ETSY INC | $66.86 | -0.28% | 4.78% | -63.57% | — | — | −11,500 | EXITED |
Source: SEC EDGAR · accession 0001493152-26-023776. 13F discloses long positions only — shorts, foreign equities, and options are excluded.