Standard Investments LLC — 13F Holdings & Portfolio
CIK 1539436 · latest 13F-HR filed 2026-08-14
Standard Investments LLC manages $1.93B in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMZN (21.89%), ASH (15.44%), MSFT (11.98%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 3 existing positions rose in reported value and 7 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Oct 16, 2026.
47TH FLOOR
NEW YORK, NY 10019
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CASSATA, VALENTINA, NMN Control | GENERAL COUNSEL since Jan 2022 | Less than 5% | Individual |
| DJM MANAGEMENT HOLDCO LLC Control | MEMBER since Jan 2022 | 50–75% | Domestic Entity |
| KLEIN, JULIA, NMN Control | CHIEF OPERATING OFFICER & CONTROLLER since Sep 2025 | Less than 5% | Individual |
| MILLSTONE, DAVID, JAMES Control | MANAGER since Feb 2009 | Less than 5% | Individual |
| REDDY, TUNDE, JAIN Control | CHIEF FINANCIAL OFFICER since Jan 2016 | Less than 5% | Individual |
| WINTER, DAVID, SCOTT Control | MEMBER AND MANAGER since Feb 2009 | 50–75% | Individual |
| ZAUDERER, HOWARD, JUDAH Control | CHIEF COMPLIANCE OFFICER since Feb 2012 | Less than 5% | Individual |
| MILLSTONE, DAVID, JAMES Control Indirect owner via DJM MANAGEMENT HOLDCO LLC | MEMBER since Jan 2022 | 75% or more | Individual |
Ownership & leadership changes · 9 filings with changes since Feb 13, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedLEIDINGER, ETHAN, HOWE · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since May 2013
- AddedKLEIN, JULIA, NMN · CHIEF OPERATING OFFICER & CONTROLLER · Less than 5% · control person
- AddedCASSATA, VALENTINA, NMN · GENERAL COUNSEL · Less than 5% · control person
- AddedDJM MANAGEMENT HOLDCO LLC · MEMBER · 50–75% · control person
- AddedMILLSTONE, DAVID, JAMES · MEMBER · 75% or more · indirect via DJM MANAGEMENT HOLDCO LLC · control person
- ChangedMILLSTONE, DAVID, JAMES · title MEMBER → MANAGER; ownership 50–75% → Less than 5%
- ChangedWINTER, DAVID, SCOTT · title MEMBER → MEMBER AND MANAGER
- ChangedZAUDERER, HOWARD, JUDAH · title CCO/GC → CHIEF COMPLIANCE OFFICER
- No longer listedGIARRAPUTO, BARRY, JOHN · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Jan 2015
- No longer listedPALERMO, LAWRENCE, VINCENT · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jan 2011
- AddedLEIDINGER, ETHAN, HOWE · CHIEF OPERATING OFFICER · Less than 5% · control person
- AddedREDDY, TUNDE, JAIN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- No longer listedOWENS, MICHAEL, KENNETH · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jan 2013
- AddedGIARRAPUTO, BARRY, JOHN · CHIEF OPERATING OFFICER · Less than 5% · control person
- ChangedPALERMO, LAWRENCE, VINCENT · title COO → CHIEF FINANCIAL OFFICER
- ChangedMILLSTONE, DAVID, JAMES · title MEMBER / MEMBER - 40 NORTH PROPERTIES LLC (RELYING ADVISER) → MEMBER
- ChangedWINTER, DAVID, SCOTT · title MEMBER / MEMBER - 40 NORTH PROPERTIES LLC (RELYING ADVISER) → MEMBER
- No longer listed40 NORTH INDUSTRIES LLC · SOLE MEMBER - 40 NORTH PROPERTIES LLC (RELYING ADVISER) · 75% or more · control person · listed since Aug 2011
