Standard Investments LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Standard Investments LLC reported 14 stock positions worth $1.8 billion. Its top holding was Shell PLC-ADR (SHEL) at 19.1% of the portfolio, followed by PTC (PTC, 11.8%) and Autodesk (ADSK, 11.8%). Compared with Q3 2024, it opened 3 new positions, sold out of 3, added to 1 and reduced 2. The biggest buy was a new position in National Grid PLC-SP ADR (NGG) and the biggest sale an exit from Wabtec (WAB).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001539436
- Portfolio Value
- $1.8B (Q4 2024)
- SEC Filing
- 0001172661-25-001061 ↗ filed Feb 14, 2025
Holdings Value
Holdings 14 stocks · $1.8B
| SHEL Shell PLC-ADR | 19.14% | 5,480,000 | $343.3M | No change |
| PTC PTC Inc. | 11.84% | 1,155,000 | $212.4M | No change |
| ADSK Autodesk Inc. | 11.78% | 715,000 | $211.3M | Reduce -33.8% |
| AMZN Amazon.com Inc. | 9.36% | 765,000 | $167.8M | Reduce -51.6% |
| CDW CDW Corp. | 6.65% | 685,000 | $119.2M | Add +23.4% |
| HON Honeywell International Inc. | 6.11% | 485,000 | $109.6M | No change |
| NGG National Grid PLC-SP ADR | 5.86% | 1,770,000 | $105.2M | New |
| MSFT Microsoft Corp. | 5.81% | 247,000 | $104.1M | New |
| DTM DT Midstream Inc. | 5.35% | 965,000 | $95.9M | No change |
| ADBE Adobe Inc. | 5.01% | 202,000 | $89.8M | New |
| JCI Johnson Controls Internation | 4.67% | 1,060,000 | $83.7M | No change |
| EVCM Evercommerce Inc. | 3.75% | 6,115,000 | $67.3M | No change |
| AVTR Avantor Inc. | 3.40% | 2,890,000 | $60.9M | No change |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 1.27% | 625,000 | $22.8M | No change |
Options reported separately and not counted above: ADSK calls ($38.4M), SHEL calls ($18.8M).
Other holdings (2): bonds, preferreds, convertibles and warrants · $1.5M (not counted above)
Total filed on the 13F, all lines: $1.8B.
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
Options Activity Q3 2024 → Q4 2024
| ADSK Autodesk Inc. | call | New | 130,000 | $38.4M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $1.8B | AMZN, ASH, MSFT, PTC, SHEL |
| Q1 2026 | 9 | $1.7B | AMZN, PTC, MSFT, SHEL, ADSK |
| Q4 2025 | 10 | $2.0B | AMZN, PTC, ADSK, SHEL, MSFT |
| Q3 2025Amended | 10 | $2.0B | AMZN, PTC, SHEL, ADSK, MSFT |
| Q2 2025 | 10 | $1.9B | SHEL, ADSK, PTC, MSFT, AMZN |
| Q1 2025 | 9 | $1.6B | SHEL, PTC, ADSK, ADBE, AMZN |
| Q4 2024 | 14 | $1.8B | SHEL, PTC, ADSK, AMZN, CDW |
| Q3 2024 | 14 | $2.0B | SHEL, ADSK, AMZN, PTC, WAB |
| Q2 2024 | 12 | $1.7B | SHEL, ADSK, PTC, AMZN, WAB |
| Q1 2024 | 11 | $1.5B | SHEL, PTC, AMZN, WAB, ADSK |