Filed: 11/14/2025ACC: 0001172661-25-004944
📋 What this filing means
STANDARD INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $1.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$1.92B
Total AUM (reported)
19.23M
Total Shares
Allocation by class
COM$1.34B70.0%
SPON ADS$317.24M16.5%
SPONSORED ADR NE$180.22M9.4%
CAP STK CL C$77.94M4.1%
*W EXP 09/16/202$912.5K0.0%
*W EXP 12/08/202$114.7K0.0%
Portfolio Concentration
Top 3$1.01B52.4%
4–10$913.92M47.6%
11–25$114.7K0.0%
Top 3 weight
52.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 19.23M
Sole
Full voting authority
19.23M
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:
AMAZON COM INC
SOLEShares1.67M
TypeSH
Market value$367.34M
19.13%
Sole
1.67M
Shared
0.00
None
0.00
PTC INC
SOLEShares1.59M
TypeSH
Market value$321.99M
16.77%
Sole
1.59M
Shared
0.00
None
0.00
SHELL PLC
SOLEShares4.43M
TypeSH
Market value$317.24M
16.52%
Sole
4.43M
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares845K
TypeSH
Market value$268.43M
13.98%
Sole
845K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares404K
TypeSH
Market value$209.25M
10.90%
Sole
404K
Shared
0.00
None
0.00
NATIONAL GRID PLC
SOLEShares2.48M
TypeSH
Market value$180.22M
9.38%
Sole
2.48M
Shared
0.00
None
0.00
CDW CORP
SOLEShares685K
TypeSH
Market value$109.11M
5.68%
Sole
685K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares320K
TypeSH
Market value$77.94M
4.06%
Sole
320K
Shared
0.00
None
0.00
EVERCOMMERCE INC
SOLEShares6.12M
TypeSH
Market value$68.06M
3.54%
Sole
6.12M
Shared
0.00
None
0.00
ARCHER AVIATION INC
SOLEShares416.67K
TypeSH
Market value$912.5K
0.05%
Sole
416.67K
Shared
0.00
None
0.00
SOLID POWER INC
SOLEShares266.67K
TypeSH
Market value$114.7K
<0.01%
Sole
266.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 1.67M | SH | $367.34M 19.13% | 1.67M | 0.00 | 0.00 |
PTC INCSOLE | COM | 1.59M | SH | $321.99M 16.77% | 1.59M | 0.00 | 0.00 |
SHELL PLCSOLE | SPON ADS | 4.43M | SH | $317.24M 16.52% | 4.43M | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 845K | SH | $268.43M 13.98% | 845K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 404K | SH | $209.25M 10.90% | 404K | 0.00 | 0.00 |
NATIONAL GRID PLCSOLE | SPONSORED ADR NE | 2.48M | SH | $180.22M 9.38% | 2.48M | 0.00 | 0.00 |
CDW CORPSOLE | COM | 685K | SH | $109.11M 5.68% | 685K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 320K | SH | $77.94M 4.06% | 320K | 0.00 | 0.00 |
EVERCOMMERCE INCSOLE | COM | 6.12M | SH | $68.06M 3.54% | 6.12M | 0.00 | 0.00 |
ARCHER AVIATION INCSOLE | *W EXP 09/16/202 | 416.67K | SH | $912.5K 0.05% | 416.67K | 0.00 | 0.00 |
SOLID POWER INCSOLE | *W EXP 12/08/202 | 266.67K | SH | $114.7K <0.01% | 266.67K | 0.00 | 0.00 |