HI
Humankind Investments LLC SEC 13F Holdings (Q2 2026) — Top Position: INVESCO QQQ TRUST SERIES 1
Humankind Investments LLCCIK: 0001845373
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$209.1M
Reporting period: 2026-06-30 · Number of holdings: 22
Humankind Investments LLC disclosed 22 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $209.1M and a quarterly turnover rate of 24.0%.
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Personality snowflake
- Concentration
- 35.2
- Portfolio Stability
- 24.03
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 44
- Sizing Uniformity
- 90.1
Humankind Investments LLC's disclosed holdings carry a Herfindahl concentration index of 0.088 — mathematically equivalent to about 11 equally-sized positions, well below its 22 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.99), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 6.2 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 33% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd TAN
+56.2% $7.7M
Add ARKG
0.0% $6.0M
Trim MSFT
0.0% $145.6K
Sold out HEWJ
New buy EWJ
Trim IBIT
0.0% -$1.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 17.85% | +1.14% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.13% | -0.45% | — | |
| 3 | TAN | Invesco Solar ETF | ETF-Other | 9.24% | +2.59% | +56.22% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 9.12% | -1.68% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 7.86% | -0.37% | — | |
| 6 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 7.76% | +1.94% | — | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 7.31% | +0.11% | — | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 4.71% | +0.99% | — | |
| 9 | IBB | Ishares Biotechnology ETF | ETF-Tech | 4.55% | -0.27% | — | |
| 10 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.69% | -1.40% | — | |
| 11 | ZAP | Gx US Electrification ETF | ETF-Other | 3.31% | -0.36% | — | |
| 12 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.76% | -0.70% | — | |
| 13 | PFE | Pfizer Inc | Stock-Healthcare | 2.43% | -0.95% | — | |
| 14 | SNPS | Synopsys Inc | Stock-Tech | 2.13% | -0.13% | — | |
| 15 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.94% | -0.45% | — | |
| 16 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.51% | +1.51% | NEW | |
| 17 | APGE | Apogee Therapeutics Inc | Stock-Other | 1.11% | +0.27% | — | |
| 18 | EXEL | Exelixis Inc | Stock-Healthcare | 0.69% | +0.04% | — | |
| 19 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 0.54% | -0.10% | — | |
| 20 | ASX | Ase Technology Holding -adr | Stock-Tech | 0.14% | +0.14% | NEW | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 0.11% | +0.11% | NEW | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.11% | +0.11% | NEW |
Portfolio Performance
Performance for Q3 2026
+3.5%
Performance Last 4 Quarters
+30.3%
- Stdev
- +12.7%
- Beta
- +0.92
- Alpha
- +1%
- Max Drawdown
- -6%
- Annualized Perf
- +20.2%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +3.15
- Stutzer
- +0.45
- Treynor
- +0.21
- Sterling
- +1.34
- Calmar
- +3.39
- Information Ratio
- -0.14
- Tracking Error
- +4.6%
- Stdev Down
- +6.1%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +36.2%
- Worst 12 Months
- +6.1%
- Efficiency Ratio
- +0.62
- Sharpe
- +1.52
- Stdev Sectors
- +30.3%
- Skewness
- 0
- Kurtosis
- -0.3
- Upside Potential
- +4.82
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 22 | $209.1M | 24 | ||
| 2026 Q1 | 20 | $175.1M | 88 | ||
| 2025 Q4 | 18 | $222.9M | 74 | ||
| 2025 Q3 | 153 | $436.8M | 23 | ||
| 2025 Q2 | 147 | $410.3M | 0 | ||
| 2025 Q1 | 149 | $385.2M | 100 | ||
| 2024 Q4 | 152 | $395.0M | 0 | ||
| 2024 Q3 | 141 | $277.0M | 0 | ||
| 2024 Q2 | 140 | $376.8M | 0 | ||
| 2024 Q1 | 139 | $378.0M | 0 | ||
| 2023 Q4 | 135 | $337.2M | 0 | ||
| 2023 Q3 | 115 | $240.4M | 0 | ||
| 2023 Q2 | 122 | $256.1M | 0 | ||
| 2023 Q1 | 120 | $240.8M | 0 | ||
| 2022 Q4 | 122 | $230.6M | 0 | ||
| 2022 Q3 | 110 | $207.4M | 0 | ||
| 2022 Q2 | 105 | $209.1M | 0 | ||
