Standard Investments LLC

CIK

1539436

Location

New York, NY

Portfolio Value

Mid $1,828,176,720

Diversification

Diversified

Filing Date

Global Rank

#1,040 / 8,232 ▲ 33

Top Industry

Software - Application 35.3%

3Y Alpha vs SPY

-10.2%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+35.5%

SPY

+76.3%

Annualised alpha

-10.2%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.6%

+3.4 pts

Top 5

77.4%

+7.7 pts

Top 10

100.0%

0.0 pts

HHI

1,420

Diversified+186

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	52.3%	$956,801,050	5
Consumer Cyclical	22.6%	$414,040,760	1
Energy	12.5%	$227,850,000	1
Basic Materials	8.0%	$145,976,250	1
Utilities	4.6%	$83,508,660	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+438,500	842,500	$311,868,225
NOW	ServiceNow, Inc.	+435,000	1,095,000	$114,482,250
AMZN	Amazon Com Inc	+315,000	1,988,000	$414,040,760
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
NGG	National Grid PLC	−1,492,900	987,100	$83,508,660
SHEL	Shell plc	−914,000	2,450,000	$227,850,000
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CDW	CDW Corp	634,699	$86,446,003
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $1,828,176,720 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Energy Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,988,000	+315,000	$414,040,760	+7.2%	22.65%
MSFT	Microsoft Corp Technology	Added	842,500	+438,500	$311,868,225	+59.6%	17.06%
PTC	Ptc Inc. Technology	Held	1,812,500	0	$258,263,125	−18.2%	14.13%
SHEL	Shell plc Energy	Reduced	2,450,000	-914,000	$227,850,000	−7.8%	12.46%
ADSK	Autodesk, Inc. Technology	Held	845,000	0	$202,293,000	−19.1%	11.07%
ASH	Ashland Inc. Basic Materials	Held	2,625,000	0	$145,976,250	−5.2%	7.98%
NOW	ServiceNow, Inc. Technology	Added	1,095,000	+435,000	$114,482,250	+13.2%	6.26%
NGG	National Grid PLC Utilities	Reduced	987,100	-1,492,900	$83,508,660	−56.5%	4.57%
EVCM	EverCommerce Inc. Technology	Held	6,115,000	0	$69,894,450	−5.6%	3.82%