Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- Latest filing
- Aug 5, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 28, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 246
- +6 vs. Q1 2021
- Portfolio value
- $703.5M
- +$97.6M (+16.1%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 28,512 | $22.8M | 3.2% | +237+0.8% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 61,936 | $18.1M | 2.6% | −571−0.9% | Reduced | History |
| ADBEAdobe Inc. | Stock | 26,846 | $15.7M | 2.2% | +429+1.6% | Added | History |
| IDXXIDEXX Laboratories Inc | COM | 24,868 | $15.7M | 2.2% | −355−1.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 6,165 | $15.1M | 2.1% | +149+2.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 40,955 | $14.2M | 2.0% | +825+2.1% | Added | History |
| FTNTFortinet, Inc. | Stock | 56,781 | $13.5M | 1.9% | +947+1.7% | Added | History |
| VEEVVeeva Systems Inc | Stock | 40,441 | $12.6M | 1.8% | +658+1.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 42,325 | $11.5M | 1.6% | +3,108+7.9% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 122,030 | $11.5M | 1.6% | +2,399+2.0% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 20,598 | $10.9M | 1.6% | +376+1.9% | Added | History |
| ADSKAutodesk, Inc. | COM | 36,444 | $10.6M | 1.5% | +761+2.1% | Added | History |
| INTUIntuit Inc. | Stock | 21,402 | $10.5M | 1.5% | +393+1.9% | Added | History |
| ASMLASML Holding NV | ADR | 14,795 | $10.2M | 1.5% | +171+1.2% | Added | History |
| MSCIMSCI Inc. | Stock | 18,915 | $10.1M | 1.4% | +397+2.1% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 73,383 | $10.0M | 1.4% | +1,813+2.5% | Added | History |
| SHOPShopify Inc. | Stock | 6,869 | $10.0M | 1.4% | +141+2.1% | Added | History |
| ANSSAnsys Inc | COM | 27,492 | $9.54M | 1.4% | +651+2.4% | Added | History |
| QRVOQorvo, Inc. | Stock | 47,340 | $9.26M | 1.3% | −1,987−4.0% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 21,473 | $8.81M | 1.3% | +415+2.0% | Added | History |
| MORNMorningstar, Inc. | COM | 33,594 | $8.64M | 1.2% | +833+2.5% | Added | History |
| SNPSSynopsys Inc | COM | 29,846 | $8.23M | 1.2% | +785+2.7% | Added | History |
| PINSPinterest, Inc. | CL A | 100,778 | $7.96M | 1.1% | +3,158+3.2% | Added | History |
| RGENRepligen Corp | COM | 39,720 | $7.93M | 1.1% | +2,791+7.6% | Added | History |
| TEAMAtlassian Corp | CL A | 28,772 | $7.39M | 1.1% | −951−3.2% | Reduced | History |
| ZMZoom Communications, Inc. | Stock | 18,888 | $7.31M | 1.0% | −1,748−8.5% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 13,204 | $7.26M | 1.0% | −386−2.8% | Reduced | History |
| ETSYEtsy Inc | COM | 33,033 | $6.80M | 1.0% | +1,260+4.0% | Added | History |
| NFLXNetflix Inc | Stock | 12,789 | $6.75M | 1.0% | −492−3.7% | Reduced | History |
| TSLATesla, Inc. | Stock | 9,809 | $6.67M | 0.9% | +363+3.8% | Added | History |
| MKTXMarketaxess Holdings Inc | COM | 14,054 | $6.51M | 0.9% | +367+2.7% | Added | History |
| PAYCPaycom Software, Inc. | Stock | 16,304 | $5.93M | 0.8% | +514+3.3% | Added | History |
| AAPLApple Inc. | Stock | 38,903 | $5.33M | 0.8% | +2,169+5.9% | Added | History |
| LINLinde PLC | SHS | 16,575 | $4.79M | 0.7% | +500+3.1% | Added | History |
| AMATApplied Materials Inc | Stock | 32,796 | $4.67M | 0.7% | +1,112+3.5% | Added | History |
