Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- Latest filing
- Aug 5, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 5, 2021. Long positions only.
- Positions
- 240
- No 13F data for Q4 2020
- Portfolio value
- $605.9M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 62,507 | $15.2M | 2.5% | – | – | History |
| NVDANVIDIA Corp | Stock | 28,275 | $15.1M | 2.5% | – | – | History |
| ADBEAdobe Inc. | Stock | 26,417 | $12.6M | 2.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 6,016 | $12.4M | 2.0% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 25,223 | $12.3M | 2.0% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 40,130 | $11.8M | 2.0% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 39,783 | $10.4M | 1.7% | – | – | History |
| FTNTFortinet, Inc. | Stock | 55,834 | $10.3M | 1.7% | – | – | History |
| ADSKAutodesk, Inc. | COM | 35,683 | $9.89M | 1.6% | – | – | History |
| ZBRAZebra Technologies Corp | CL A | 20,222 | $9.81M | 1.6% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 71,570 | $9.80M | 1.6% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 119,631 | $9.39M | 1.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 39,217 | $9.25M | 1.5% | – | – | History |
| ANSSAnsys Inc | COM | 26,841 | $9.11M | 1.5% | – | – | History |
| ASMLASML Holding NV | ADR | 14,624 | $9.03M | 1.5% | – | – | History |
| QRVOQorvo, Inc. | Stock | 49,327 | $9.01M | 1.5% | – | – | History |
| INTUIntuit Inc. | Stock | 21,009 | $8.05M | 1.3% | – | – | History |
| MSCIMSCI Inc. | Stock | 18,518 | $7.76M | 1.3% | – | – | History |
| SHOPShopify Inc. | Stock | 6,728 | $7.45M | 1.2% | – | – | History |
| SPGIS&P Global Inc. | Stock | 21,058 | $7.43M | 1.2% | – | – | History |
| MORNMorningstar, Inc. | COM | 32,761 | $7.37M | 1.2% | – | – | History |
| PINSPinterest, Inc. | CL A | 97,620 | $7.23M | 1.2% | – | – | History |
| SNPSSynopsys Inc | COM | 29,061 | $7.20M | 1.2% | – | – | History |
| RGENRepligen Corp | COM | 36,929 | $7.18M | 1.2% | – | – | History |
| NFLXNetflix Inc | Stock | 13,281 | $6.93M | 1.1% | – | – | History |
| MKTXMarketaxess Holdings Inc | COM | 13,687 | $6.82M | 1.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 13,590 | $6.80M | 1.1% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 20,636 | $6.63M | 1.1% | – | – | History |
| ETSYEtsy Inc | COM | 31,773 | $6.41M | 1.1% | – | – | History |
| TSLATesla, Inc. | Stock | 9,446 | $6.31M | 1.0% | – | – | History |
| TEAMAtlassian Corp | CL A | 29,723 | $6.26M | 1.0% | – | – | History |
| PAYCPaycom Software, Inc. | Stock | 15,790 | $5.84M | 1.0% | – | – | History |
| LINLinde PLC | SHS | 16,075 | $4.50M | 0.7% | – | – | History |
| AAPLApple Inc. | Stock | 36,734 | $4.49M | 0.7% | – | – | History |
| AMATApplied Materials Inc | Stock | 31,684 | $4.23M | 0.7% | – | – | History |
| SLPSimulations Plus, Inc. | COM | 66,594 | $4.21M | 0.7% | – | – | History |
| MDTMedtronic plc | Stock | 34,252 | $4.05M | 0.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,287 | $3.98M | 0.7% | – | – | History |
| KLACKLA Corp | COM NEW | 11,664 | $3.85M | 0.6% | – | – | History |
| ENTGEntegris Inc | COM | 34,068 | $3.81M | 0.6% | – | – | History |
| WBSWebster Financial Corp | COM | 64,056 | $3.53M | 0.6% | – | – | History |
| HONHoneywell International Inc | COM | 16,130 | $3.50M | 0.6% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 16,672 | $3.14M | 0.5% | – | – | History |
| Tencent Holdings Limited Shs Par HKDG87572163 | COM | 39,109 | $3.07M | 0.5% | – | – | – |
| AAgilent Technologies, Inc. | COM | 23,620 | $3.00M | 0.5% | – | – | History |
| RTXRTX Corp | Stock | 38,366 | $2.96M | 0.5% | – | – | History |
| SNASnap-on Inc | COM | 12,797 | $2.95M | 0.5% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 7,569 | $2.76M | 0.5% | – | – | – |
| TGTTarget Corp | Stock | 13,694 | $2.71M | 0.4% | – | – | History |
| Joinn Laboratories China Co Cny 1.0Y444TU105 | COM | 119,716 | $2.66M | 0.4% | – | – | – |
