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CIK: 0001539436
Total reported value
$1.9B
$1.9B
11 檔
62.9%
During the Q1 2025 filing period, Standard Investments LLC (CIK: 0001539436) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.9B across 11 reported positions.
In Q1 2025, Standard Investments LLC displayed an active expansion posture, initiating 11 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHEL | Shell Plc-adr | Stock-Energy | 23.43% | -2.62% | -5.19% | |
| 2 | PTC | Ptc Inc | Stock-Tech | 12.98% | -3.46% | +24.33% | |
| 3 | ADSK | Autodesk Inc | Stock-Tech | 12.90% | -2.55% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 10.93% | -0.78% | +102.02% | |
| 5 | ADBE | Adobe Inc | Stock-Tech | 10.56% | — | +133.66% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.67% | -0.76% | +13.86% | |
| 7 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 9.49% | -0.60% | +40.11% | |
| 8 | CDW | Cdw Corp/de | Stock-Tech | 6.40% | — | — | |
| 9 | EVCM | Evercommerce Inc | Stock-Other | 3.60% | -0.63% | — | |
| 10 | ACHR-WS | Archer Aviation Inc -cw26 | Stock-Other | 0.04% | -0.01% | — | |
| 11 | SLDPW | Decarbonization Plus -cw23 | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 2 | PTC | Ptc Inc | — | NEW | New buy |
| 3 | ADSK | Autodesk Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | ADBE | Adobe Inc | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | NGG | National Grid Plc-sp Adr | — | NEW | New buy |
| 8 | CDW | Cdw Corp/de | — | NEW | New buy |
| 9 | EVCM | Evercommerce Inc | — | NEW | New buy |
| 10 | ACHR-WS | Archer Aviation Inc -cw26 | — | NEW | New buy |
| 11 | SLDPW | Decarbonization Plus -cw23 | — | NEW | New buy |
According to official SEC Form 13F filings, Standard Investments LLC reported a total U.S. public equity portfolio value of $1.9B across 11 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SHEL, PTC, ADSK) accounted for 62.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
SHEL
市值: $401.6M
During Q1 2025, Standard Investments LLC's top holdings by market value included SHEL (23.4%)、PTC (13.0%)、ADSK (12.9%). The largest single position, SHEL, represented 23.4% of total portfolio value.
In Q1 2025, Standard Investments LLC made 11 total portfolio adjustments, initiating 11 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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