Standard Investments LLC 13F Holdings · Q2 2026
Standard Investments LLC reported 11 securities worth $1.93B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMZN (21.89%), MSFT (16.28%), ASH (15.44%). Among its top 25 positions this quarter: 2 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $422.6M | 21.89% | 1.8M | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $314.3M | 16.28% | 842,500 | Hold |
| 3 | ASH | ASHLAND INC | $298.2M | 15.44% | 4.5M | Added |
| 4 | PTC | PTC INC | $205.9M | 10.67% | 1.8M | Hold |
| 5 | NOW | SERVICENOW INC | $197.1M | 10.21% | 2.0M | Added |
| 6 | SHEL | SHELL PLC | $190.0M | 9.84% | 2.5M | Hold |
| 7 | ADSK | AUTODESK INC | $164.3M | 8.51% | 845,000 | Hold |
| 8 | NGG | NATIONAL GRID PLC | $76.7M | 3.97% | 925,000 | Trimmed |
| 9 | EVCM | EVERCOMMERCE INC | $61.5M | 3.19% | 6.1M | Hold |
| 10 | ACHRWS | ARCHER AVIATION INC | $50,000 | 0.00% | 416,666 | Hold |
| 11 | SLDPW | SOLID POWER INC | $27,253 | 0.00% | 266,666 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR