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Standard Investments LLC
kapitalforvalter · portefølje $1.93 mia. · 13 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 11
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i kvartalet |
|---|---|---|---|---|
| Amazon.com, Inc. US:AMZN | 1 773 000 | $423 mio. | 23.57% | — |
| ASHLAND INC. US:ASH | 4 525 001 | $298 mio. | 16.63% | +1 900 001 |
| Microsoft Corporation US:MSFT | 620 000 | $231 mio. | 12.90% | — |
| PTC Inc US:PTC | 1 812 500 | $206 mio. | 11.49% | — |
| Shell PLC US:SHEL | 2 450 000 | $190 mio. | 10.60% | — |
| Autodesk Inc US:ADSK | 845 000 | $164 mio. | 9.16% | — |
| ServiceNow Inc US:NOW | 1 435 000 | $142 mio. | 7.95% | +340 000 |
| National Grid plc US:NGG | 925 000 | $76.7 mio. | 4.28% | −62 100 |
| EverCommerce Inc US:EVCM | 6 115 000 | $61.5 mio. | 3.43% | — |
| ARCHER AVIATION INC CUSIP 03945R110 | 416 666 | $50.0 t. | 0.00% | — |
| SOLID POWER INC CUSIP 83422N113 | 266 666 | $27.3 t. | 0.00% | — |
I virksomheder i vores database 1
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| EverCommerce Inc | 3.46% | 6 115 000 | 2026-06-30 |
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