Humankind Investments 13F annual report
Humankind Investments is an investment fund managing more than $335 billion ran by Ilana Marcus. There are currently 133 companies in Mrs. Marcus’s portfolio. The largest investments include Humankind Benefit Corporatio and Spdr S&p 500 Etf Tr, together worth $120 billion.
$335 billion Assets Under Management (AUM)
As of 5th August 2024, Humankind Investments’s top holding is 2,816,578 shares of Humankind Benefit Corporatio currently worth over $87.8 billion and making up 26.2% of the portfolio value.
In addition, the fund holds 59,140 shares of Spdr S&p 500 Etf Tr worth $32.2 billion.
The third-largest holding is Apple Inc worth $16.5 billion and the next is Microsoft worth $15.1 billion, with 33,870 shares owned.
Currently, Humankind Investments's portfolio is worth at least $335 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Humankind Investments
The Humankind Investments office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Ilana Marcus serves as the Chief Compliance Officer at Humankind Investments.
Recent trades
In the most recent 13F filing, Humankind Investments revealed that it had opened a new position in
Intel and bought 67,783 shares worth $2.1 billion.
This means they effectively own approximately 0.1% of the company.
Intel makes up
8.0%
of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Cisco Sys Inc by buying
4,797 additional shares.
This makes their stake in Cisco Sys Inc total 88,697 shares worth $4.21 billion.
On the other hand, there are companies that Humankind Investments is getting rid of from its portfolio.
Humankind Investments closed its position in Vanguard Index Fds on 12th August 2024.
It sold the previously owned 39,000 shares for $3.37 billion.
Ilana Marcus also disclosed a decreased stake in Apple Inc by 0.1%.
This leaves the value of the investment at $16.5 billion and 78,106 shares.
One of the smaller hedge funds
The two most similar investment funds to Humankind Investments are Medicxi Ventures Management (jersey) Ltd and Smith & Howard Wealth Management. They manage $335 billion and $335 billion respectively.
Ilana Marcus investment strategy
Humankind Investments’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Health Care — making up 11.1% of
the total portfolio value.
The fund focuses on investments in the United States as
69.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
59% of the total holdings value.
On the other hand, small-cap stocks make up only 4.5% of the portfolio.
The average market cap of the portfolio companies is close to $137 billion.
The complete list of Humankind Investments trades based on 13F SEC filings
These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Humankind Benefit Corporatio |
No change
2,816,578
|
$87,759,219,000 | 26.17% |
| Spdr S&p 500 Etf Tr |
No change
59,140
|
$32,185,171,000 | 9.60% |
| Apple Inc |
10.55%
78,106
|
$16,450,686,000 | 4.91% |
| Microsoft Corporation |
13.82%
33,870
|
$15,138,196,000 | 4.52% |
| Spdr Ser Tr |
No change
128,000
|
$11,747,840,000 | 3.50% |
| Vanguard Intl Equity Index F |
No change
101,000
|
$11,375,630,000 | 3.39% |
| Ishares Tr |
