Standard Investments portfolio
Concentrated managerType not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Standard Investments reported a $1.8 bn portfolio of 11 positions to the SEC as of the end of Q2 2026. Its largest positions are AMZN, ASH, MSFT.
Sections with a free account
What changed this quarter
3 positions with a change (2 added to, 1 trimmed). 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Ashland+72%more sharesIncreased8.6% → 16.6%
- ServiceNow+31%more sharesIncreased6.7% → 7.9%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Amazon.comAMZN23.6%
- AshlandASH16.6%
- MicrosoftMSFT12.9%
- PTCPTC11.5%
- ShellSHEL10.6%
- AutodeskADSK9.2%
- ServiceNowNOW7.9%
- National GridNGG4.3%
- EverCommerceEVCM3.4%
- Archer AviationACHR/WS(warrant)under 0.1%
- Solid PowerSLDPW(warrant)under 0.1%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 45%
- ● Consumer Discretionary 24%
- ● Materials 17%
- ● Energy 15%
How its portfolio changed (8 quarters)
Q2 2026: 11
Q2 2026: 100%
Q2 2026: 4.6%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
13F filings with amendments or confidential positions
- 13F Q3 2025 ↗filed Nov 14, 2025Omitted positions (confidential)Amendment of Dec 2, 2025 (adds holdings) ↗1 position known later through an amendment, worth $107M: they could not be copied when the 13F was published.
Declared options (2)
Besides stocks, Standard Investments declared 2 calls (they gain if it rises) with a notional of $138M. The 13F reports the value of the underlying shares, not the premium paid, so these figures look large and are not added to the portfolio. Nor does it say whether the option is bought or written, or its strike or expiry: it may be a hedge.
- CALLMicrosoftMSFT$83.0M
- CALLServiceNowNOWnew this quarter$54.6M
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified. It meets the portfolio criteria of a concentrated manager, but its type is not verified: we found no official document that is enough to say what kind of entity it is. It may be an investment firm, but also an adviser adding up client accounts, a bank or a family vehicle. It counts in the tallies like the rest; keep that in mind when reading it. How the type is assigned
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Black Creek Investment ManagementInvestment firm · $1.8 bn
- Kynam Capital ManagementInvestment firm · $1.8 bn
- Saratoga Research & Investment Management$1.8 bn
- Park Presidio CapitalInvestment firm · $1.8 bn
- AMI Asset Management$1.7 bn
- Spyglass Capital ManagementInvestment firm · $1.8 bn