Entity type
Individual
CIK 0002011602. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity type
Individual
Total filings
10
Latest filing
22 Apr 2026
Industry
n/a
Filing-backed research brief
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$396.76M
11 holdings for Q1 2026
Open portfolioLargest parsed holding
HLT
$222.48M reported value
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
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No parsed Forms 3/4/5 owner position for this CIK.
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13F-HR filed on 22 Apr 2026 for CIK 0002011602.
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
Quarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13FReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FLargest symbols in the latest parsed Form 13F information table.
Largest symbols in the latest parsed Form 13F information table.
Filer intelligence
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Counts show available parsed rows, not one combined ownership total.
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
89%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$354.84M
Compared with $396.76M total 13F value.
Top 5 net change
$0
Position-value change inside the visible top holdings only.
A simple visual split of the latest parsed 13F portfolio.
Largest add: AZN ยท Largest trim: AZN
Latest update
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
22 Apr 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 22 Apr 2026.
SEC filing record
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
Observed form types
CIK-linked evidence first
Showing the latest 10 of 10 SEC filings for Gray Foundation.