Filed: 2/17/2026ACC: 0001172661-26-000963
📋 What this filing means
STANDARD INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $2.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$2.00B
Total AUM (reported)
21.30M
Total Shares
Allocation by class
COM$1.56B78.0%
SPON ADS$247.19M12.3%
SPONSORED ADR NE$191.83M9.6%
*W EXP 09/16/202$477.1K0.0%
*W EXP 12/08/202$188.7K0.0%
Portfolio Concentration
Top 3$952.05M47.5%
4–10$1.05B52.4%
11–25$665.8K0.0%
Top 3 weight
47.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 21.30M
Sole
Full voting authority
21.30M
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
AMAZON COM INC
SOLEShares1.67M
TypeSH
Market value$386.16M
19.28%
Sole
1.67M
Shared
0.00
None
0.00
PTC INC
SOLEShares1.81M
TypeSH
Market value$315.76M
15.77%
Sole
1.81M
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares845K
TypeSH
Market value$250.13M
12.49%
Sole
845K
Shared
0.00
None
0.00
SHELL PLC
SOLEShares3.36M
TypeSH
Market value$247.19M
12.34%
Sole
3.36M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares404K
TypeSH
Market value$195.38M
9.76%
Sole
404K
Shared
0.00
None
0.00
NATIONAL GRID PLC
SOLEShares2.48M
TypeSH
Market value$191.83M
9.58%
Sole
2.48M
Shared
0.00
None
0.00
ASHLAND INC
SOLEShares2.63M
TypeSH
Market value$154.01M
7.69%
Sole
2.63M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares660K
TypeSH
Market value$101.11M
5.05%
Sole
660K
Shared
0.00
None
0.00
CDW CORP
SOLEShares634.70K
TypeSH
Market value$86.45M
4.32%
Sole
634.70K
Shared
0.00
None
0.00
EVERCOMMERCE INC
SOLEShares6.12M
TypeSH
Market value$74.05M
3.70%
Sole
6.12M
Shared
0.00
None
0.00
ARCHER AVIATION INC
SOLEShares416.67K
TypeSH
Market value$477.1K
0.02%
Sole
416.67K
Shared
0.00
None
0.00
SOLID POWER INC
SOLEShares266.67K
TypeSH
Market value$188.7K
<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 | $386.16M 19.28% | 1.67M | 0.00 | 0.00 |
PTC INCSOLE | COM | 1.81M | SH | $315.76M 15.77% | 1.81M | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 845K | SH | $250.13M 12.49% | 845K | 0.00 | 0.00 |
SHELL PLCSOLE | SPON ADS | 3.36M | SH | $247.19M 12.34% | 3.36M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 404K | SH | $195.38M 9.76% | 404K | 0.00 | 0.00 |
NATIONAL GRID PLCSOLE | SPONSORED ADR NE | 2.48M | SH | $191.83M 9.58% | 2.48M | 0.00 | 0.00 |
ASHLAND INCSOLE | COM | 2.63M | SH | $154.01M 7.69% | 2.63M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 660K | SH | $101.11M 5.05% | 660K | 0.00 | 0.00 |
CDW CORPSOLE | COM | 634.70K | SH | $86.45M 4.32% | 634.70K | 0.00 | 0.00 |
EVERCOMMERCE INCSOLE | COM | 6.12M | SH | $74.05M 3.70% | 6.12M | 0.00 | 0.00 |
ARCHER AVIATION INCSOLE | *W EXP 09/16/202 | 416.67K | SH | $477.1K 0.02% | 416.67K | 0.00 | 0.00 |
SOLID POWER INCSOLE | *W EXP 12/08/202 | 266.67K | SH | $188.7K <0.01% | 266.67K | 0.00 | 0.00 |