Humankind Investments LLC — 13F Holdings & Portfolio

CIK 1845373 · latest 13F-HR filed 2026-05-15

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$175.1M

Long-equity book

Holdings

20

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+10 / −8 / ↑1 / ↓8

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICROSOFT CORP$6.4M +51.6%
Show all 1

Top Trims

  • INVESCO QQQ TR-$23.9M -45.0%
  • STATE STR SPDR S&P 500 ETF T-$20.1M -49.7%
  • SPDR SERIES TRUST-$2.2M -75.3%
  • ISHARES TR-$2.0M -40.7%
  • ISHARES TR-$1.1M -7.9%
Show all 8

New Positions

  • INVESCO EXCH TRADED FD TR II$11.6M
  • ARK ETF TR$10.2M
  • ISHARES BITCOIN TRUST ETF$8.9M
  • GLOBAL X FDS$6.4M
  • BRISTOL-MYERS SQUIBB CO$6.1M
Show all 10

Exited Positions

  • SPDR GOLD TR$15.9M
  • VANGUARD INTL EQUITY INDEX F$14.2M
  • ISHARES TR$9.5M
  • ISHARES TR$9.4M
  • ISHARES TR$6.3M
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO QQQ TR QQQ 46090E103 $29.3M 16.71% 50,700 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $20.3M 11.58% 31,170 SH
3 MICROSOFT CORP MSFT 594918104 $18.9M 10.80% 51,100 SH
4 APPLE INC AAPL 037833100 $14.4M 8.23% 56,800 SH
5 ISHARES TR IWM 464287655 $12.6M 7.20% 50,860 SH
6 INVESCO EXCH TRADED FD TR II TAN 46138G706 $11.6M 6.65% 209,000 SH
7 ARK ETF TR ARKG 00214Q302 $10.2M 5.82% 386,000 SH
8 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $8.9M 5.09% 232,000 SH
9 ISHARES TR IBB 464287556 $8.4M 4.82% 50,000 SH
10 CISCO SYS INC CSCO 17275R102 $6.5M 3.72% 83,900 SH
11 GLOBAL X FDS ZAP 37960A370 $6.4M 3.67% 200,000 SH
12 BRISTOL-MYERS SQUIBB CO BMY 110122108 $6.1M 3.46% 100,000 SH
13 PFIZER INC PFE 717081103 $5.9M 3.38% 211,000 SH
14 SONY GROUP CORP SONY 835699307 $4.2M 2.39% 202,195 SH
15 SYNOPSYS INC SNPS 871607107 $4.0M 2.26% 10,000 SH
16 ISHARES TR HEWJ 46434V886 $2.9M 1.63% 33,896 SH
17 APOGEE THERAPEUTICS INC APGE 03770N101 $1.5M 0.84% 17,500 SH
18 EXELIXIS INC EXEL 30161Q104 $1.1M 0.65% 26,500 SH
19 BIOMARIN PHARMACEUTICAL INC BMRN 09061G101 $1.1M 0.64% 19,800 SH
20 SPDR SERIES TRUST BIL 78468R663 $733.1K 0.42% 8,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $175.1M 20 0001420506-26-001122
2025-12-31 2026-02-17 $222.9M 18 0001420506-26-000523
2025-09-30 2025-11-14 $436.8M 153 0001420506-25-003273