No change
251,641
|
$38,891,482,000 | 11.60% |
| Spdr Gold Tr |
No change
40,000
|
$8,600,400,000 | 2.57% |
| Alphabet Inc |
16.81%
32,103
|
$5,847,561,000 | 1.74% |
| Procter And Gamble Co |
1.40%
33,759
|
$5,567,534,000 | 1.66% |
| Cisco Sys Inc |
5.72%
88,697
|
$4,213,994,000 | 1.26% |
| Eli Lilly & Co |
1.74%
3,847
|
$3,482,997,000 | 1.04% |
| Sony Group Corp |
No change
40,439
|
$3,435,293,000 | 1.02% |
| Vanguard Index Fds |
Closed
39,000
|
$3,372,720,000 | |
| Johnson & Johnson |
1.52%
19,240
|
$2,812,118,000 | 0.84% |
| Abbvie Inc |
15.46%
16,299
|
$2,795,604,000 | 0.83% |
| Deere & Co. |
2.17%
6,802
|
$2,541,431,000 | 0.76% |
| Merck & Co Inc |
6.29%
19,313
|
$2,390,949,000 | 0.71% |
| Mosaic Co New |
12.50%
81,411
|
$2,352,778,000 | 0.70% |
| Exchange Traded Concepts Tru |
No change
41,500
|
$2,286,650,000 | 0.68% |
| Archer Daniels Midland Co. |
41.24%
36,326
|
$2,195,907,000 | 0.65% |
| Pfizer Inc. |
22.13%
77,944
|
$2,180,873,000 | 0.65% |
| Intel Corp. |
Opened
67,783
|
$2,099,240,000 | 0.63% |
| Colgate-Palmolive Co. |
289.82%
20,263
|
$1,966,322,000 | 0.59% |
| Corteva Inc |
25.45%
34,183
|
$1,843,831,000 | 0.55% |
| Becton Dickinson & Co. |
50.82%
6,930
|
$1,619,610,000 | 0.48% |
| Stryker Corp. |
40.71%
4,587
|
$1,560,727,000 | 0.47% |
| Abbott Labs |
251.89%
14,621
|
$1,519,268,000 | 0.45% |
| AMGEN Inc. |
19.27%
4,847
|
$1,514,445,000 | 0.45% |
| Walmart Inc |
20.90%
22,266
|
$1,507,631,000 | 0.45% |
| Cigna Group (The) |
152.87%
4,534
|
$1,498,804,000 | 0.45% |
| Bunge Global SA |
46.96%
12,655
|
$1,351,174,000 | 0.40% |
| Unitedhealth Group Inc |
16.68%
2,598
|
$1,323,057,000 | 0.39% |
| HCA Healthcare Inc |
3.50%
4,113
|
$1,321,425,000 | 0.39% |
| Cf Inds Hldgs Inc |
15.58%
17,666
|
$1,309,404,000 | 0.39% |
| Ge Healthcare Technologies I |
35.79%
16,350
|
$1,273,992,000 | 0.38% |
| Ecolab, Inc. |
55.11%
5,342
|
$1,271,396,000 | 0.38% |
| HP Inc |
45.05%
36,022
|
$1,261,490,000 | 0.38% |
| Verizon Communications Inc |
33.82%
30,574
|
$1,260,872,000 | 0.38% |
| Labcorp Holdings Inc. |
Opened
6,175
|
$1,256,674,000 | 0.37% |
| Dell Technologies Inc |
94.39%
9,016
|
$1,243,397,000 | 0.37% |
| AT&T Inc. |
41.37%
64,567
|
$1,233,875,000 | 0.37% |
| Bristol-Myers Squibb Co. |
5.16%
29,170
|
$1,211,430,000 | 0.36% |
| Thermo Fisher Scientific Inc. |
23.42%
2,066
|
$1,142,498,000 | 0.34% |
| Baxter International Inc. |
157.42%
32,726
|
$1,094,685,000 | 0.33% |
| Boston Scientific Corp. |
24.36%
13,263
|
$1,021,384,000 | 0.30% |
| Xylem Inc |
Closed
7,804
|
$1,008,589,000 | |
| Gilead Sciences, Inc. |
8.25%
14,637
|
$1,004,245,000 | 0.30% |
| JPMorgan Chase & Co. |
27.42%
4,824
|
$975,702,000 | 0.29% |
| FMC Corp. |
27.93%
16,889
|
$971,962,000 | 0.29% |
| Regeneron Pharmaceuticals, Inc. |
6.26%
913
|
$959,590,000 | 0.29% |
| Comcast Corp New |
3.34%
24,021
|
$940,662,000 | 0.28% |
| Vertex Pharmaceuticals, Inc. |
4.39%
1,939
|
$908,848,000 | 0.27% |
| Amazon.com Inc. |
58.58%
4,504
|
$870,398,000 | 0.26% |
| Quest Diagnostics, Inc. |
20.04%
6,039
|
$826,618,000 | 0.25% |
| AGCO Corp. |
14.44%
8,293
|
$811,719,000 | 0.24% |
| Danaher Corp. |
17.66%
3,123
|
$780,282,000 | 0.23% |