| UNPUnion Pacific Corp | Stock | 12,071 | $2.66M | 0.4% | – | – | History |
| PLDPrologis, Inc. | REIT | 24,885 | $2.64M | 0.4% | – | – | History |
| ABTAbbott Laboratories | Stock | 21,795 | $2.61M | 0.4% | – | – | History |
| Dr Lal Pathlabs Ltd Inr 10.0 144AY2R0AQ143 | COM | 69,974 | $2.58M | 0.4% | – | – | – |
| L and T Technology Service Inr 2.0 144AY5S4BH104 | COM | 71,042 | $2.58M | 0.4% | – | – | – |
| QCOMQualcomm Inc | Stock | 19,341 | $2.56M | 0.4% | – | – | History |
| China Lesso Group Holdings HKD 0.05G2157Q102 | COM | 1,187,064 | $2.55M | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 6,717 | $2.50M | 0.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 15,098 | $2.48M | 0.4% | – | – | History |
| Metropolis Healthcare Inr 2.0 144AY59774110 | COM | 78,183 | $2.40M | 0.4% | – | – | – |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 87,000 | $2.39M | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 12,665 | $2.37M | 0.4% | – | – | History |
| WMWaste Management Inc | Stock | 18,223 | $2.35M | 0.4% | – | – | History |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 39,937 | $2.34M | 0.4% | – | – | – |
| PHParker-Hannifin Corp | Stock | 7,400 | $2.33M | 0.4% | – | – | History |
| TFCTruist Financial Corp | COM | 39,780 | $2.32M | 0.4% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 39,613 | $2.32M | 0.4% | – | – | History |
| JBLJabil Inc | Stock | 44,450 | $2.32M | 0.4% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 24,918 | $2.32M | 0.4% | – | – | History |
| Shandong Sinocera Functiona Cny 1.0Y76867103 | COM | 355,351 | $2.30M | 0.4% | – | – | – |
| CCICrown Castle Inc. | REIT | 13,349 | $2.30M | 0.4% | – | – | History |
| HCL Technologies Ltd Inr 2.0Y3121G147 | COM | 169,869 | $2.29M | 0.4% | – | – | – |
| AOSSmith A O Corp | COM | 33,630 | $2.27M | 0.4% | – | – | History |
| HDHome Depot, Inc. | Stock | 7,406 | $2.26M | 0.4% | – | – | History |
| LMTLockheed Martin Corp | Stock | 6,009 | $2.22M | 0.4% | – | – | History |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 250,241 | $2.20M | 0.4% | – | – | – |
| CCJCameco Corp | Stock | 130,605 | $2.17M | 0.4% | – | – | History |
| ABBVAbbVie Inc. | Stock | 19,991 | $2.16M | 0.4% | – | – | History |
| Techtronic Industries Co Ltd NPVY8563B159 | COM | 126,292 | $2.16M | 0.4% | – | – | – |
| GFFGriffon Corp | COM | 78,836 | $2.14M | 0.4% | – | – | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 25,845 | $2.08M | 0.3% | – | – | History |
| CPTCamden Property Trust | REIT | 18,853 | $2.07M | 0.3% | – | – | History |
| SPSCSPS Commerce Inc | COM | 20,722 | $2.06M | 0.3% | – | – | History |
| SYYSysco Corp | Stock | 26,019 | $2.05M | 0.3% | – | – | History |
| LOWLowes Companies Inc | Stock | 10,626 | $2.02M | 0.3% | – | – | History |
| Ping An Healthcare and Technology Co LtdG71139102 | COM | 161,000 | $2.02M | 0.3% | – | – | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 25,334 | $2.00M | 0.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 9,401 | $1.99M | 0.3% | – | – | History |
| EXPEagle Materials Inc | COM | 14,784 | $1.99M | 0.3% | – | – | History |
| Hefei Meiya Optoelectronic Cny 1.0Y3123L102 | COM | 306,936 | $1.98M | 0.3% | – | – | – |
| TJXTJX Companies Inc | Stock | 29,921 | $1.98M | 0.3% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 30,188 | $1.97M | 0.3% | – | – | History |
| CMECME Group Inc. | COM | 9,614 | $1.96M | 0.3% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 34,309 | $1.96M | 0.3% | – | – | History |
| SYFSynchrony Financial | COM | 48,118 | $1.96M | 0.3% | – | – | History |
| Wuxi Lead Intell Cny 1.0Y9717H100 | COM | 160,000 | $1.93M | 0.3% | – | – | – |
| MKSIMKS Inc | COM | 10,229 | $1.90M | 0.3% | – | – | History |
| PVHPVH Corp. | COM | 17,919 | $1.89M | 0.3% | – | – | History |
| CSWCSW Industrials, Inc. | COM | 14,018 | $1.89M | 0.3% | – | – | History |
| Tata Elxsi Ltd Inr 10.0Y8560N107 | COM | 51,313 | $1.89M | 0.3% | – | – | – |