Skip to content
Disclosery

Standard Investments LLC

Follow

13F filer, CIK 1539436, New York, NY

Standard Investments LLC reported $2,027,918,745 across 12 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 99.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004944

Period
2025-09-30
Reported value
$2.03B
Holdings
12
Top 10 weight
99.95%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNadded+802,000$176M
ASHnew+2,240,000$107M
GOOGnew+320,000$77.9M
PTCadded+150,000$30.5M

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

SecurityShares changeApprox. value
ADBEexited-472,000-$183M
HSICexited-1,496,624-$109M
SHELreduced-1,045,000-$74.7M

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.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004944, largest first. % of portfolio is the value over $2,027,918,745, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580,000 shares; 2024Q4: 765,000 shares; 2025Q1: 871,000 shares; 2025Q2: 871,000 shares; 2025Q3: 1,673,000 shares 1,673,000$367M18.11%+802,000The filing omitted confidential holdings, a later amendment may add them.Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,586,000 shares 1,586,000$322M15.88%+150,000The filing omitted confidential holdings, a later amendment may add them.Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,435,000 shares 4,435,000$317M15.64%-1,045,000The filing omitted confidential holdings, a later amendment may add them.Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080,000 shares; 2024Q4: 715,000 shares; 2025Q1: 715,000 shares; 2025Q2: 845,000 shares; 2025Q3: 845,000 shares 845,000$268M13.24%0The filing omitted confidential holdings, a later amendment may add them.Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247,000 shares; 2025Q1: 404,000 shares; 2025Q2: 404,000 shares; 2025Q3: 404,000 shares 404,000$209M10.32%0The filing omitted confidential holdings, a later amendment may add them.Timeline
NGGNATIONAL GRID PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,770,000 shares; 2025Q1: 2,480,000 shares; 2025Q2: 2,480,000 shares; 2025Q3: 2,480,000 shares 2,480,000$180M8.89%0The filing omitted confidential holdings, a later amendment may add them.Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,000 shares; 2024Q4: 685,000 shares; 2025Q1: 685,000 shares; 2025Q2: 685,000 shares; 2025Q3: 685,000 shares 685,000$109M5.38%0The filing omitted confidential holdings, a later amendment may add them.Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,240,000 shares 2,240,000$107M5.29%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320,000 shares 320,000$77.9M3.84%newThe filing omitted confidential holdings, a later amendment may add them.Timeline
EVCMEVERCOMMERCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,115,000 shares 6,115,000$68.1M3.36%0The filing omitted confidential holdings, a later amendment may add them.Timeline
ARCHER AVIATION INCARCHER AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,666 shares; 2024Q4: 416,666 shares; 2025Q1: 416,666 shares; 2025Q2: 416,666 shares; 2025Q3: 416,666 shares 416,666$912K0.04%0The filing omitted confidential holdings, a later amendment may add them.
SLDPWSOLID POWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,666 shares; 2024Q4: 266,666 shares; 2025Q1: 266,666 shares; 2025Q2: 266,666 shares; 2025Q3: 266,666 shares 266,666$115K0.01%0The filing omitted confidential holdings, a later amendment may add them.Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T620,000$383Mcall
ADBEADOBE INC472,000$183Mshares
HSICSCHEIN HENRY INC1,496,624$109Mshares

How Q3 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 0001172661-25-004944 base2025-11-14acceptance time not in the bulk data set
13F-HR/A 0001172661-25-005241 addednew holdings2025-12-02acceptance time not in the bulk data set