Standard Investments 13F annual report
Standard Investments is an investment fund managing more than $1.72 trillion ran by Tunde Reddy. There are currently 12 companies in Reddy’s portfolio. The largest investments include Shell Plc and Autodesk, together worth $663 billion.
$1.72 trillion Assets Under Management (AUM)
As of 7th August 2024, Standard Investments’s top holding is 5,480,000 shares of Shell Plc currently worth over $396 billion and making up 23.0% of the portfolio value.
In addition, the fund holds 1,080,000 shares of Autodesk worth $267 billion, whose value fell 6.7% in the past six months.
The third-largest holding is PTC Inc worth $210 billion and the next is Amazon.com worth $203 billion, with 1,050,000 shares owned.
Currently, Standard Investments's portfolio is worth at least $1.72 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Standard Investments
The Standard Investments office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Tunde Reddy serves as the Chief Financial Officer at Standard Investments.
Recent trades
In the most recent 13F filing, Standard Investments revealed that it had opened a new position in
ZoomInfo Technologies and bought 7,000,000 shares worth $89.4 billion.
This means they effectively own approximately 0.1% of the company.
ZoomInfo Technologies makes up
12.9%
of the fund's Technology sector allocation and has decreased its share price by 51.4% in the past year.
The investment fund also strengthened its position in Shell Plc by buying
355,000 additional shares.
This makes their stake in Shell Plc total 5,480,000 shares worth $396 billion.
On the other hand, there are companies that Standard Investments is getting rid of from its portfolio.
Standard Investments closed its position in Alphabet Inc on 14th August 2024.
It sold the previously owned 805,000 shares for $123 billion.
Tunde Reddy also disclosed a decreased stake in Wabtec by 0.2%.
This leaves the value of the investment at $145 billion and 920,000 shares.
One of the largest hedge funds
The two most similar investment funds to Standard Investments are Novo A/s and Sageview Advisory. They manage $1.72 trillion and $1.72 trillion respectively.
Tunde Reddy investment strategy
Standard Investments’s portfolio is diversified across 5 sectors.
Currently, their heaviest sector is Technology — making up 40.2% of
the total portfolio value.
The fund focuses on investments in the United States as
58.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
58% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $43 billion.
The complete list of Standard Investments trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Shell Plc |
6.93%
5,480,000
|
$395,546,400,000 | 23.00% |
| Autodesk Inc. |
125.00%
1,080,000
|
$267,246,000,000 | 15.54% |
| PTC Inc |
No change
1,155,000
|
$209,828,850,000 | 12.20% |
| Amazon.com Inc. |
No change
1,050,000
|
$202,912,500,000 | 11.80% |
| Wabtec |
20.69%
920,000
|
$145,406,000,000 | 8.46% |
| CDW Corp |
20.52%
555,000
|
$124,231,200,000 | 7.22% |
| Alphabet Inc |
Closed
805,000
|
$122,569,300,000 | |
| ZoomInfo Technologies Inc. |
Opened
7,000,000
|
$89,390,000,000 | 5.20% |
| Honeywell International Inc |
41.82%
390,000
|
$83,280,600,000 | 4.84% |
| Johnson Ctls Intl Plc |
Opened
1,060,000
|
$70,458,200,000 | 4.10% |
| Evercommerce Inc |
No change
6,115,000
|
$67,142,700,000 | 3.90% |
| Avantor, Inc. |
No change
2,890,000
|
$61,268,000,000 | 3.56% |
| Methanex Corp. |
Closed
546,027
|
$24,369,185,000 | |
| Summit Matls Inc |
Opened
83,321
|
$3,050,382,000 | 0.18% |
| No transactions found | |||
| Showing first 500 out of 14 holdings | |||
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