STANDARD INVESTMENTS LLC

PrivateCIK: 1539436
Location

NEW YORK, NY

11
Positions
$1.83B
Total AUM (reported)
19.44M
Total Shares

Allocation by class

TOTAL AUM$1.83B11 positions
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 353.8%4–1046.2%11–250.0%TOP 10100.0%0%100%
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

SOLE
COM
Shares1.99M
TypeSH
Market value$414.04M
22.65%
Sole
1.99M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares842.50K
TypeSH
Market value$311.87M
17.06%
Sole
842.50K
Shared
0.00
None
0.00

PTC INC

SOLE
COM
Shares1.81M
TypeSH
Market value$258.26M
14.13%
Sole
1.81M
Shared
0.00
None
0.00

SHELL PLC

SOLE
SPON ADS
Shares2.45M
TypeSH
Market value$227.85M
12.46%
Sole
2.45M
Shared
0.00
None
0.00

AUTODESK INC

SOLE
COM
Shares845K
TypeSH
Market value$202.29M
11.06%
Sole
845K
Shared
0.00
None
0.00

ASHLAND INC

SOLE
COM
Shares2.63M
TypeSH
Market value$145.98M
7.98%
Sole
2.63M
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares1.09M
TypeSH
Market value$114.48M
6.26%
Sole
1.09M
Shared
0.00
None
0.00

NATIONAL GRID PLC

SOLE
SPONSORED ADR NE
Shares987.10K
TypeSH
Market value$83.51M
4.57%
Sole
987.10K
Shared
0.00
None
0.00

EVERCOMMERCE INC

SOLE
COM
Shares6.12M
TypeSH
Market value$69.89M
3.82%
Sole
6.12M
Shared
0.00
None
0.00

ARCHER AVIATION INC

SOLE
*W EXP 09/16/202
Shares416.67K
TypeSH
Market value$116.7K
<0.01%
Sole
416.67K
Shared
0.00
None
0.00

SOLID POWER INC

SOLE
*W EXP 12/08/202
Shares266.67K
TypeSH
Market value$58.4K
<0.01%
Sole
266.67K
Shared
0.00
None
0.00