Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Standard Investments LLC (CIK 1539436) reported $1.83B across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($414.0M, 22.65%), MSFT ($311.9M, 17.06%), PTC ($258.3M, 14.13%), SHEL ($227.8M, 12.46%), ADSK ($202.3M, 11.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $414.0M | 22.65% | 2.0M | Added |
| 2 | MSFT | MICROSOFT CORP | $311.9M | 17.06% | 842,500 | Added |
| 3 | PTC | PTC INC | $258.3M | 14.13% | 1.8M | Hold |
| 4 | SHEL | SHELL PLC | $227.8M | 12.46% | 2.5M | Trimmed |
| 5 | ADSK | AUTODESK INC | $202.3M | 11.06% | 845,000 | Hold |
| 6 | ASH | ASHLAND INC | $146.0M | 7.98% | 2.6M | Hold |
| 7 | NOW | SERVICENOW INC | $114.5M | 6.26% | 1.1M | Added |
| 8 | NGG | NATIONAL GRID PLC | $83.5M | 4.57% | 987,100 | Trimmed |
| 9 | EVCM | EVERCOMMERCE INC | $69.9M | 3.82% | 6.1M | Hold |
| 10 | ACHR/WS | ARCHER AVIATION INC | $116,708 | 0.01% | 416,666 | Hold |
| 11 | CDW | CDW CORP | $0 | 0.00% | 0 | Exited |
| 12 | SLDPW | SOLID POWER INC | $58,400 | 0.00% | 266,666 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31