- No longer listedMILLSTONE, DAVID, JAMES · MEMBER · 50–75% · indirect via 40 NORTH INDUSTRIES LLC · control person · listed since Feb 2009
- No longer listedWINTER, DAVID, SCOTT · MEMBER · 50–75% · indirect via 40 NORTH INDUSTRIES LLC · control person · listed since Feb 2009
- ChangedMILLSTONE, DAVID, JAMES · title MEMBER → MEMBER / MEMBER - 40 NORTH PROPERTIES LLC (RELYING ADVISER)
- ChangedWINTER, DAVID, SCOTT · title MEMBER → MEMBER / MEMBER - 40 NORTH PROPERTIES LLC (RELYING ADVISER)
- Added40 NORTH INDUSTRIES LLC · SOLE MEMBER - 40 NORTH PROPERTIES LLC (RELYING ADVISER) · 75% or more · control person
- AddedMILLSTONE, DAVID, JAMES · MEMBER · 50–75% · indirect via 40 NORTH INDUSTRIES LLC · control person
- AddedOWENS, MICHAEL, KENNETH · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedWINTER, DAVID, SCOTT · MEMBER · 50–75% · indirect via 40 NORTH INDUSTRIES LLC · control person
- ChangedPALERMO, LAWRENCE, VINCENT · title CFO → COO
- No longer listedSTANISLAVSKY, ADAM, MATTHEW · CIO · Less than 5% · control person · listed since Jan 2012
- ListedMILLSTONE, DAVID, JAMES · MEMBER · 50–75% · control person
- ListedPALERMO, LAWRENCE, VINCENT · CFO · Less than 5% · control person
- ListedSTANISLAVSKY, ADAM, MATTHEW · CIO · Less than 5% · control person
- ListedWINTER, DAVID, SCOTT · MEMBER · 50–75% · control person
- ListedZAUDERER, HOWARD, JUDAH · CCO/GC · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ASHLAND INC$152.2M +104.2%
- AMAZON COM INC$53.3M +14.4%
- SERVICENOW INC$28.0M +24.4%
Top Trims
- PTC INC-$52.3M -20.3%
- AUTODESK INC-$38.0M -18.8%
- SHELL PLC-$37.9M -16.6%
- EVERCOMMERCE INC-$8.4M -12.0%
- NATIONAL GRID PLC-$6.9M -8.2%
Standard Investments LLC Holdings (2026-06-30)
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 | AMAZON COM INC | AMZN | 023135106 | $422.6M | 21.89% | 1,773,000 | SH |
| 2 | ASHLAND INC | ASH | 044186104 | $298.2M | 15.44% | 4,525,001 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $231.3M | 11.98% | 620,000 | SH |
| 4 | PTC INC | PTC | 69370C100 | $205.9M | 10.67% | 1,812,500 | SH |
| 5 | SHELL PLC | SHEL | 780259305 | $190.0M | 9.84% | 2,450,000 | SH |
| 6 | AUTODESK INC | ADSK | 052769106 | $164.3M | 8.51% | 845,000 | SH |
| 7 | SERVICENOW INC | NOW | 81762P102 | $142.5M | 7.38% | 1,435,000 | SH |
| 8 | MICROSOFT CORP Call | MSFT | 594918104 | $83.0M | 4.30% | 222,500 | SH |
| 9 | NATIONAL GRID PLC | NGG | 636274409 | $76.7M | 3.97% | 925,000 | SH |
| 10 | EVERCOMMERCE INC | EVCM | 29977X105 | $61.5M | 3.19% | 6,115,000 | SH |
| 11 | SERVICENOW INC Call | NOW | 81762P102 | $54.6M | 2.83% | 550,000 | SH |
| 12 | ARCHER AVIATION INC | ACHR.WS | 03945R110 | $50.0K | 0.00% | 416,666 | SH |
| 13 | SOLID POWER INC | SLDPW | 83422N113 | $27.3K | 0.00% | 266,666 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.93B | 13 | 0001172661-26-003679 |
| 2026-03-31 | 2026-05-15 | $1.83B | 13 | 0001172661-26-002228 |
| 2025-12-31 | 2026-02-17 | $2.00B | 12 | 0001172661-26-000963 |
| 2025-09-30 | 2025-12-02 | $107.3M | 1 | 0001172661-25-005241 |
47TH FLOOR
NEW YORK, NY 10019