2026 Q2 Portfolio Activity
In 2026 Q2, Grace & Mercy Foundation, Inc. maintained a portfolio of 21 distinct positions. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 30.0%.
Position History
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Total Positions
21
Quarter
2026 Q2
Top Holding
GOOGL (15.4%)
Top 10 Concentration
88.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-21 of 21
Grace & Mercy Foundation, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 15.43% | 14.83% |
#1
Prev: #1
|
6.5 |
—
|
-37,900 | -17.9% |
P
S
|
173,448 | $61,985,112 |
$98.93
+244.3%
|
2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 14.95% | 14.16% |
#2
Prev: #2
|
6.0 |
—
|
-26,700 | -9.6% |
P
S
|
251,913 | $60,040,944 |
$101.30
+162.4%
|
2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
META
META PLATFORMS ...
|
Communication Services | 13.67% | 13.61% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
97,485 | $54,912,326 |
$146.33
+273.0%
|
2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 11.01% | 10.80% |
#4
Prev: #4
|
5.0 |
—
|
-1,000 | -0.8% |
P
S
|
118,530 | $44,214,061 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 8.16% | 10.78% |
#5
Prev: #5
|
4.8 |
—
|
no change | no change |
P
S
|
459,190 | $32,786,166 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RBLX
ROBLOX CORP
|
Communication Services | 6.86% | 6.79% |
#6
Prev: #6
|
3.2 |
—
|
15,000 | 3.1% |
P
S
|
506,600 | $27,548,908 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 6.08% | 6.15% |
#7
Prev: #7
|
2.9 |
—
|
5,000 | 2.1% |
P
S
|
246,000 | $24,422,880 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 4.82% | 4.73% |
#8
1
Prev: #9
|
2.9 |
—
|
no change | no change |
P
S
|
201,100 | $19,355,875 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ADBE
ADOBE INC
|
Technology | 4.55% | 5.23% |
#9
1
Prev: #8
|
2.3 |
—
|
1,000 | 1.1% |
P
S
|
89,220 | $18,291,884 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LYFT
LYFT INC
|
Technology | 3.18% | 2.97% |
#10
Prev: #10
|
1.8 |
—
|
-40,000 | -4.4% |
P
S
|
875,000 | $12,783,750 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLOO
GLOO HOLDINGS I...
|
Technology | 2.83% | 2.94% |
#11
Prev: #11
|
2.1 |
—
|
no change | no change |
P
S
|
2,500,000 | $11,375,000 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 2.30% | 1.98% |
#12
Prev: #12
|
1.9 |
—
|
no change | no change |
P
S
|
31,900 | $9,230,584 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.90% | 1.40% |
#13
Prev: #13
|
1.3 |
—
|
-1,000 | -5.9% |
P
S
|
16,000 | $7,641,120 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 1.49% | 1.01% |
#14
Prev: #14
|
1.6 |
—
|
no change | no change |
P
S
|
59,800 | $5,996,744 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RDDT
REDDIT INC
|
Communication Services | 0.84% | 0.64% |
#15
1
Prev: #16
|
1.3 |
—
|
no change | no change |
P
S
|
19,500 | $3,384,810 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.65% | 0.43% |
#16
1
Prev: #17
|
2.8 |
—
|
3,000 | 30.0% |
P
S
|
13,000 | $2,601,170 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 0.57% | 0.67% |
#17
2
Prev: #15
|
1.2 |
—
|
no change | no change |
P
S
|
15,719 | $2,297,961 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 0.20% | 0.21% |
#18
2
Prev: #20
|
1.1 |
—
|
no change | no change |
P
S
|
46,000 | $799,020 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.20% | 0.13% |
#19
2
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
400 | $795,776 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.17% | 0.21% |
#20
1
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
6,000 | $700,020 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NKE
NIKE INC
|
Consumer Cyclical | 0.13% | 0.32% |
#21
3
Prev: #18
|
0.1 |
—
|
-12,000 | -48.0% |
P
S
|
13,000 | $533,650 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-21 of 21 holdings