13F HOLDINGS REPORT
Standard Investments LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000963
Total Value
$2.00B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 1,673,000 | $386.2M | 19.28% |
| 2 | PTC INC | PTC | 1,812,500 | $315.8M | 15.77% |
| 3 | AUTODESK INC | ADSK | 845,000 | $250.1M | 12.49% |
| 4 | SHELL PLC | RYDAF | 3,364,000 | $247.2M | 12.34% |
| 5 | MICROSOFT CORP | MSFT | 404,000 | $195.4M | 9.76% |
| 6 | NATIONAL GRID PLC | NMPWP | 2,480,000 | $191.8M | 9.58% |
| 7 | ASHLAND INC | ASH | 2,625,000 | $154.0M | 7.69% |
| 8 | SERVICENOW INC | NOW | 660,000 | $101.1M | 5.05% |
| 9 | CDW CORP | CDW | 634,699 | $86.4M | 4.32% |
| 10 | EVERCOMMERCE INC | EVCM | 6,115,000 | $74.1M | 3.70% |
| 11 | ARCHER AVIATION INC | ACHR-WT | 416,666 | $477,083 | 0.02% |
| 12 | SOLID POWER INC | SLDPW | 266,666 | $188,746 | 0.01% |