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Standard Investments LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1539436) · Explore on the interactive board

Standard Investments LLC disclosed 11 US equity positions worth $1.8bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is AMZN at 23.6% of the reported book, followed by ASH, MSFT. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 7 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 2, reduced 1 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$1.8bnreported US equity book
11positions
23.6%largest position
100.0%top 10 weight
7.04effective positions (1/HHI)
2quarters on file since Q1 2026

What does Standard Investments LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 2 added, 1 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 AMZN AMAZON COM INC Consumer Cyclical 23.6%$422.6m1,773,000 0% held
2 ASH ASHLAND INC Basic Materials 16.6%$298.2m4,525,001 72% added
3 MSFT MICROSOFT CORP Technology 12.9%$231.3m620,000 0% held
4 PTC PTC INC Technology 11.5%$205.9m1,812,500 0% held
5 SHEL SHELL PLC Energy 10.6%$190.0m2,450,000 0% held
6 ADSK AUTODESK INC Technology 9.2%$164.3m845,000 0% held
7 NOW SERVICENOW INC Technology 7.9%$142.5m1,435,000 31% added
8 NGG NATIONAL GRID PLC Utilities 4.3%$76.7m925,000 -6% reduced
9 EVCM EVERCOMMERCE INC 3.4%$61.5m6,115,000 0% held
10 ARCHER AVIATION INC 0.0%$50.0k416,666 0% held
11 SOLID POWER INC 0.0%$27.3k266,666 0% held

Sector mix

SectorWeight
Technology41.5%
Consumer Cyclical23.6%
Basic Materials16.6%
Energy10.6%
Utilities4.3%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202611$1.8bn
Q1 202611$1.7bn

How concentrated is Standard Investments LLC's portfolio?

Across every quarter Standard Investments LLC has filed, its median largest position is 22.6% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).