Standard Investments LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Standard Investments LLC reported 9 stock positions worth $1.6 billion. Its top holding was Shell PLC-ADR (SHEL) at 24.4% of the portfolio, followed by PTC (PTC, 13.5%) and Autodesk (ADSK, 11.4%). Compared with Q4 2024, it sold out of 5 and added to 5. The biggest buy was Adobe (ADBE, shares +134%) and the biggest sale an exit from Honeywell International (HON).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001539436
- Portfolio Value
- $1.6B (Q1 2025)
- SEC Filing
- 0001172661-25-002157 ↗ filed May 15, 2025
Holdings Value
Holdings 9 stocks · $1.6B
| SHEL Shell PLC-ADR | 24.43% | 5,480,000 | $401.6M | No change |
| PTC PTC Inc. | 13.54% | 1,436,000 | $222.5M | Add +24.3% |
| ADSK Autodesk Inc. | 11.39% | 715,000 | $187.2M | No change |
| ADBE Adobe Inc. | 11.01% | 472,000 | $181.0M | Add +133.7% |
| AMZN Amazon.com Inc. | 10.08% | 871,000 | $165.7M | Add +13.9% |
| NGG National Grid PLC-SP ADR | 9.90% | 2,480,000 | $162.7M | Add +40.1% |
| MSFT Microsoft Corp. | 9.23% | 404,000 | $151.7M | Add +63.6% |
| CDW CDW Corp. | 6.68% | 685,000 | $109.8M | No change |
| EVCM Evercommerce Inc. | 3.75% | 6,115,000 | $61.6M | No change |
Options reported separately and not counted above: MSFT calls ($35.7M), ADSK calls ($34.0M).
Other holdings (2): bonds, preferreds, convertibles and warrants · $795K (not counted above)
Total filed on the 13F, all lines: $1.6B.
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
Options Activity Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | call | New | 95,000 | $35.7M |
| SHEL Shell PLC-ADR | call | Sold out | 300,000 | $18.8Mbefore exit |
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 |