| MDTMedtronic plc | Stock | 37,204 | $4.62M | 0.7% | +2,952+8.6% | Added | History |
| ENTGEntegris Inc | COM | 35,699 | $4.39M | 0.6% | +1,631+4.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,215 | $4.18M | 0.6% | −72−5.6% | Reduced | History |
| SLPSimulations Plus, Inc. | COM | 71,420 | $3.92M | 0.6% | +4,826+7.2% | Added | History |
| KLACKLA Corp | COM NEW | 12,041 | $3.90M | 0.6% | +377+3.2% | Added | History |
| HONHoneywell International Inc | COM | 17,142 | $3.76M | 0.5% | +1,012+6.3% | Added | History |
| RTXRTX Corp | Stock | 43,484 | $3.71M | 0.5% | +5,118+13.3% | Added | History |
| WBSWebster Financial Corp | COM | 67,922 | $3.62M | 0.5% | +3,866+6.0% | Added | History |
| TGTTarget Corp | Stock | 14,913 | $3.60M | 0.5% | +1,219+8.9% | Added | History |
| AAgilent Technologies, Inc. | COM | 24,182 | $3.57M | 0.5% | +562+2.4% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 16,895 | $3.36M | 0.5% | +223+1.3% | Added | History |
| PLDPrologis, Inc. | REIT | 27,451 | $3.28M | 0.5% | +2,566+10.3% | Added | History |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 48,937 | $3.24M | 0.5% | +9,000+22.5% | Added | – |
| LLYEli Lilly & Co | Stock | 13,969 | $3.21M | 0.5% | +1,304+10.3% | Added | History |
| Housing Development Finance Inr 2.0Y37246207 | COM | 93,000 | $3.10M | 0.4% | +48,000+106.7% | Added | – |
| QCOMQualcomm Inc | Stock | 21,438 | $3.06M | 0.4% | +2,097+10.8% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 7,652 | $3.01M | 0.4% | +83+1.1% | Added | – |
| Metropolis Healthcare Inr 2.0 144AY59774110 | COM | 78,183 | $2.98M | 0.4% | 00.0% | Unchanged | – |
| Tencent Holdings Limited Shs Par HKDG87572163 | COM | 39,109 | $2.94M | 0.4% | 00.0% | Unchanged | – |
| China Lesso Group Holdings HKD 0.05G2157Q102 | COM | 1,187,064 | $2.93M | 0.4% | 00.0% | Unchanged | – |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 250,241 | $2.89M | 0.4% | 00.0% | Unchanged | – |
| CCICrown Castle Inc. | REIT | 14,767 | $2.88M | 0.4% | +1,418+10.6% | Added | History |
| UNPUnion Pacific Corp | Stock | 12,773 | $2.81M | 0.4% | +702+5.8% | Added | History |
| CPTCamden Property Trust | REIT | 21,085 | $2.80M | 0.4% | +2,232+11.8% | Added | History |
| CRMSalesforce, Inc. | Stock | 11,375 | $2.78M | 0.4% | +1,974+21.0% | Added | History |
| CCJCameco Corp | Stock | 143,855 | $2.76M | 0.4% | +13,250+10.1% | Added | History |
| SNASnap-on Inc | COM | 12,337 | $2.76M | 0.4% | −460−3.6% | Reduced | History |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 97,000 | $2.75M | 0.4% | +10,000+11.5% | Added | – |
| JNJJohnson & Johnson | Stock | 16,644 | $2.74M | 0.4% | +1,546+10.2% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 6,842 | $2.74M | 0.4% | +125+1.9% | Added | History |
| JBLJabil Inc | Stock | 46,375 | $2.69M | 0.4% | +1,925+4.3% | Added | History |
| Shandong Sinocera Functiona Cny 1.0Y76867103 | COM | 355,351 | $2.68M | 0.4% | 00.0% | Unchanged | – |
| WMWaste Management Inc | Stock | 19,108 | $2.68M | 0.4% | +885+4.9% | Added | History |
| MDLZMondelez International, Inc. | Stock | 42,790 | $2.67M | 0.4% | +3,177+8.0% | Added | History |
| SYFSynchrony Financial | COM | 54,665 | $2.65M | 0.4% | +6,547+13.6% | Added | History |
| ABTAbbott Laboratories | Stock | 22,868 | $2.65M | 0.4% | +1,073+4.9% | Added | History |
| Hefei Meiya Optoelectronic Cny 1.0Y3123L102 | COM | 306,936 | $2.65M | 0.4% | 00.0% | Unchanged | – |
