Standard Investments LLC
Long book
$1.70B
Q1 2026
Positions
11
Top-10 weight
100%
concentration
Last quarter
+0.2%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsStandard Investments LLC is a concentrated fundamental stock-picker, running a $1.70B US long book across 11 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: AMAZON.COM INC, PTC INC, MICROSOFT CORP, SHELL PLC-ADR, AUTODESK INC.
Over the last 9 quarters its long book ran on average 3.4pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.7%
Q2 2024
+1.0%
Q3 2024
+3.9%
Q4 2024
-3.4%
Q1 2025
+10.2%
Q2 2025
+1.6%
Q3 2025
+0.3%
Q4 2025
-7.7%
Q1 2026
+0.2%
Sector allocation
Technology 63%
Consumer discretionary 37%
Long book by quarter
What does Standard Investments own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 1.8M | $369.3M | 21.7% | +6.0% |
| PTC PTC INC | Technology | 1.8M | $258.3M | 15.2% | Held |
| MSFT MICROSOFT CORP | Technology | 620.0K | $229.5M | 13.5% | +53.5% |
| ADSK AUTODESK INC | Technology | 845.0K | $202.3M | 11.9% | Held |
| ASH ASHLAND INC | Consumer discretionary | 2.6M | $146.0M | 8.6% | Held |
| NOW SERVICENOW INC | Technology | 1.1M | $114.5M | 6.7% | +65.9% |
| EVCM EVERCOMMERCE INC | Technology | 6.1M | $69.9M | 4.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 13 | $1.83B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 12 | $2.00B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR/ANEW HOLDINGS | Dec 2, 2025 | 1 | $107.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 11 | $1.92B | confidential canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 13 | $2.33B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 13 | $1.71B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 18 | $1.85B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 17 | $1.97B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 17 | $1.79B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 15 | $1.57B | canonical | SEC ↗ |
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