Standard Investments LLC
Filing Date
Global Rank
#1,261
/ 8,578
▼ 58
Top Industry
Software - Application
35.3%
3Y Alpha vs SPY
-10.2%
Period ended 3 months ago
Filed May 15, 2026 · 31d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+33.8%
SPY
+74.2%
Annualised alpha
-10.1%
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, 2025Top 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 |
|---|---|---|
| Technology | 52.3% | $956,801,050 |
| Consumer Cyclical | 22.6% | $414,040,760 |
| Energy | 12.5% | $227,850,000 |
| Basic Materials | 8.0% | $145,976,250 |
| Utilities | 4.6% | $83,508,660 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarterNo 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. | ||||
1 positions ·
$414,040,760 total
· Consumer Cyclical only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,988,000 | $414,040,760 | 100.00% |