Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 5, 2026.SEC
- Positions
- 298
- +4 vs. Q1 2026
- Total value
- $984.24M
- +$169.79M (+20.8%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| LRCXLAM RESEARCH CORP COM NEW | Stock | 63,629 | $27.57M | 2.80% | −2,289−3.5% | Reduced | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 74,676 | $26.69M | 2.71% | −1,328−1.7% | Reduced | View |
| KLACKLA CORP | COM NEW | 75,444 | $22.76M | 2.31% | +67,671+870.6% | Added | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 38,205 | $22.19M | 2.25% | −1,234−3.1% | Reduced | View |
| AMZNAMAZON COM INC COM | Stock | 77,572 | $18.49M | 1.88% | −1,148−1.5% | Reduced | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 9,077 | $18.06M | 1.83% | −4,606−33.7% | Reduced | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 15,486 | $17.88M | 1.82% | −395−2.5% | Reduced | View |
| ARMARM HOLDINGS PLC SPONSORED ADS | ADR | 45,843 | $16.25M | 1.65% | −1,346−2.9% | Reduced | View |
| COHUCOHU INC | COM | 206,620 | $15.27M | 1.55% | −2,392−1.1% | Reduced | View |
| RTXRTX CORPORATION COM | Stock | 80,359 | $15.25M | 1.55% | −1,820−2.2% | Reduced | View |
| NVDANVIDIA CORPORATION COM | Stock | 74,661 | $14.94M | 1.52% | −2,801−3.6% | Reduced | View |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 30,805 | $14.71M | 1.49% | −653−2.1% | Reduced | View |
| AMATAPPLIED MATLS INC COM | Stock | 19,689 | $14.24M | 1.45% | −452−2.2% | Reduced | View |
| AVGOBROADCOM INC COM | Stock | 35,446 | $13.39M | 1.36% | −492−1.4% | Reduced | View |
| CCJCAMECO CORP COM | Stock | 129,588 | $13.2M | 1.34% | −1,043−0.8% | Reduced | View |
| MPWRMONOLITHIC PWR SYS INC | COM | 9,172 | $12.68M | 1.29% | −266−2.8% | Reduced | View |
| AAPLAPPLE INC COM | Stock | 42,512 | $12.3M | 1.25% | −174−0.4% | Reduced | View |
| MRVLMARVELL TECHNOLOGY INC | COM | 39,579 | $11.79M | 1.20% | −707−1.8% | Reduced | View |
| ETRENTERGY CORP NEW | COM | 95,769 | $11M | 1.12% | −1,291−1.3% | Reduced | View |
| ONTOONTO INNOVATION INC | COM | 29,021 | $10.98M | 1.12% | −316−1.1% | Reduced | View |
| MSFTMICROSOFT CORP COM | Stock | 29,242 | $10.91M | 1.11% | −115−0.4% | Reduced | View |
| ANETARISTA NETWORKS INC COM SHS | Stock | 61,293 | $10.41M | 1.06% | −1,686−2.7% | Reduced | View |
| LINLINDE PLC | SHS | 19,948 | $10.35M | 1.05% | −147−0.7% | Reduced | View |
| TTITETRA TECHNOLOGIES INC DEL | COM | 890,023 | $10.08M | 1.02% | −6,792−0.8% | Reduced | View |
| TERTERADYNE INC COM | Stock | 20,153 | $9.75M | 0.99% | +20,153 | New | View |
| VRTVERTIV HOLDINGS CO | COM CL A | 28,634 | $9.59M | 0.97% | −668−2.3% | Reduced | View |
| JBLJABIL INC COM | Stock | 24,410 | $9.41M | 0.96% | −202−0.8% | Reduced | View |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 8,763 | $8.46M | 0.86% | +8,763 | New | View |
| HPEHEWLETT PACKARD ENTERPRISE C | COM | 187,381 | $8.45M | 0.86% | −64,593−25.6% | Reduced | View |
| LLYELI LILLY & CO COM | Stock | 6,747 | $8.09M | 0.82% | −40−0.6% | Reduced | View |
| AIRAAR CORP COM | Stock | 56,346 | $8.05M | 0.82% | −282−0.5% | Reduced | View |
| VALVALARIS LTD | CL A | 104,946 | $7.62M | 0.77% | −881−0.8% | Reduced | View |
| LNTHLANTHEUS HLDGS INC COM | Stock | 67,964 | $7.54M | 0.77% | −17,510−20.5% | Reduced | View |
