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, exited 0, added to 3, and trimmed 7.
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.
$1.93B
Long-equity book
13
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −0 / ↑3 / ↓7
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
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%
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 |
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