Standard Investments LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$2.0B
Holdings
12
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1,673,000 | $386.2M | 19.28% | |
| 2 | PTCPTC INC | 1,812,500 | $315.8M | 15.77% | |
| 3 | ADSKAUTODESK INC | 845,000 | $250.1M | 12.49% | |
| 4 | SHELSHELL PLC | 3,364,000 | $247.2M | 12.34% | |
| 5 | MSFTMICROSOFT CORP | 404,000 | $195.4M | 9.76% | |
| 6 | NGGNATIONAL GRID PLC | 2,480,000 | $191.8M | 9.58% | |
| 7 | ASHASHLAND INC | 2,625,000 | $154.0M | 7.69% | |
| 8 | NOWSERVICENOW INC | 660,000 | $101.1M | 5.05% | |
| 9 | CDWCDW CORP | 634,699 | $86.4M | 4.32% | |
| 10 | EVCMEVERCOMMERCE INC | 6,115,000 | $74.1M | 3.70% | |
| 11 | ACHR/WSARCHER AVIATION INC | 416,666 | $477K | 0.02% | |
| 12 | SLDPWSOLID POWER INC | 266,666 | $188K | 0.01% |