Holders — by stockHoldings — by fund
Standard Investments LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001539436
$1.93B
disclosed book value
11
positions
21.9%
largest position share
Positions, as of 2026-06-30
top 13 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1.8M | $422.6M | 21.9% |
| 2 | ASHASHLAND INC | 4.5M | $298.2M | 15.4% |
| 3 | MSFTMICROSOFT CORP | 620,000 | $231.3M | 12% |
| 4 | PTCPTC INC | 1.8M | $205.9M | 10.7% |
| 5 | SHELSHELL PLC | 2.5M | $190.0M | 9.8% |
| 6 | ADSKAUTODESK INC | 845,000 | $164.3M | 8.5% |
| 7 | NOWSERVICENOW INC | 1.4M | $142.5M | 7.4% |
| 8 | MSFTMICROSOFT CORPCALL | 222,500 | $83.0M | 4.3% |
| 9 | NGGNATIONAL GRID PLC | 925,000 | $76.7M | 4% |
| 10 | EVCMEVERCOMMERCE INC | 6.1M | $61.5M | 3.2% |
| 11 | NOWSERVICENOW INCCALL | 550,000 | $54.6M | 2.8% |
| 12 | ACHR/WSARCHER AVIATION INC | 416,666 | $50,000 | 0% |
| 13 | SLDPWSOLID POWER INC | 266,666 | $27,253 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.