| CVSCVS HEALTH CORP COM | Stock | 71,877 | $7.44M | 0.76% | −544−0.8% | Reduced | View |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | COM | 28,352 | $7.09M | 0.72% | −100−0.4% | Reduced | View |
| VANGUARD S&P 500 ETF922908363 | ETF | 10,228 | $7.02M | 0.71% | +13+0.1% | Added | – |
| MAMASTERCARD INCORPORATED CL A | Stock | 13,121 | $6.74M | 0.68% | +29+0.2% | Added | View |
| SNXTD SYNNEX CORPORATION | COM | 23,891 | $6.39M | 0.65% | −568−2.3% | Reduced | View |
| BABOEING CO COM | Stock | 29,083 | $6.3M | 0.64% | −113−0.4% | Reduced | View |
| FNFABRINET | SHS | 11,181 | $6.28M | 0.64% | +11,181 | New | View |
| PHPARKER-HANNIFIN CORP COM | Stock | 6,393 | $6.25M | 0.64% | +5+0.1% | Added | View |
| WFRDWEATHERFORD INTL PLC | ORD SHS | 76,412 | $6.23M | 0.63% | −520−0.7% | Reduced | View |
| CORTCORCEPT THERAPEUTICS INC | COM | 68,196 | $5.93M | 0.60% | −429−0.6% | Reduced | View |
| VLOVALERO ENERGY CORP COM | Stock | 21,707 | $5.65M | 0.57% | −518−2.3% | Reduced | View |
| CFGCITIZENS FINL GROUP INC | COM | 78,867 | $5.53M | 0.56% | −68−0.1% | Reduced | View |
| GSKGSK PLC SPONSORED ADR | ADR | 105,124 | $5.51M | 0.56% | −520.0% | Reduced | View |
| IBKRINTERACTIVE BROKERS GROUP INC COM CL A | Stock | 62,757 | $5.46M | 0.55% | −1,263−2.0% | Reduced | View |
| SLBSLB LIMITED COM STK | Stock | 116,171 | $5.4M | 0.55% | −674−0.6% | Reduced | View |
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | CL A | 68,006 | $5.3M | 0.54% | −1,417−2.0% | Reduced | View |
| ADMARCHER DANIELS MIDLAND CO COM | Stock | 69,210 | $5.29M | 0.54% | −1,555−2.2% | Reduced | View |
| CATCATERPILLAR INC COM | Stock | 4,839 | $5.15M | 0.52% | 00.0% | Unchanged | View |
| ARANTERO RESOURCES CORP | COM | 145,470 | $5.11M | 0.52% | −278−0.2% | Reduced | View |
| CAECAE INC | COM | 196,476 | $4.92M | 0.50% | −928−0.5% | Reduced | View |
| FNBF N B CORP | COM | 255,191 | $4.87M | 0.49% | −1,143−0.4% | Reduced | View |
| IONSIONIS PHARMACEUTICALS INC | COM | 60,842 | $4.82M | 0.49% | +21,536+54.8% | Added | View |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 5,135 | $4.8M | 0.49% | +8+0.2% | Added | View |
| PRESTIGE ESTATES PROJECTS INR 10.0Y707AN101 | COM | 290,322 | $4.78M | 0.49% | −32,769−10.1% | Reduced | – |
| NXPINXP SEMICONDUCTORS N V | COM | 16,983 | $4.77M | 0.48% | −344−2.0% | Reduced | View |
| KEXKIRBY CORP | COM | 34,649 | $4.71M | 0.48% | −2,249−6.1% | Reduced | View |
| AXSMAXSOME THERAPEUTICS INC. | COM | 19,170 | $4.69M | 0.48% | −90−0.5% | Reduced | View |
| MRTNMARTEN TRANS LTD | COM | 270,445 | $4.69M | 0.48% | −2,024−0.7% | Reduced | View |
| PEVERPURE INC | CL A | 59,266 | $4.67M | 0.47% | −815−1.4% | Reduced | View |
| MCKMCKESSON CORP COM | Stock | 6,143 | $4.64M | 0.47% | +11+0.2% | Added | View |
| NBIXNEUROCRINE BIOSCIENCES INC COM | Stock | 27,446 | $4.63M | 0.47% | −103−0.4% | Reduced | View |
| ZETAZETA GLOBAL HOLDINGS CORP | CL A | 232,253 | $4.57M | 0.46% | −1,410−0.6% | Reduced | View |
| UUUUENERGY FUELS INC | COM NEW | 313,524 | $4.55M | 0.46% | −1,561−0.5% | Reduced | View |
| SNASNAP ON INC | COM | 11,259 | $4.53M | 0.46% | −216−1.9% | Reduced | View |
| WTTRSELECT WATER SOLUTIONS INC | CL A COM | 226,325 | $4.52M | 0.46% | −120,168−34.7% | Reduced | View |
| HIGHARTFORD INSURANCE GROUP INC COM | Stock | 34,075 | $4.52M | 0.46% | −162−0.5% | Reduced | View |
