Standard Investments LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Standard Investments LLC reported 10 stock positions worth $1.9 billion. Its top holding was Shell PLC-ADR (SHEL) at 19.8% of the portfolio, followed by Autodesk (ADSK, 13.4%) and PTC (PTC, 12.7%). Compared with Q1 2025, it opened 1 new position and added to 1. The biggest buy was a new position in Henry Schein (HSIC).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001539436
- Portfolio Value
- $1.9B (Q2 2025)
- SEC Filing
- 0001172661-25-003414 ↗ filed Aug 14, 2025
Holdings Value
Holdings 10 stocks · $1.9B
| SHEL Shell PLC-ADR | 19.79% | 5,480,000 | $385.8M | No change |
| ADSK Autodesk Inc. | 13.41% | 845,000 | $261.6M | Add +18.2% |
| PTC PTC Inc. | 12.69% | 1,436,000 | $247.5M | No change |
| MSFT Microsoft Corp. | 10.31% | 404,000 | $201.0M | No change |
| AMZN Amazon.com Inc. | 9.80% | 871,000 | $191.1M | No change |
| NGG National Grid PLC-SP ADR | 9.46% | 2,480,000 | $184.5M | No change |
| ADBE Adobe Inc. | 9.36% | 472,000 | $182.6M | No change |
| CDW CDW Corp. | 6.27% | 685,000 | $122.3M | No change |
| HSIC Henry Schein Inc. | 5.61% | 1,496,624 | $109.3M | New |
| EVCM Evercommerce Inc. | 3.29% | 6,115,000 | $64.2M | No change |
Options reported separately and not counted above: SPY calls ($383.1M).
Other holdings (2): bonds, preferreds, convertibles and warrants · $1.4M (not counted above)
Total filed on the 13F, all lines: $2.0B.
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
Options Activity Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 620,000 | $383.1M |
| MSFT Microsoft Corp. | call | Sold out | 95,000 | $35.7Mbefore exit |
| ADSK Autodesk Inc. | call | Sold out | 130,000 | $34.0Mbefore 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 |