Standard Investments LLC
CIK: 1539436
Last 13F
Aug 14, 2026
Next 13F
Nov 16, 2026 · in 7 days
Options Notional
$137.6M
New Positions
0
Exit Positions
0
Holdings (11)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- AMZN
AMAZON COM INC
$422.58M
1.77M sh23.57%+0.0% - ASH
ASHLAND INC
$298.15M
4.53M sh16.63%+72.4% - MSFT
MICROSOFT CORP
$231.27M
620,000 sh12.90%+0.0% - PTC
PTC INC
$205.92M
1.81M sh11.49%+0.0% - SHEL
SHELL PLC
$189.97M
2.45M sh10.60%+0.0% - ADSK
AUTODESK INC
$164.28M
845,000 sh9.16%+0.0% - NOW
SERVICENOW INC
$142.47M
1.44M sh7.95%+31.1% - NGG
NATIONAL GRID PLC
$76.65M
925,000 sh4.28%-6.3% - EVCM
EVERCOMMERCE INC
$61.52M
6.12M sh3.43%+0.0% - ACHR.WS
ARCHER AVIATION INC
$50K
416,666 sh0.00%+0.0% - SLDPW
SOLID POWER INC
$27K
266,666 sh0.00%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 AMZN AMAZON COM INC | 1.77M | $422.58M | +0.0% | 23.57% | Q2 2026 |
 ASH ASHLAND INC | 4.53M | $298.15M | +72.4% | 16.63% | Q2 2026 |
 MSFT MICROSOFT CORP | 620,000 | $231.27M | +0.0% | 12.90% | Q2 2026 |
 PTC PTC INC | 1.81M | $205.92M | +0.0% | 11.49% | Q2 2026 |
 SHEL SHELL PLC | 2.45M | $189.97M | +0.0% | 10.60% | Q2 2026 |
 ADSK AUTODESK INC | 845,000 | $164.28M | +0.0% | 9.16% | Q2 2026 |
 NOW SERVICENOW INC | 1.44M | $142.47M | +31.1% | 7.95% | Q2 2026 |
 NGG NATIONAL GRID PLC | 925,000 | $76.65M | -6.3% | 4.28% | Q2 2026 |
 EVCM EVERCOMMERCE INC | 6.12M | $61.52M | +0.0% | 3.43% | Q2 2026 |
 ACHR.WS ARCHER AVIATION INC | 416,666 | $50K | +0.0% | 0.00% | Q2 2026 |
 SLDPW SOLID POWER INC | 266,666 | $27K | +0.0% | 0.00% | Q2 2026 |
1-11 of 11 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Standard Investments LLC
Standard Investments LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1539436). Signal8 holds 21 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 11 securities, not counting options, the same number as in Q1 2026.
Its five largest reported positions, in order, are AMAZON COM INC (AMZN), ASHLAND INC (ASH), MICROSOFT CORP (MSFT), PTC INC (PTC) and SHELL PLC (SHEL). The next five are AUTODESK INC (ADSK), SERVICENOW INC (NOW), NATIONAL GRID PLC (NGG), EVERCOMMERCE INC (EVCM) and ARCHER AVIATION INC (ACHR.WS).
Recent 13F filings by Standard Investments LLC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 11 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 11 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 12 securities.
- Q3 2025: 13F-HR/A filed Dec 2, 2025, listing 1 security.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 11 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 12 securities.