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CIK: 0001539436
Total reported value
$1.9B
$1.9B
16 檔
68.8%
As reported in its official Q3 2024 Form 13F filing, Standard Investments LLC's tracked investment portfolio stood at $1.9B with 16 total positions.
Standard Investments LLC executed strategic sector rebalancing during Q3 2024, establishing 3 new positions while fully exiting 2 holdings and trimming 3 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHEL | Shell Plc-adr | Stock-Energy | 19.32% | -2.62% | -4.93% | |
| 2 | ADSK | Autodesk Inc | Stock-Tech | 15.08% | -2.55% | -8.47% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 14.92% | -0.76% | +50.48% | |
| 4 | PTC | Ptc Inc | Stock-Tech | 10.57% | -3.46% | — | |
| 5 | WAB | Wabtec CORP | Stock-Industrials | 7.46% | — | -11.96% | |
| 6 | CDW | Cdw Corp/de | Stock-Tech | 6.37% | — | — | |
| 7 | HON | Honeywell International Inc | Stock-Industrials | 5.08% | — | +24.36% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.17% | — | — | |
| 9 | DTM | Dt Midstream Inc | Stock-Energy | 3.85% | — | — | |
| 10 | AVTR | Avantor Inc | Stock-Healthcare | 3.79% | — | — | |
| 11 | EVCM | Evercommerce Inc | Stock-Other | 3.21% | -0.63% | — | |
| 12 | FUN | Six Flags Entertainment CORP | Stock-Other | 3.15% | — | — | |
| 13 | 7SU | Summit Materials Inc -cl A | Stock-Other | 1.84% | — | +1017.39% | |
| 14 | NXT | Nextpower Inc-cl A | Stock-Tech | 1.19% | — | — | |
| 15 | ACHR-WS | Archer Aviation Inc -cw26 | Stock-Other | 0.01% | -0.01% | — | |
| 16 | SLDPW | Decarbonization Plus -cw23 | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DTM | Dt Midstream Inc | +3.9% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +3.6% | +50.48% | Add |
| 3 | FUN | Six Flags Entertainment CORP | +3.2% | NEW | New buy |
| 4 | 7SU | Summit Materials Inc -cl A | +1.7% | +1017.39% | Add |
| 5 | NXT | Nextpower Inc-cl A | +1.2% | NEW | New buy |
| 6 | HON | Honeywell International Inc | +0.4% | +24.36% | Add |
| 7 | AVTR | Avantor Inc | +0.4% | — | Unchanged |
| 8 | JNJ | Johnson & Johnson | +0.2% | — | Unchanged |
| 9 | SLDPW | Decarbonization Plus -cw23 | — | — | Unchanged |
| 10 | ACHR-WS | Archer Aviation Inc -cw26 | — | — | Unchanged |
| 11 | ✓ | 0% | EXIT | Sold out | |
| 12 | EVCM | Evercommerce Inc | -0.5% | — | Unchanged |
| 13 | CDW | Cdw Corp/de | -0.6% | — | Unchanged |
| 14 | WAB | Wabtec CORP | -0.7% | -11.96% | Trim |
| 15 | PTC | Ptc Inc | -1.2% | — | Unchanged |
| 16 | ADSK | Autodesk Inc | -1.3% | -8.47% | Trim |
| 17 | GTM | Zoominfo Technologies Inc | -5% | EXIT | Sold out |
| 18 | SHEL | Shell Plc-adr | -5.2% | -4.93% | Trim |
According to official SEC Form 13F filings, Standard Investments LLC reported a total U.S. public equity portfolio value of $1.9B across 16 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SHEL, ADSK, AMZN) accounted for 68.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
DTM
市值: $75.9M
Top Position Liquidated / Trimmed
GTM
前期市值: $89.4M
During Q3 2024, Standard Investments LLC's top holdings by market value included SHEL (19.3%)、ADSK (15.1%)、AMZN (14.9%). The largest single position, SHEL, represented 19.3% of total portfolio value.
In Q3 2024, Standard Investments LLC made 11 total portfolio adjustments, initiating 3 new buys, adding to 3 positions, trimming 3 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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