Standard Investments LLC 13F holdings
Standard Investments LLC reported 11 positions with a total reported value of $1.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: AMZN AMAZON COM INC (23.6%), ASH ASHLAND INC (16.6%), MSFT MICROSOFT CORP (12.9%), PTC PTC INC (11.5%), SHEL SHELL PLC (10.6%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
11 largest of 11 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AMZN AMAZON COM INC | 1,773,000 | $422.6M | 23.6% |
| ASH ASHLAND INC | 4,525,001 | $298.2M | 16.6% |
| MSFT MICROSOFT CORP | 620,000 | $231.3M | 12.9% |
| PTC PTC INC | 1,812,500 | $205.9M | 11.5% |
| SHEL SHELL PLC | 2,450,000 | $190.0M | 10.6% |
| ADSK AUTODESK INC | 845,000 | $164.3M | 9.2% |
| NOW SERVICENOW INC | 1,435,000 | $142.5M | 7.9% |
| NGG NATIONAL GRID PLC | 925,000 | $76.7M | 4.3% |
| EVCM EVERCOMMERCE INC | 6,115,000 | $61.5M | 3.4% |
| ACHR ARCHER AVIATION INC | 416,666 | $50.0K | <0.1% |
| SLDP SOLID POWER INC | 266,666 | $27.3K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ASH ASHLAND INC | 2,625,000 | 4,525,001 | +72.4% | $298.2M |
| NOW SERVICENOW INC | 1,095,000 | 1,435,000 | +31.1% | $142.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NGG NATIONAL GRID PLC | 987,100 | 925,000 | -6.3% | $76.7M |
CIK 1539436 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
