Humankind Investments LLC reported 13 positions worth $75.76M for the quarter ended Jun 30, 2026, up 6.5% on the prior quarter. It opened 3 new positions, added to 0, trimmed 0 and exited 0. Its largest holding is Microsoft Corp at 25.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 51.1K | $19.06M | 25.16% | 0 | 0.0% | Unchanged | 0% |
| 2 | AAPL Apple Inc. | Technology | 56.8K | $16.44M | 21.69% | 0 | 0.0% | Unchanged | 0% |
| 3 | CSCO Cisco Systems, Inc. | Technology | 83.9K | $9.85M | 13.01% | 0 | 0.0% | Unchanged | 0% |
| 4 | IBIT iShares Bitcoin Trust ETF | Others | 232.0K | $7.72M | 10.19% | 0 | 0.0% | Unchanged | 0.02% |
| 5 | BMY Bristol Myers Squibb Co | Healthcare | 100.0K | $5.76M | 7.61% | 0 | 0.0% | Unchanged | 0% |
| 6 | PFE Pfizer Inc | Healthcare | 211.0K | $5.08M | 6.71% | 0 | 0.0% | Unchanged | 0% |
| 7 | SNPS Synopsys Inc | Technology | 10.0K | $4.46M | 5.89% | 0 | 0.0% | Unchanged | 0.01% |
| 8 | SONY Sony Group Corp | Technology | 202.2K | $4.06M | 5.35% | 0 | 0.0% | Unchanged | 0% |
| 9 | EXEL Exelixis, Inc. | Healthcare | 26.5K | $1.44M | 1.9% | 0 | 0.0% | Unchanged | 0.01% |
| 10 | BMRN Biomarin Pharmaceutical Inc | Healthcare | 19.8K | $1.13M | 1.5% | 0 | 0.0% | Unchanged | 0.01% |
| 11 | ASX ASE Technology Holding Co., Ltd. | Technology | 6,692 | $301.94K | 0.399% | +6,692 | – | New | 0% |
| 12 | ASML Asml Holding Nv | Technology | 113 | $224.81K | 0.297% | +113 | – | New | 0% |
| 13 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 470 | $224.46K | 0.296% | +470 | – | New | 0% |
Tip. Select a row to see that position’s full history at Humankind Investments.
As of its Q2 2026 13F filing, Humankind Investments LLC’s five largest positions were Microsoft Corp (MSFT) at 25.2%, Apple Inc. (AAPL) at 21.7%, Cisco Systems, Inc. (CSCO) at 13.0%, iShares Bitcoin Trust ETF (IBIT) at 10.2%, Bristol Myers Squibb Co (BMY) at 7.6% of the reported portfolio.
Humankind Investments LLC reported a 13F portfolio worth $75.76M across 13 positions for Q2 2026. That is up 6.5% from the previous quarter.
Its largest purchases by value were ASE Technology Holding Co., Ltd. ($301.94K), Asml Holding Nv ($224.81K), Taiwan Semiconductor Manufacturing Co Ltd ($224.46K). It opened 3 new positions.
From the Form 13F-HR reports Humankind Investments LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.