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Gray Foundation

SEC CIK
0002011602
Latest filing
Aug 5, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 29, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
11
+3 vs. Q3 2025
Portfolio value
$398.5M
+$47.2M (+13.4%) vs. Q3 2025
Filed
Jan 29, 2026
SEC
Holdings of Gray Foundation in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
HLTHilton Worldwide Holdings Inc.COM731,666$210.2M52.7%00.0%UnchangedHistory
iShares Tr464287549EXPND TEC SC ETF559,116$72.2M18.1%00.0%Unchanged–
GOOGAlphabet Inc.Stock112,000$35.1M8.8%00.0%UnchangedHistory
iShares MSCI India ETF46429B598ETF425,748$23.0M5.8%00.0%Unchanged–
Exchange Traded Concepts Tru301505707ROBO GLB ETF205,000$14.2M3.6%00.0%Unchanged–
iShares Semiconductor ETF464287523ETF34,371$10.4M2.6%00.0%Unchanged–
HGVHilton Grand Vacations Inc.COM212,520$9.51M2.4%00.0%UnchangedHistory
INVHInvitation Homes Inc.COM340,734$9.47M2.4%00.0%UnchangedHistory
BABoeing CoStock26,400$5.73M1.4%+26,400NewHistory
NBIXNeurocrine Biosciences IncStock37,800$5.36M1.3%+37,800NewHistory
AZNAstraZeneca PLCSPONSORED ADR36,537$3.36M0.8%+36,537NewHistory