Filed: 5/15/2025ACC: 0001172661-25-002157
📋 What this filing means
STANDARD INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $1.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$1.71B
Total AUM (reported)
19.57M
Total Shares
Allocation by class
COM$1.15B67.0%
SPON ADS$401.57M23.4%
SPONSORED ADR NE$162.71M9.5%
*W EXP 09/16/202$750.0K0.0%
*W EXP 12/08/202$45.3K0.0%
Portfolio Concentration
Top 3$845.30M49.3%
4–10$868.94M50.7%
11–25$45.3K0.0%
Top 3 weight
49.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 19.57M
Sole
Full voting authority
19.57M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
SHELL PLC
SOLEShares5.48M
TypeSH
Market value$401.57M
23.43%
Sole
5.48M
Shared
0.00
None
0.00
PTC INC
SOLEShares1.44M
TypeSH
Market value$222.51M
12.98%
Sole
1.44M
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares845K
TypeSH
Market value$221.22M
12.90%
Sole
845K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares499K
TypeSH
Market value$187.32M
10.93%
Sole
499K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares472K
TypeSH
Market value$181.03M
10.56%
Sole
472K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares871K
TypeSH
Market value$165.72M
9.67%
Sole
871K
Shared
0.00
None
0.00
NATIONAL GRID PLC
SOLEShares2.48M
TypeSH
Market value$162.71M
9.49%
Sole
2.48M
Shared
0.00
None
0.00
CDW CORP
SOLEShares685K
TypeSH
Market value$109.78M
6.40%
Sole
685K
Shared
0.00
None
0.00
EVERCOMMERCE INC
SOLEShares6.12M
TypeSH
Market value$61.64M
3.60%
Sole
6.12M
Shared
0.00
None
0.00
ARCHER AVIATION INC
SOLEShares416.67K
TypeSH
Market value$750.0K
0.04%
Sole
416.67K
Shared
0.00
None
0.00
SOLID POWER INC
SOLEShares266.67K
TypeSH
Market value$45.3K
<0.01%
Sole
266.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SHELL PLCSOLE | SPON ADS | 5.48M | SH | $401.57M 23.43% | 5.48M | 0.00 | 0.00 |
PTC INCSOLE | COM | 1.44M | SH | $222.51M 12.98% | 1.44M | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 845K | SH | $221.22M 12.90% | 845K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 499K | SH | $187.32M 10.93% | 499K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 472K | SH | $181.03M 10.56% | 472K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 871K | SH | $165.72M 9.67% | 871K | 0.00 | 0.00 |
NATIONAL GRID PLCSOLE | SPONSORED ADR NE | 2.48M | SH | $162.71M 9.49% | 2.48M | 0.00 | 0.00 |
CDW CORPSOLE | COM | 685K | SH | $109.78M 6.40% | 685K | 0.00 | 0.00 |
EVERCOMMERCE INCSOLE | COM | 6.12M | SH | $61.64M 3.60% | 6.12M | 0.00 | 0.00 |
ARCHER AVIATION INCSOLE | *W EXP 09/16/202 | 416.67K | SH | $750.0K 0.04% | 416.67K | 0.00 | 0.00 |
SOLID POWER INCSOLE | *W EXP 12/08/202 | 266.67K | SH | $45.3K <0.01% | 266.67K | 0.00 | 0.00 |