Filed: 8/14/2026ACC: 0001172661-26-003679
📋 What this filing means
STANDARD INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $1.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$1.93B
Total AUM (reported)
21.96M
Total Shares
Allocation by class
COM$1.66B86.2%
SPON ADS$189.97M9.8%
SPONSORED ADR NE$76.65M4.0%
*W EXP 09/16/202$50.0K0.0%
*W EXP 12/08/202$27.3K0.0%
Portfolio Concentration
Top 3$1.03B53.6%
4–10$895.47M46.4%
11–25$27.3K0.0%
Top 3 weight
53.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 21.96M
Sole
Full voting authority
21.96M
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
SOLEShares1.77M
TypeSH
Market value$422.58M
21.89%
Sole
1.77M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares842.50K
TypeSH
Market value$314.27M
16.28%
Sole
842.50K
Shared
0.00
None
0.00
ASHLAND INC
SOLEShares4.53M
TypeSH
Market value$298.15M
15.44%
Sole
4.53M
Shared
0.00
None
0.00
PTC INC
SOLEShares1.81M
TypeSH
Market value$205.92M
10.67%
Sole
1.81M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares1.99M
TypeSH
Market value$197.07M
10.21%
Sole
1.99M
Shared
0.00
None
0.00
SHELL PLC
SOLEShares2.45M
TypeSH
Market value$189.97M
9.84%
Sole
2.45M
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares845K
TypeSH
Market value$164.28M
8.51%
Sole
845K
Shared
0.00
None
0.00
NATIONAL GRID PLC
SOLEShares925K
TypeSH
Market value$76.65M
3.97%
Sole
925K
Shared
0.00
None
0.00
EVERCOMMERCE INC
SOLEShares6.12M
TypeSH
Market value$61.52M
3.19%
Sole
6.12M
Shared
0.00
None
0.00
ARCHER AVIATION INC
SOLEShares416.67K
TypeSH
Market value$50.0K
<0.01%
Sole
416.67K
Shared
0.00
None
0.00
SOLID POWER INC
SOLEShares266.67K
TypeSH
Market value$27.3K
<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 | 1.77M | SH | $422.58M 21.89% | 1.77M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 842.50K | SH | $314.27M 16.28% | 842.50K | 0.00 | 0.00 |
ASHLAND INCSOLE | COM | 4.53M | SH | $298.15M 15.44% | 4.53M | 0.00 | 0.00 |
PTC INCSOLE | COM | 1.81M | SH | $205.92M 10.67% | 1.81M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 1.99M | SH | $197.07M 10.21% | 1.99M | 0.00 | 0.00 |
SHELL PLCSOLE | SPON ADS | 2.45M | SH | $189.97M 9.84% | 2.45M | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 845K | SH | $164.28M 8.51% | 845K | 0.00 | 0.00 |
NATIONAL GRID PLCSOLE | SPONSORED ADR NE | 925K | SH | $76.65M 3.97% | 925K | 0.00 | 0.00 |
EVERCOMMERCE INCSOLE | COM | 6.12M | SH | $61.52M 3.19% | 6.12M | 0.00 | 0.00 |
ARCHER AVIATION INCSOLE | *W EXP 09/16/202 | 416.67K | SH | $50.0K <0.01% | 416.67K | 0.00 | 0.00 |
SOLID POWER INCSOLE | *W EXP 12/08/202 | 266.67K | SH | $27.3K <0.01% | 266.67K | 0.00 | 0.00 |