Standard Investments LLC — 13F Holdings & Portfolio
CIK 1539436 · latest 13F-HR filed 2026-05-15
Standard Investments LLC manages $1.83B in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (20.20%), PTC (14.13%), MSFT (12.55%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 2, and trimmed 8.
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.
$1.83B
Long-equity book
13
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −1 / ↑2 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- NATIONAL GRID PLC-$108.3M -56.5%
- PTC INC-$57.5M -18.2%
- AUTODESK INC-$47.8M -19.1%
- SHELL PLC-$19.3M -7.8%
- ASHLAND INC-$8.0M -5.2%
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 | $369.3M | 20.20% | 1,773,000 | SH |
| 2 | PTC INC | PTC | 69370C100 | $258.3M | 14.13% | 1,812,500 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $229.5M | 12.55% | 620,000 | SH |
| 4 | SHELL PLC | SHEL | 780259305 | $227.8M | 12.46% | 2,450,000 | SH |
| 5 | AUTODESK INC | ADSK | 052769106 | $202.3M | 11.06% | 845,000 | SH |
| 6 | ASHLAND INC | ASH | 044186104 | $146.0M | 7.98% | 2,625,000 | SH |
| 7 | SERVICENOW INC | NOW | 81762P102 | $114.5M | 6.26% | 1,095,000 | SH |
| 8 | NATIONAL GRID PLC | NGG | 636274409 | $83.5M | 4.57% | 987,100 | SH |
| 9 | MICROSOFT CORP Call | MSFT | 594918104 | $82.4M | 4.50% | 222,500 | SH |
| 10 | EVERCOMMERCE INC | EVCM | 29977X105 | $69.9M | 3.82% | 6,115,000 | SH |
| 11 | AMAZON COM INC Call | AMZN | 023135106 | $44.8M | 2.45% | 215,000 | SH |
| 12 | ARCHER AVIATION INC | ACHR.WS | 03945R110 | $116.7K | 0.01% | 416,666 | SH |
| 13 | SOLID POWER INC | SLDPW | 83422N113 | $58.4K | 0.00% | 266,666 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |