Standard Investments LLC

New York, NY · CIK 1539436 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$5.2bn
Staff37 · 26 in investment roles
Main clients (by assets)Private funds 95%, High net worth individuals 3%, Charities 2%
Private funds12 (2 hedge) · $10.0bn gross assets
Form ADV · 2026-03-13SEC adviser record

Legal entityStandard Investments LLC (US)

$1.8bn reported value +5.4% vs Q1 2026

11positions

100.0%in top 10

0 new 2 added 1 reduced 0 sold out vs Q1 2026

Options: 2 call positions ($137.6m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	1,773,000	$422.6m23.57%	23.57%	Unchanged
2	ASHLAND INC COM ASH	ASH	4,525,001	$298.2m16.63%	16.63%	Added +1.9m	+1,900,001 72.4%
3	MICROSOFT CORP COM MSFT	MSFT	620,000	$231.3m12.90%	12.90%	Unchanged
4	PTC INC COM PTC	PTC	1,812,500	$205.9m11.49%	11.49%	Unchanged
5	SHELL PLC SPON ADS SHEL	SHEL	2,450,000	$190.0m10.60%	10.60%	Unchanged
6	AUTODESK INC COM ADSK	ADSK	845,000	$164.3m9.16%	9.16%	Unchanged
7	SERVICENOW INC COM NOW	NOW	1,435,000	$142.5m7.95%	7.95%	Added +340.0k	+340,000 31.1%
8	NATIONAL GRID PLC SPONSORED ADR NE NGG	NGG	925,000	$76.7m4.28%	4.28%	Reduced -62.1k	-62,100 -6.3%
9	EVERCOMMERCE INC COM EVCM	EVCM	6,115,000	$61.5m3.43%	3.43%	Unchanged
10	ARCHER AVIATION INC *W EXP 09/16/202 ACHR.WS	ACHR.WS	416,666	$50.0k0.00%	0.00%	Unchanged
11	SOLID POWER INC *W EXP 12/08/202 SLDPW	SLDPW	266,666	$27.3k0.00%	0.00%	Unchanged

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
MICROSOFT CORP MSFT · Call	MSFT	Call	222,500	$83.0m222.5k shares	Unchanged
SERVICENOW INC NOW · Call	NOW	Call	550,000	$54.6m550.0k shares	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
ASHLAND INC ASH · 13D · filed 2026-05-18	ASH	8.9%≈ $269.8m	+1.1 pts	13D	2026-05-18