Grace & Mercy Foundation, Inc.
Grace & Mercy Foundation, Inc. is a private charitable foundation headquartered in New York, NY. The organization primarily serves as a philanthropic entity, directing its financial resources towards areas such as education, social innovation, and community support. It files as an institutional investment manager and reports investment holdings through SEC Form 13F. The foundation manages assets and distributes grants, with operations focused in the United States.
Investment Strategy
Grace & Mercy Foundation manages its capital via portfolio investments in publicly traded equities, with a strong concentration in major technology stocks such as Alphabet (GOOGL), Amazon (AMZN), Meta (META), Netflix (NFLX), and Microsoft (MSFT), which collectively comprise over two-thirds of its portfolio. The foundation actively adjusts positions, adds new holdings, and reduces exposure in select stocks as part of a strategic approach to both asset growth and liquidity for its philanthropic initiatives. As a non-profit, its investment strategy seeks to maximize sustainable returns to support grantmaking and charitable giving, rather than generate profits for shareholders.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOGL | ALPHABET INC | 13.83% | $66.7M | 378,398 | $101.59 | $176.23 | +$7.3M |
N NFLX | NETFLIX INC | 13.82% | $66.6M | 49,769 | $352.16 | $1339.13 | +$12.1M |
M META | META PLATFORMS INC | 13.61% | $65.6M | 88,935 | $120.34 | $738.09 | +$8.9M |
A AMZN | AMAZON COM INC | 12.71% | $61.3M | 279,513 | $101.43 | $219.39 | +$3.9M |
M MSFT | MICROSOFT CORP | 12.22% | $59.0M | 118,530 | $255.59 | $497.41 | +$10.4M |