| 2022 Q1 | 118 | $244.4M | 0 | ||
| 2021 Q4 | 106 | $79.4M | 0 | ||
| 2021 Q3 | 12 | $154.2M | 0 | ||
| 2021 Q2 | 81 | $56.2M | 0 | ||
| 2021 Q1 | 12 | $140.3M | 0 | ||
| 2020 Q4 | 24 | $98.1M | 0 |
Holding changes this quarter
Humankind Investments LLC's most significant position changes for 2026-06-30: New buy: Ishares Msci Japan ETF (EWJ); Sold out: Isha Curr Hedged Msci Japan (HEWJ); Sold out: Ss Spdr Bb 1-3m T-bill ETF (BIL); New buy: Ase Technology Holding -adr (ASX); New buy: ASML Holding N.V. (ASML).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TAN | Invesco Solar ETF | +2.6% | +56.22% | Add |
| 2 | ARKG | Ark Genomic Revolution ETF | +1.9% | — | Unchanged |
| 3 | EWJ | Ishares Msci Japan ETF | +1.5% | NEW | New buy |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +1.1% | — | Unchanged |
| 5 | CSCO | Cisco Systems Inc | +1% | — | Unchanged |
| 6 | APGE | Apogee Therapeutics Inc | +0.3% | — | Unchanged |
| 7 | ASX | Ase Technology Holding -adr | +0.1% | NEW | New buy |
| 8 | IWM | Ishares Russell 2000 ETF | +0.1% | — | Unchanged |
| 9 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 11 | EXEL | Exelixis Inc | 0% | — | Unchanged |
| 12 | BMRN | Biomarin Pharmaceutical Inc | -0.1% | — | Unchanged |
| 13 | SNPS | Synopsys Inc | -0.1% | — | Unchanged |
| 14 | IBB | Ishares Biotechnology ETF | -0.3% | — | Unchanged |
| 15 | ZAP | Gx US Electrification ETF | -0.4% | — | Unchanged |
| 16 | AAPL | Apple Inc | -0.4% | — | Unchanged |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.4% | EXIT | Sold out |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | — | Unchanged |
| 19 | SONY | Sony Group CORP - Sp Adr | -0.5% | — | Unchanged |
| 20 | BMY | Bristol-myers Squibb Co | -0.7% | — | Unchanged |
| 21 | PFE | Pfizer Inc | -1% | — | Unchanged |
| 22 | IBIT | Ishares Bitcoin Trust ETF | -1.4% | — | Unchanged |
| 23 | HEWJ | Isha Curr Hedged Msci Japan | -1.6% | EXIT | Sold out |
| 24 | MSFT | Microsoft CORP | -1.7% | — | Unchanged |
Filing History
FAQ
What is Humankind Investments LLC and what type of investor is it?
Humankind Investments LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $209.1M, spread across 22 disclosed positions.
What are Humankind Investments LLC's largest equity positions?
Based on the latest 13F filing, Humankind Investments LLC's top holdings by market value are:
1. Invesco Qqq Trust Series 1 (QQQ) — $37.3M (17.9%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $23.3M (11.1%)
3. Invesco Solar ETF (TAN) — $19.3M (9.2%)
4. Microsoft CORP (MSFT) — $19.1M (9.1%)
5. Apple Inc (AAPL) — $16.4M (7.9%)
What changes did Humankind Investments LLC make in its most recent portfolio filing?
In the latest reported quarter, Humankind Investments LLC made 7 notable position adjustments: 4 new positions were initiated, 1 existing holdings were added to, 0 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Ishares Msci Japan ETF (EWJ); Sold out: Isha Curr Hedged Msci Japan (HEWJ); Sold out: Ss Spdr Bb 1-3m T-bill ETF (BIL); New buy: Ase Technology Holding -adr (ASX); New buy: ASML Holding N.V. (ASML)
What sectors does Humankind Investments LLC focus on?
Humankind Investments LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 80.3%
• Health Care: 19.7%
Investment Profile
Humankind Investments LLC returned an annualized 20.2% over the trailing 36 months — outperforming the S&P 500 by 1.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.92 (roughly in line with the market) and a 42% quarterly batting average against the index.
Its portfolio is moderately concentrated and moderately active, with 80.3% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 24 over the past 4 quarters — a shift toward more active trading.
It has added to its MSFT position over the past two quarters (+$6.6M, now $19.1M), while trimming SONY over the same stretch (-$1.1M, still holding $4.1M).
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Developer Access
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