# Standard Investments LLC: Form 13F holdings

An institutional investment manager in New York, NY. SEC CIK 1539436.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.93bn
- Positions: 13 (13 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1539436/000117266126003679/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $422.6m | 21.9% | 1,773,000 |  | Unchanged |
| [ASHLAND INC (ASH)](/companies/ash.md) | COM | $298.2m | 15.4% | 4,525,001 |  | Added +1,900,001 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $231.3m | 12.0% | 620,000 |  | Unchanged |
| [PTC INC (PTC)](/companies/ptc.md) | COM | $205.9m | 10.7% | 1,812,500 |  | Unchanged |
| [SHELL PLC (SHEL)](/companies/shel.md) | SPON ADS | $190.0m | 9.8% | 2,450,000 |  | Unchanged |
| [AUTODESK INC (ADSK)](/companies/adsk.md) | COM | $164.3m | 8.5% | 845,000 |  | Unchanged |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $142.5m | 7.4% | 1,435,000 |  | Added +340,000 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $83.0m | 4.3% | 222,500 | Call | Unchanged |
| [NATIONAL GRID PLC (NGG)](/companies/ngg.md) | SPONSORED ADR NE | $76.7m | 4.0% | 925,000 |  | Reduced −62,100 |
| [EVERCOMMERCE INC (EVCM)](/companies/evcm.md) | COM | $61.5m | 3.2% | 6,115,000 |  | Unchanged |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $54.6m | 2.8% | 550,000 | Call | New +550,000 |
| ARCHER AVIATION INC | \*W EXP 09/16/202 | $50.0k | <0.1% | 416,666 |  | Unchanged |
| [SOLID POWER INC (SLDP)](/companies/sldp.md) | \*W EXP 12/08/202 | $27.3k | <0.1% | 266,666 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $0 | 0.0% | 0 | Call | Sold out −215,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003679. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.