Standard Investments LLC: 13F holdings
CIK 15394362026Q2
| Positions | 11 |
|---|
| Reported value | $1.9bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 11 (+0 vs prior quarter) |
|---|
| Reported value | $1.9bn (+5.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 1,773,000 | $422.6m | 21.9% |
| ASH ASHLAND INC | 4,525,001 | $298.2m | 15.4% |
| MSFT MICROSOFT CORP | 620,000 | $231.3m | 12.0% |
| PTC PTC INC | 1,812,500 | $205.9m | 10.7% |
| SHEL SHELL PLC | 2,450,000 | $190.0m | 9.8% |
| ADSK AUTODESK INC | 845,000 | $164.3m | 8.5% |
| NOW SERVICENOW INC | 1,435,000 | $142.5m | 7.4% |
| NGG NATIONAL GRID PLC | 925,000 | $76.7m | 4.0% |
| EVCM EVERCOMMERCE INC | 6,115,000 | $61.5m | 3.2% |
| ACHR ARCHER AVIATION INC | 416,666 | $50,000 | 0.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1539436")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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