Standard Investments LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$2.0T

Holdings

12

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (12 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
1,673,000$386.2B19.28%
2
PTCPTC INC
1,812,500$315.8B15.77%
3
ADSKAUTODESK INC
845,000$250.1B12.49%
4
SHELSHELL PLC
3,364,000$247.2B12.34%
5
MSFTMICROSOFT CORP
404,000$195.4B9.76%
6
NGGNATIONAL GRID PLC
2,480,000$191.8B9.58%
7
ASHASHLAND INC
2,625,000$154.0B7.69%
8
NOWSERVICENOW INC
660,000$101.1B5.05%
9
CDWCDW CORP
634,699$86.4B4.32%
10
EVCMEVERCOMMERCE INC
6,115,000$74.1B3.70%
11
ACHR/WSARCHER AVIATION INC
416,666$477.0M0.02%
12
SLDPWSOLID POWER INC
266,666$188.0M0.01%