13F HOLDINGS REPORT
Standard Investments LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003414
Total Value
$2.33B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHELL PLC | RYDAF | 5,480,000 | $385.8M | 16.53% |
| 2 | SPDR S&P 500 ETF TR | SPY | 620,000 | $383.1M | 16.41% |
| 3 | AUTODESK INC | ADSK | 845,000 | $261.6M | 11.21% |
| 4 | PTC INC | PTC | 1,436,000 | $247.5M | 10.60% |
| 5 | MICROSOFT CORP | MSFT | 404,000 | $201.0M | 8.61% |
| 6 | AMAZON COM INC | AMZN | 871,000 | $191.1M | 8.19% |
| 7 | NATIONAL GRID PLC | NMPWP | 2,480,000 | $184.5M | 7.90% |
| 8 | ADOBE INC | ADBE | 472,000 | $182.6M | 7.82% |
| 9 | CDW CORP | CDW | 685,000 | $122.3M | 5.24% |
| 10 | HENRY SCHEIN INC | HSIC | 1,496,624 | $109.3M | 4.68% |
| 11 | EVERCOMMERCE INC | EVCM | 6,115,000 | $64.2M | 2.75% |
| 12 | ARCHER AVIATION INC | ACHR-WT | 416,666 | $1.3M | 0.06% |
| 13 | SOLID POWER INC | SLDPW | 266,666 | $100,000 | 0.00% |