Standard Investments LLC holds a concentrated book of 11 stocks worth $1.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Shell PLC-ADR. Their largest long position is Amazon.com Inc at 22% of the equity book. They also disclosed $127.1M in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Standard Investments LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 12 / 11 | $20.5B |
| ROYAL BANK OF CANADA | 11 / 11 | $25.0B |
| D. E. Shaw & Co., Inc. | 11 / 11 | $4.1B |
| OSAIC HOLDINGS, INC. | 11 / 11 | $1.9B |
| BlackRock, Inc. | 10 / 11 | $392.6B |
| STATE STREET CORP | 10 / 11 | $221.0B |
| FMR LLC | 10 / 11 | $157.4B |
| MORGAN STANLEY | 10 / 11 | $87.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Standard Investments LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $369.3M | 1.77M | 21.7% | ▲+6.0% Added · +100K sh | |
| 2 | PTC Inc COM | $258.3M | 1.81M | 15.2% | —Held | |
| 3 | Microsoft Corp COM | $229.5M | 620.0K | 13.5% | ▲+53% Added · +216K sh | |
| 4 | Shell PLC SPON ADS | $227.8M | 2.45M | 13.4% | ▼−27% Reduced · −914K sh | |
| 5 | Autodesk Inc COM | $202.3M | 845.0K | 11.9% | —Held | |
| 6 | Ashland Inc COM | $146.0M | 2.63M | 8.6% | —Held | |
| 7 | Servicenow Inc COM | $114.5M | 1.09M | 6.7% | ▲+66% Added · +435K sh | |
| 8 | National Grid PLC SPONSORED ADR NE | $83.5M | 987.1K | 4.9% | ▼−60% Reduced · −1.5M sh | |
| 9 | Evercommerce Inc COM | $69.9M | 6.12M | 4.1% | —Held | |
| 10 | Archer Aviation Inc *W EXP 09/16/202 | $117K | 416.7K | 0.0% | —Held | |
| 11 | Solid Power Inc *W EXP 12/08/202 | $58K | 266.7K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1539436/holdings"
Use Arkolith to show Standard Investments LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | MICROSOFT CORPMSFT | $82.4M | 223K |
| CALL · bullish | AMAZON.COM INCAMZN | $44.8M | 215K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 13 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 12 | $2.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Dec 2, 2025 | 12 | $2.0B | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 13 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 13 | $1.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 18 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 17 | $2.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 17 | $1.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 15 | $1.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 18 | $1.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 24 | $1.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 27 | $2.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 23 | $2.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 23 | $1.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 28 | $2.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 32 | $2.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 34 | $3.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 42 | $3.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 44 | $3.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 49 | $4.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 39 | $3.6B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 16 | $3.3B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 12 | $2.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.