Filed: 5/15/2026ACC: 0001172661-26-002228
📋 What this filing means
STANDARD INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $1.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$1.83B
Total AUM (reported)
19.44M
Total Shares
Allocation by class
COM$1.52B83.0%
SPON ADS$227.85M12.5%
SPONSORED ADR NE$83.51M4.6%
*W EXP 09/16/202$116.7K0.0%
*W EXP 12/08/202$58.4K0.0%
Portfolio Concentration
Top 3$984.17M53.8%
4–10$844.12M46.2%
11–25$58.4K0.0%
Top 3 weight
53.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 19.44M
Sole
Full voting authority
19.44M
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
SOLEShares1.99M
TypeSH
Market value$414.04M
22.65%
Sole
1.99M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares842.50K
TypeSH
Market value$311.87M
17.06%
Sole
842.50K
Shared
0.00
None
0.00
PTC INC
SOLEShares1.81M
TypeSH
Market value$258.26M
14.13%
Sole
1.81M
Shared
0.00
None
0.00
SHELL PLC
SOLEShares2.45M
TypeSH
Market value$227.85M
12.46%
Sole
2.45M
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares845K
TypeSH
Market value$202.29M
11.06%
Sole
845K
Shared
0.00
None
0.00
ASHLAND INC
SOLEShares2.63M
TypeSH
Market value$145.98M
7.98%
Sole
2.63M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares1.09M
TypeSH
Market value$114.48M
6.26%
Sole
1.09M
Shared
0.00
None
0.00
NATIONAL GRID PLC
SOLEShares987.10K
TypeSH
Market value$83.51M
4.57%
Sole
987.10K
Shared
0.00
None
0.00
EVERCOMMERCE INC
SOLEShares6.12M
TypeSH
Market value$69.89M
3.82%
Sole
6.12M
Shared
0.00
None
0.00
ARCHER AVIATION INC
SOLEShares416.67K
TypeSH
Market value$116.7K
<0.01%
Sole
416.67K
Shared
0.00
None
0.00
SOLID POWER INC
SOLEShares266.67K
TypeSH
Market value$58.4K
<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 | 1.99M | SH | $414.04M 22.65% | 1.99M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 842.50K | SH | $311.87M 17.06% | 842.50K | 0.00 | 0.00 |
PTC INCSOLE | COM | 1.81M | SH | $258.26M 14.13% | 1.81M | 0.00 | 0.00 |
SHELL PLCSOLE | SPON ADS | 2.45M | SH | $227.85M 12.46% | 2.45M | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 845K | SH | $202.29M 11.06% | 845K | 0.00 | 0.00 |
ASHLAND INCSOLE | COM | 2.63M | SH | $145.98M 7.98% | 2.63M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 1.09M | SH | $114.48M 6.26% | 1.09M | 0.00 | 0.00 |
NATIONAL GRID PLCSOLE | SPONSORED ADR NE | 987.10K | SH | $83.51M 4.57% | 987.10K | 0.00 | 0.00 |
EVERCOMMERCE INCSOLE | COM | 6.12M | SH | $69.89M 3.82% | 6.12M | 0.00 | 0.00 |
ARCHER AVIATION INCSOLE | *W EXP 09/16/202 | 416.67K | SH | $116.7K <0.01% | 416.67K | 0.00 | 0.00 |
SOLID POWER INCSOLE | *W EXP 12/08/202 | 266.67K | SH | $58.4K <0.01% | 266.67K | 0.00 | 0.00 |