STANDARD INVESTMENTS LLC

PrivateCIK: 1539436
Location

NEW YORK, NY

11
Positions
$1.93B
Total AUM (reported)
21.96M
Total Shares

Allocation by class

TOTAL AUM$1.93B11 positions
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 353.6%4–1046.4%11–250.0%TOP 10100.0%0%100%
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

SOLE
COM
Shares1.77M
TypeSH
Market value$422.58M
21.89%
Sole
1.77M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares842.50K
TypeSH
Market value$314.27M
16.28%
Sole
842.50K
Shared
0.00
None
0.00

ASHLAND INC

SOLE
COM
Shares4.53M
TypeSH
Market value$298.15M
15.44%
Sole
4.53M
Shared
0.00
None
0.00

PTC INC

SOLE
COM
Shares1.81M
TypeSH
Market value$205.92M
10.67%
Sole
1.81M
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares1.99M
TypeSH
Market value$197.07M
10.21%
Sole
1.99M
Shared
0.00
None
0.00

SHELL PLC

SOLE
SPON ADS
Shares2.45M
TypeSH
Market value$189.97M
9.84%
Sole
2.45M
Shared
0.00
None
0.00

AUTODESK INC

SOLE
COM
Shares845K
TypeSH
Market value$164.28M
8.51%
Sole
845K
Shared
0.00
None
0.00

NATIONAL GRID PLC

SOLE
SPONSORED ADR NE
Shares925K
TypeSH
Market value$76.65M
3.97%
Sole
925K
Shared
0.00
None
0.00

EVERCOMMERCE INC

SOLE
COM
Shares6.12M
TypeSH
Market value$61.52M
3.19%
Sole
6.12M
Shared
0.00
None
0.00

ARCHER AVIATION INC

SOLE
*W EXP 09/16/202
Shares416.67K
TypeSH
Market value$50.0K
<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$27.3K
<0.01%
Sole
266.67K
Shared
0.00
None
0.00