| Bank America Corp |
66.55%
18,609
|
$740,080,000 | 0.22% |
| Laboratory Corp Amer Hldgs |
Closed
3,330
|
$727,472,000 | |
| Mckesson Corporation |
3.59%
1,212
|
$707,856,000 | 0.21% |
| CVS Health Corp |
185.31%
11,555
|
$682,438,000 | 0.20% |
| Smucker J M Co |
Opened
6,158
|
$671,468,000 | 0.20% |
| IQVIA Holdings Inc |
183.54%
3,136
|
$663,076,000 | 0.20% |
| Ingredion Inc |
43.81%
5,672
|
$650,578,000 | 0.19% |
| Fresh Del Monte Produce Inc |
98.17%
28,069
|
$613,308,000 | 0.18% |
| Elevance Health Inc |
14.46%
1,124
|
$609,051,000 | 0.18% |
| Spdr Index Shs Fds |
Closed
23,000
|
$600,070,000 | |
| Zimmer Biomet Holdings Inc |
46.95%
5,515
|
$598,543,000 | 0.18% |
| Wells Fargo Co New |
15.03%
9,567
|
$568,184,000 | 0.17% |
| Citigroup Inc |
Opened
8,931
|
$566,761,000 | 0.17% |
| T-Mobile US, Inc. |
8.11%
3,207
|
$565,009,000 | 0.17% |
| Home Depot, Inc. |
31.16%
1,507
|
$518,770,000 | 0.15% |
| Pepsico Inc |
49.87%
3,130
|
$516,231,000 | 0.15% |
| American Wtr Wks Co Inc New |
58.09%
3,943
|
$509,278,000 | 0.15% |
| Intuitive Surgical Inc |
20.82%
1,143
|
$508,464,000 | 0.15% |
| Kenvue Inc |
Opened
27,712
|
$503,804,000 | 0.15% |
| Cencora Inc. |
24.47%
2,172
|
$489,352,000 | 0.15% |
| Broadcom Inc. |
Closed
367
|
$486,425,000 | |
| Church & Dwight Co., Inc. |
27.95%
4,642
|
$481,283,000 | 0.14% |
| Morgan Stanley |
Opened
4,941
|
$480,216,000 | 0.14% |
| Veralto Corp |
Opened
5,021
|
$479,355,000 | 0.14% |
| Target Corp |
Closed
2,658
|
$471,024,000 | |
| Goldman Sachs Group, Inc. |
Opened
1,030
|
$465,890,000 | 0.14% |
| Tenet Healthcare Corp. |
51.16%
3,442
|
$457,889,000 | 0.14% |
| Conagra Brands Inc |
94.94%
15,923
|
$452,532,000 | 0.13% |
| Biogen Inc |
12.94%
1,904
|
$441,385,000 | 0.13% |
| Edwards Lifesciences Corp |
24.03%
4,775
|
$441,067,000 | 0.13% |
| DuPont de Nemours Inc |
21.92%
5,435
|
$437,463,000 | 0.13% |
| Jacobs Solutions Inc |
44.14%
3,089
|
$431,564,000 | 0.13% |
| Centene Corp. |
15.77%
6,491
|
$430,353,000 | 0.13% |
| Cardinal Health, Inc. |
1.05%
4,349
|
$427,594,000 | 0.13% |
| Moderna Inc |
48.98%
3,583
|
$425,481,000 | 0.13% |
| Humana Inc. |
3.89%
1,137
|
$424,840,000 | 0.13% |
| Mondelez International Inc. |
15.50%
6,189
|
$405,008,000 | 0.12% |
| Best Buy Co. Inc. |
28.56%
4,668
|
$393,466,000 | 0.12% |
| Hologic, Inc. |
37.59%
5,209
|
$386,768,000 | 0.12% |
| Spectrum Brands Hldgs Inc Ne |
Opened
4,432
|
$380,842,000 | 0.11% |
| Marsh & McLennan Cos., Inc. |
Closed
1,825
|
$375,914,000 | |
| State Str Corp |
Closed
4,720
|
$364,950,000 | |
| General Mls Inc |
28.88%
5,605
|
$354,572,000 | 0.11% |
| Franklin Elec Inc |
Opened
3,659
|
$352,435,000 | 0.11% |
| Kellanova Co |
11.28%
6,094
|
$351,502,000 | 0.10% |
| Meta Platforms Inc |
Closed
720
|
$349,618,000 | |
| International Business Machs |
6.15%
2,015
|
$348,494,000 | 0.10% |
| Coca-Cola Co |
Closed
5,565
|
$340,467,000 | |
| Hewlett Packard Enterprise C |
29.81%
15,962
|
$337,916,000 | 0.10% |
| Viatris Inc. |
Opened
31,069
|
$330,263,000 | 0.10% |
| Grainger W W Inc |
Closed
316
|
$321,467,000 | |
| Universal Hlth Svcs Inc |
7.18%
1,680
|
$310,682,000 | 0.09% |
| Clorox Co. |
Opened
2,267
|
$309,377,000 | 0.09% |
