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Standard Investments LLC

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13F filer, CIK 1539436, New York, NY

Standard Investments LLC reported $2,334,483,044 across 13 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 99.93% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003414

Period
2025-06-30
Reported value
$2.33B
Holdings
13
Top 10 weight
99.93%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HSICnew+1,496,624$109M
ADSKadded+130,000$40.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003414, largest first. % of portfolio is the value over $1,951,416,044, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,480,000 shares; 2024Q4: 5,480,000 shares; 2025Q1: 5,480,000 shares; 2025Q2: 5,480,000 shares 5,480,000$386M19.77%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080,000 shares; 2024Q4: 715,000 shares; 2025Q1: 715,000 shares; 2025Q2: 845,000 shares 845,000$262M13.4%+130,000Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155,000 shares; 2024Q4: 1,155,000 shares; 2025Q1: 1,436,000 shares; 2025Q2: 1,436,000 shares 1,436,000$247M12.68%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247,000 shares; 2025Q1: 404,000 shares; 2025Q2: 404,000 shares 404,000$201M10.3%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580,000 shares; 2024Q4: 765,000 shares; 2025Q1: 871,000 shares; 2025Q2: 871,000 shares 871,000$191M9.79%0Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,770,000 shares; 2025Q1: 2,480,000 shares; 2025Q2: 2,480,000 shares 2,480,000$185M9.46%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 202,000 shares; 2025Q1: 472,000 shares; 2025Q2: 472,000 shares 472,000$183M9.36%0Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,000 shares; 2024Q4: 685,000 shares; 2025Q1: 685,000 shares; 2025Q2: 685,000 shares 685,000$122M6.27%0Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,496,624 shares 1,496,624$109M5.6%newTimeline
EVCMEVERCOMMERCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,115,000 shares; 2024Q4: 6,115,000 shares; 2025Q1: 6,115,000 shares; 2025Q2: 6,115,000 shares 6,115,000$64.2M3.29%0Timeline
ARCHER AVIATION INCARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,666 shares; 2024Q4: 416,666 shares; 2025Q1: 416,666 shares; 2025Q2: 416,666 shares 416,666$1.35M0.07%0
SLDPWSOLID POWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,666 shares; 2024Q4: 266,666 shares; 2025Q1: 266,666 shares; 2025Q2: 266,666 shares 266,666$100K0.01%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHScall620,000$383Mnew

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP95,000$35.7Mcall
ADSKAUTODESK INC130,000$34Mcall

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-003414 base2025-08-14acceptance time not in the bulk data set