Generalist · New York, NY
Standard Investments LLC
- Software
- $805M
- Weight of 13F
- 42.0%
- Names
- 5
- Vs prior quarter
- −$69.0M
Filed 14 August 2026.
13 positions in the whole 13F.
Software held
- MicrosoftMSFT620,000 shares · 28.7% of their software$231MFlat
- PTCPTC1,812,500 shares · 25.6% of their software$206MFlat
- AutodeskADSK845,000 shares · 20.4% of their software$164MFlat
- ServiceNowNOW1,435,000 shares · 17.7% of their software$142M+$28.0M
- EverCommerceEVCM6,115,000 shares · 7.6% of their software$61.5MFlat