| RRCRANGE RES CORP | COM | 120,781 | $4.49M | 0.46% | +1,455+1.2% | Added | View |
| NXENEXGEN ENERGY LTD | COM | 478,145 | $4.49M | 0.46% | −1,294−0.3% | Reduced | View |
| ZOMATO LTD INR 1.0Y9899X105 | COM | 1,600,000 | $4.48M | 0.46% | 00.0% | Unchanged | – |
| AZNASTRAZENECA PLC | SPONSORED ADR | 23,593 | $4.47M | 0.45% | −457−1.9% | Reduced | View |
| WMWASTE MGMT INC DEL COM | Stock | 19,874 | $4.43M | 0.45% | −484−2.4% | Reduced | View |
| AMGNAMGEN INC COM | Stock | 12,227 | $4.43M | 0.45% | −238−1.9% | Reduced | View |
| LHXL3HARRIS TECHNOLOGIES INC COM | Stock | 15,001 | $4.36M | 0.44% | −1,757−10.5% | Reduced | View |
| TJXTJX COS INC NEW COM | Stock | 28,674 | $4.34M | 0.44% | −583−2.0% | Reduced | View |
| Samsung Electronic KRWY74718100 | COM | 20,000 | $4.31M | 0.44% | −15,207−43.2% | Reduced | – |
| LARSEN AND TOUBRO LTD INR 2.0Y5217N159 | COM | 98,141 | $4.3M | 0.44% | −1,859−1.9% | Reduced | – |
| OLNOLIN CORP COM PAR $1 | Stock | 215,050 | $4.26M | 0.43% | +346+0.2% | Added | View |
| BDCBELDEN INC | COM | 35,469 | $4.25M | 0.43% | +35,469 | New | View |
| PTENPATTERSON-UTI ENERGY INC | COM | 459,416 | $4.22M | 0.43% | −71,218−13.4% | Reduced | View |
| ALBALBEMARLE CORP COM | Stock | 30,710 | $4.15M | 0.42% | −1,209−3.8% | Reduced | View |
| HDFC BANK LTD (FII)Y3119P190 | COMMON STOCK | 490,560 | $4.15M | 0.42% | 00.0% | Unchanged | – |
| EOPTOLINK TECHNOLOGY INC LT CNY 1.0Y2303H105 | COM | 45,820 | $4.1M | 0.42% | +40,520+764.5% | Added | – |
| OSISOSI SYSTEMS INC | COM | 18,722 | $4.09M | 0.42% | −74−0.4% | Reduced | View |
| RRXREGAL REXNORD CORPORATION | COM | 17,085 | $4.07M | 0.41% | +17,085 | New | View |
| GXOGXO LOGISTICS INCORPORATED COMMON STOCK | Stock | 79,094 | $4.01M | 0.41% | −305−0.4% | Reduced | View |
| FLRFLUOR CORP COM | Stock | 76,417 | $4M | 0.41% | −297−0.4% | Reduced | View |
| UPSUNITED PARCEL SVCS INC CL B | Stock | 36,648 | $3.94M | 0.40% | −700−1.9% | Reduced | View |
| CVXCHEVRON CORPORATION COM | Stock | 23,466 | $3.89M | 0.40% | −454−1.9% | Reduced | View |
| ASPEED TECHNOLOGY INC TWD 10.0Y04044106 | COM | 7,500 | $3.88M | 0.39% | −500−6.3% | Reduced | – |
| UNPUNION PAC CORP COM | Stock | 14,192 | $3.86M | 0.39% | −226−1.6% | Reduced | View |
| AVNTAVIENT CORPORATION | COM | 100,699 | $3.72M | 0.38% | +470+0.5% | Added | View |
| LMTLOCKHEED MARTIN CORP COM | Stock | 7,284 | $3.71M | 0.38% | −194−2.6% | Reduced | View |
| CORCENCORA INC COM | Stock | 13,057 | $3.69M | 0.38% | −279−2.1% | Reduced | View |
| TELTE CONNECTIVITY PLC ORD SHS | Stock | 17,853 | $3.6M | 0.37% | +17,853 | New | View |
| APDAIR PRODUCTS AND CHEMICALS INC COM | Stock | 12,194 | $3.58M | 0.36% | +12,194 | New | View |
| FANGDIAMONDBACK ENERGY INC COM | Stock | 20,147 | $3.54M | 0.36% | −390−1.9% | Reduced | View |
| SFSTIFEL FINL CORP | COM | 50,151 | $3.5M | 0.36% | −989−1.9% | Reduced | View |
Sold out since Q1 2026 (29)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| ADIANALOG DEVICES INC COM | Stock | 18,890 | $6.01M | 0.74% |
| PTCPTC INC COM | Stock | 27,069 | $3.86M | 0.47% |
| CATALYST PHARMACEUTICALS INC14888U101 | COM | 155,021 | $3.84M | 0.47% |
| INTUINTUIT COM | Stock | 7,252 | $3.14M | 0.39% |
| CGCARLYLE GROUP INC | COM | 64,679 | $3.13M | 0.38% |
