13F HOLDINGS REPORT
Standard Investments LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002157
Total Value
$1.71B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHELL PLC | RYDAF | 5,480,000 | $401.6M | 23.43% |
| 2 | PTC INC | PTC | 1,436,000 | $222.5M | 12.98% |
| 3 | AUTODESK INC | ADSK | 715,000 | $187.2M | 10.92% |
| 4 | ADOBE INC | ADBE | 472,000 | $181.0M | 10.56% |
| 5 | AMAZON COM INC | AMZN | 871,000 | $165.7M | 9.67% |
| 6 | NATIONAL GRID PLC | NMPWP | 2,480,000 | $162.7M | 9.49% |
| 7 | MICROSOFT CORP | MSFT | 404,000 | $151.7M | 8.85% |
| 8 | CDW CORP | CDW | 685,000 | $109.8M | 6.40% |
| 9 | EVERCOMMERCE INC | EVCM | 6,115,000 | $61.6M | 3.60% |
| 10 | MICROSOFT CORP | MSFT | 95,000 | $35.7M | 2.08% |
| 11 | AUTODESK INC | ADSK | 130,000 | $34.0M | 1.99% |
| 12 | ARCHER AVIATION INC | ACHR-WT | 416,666 | $749,999 | 0.04% |
| 13 | SOLID POWER INC | SLDPW | 266,666 | $45,307 | 0.00% |