| Lowes Cos Inc |
33.97%
1,390
|
$306,439,000 | 0.09% |
| American Intl Group Inc |
14.28%
4,069
|
$302,083,000 | 0.09% |
| Charter Communications Inc N |
Opened
964
|
$288,197,000 | 0.09% |
| Progressive Corp. |
41.72%
1,387
|
$288,094,000 | 0.09% |
| Kroger Co. |
Opened
5,612
|
$280,207,000 | 0.08% |
| PayPal Holdings Inc |
Closed
4,152
|
$278,142,000 | |
| Allstate Corp (The) |
32.05%
1,734
|
$276,850,000 | 0.08% |
| 3M Co. |
Closed
2,603
|
$276,100,000 | |
| Mastercard Incorporated |
Closed
568
|
$273,532,000 | |
| American Express Co. |
4.58%
1,168
|
$270,450,000 | 0.08% |
| Disney Walt Co |
65.62%
2,705
|
$268,579,000 | 0.08% |
| Oracle Corp. |
29.45%
1,902
|
$268,562,000 | 0.08% |
| Dow Inc |
Opened
5,026
|
$266,629,000 | 0.08% |
| Tjx Cos Inc New |
Closed
2,608
|
$264,503,000 | |
| AECOM |
Closed
2,676
|
$262,462,000 | |
| First Solar Inc |
Opened
1,147
|
$258,603,000 | 0.08% |
| Applied Matls Inc |
Opened
1,091
|
$257,465,000 | 0.08% |
| CBRE Group Inc |
Closed
2,632
|
$255,936,000 | |
| MetLife, Inc. |
60.69%
3,633
|
$255,000,000 | 0.08% |
| Abm Inds Inc |
Closed
5,667
|
$252,862,000 | |
| Walgreens Boots Alliance Inc |
65.25%
20,637
|
$249,605,000 | 0.07% |
| Tesla Inc |
Opened
1,222
|
$241,809,000 | 0.07% |
| Teleflex Incorporated |
Opened
1,138
|
$239,356,000 | 0.07% |
| Resmed Inc. |
7.75%
1,237
|
$236,787,000 | 0.07% |
| Prudential Finl Inc |
19.26%
1,945
|
$227,935,000 | 0.07% |
| Hartford Finl Svcs Group Inc |
Closed
2,200
|
$226,710,000 | |
| Qualcomm, Inc. |
Opened
1,132
|
$225,472,000 | 0.07% |
| Live Nation Entertainment In |
Closed
2,123
|
$224,550,000 | |
| Alnylam Pharmaceuticals Inc |
40.21%
916
|
$222,588,000 | 0.07% |
| Capital One Finl Corp |
Opened
1,589
|
$219,997,000 | 0.07% |
| Henry Schein Inc. |
Closed
2,879
|
$217,422,000 | |
| Salesforce Inc |
Closed
713
|
$214,741,000 | |
| Us Foods Hldg Corp |
Closed
3,972
|
$214,369,000 | |
| Sysco Corp. |
Closed
2,632
|
$213,666,000 | |
| Catalent Inc. |
Opened
3,722
|
$209,288,000 | 0.06% |
| Cognizant Technology Solutio |
Closed
2,844
|
$208,437,000 | |
| Gxo Logistics Incorporated |
Closed
3,864
|
$207,729,000 | |
| D.R. Horton Inc. |
Opened
1,467
|
$206,744,000 | 0.06% |
| CDW Corp |
Closed
808
|
$206,670,000 | |
| Travelers Companies Inc. |
32.60%
1,007
|
$204,763,000 | 0.06% |
| Visa Inc |
41.13%
780
|
$204,727,000 | 0.06% |
| California Wtr Svc Group |
Closed
4,312
|
$200,422,000 | |
| Sunrun Inc |
Opened
15,881
|
$188,349,000 | 0.06% |
| American Vanguard Corp. |
Closed
12,728
|
$164,828,000 | |
| AdaptHealth Corp. |
Opened
15,747
|
$157,470,000 | 0.05% |
| Lumen Technologies, Inc. |
732.20%
107,812
|
$118,593,000 | 0.04% |
| Lsb Inds Inc |
Opened
11,645
|
$95,256,000 | 0.03% |
| Warner Bros. Discovery, Inc. |
Opened
11,344
|
$84,399,000 | 0.03% |
| Opko Health Inc |
38.09%
52,999
|
$66,249,000 | 0.02% |
| Sirius XM Holdings Inc |
Opened
12,629
|
$35,740,000 | 0.01% |
| Opendoor Technologies Inc. |
Opened
13,354
|
$24,571,000 | 0.01% |
| Ginkgo Bioworks Holdings Inc |
Opened
26,362
|
$8,813,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 162 holdings | |||
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