| FPT CORP VND 10000.0Y26333107 | COM | 578,012 | $1.64M | 0.20% |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 13,000 | $1.63M | 0.20% |
| DLF LTD INR 2.0Y2089H105 | COM | 300,000 | $1.59M | 0.19% |
| CYIENT LTD INR 5.0Y4082D131 | COM | 191,241 | $1.52M | 0.19% |
| MELIMERCADOLIBRE INC | COM | 800 | $1.38M | 0.17% |
| WRDWERIDE INC SPONSORED ADS | ADR | 154,281 | $1.25M | 0.15% |
| GRABGRAB HOLDINGS LIMITED | CLASS A ORD | 310,000 | $1.13M | 0.14% |
| SESEA LTD | SPONSORD ADS | 12,000 | $993.72K | 0.12% |
| MY EG SERVICES BHD MYR 0.1Y6147P116 | COM | 5,000,000 | $913.81K | 0.11% |
| GOTO GOJEK TOKOPEDIA TBK PT IDR 1.0Y2732C107 | COM | 300,000,000 | $900.29K | 0.11% |
| ZTSZOETIS INC CL A | Stock | 5,387 | $636.8K | 0.08% |
| MSCIMSCI INC COM | Stock | 1,058 | $570.27K | 0.07% |
| CHAILEASE HOLDING CO LTD TWD 10.0G20288109 | COM | 130,979 | $448.61K | 0.06% |
| HSYHERSHEY CO | COM | 1,818 | $377.94K | 0.05% |
| BLKBLACKROCK INC COM | Stock | 385 | $370.26K | 0.05% |
| CEGCONSTELLATION ENERGY CORP COM | Stock | 1,308 | $365.26K | 0.04% |
| QUANG NGAI SUGAR JSC VND 10000.0Y71687100 | COM | 198,200 | $358.14K | 0.04% |
| VSTVISTRA CORP COM | Stock | 2,150 | $323.21K | 0.04% |
| MCDMCDONALDS CORP COM | Stock | 826 | $256.71K | 0.03% |
| JNJJOHNSON & JOHNSON COM | Stock | 825 | $201.66K | 0.02% |
| BSXBOSTON SCIENTIFIC CORP COM | Stock | 2,763 | $173.38K | 0.02% |
| EPDENTERPRISE PRODS PARTNERS L P COM | Stock | 4,102 | $155.22K | 0.02% |
| BAERBRIDGER AEROSPACE GRP HLDGS | COM | 28,575 | $56.58K | 0.01% |
| BANK BTPN SYARIAH TBK PT IDR 100.0Y713AP104 | COM | 184,700 | $11.58K | 0.00% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 5, 2026 | 298 | $984.24M | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 16, 2026 | 294 | $814.45M | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 23, 2026 | 305 | $786.94M | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 22, 2025 | 251 | $701.8M | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 29, 2025 | 283 | $673.3M | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 16, 2025 | 282 | $649.9M | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 29, 2025 | 282 | $712.13M | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 22, 2024 | 291 | $712.53M | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 18, 2024 | 271 | $695.86M | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 17, 2024 | 248 | $713.2M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 2, 2024 | 233 | $653.63M | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 16, 2023 | 232 | $586.04M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 8, 2023 | 235 | $605.46M | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 18, 2023 | 224 | $561.74M | vs. Q4 2022 | SEC |
| Q4 2022 | Jan 19, 2023 | 219 | $524.84M | vs. Q3 2022 | SEC |
| Q3 2022 | Oct 18, 2022 | 230 | $527.18M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 8, 2022 | 267 | $562.07M | vs. Q1 2022 | SEC |
| Q1 2022 | Apr 21, 2022 | 270 | $722.17M | vs. Q4 2021 | SEC |
| Q4 2021 | Jan 25, 2022 | 258 | $849.83M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 3, 2021 | 253 | $768.71M | vs. Q2 2021 | SEC |
| Q2 2021 | Jul 28, 2021 | 246 | $703.49M | vs. Q1 2021 | SEC |
| Q1 2021 | May 5, 2021 | 240 | $605.86M | – | SEC |