| HCL Technologies Ltd Inr 2.0Y3121G147 | COM | 199,869 | $2.65M | 0.4% | +30,000+17.7% | Added | – |
| TFCTruist Financial Corp | COM | 46,681 | $2.59M | 0.4% | +6,901+17.3% | Added | History |
| PHParker-Hannifin Corp | Stock | 8,362 | $2.57M | 0.4% | +962+13.0% | Added | History |
| AOSSmith A O Corp | COM | 35,635 | $2.57M | 0.4% | +2,005+6.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 22,576 | $2.54M | 0.4% | +2,585+12.9% | Added | History |
| LMTLockheed Martin Corp | Stock | 6,624 | $2.51M | 0.4% | +615+10.2% | Added | History |
| HDHome Depot, Inc. | Stock | 7,824 | $2.50M | 0.4% | +418+5.6% | Added | History |
| SCHWSchwab Charles Corp | Stock | 33,831 | $2.46M | 0.4% | +3,643+12.1% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 11,826 | $2.46M | 0.3% | +1,837+18.4% | Added | History |
| VLOValero Energy Corp | Stock | 31,431 | $2.45M | 0.3% | +7,169+29.5% | Added | History |
| ATVIActivision Blizzard, Inc. | COM | 25,616 | $2.44M | 0.3% | +698+2.8% | Added | History |
| Wuxi Lead Intell Cny 1.0Y9717H100 | COM | 256,000 | $2.38M | 0.3% | +96,000+60.0% | Added | – |
| Tech Mahindra Ltd Inr 5.0Y85491127 | COM | 160,000 | $2.36M | 0.3% | +80,000+100.0% | Added | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 27,430 | $2.34M | 0.3% | +1,585+6.1% | Added | History |
| LOWLowes Companies Inc | Stock | 12,032 | $2.33M | 0.3% | +1,406+13.2% | Added | History |
| NDAQNasdaq, Inc. | COM | 13,054 | $2.29M | 0.3% | +569+4.6% | Added | History |
| EXPEagle Materials Inc | COM | 16,106 | $2.29M | 0.3% | +1,322+8.9% | Added | History |
| BAIDFBaidu, Inc. | COM | 88,600 | $2.27M | 0.3% | +88,600 | New | History |
| SPSCSPS Commerce Inc | COM | 22,700 | $2.27M | 0.3% | +1,978+9.5% | Added | History |
| BABAFAlibaba Group Holding Ltd | COM | 80,000 | $2.27M | 0.3% | +80,000 | New | History |
| ADMArcher-Daniels-Midland Co | Stock | 37,208 | $2.25M | 0.3% | +2,899+8.4% | Added | History |
| CMECME Group Inc. | COM | 10,461 | $2.23M | 0.3% | +847+8.8% | Added | History |
| TJXTJX Companies Inc | Stock | 32,892 | $2.22M | 0.3% | +2,971+9.9% | Added | History |
| SYYSysco Corp | Stock | 28,511 | $2.22M | 0.3% | +2,492+9.6% | Added | History |
| Petronet LNG Ltd Inr 10.0Y68259103 | COM | 726,559 | $2.21M | 0.3% | +407,249+127.5% | Added | – |
| L and T Technology Service Inr 2.0 144AY5S4BH104 | COM | 56,042 | $2.19M | 0.3% | −15,000−21.1% | Reduced | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 26,249 | $2.16M | 0.3% | +915+3.6% | Added | History |
| AZTAAzenta, Inc. | COM | 22,529 | $2.15M | 0.3% | +1,097+5.1% | Added | History |
Sold out since Q1 2021 (9)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Dr Lal Pathlabs Ltd Inr 10.0 144AY2R0AQ143 | COM | 69,974 | $2.58M | 0.4% | – |
| Tata Elxsi Ltd Inr 10.0Y8560N107 | COM | 51,313 | $1.89M | 0.3% | – |
| AMGNAmgen Inc | Stock | 6,793 | $1.69M | 0.3% | History |
| BMYBristol Myers Squibb Co | Stock | 25,069 | $1.58M | 0.3% | History |
| PFPTProofpoint Inc | COM | 10,839 | $1.36M | 0.2% | History |
| SVMK Inc78489X103 | COM | 48,231 | $884.0K | 0.1% | – |
| EAElectronic Arts Inc. | COM | 3,196 | $433.0K | 0.1% | History |
| Koh Young Technology Inc KRW 500.0Y4810R105 | COM | 4,263 | $433.0K | 0.1% | – |
| PRUPrudential Financial Inc | Stock | 2,303 | $210.0K | <0.1% | History |