本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Grace & Mercy Foundation, Inc. (CIK 1715783) reported $401.7M across 21 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($62.0M, 15.43%), AMZN ($60.0M, 14.95%), META ($54.9M, 13.67%), MSFT ($44.2M, 11.01%), NFLX ($32.8M, 8.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $62.0M | 15.43% | 173,448 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $60.0M | 14.95% | 251,913 | Trimmed |
| 3 | META | META PLATFORMS INC | $54.9M | 13.67% | 97,485 | Hold |
| 4 | MSFT | MICROSOFT CORP | $44.2M | 11.01% | 118,530 | Trimmed |
| 5 | NFLX | NETFLIX INC. | $32.8M | 8.16% | 459,190 | Hold |
| 6 | RBLX | ROBLOX CORP | $27.5M | 6.86% | 506,600 | Added |
| 7 | NOW | SERVICENOW INC | $24.4M | 6.08% | 246,000 | Added |
| 8 | DIS | DISNEY WALT CO | $19.4M | 4.82% | 201,100 | Hold |
| 9 | ADBE | ADOBE INC | $18.3M | 4.55% | 89,220 | Added |
| 10 | LYFT | LYFT INC | $12.8M | 3.18% | 875,000 | Trimmed |
| 11 | GLOO | GLOO HOLDINGS INC | $11.4M | 2.83% | 2.5M | Hold |
| 12 | AAPL | APPLE INC | $9.2M | 2.30% | 31,900 | Hold |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.6M | 1.90% | 16,000 | Trimmed |
| 14 | HOOD | ROBINHOOD MKTS INC | $6.0M | 1.49% | 59,800 | Hold |
| 15 | RDDT | REDDIT INC | $3.4M | 0.84% | 19,500 | Hold |
| 16 | NVDA | NVIDIA CORPORATION | $2.6M | 0.65% | 13,000 | Added |
| 17 | COIN | COINBASE GLOBAL INC | $2.3M | 0.57% | 15,719 | Hold |
| 18 | ASML | ASML HLDG NV | $795,776 | 0.20% | 400 | Hold |
| 19 | CPNG | COUPANG INC | $799,020 | 0.20% | 46,000 | Hold |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | $700,020 | 0.17% | 6,000 | Hold |
| 21 | NKE | NIKE INC | $533,650 | 0.13% | 13,000 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30