Humankind Investments LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Humankind Investments LLC reported 22 stock positions worth $209.1 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 17.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 11.1%) and Invesco Solar ETF (TAN, 9.2%). Compared with Q1 2026, it opened 4 new positions, sold out of 2 and added to 1. The biggest buy was Invesco Solar ETF (TAN, shares +56%) and the biggest sale an exit from Isha Curr Hedged MSCI Japan (HEWJ).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001845373
- Portfolio Value
- $209.1M (Q2 2026)
- SEC Filing
- 0001420506-26-001709 ↗ filed Aug 14, 2026
Holdings Value
Holdings 22 stocks · $209.1M
| QQQ Invesco QQQ Trust Series 1 | 17.85% | 50,700 | $37.3M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 11.13% | 31,170 | $23.3M | No change |
| TAN Invesco Solar ETF | 9.24% | 326,500 | $19.3M | Add +56.2% |
| MSFT Microsoft Corp. | 9.12% | 51,100 | $19.1M | No change |
| AAPL Apple Inc. | 7.86% | 56,800 | $16.4M | No change |
| ARKG ARK Genomic Revolution ETF | 7.76% | 386,000 | $16.2M | No change |
| IWM iShares Russell 2000 ETF | 7.31% | 50,860 | $15.3M | No change |
| CSCO Cisco Systems Inc. | 4.71% | 83,900 | $9.9M | No change |
| IBB iShares Biotechnology ETF | 4.55% | 50,000 | $9.5M | No change |
| IBIT iShares Bitcoin Trust ETF | 3.69% | 232,000 | $7.7M | No change |
| ZAP GX US Electrification ETF | 3.31% | 200,000 | $6.9M | No change |
| BMY Bristol-Myers Squibb Co. | 2.76% | 100,000 | $5.8M | No change |
| PFE Pfizer Inc. | 2.43% | 211,000 | $5.1M | No change |
| SNPS Synopsys Inc. | 2.13% | 10,000 | $4.5M | No change |
| SONY Sony Group Corp. - SP ADR | 1.94% | 202,195 | $4.1M | No change |
| EWJ iShares MSCI Japan ETF | 1.51% | 33,896 | $3.2M | New |
| APGE Apogee Therapeutics Inc. | 1.11% | 17,500 | $2.3M | No change |
| EXEL Exelixis Inc. | 0.69% | 26,500 | $1.4M | No change |
| BMRN Biomarin Pharmaceutical Inc. | 0.54% | 19,800 | $1.1M | No change |
| ASX Ase Technology Holding -ADR | 0.14% | 6,692 | $302K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.11% | 113 | $225K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 470 | $224K | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 22 | $209.1M | QQQ, SPY, TAN, MSFT, AAPL |
| Q1 2026 | 20 | $175.1M | QQQ, SPY, MSFT, AAPL, IWM |
| Q4 2025 | 18 | $222.9M | QQQ, SPY, GLD, AAPL, VT |
| Q3 2025 | 153 | $436.8M | HKND, QQQ, SPY, AAPL, MSFT |
| Q2 2025 | 147 | $410.3M | HKND, QQQ, SPY, MSFT, AAPL |
| Q1 2025 | 149 | $385.2M | HKND, QQQ, SPY, AAPL, MSFT |
| Q4 2024 | 152 | $395.0M | HKND, QQQ, SPY, AAPL, MSFT |
| Q3 2024 | 141 | $277.0M | HKND, AAPL, MSFT, IWV, IWB |
| Q2 2024 | 140 | $376.8M | HKND, QQQ, SPY, AAPL, MSFT |
| Q1 2024 | 139 | $378.0M | HKND, QQQ, SPY, MSFT, AAPL |