40 North Industries

Standard Investments as of March 31, 2025

Portfolio Holdings for Standard Investments

Standard Investments holds 11 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shell Spon Ads (SHEL) 23.4 $402M 5.5M 73.28
Ptc (PTC) 13.0 $223M 1.4M 154.95
Autodesk (ADSK) 12.9 $221M 845k 261.80
Microsoft Corporation (MSFT) 10.9 $187M 499k 375.39
Adobe Systems Incorporated (ADBE) 10.6 $181M 472k 383.53
Amazon (AMZN) 9.7 $166M 871k 190.26
National Grid Sponsored Adr Ne (NGG) 9.5 $163M 2.5M 65.61
Cdw (CDW) 6.4 $110M 685k 160.26
Evercommerce (EVCM) 3.6 $62M 6.1M 10.08
Archer Aviation *w Exp 09/16/202 (ACHR.WS) 0.0 $750k 417k 1.80
Solid Power *w Exp 12/08/202 (SLDPW) 0.0 $45k 267k 0.17