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. Cloning the disclosed picks since 2013 would be +136% (+7.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Standard Investments LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +2976.6%, a 2841.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Standard Investments LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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 |
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 ~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. The performance line is a simulation of the disclosed long book, not an audited return.