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 |
|---|---|---|---|---|---|---|---|
| DNNDenison Mines Corp. | COM | 11,926 | $14.0K | <0.1% | +11,926 | New | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 10,000 | $44.0K | <0.1% | 00.0% | Unchanged | History |
| Toly Bread Co Ltd Cny 1.0Y774AK107 | COM | 11,480 | $55.0K | <0.1% | +3,280+40.0% | Added | – |
| GEGeneral Electric Co | COM | 13,218 | $178.0K | <0.1% | 00.0% | Unchanged | History |
| MFCManulife Financial Corp | COM | 10,474 | $206.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,681 | $219.0K | <0.1% | +107+6.8% | Added | – |
| SXTSensient Technologies Corp | COM | 2,667 | $231.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,054 | $235.0K | <0.1% | +1,054 | New | – |
| INTCIntel Corp | Stock | 4,245 | $238.0K | <0.1% | +4,245 | New | History |
| ENBEnbridge Inc | Stock | 5,968 | $239.0K | <0.1% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 682 | $260.0K | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 5,000 | $271.0K | <0.1% | 00.0% | Unchanged | History |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 4,000 | $273.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,432 | $275.0K | <0.1% | +21+0.9% | Added | – |
| PGProcter & Gamble Co | Stock | 2,126 | $287.0K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 1,953 | $288.0K | <0.1% | 00.0% | Unchanged | – |
| ACNAccenture plc | Stock | 980 | $289.0K | <0.1% | −2−0.2% | Reduced | History |
| BXBlackstone Inc. | COM | 3,000 | $291.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 119 | $298.0K | <0.1% | −23−16.2% | Reduced | History |
| AYXAlteryx, Inc. | COM CL A | 4,033 | $347.0K | <0.1% | +28+0.7% | Added | History |
| Philippine Seven Corp PHP 1.0Y6955M106 | COM | 176,416 | $351.0K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,839 | $365.0K | 0.1% | +160+4.3% | Added | – |
| XLNXXilinx Inc | COM | 2,747 | $397.0K | 0.1% | 00.0% | Unchanged | History |
| PLANAnaplan, Inc. | COM | 7,627 | $407.0K | 0.1% | +7,627 | New | History |
| OKTAOkta, Inc. | CL A | 1,697 | $415.0K | 0.1% | +1,697 | New | History |
| TTWOTake Two Interactive Software Inc | COM | 2,354 | $417.0K | 0.1% | 00.0% | Unchanged | History |
| APPSDigital Turbine, Inc. | COM NEW | 5,720 | $435.0K | 0.1% | +5,720 | New | History |
| Alicorp Saa Pen 1.0P0161K103 | COM | 266,425 | $438.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,726 | $450.0K | 0.1% | +285+3.4% | Added | – |
| CRUSCirrus Logic, Inc. | Stock | 5,526 | $470.0K | 0.1% | +123+2.3% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 4,074 | $484.0K | 0.1% | +10.0% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,007 | $504.0K | 0.1% | +2,007 | New | History |
| Chacha Food Co Ltd Cny 1.0Y2000X106 | COM | 81,815 | $546.0K | 0.1% | 00.0% | Unchanged | – |
| DOCUDocuSign, Inc. | Stock | 1,979 | $553.0K | 0.1% | +1,979 | New | History |
| Jiangsu Hengrui Medicine Co Cny 1.0Y4446S105 | COM | 53,400 | $562.0K | 0.1% | +8,900+20.0% | Added | – |
| CVSCVS Health Corp | Stock | 6,833 | $570.0K | 0.1% | +500+7.9% | Added | History |
| GMABGenmab A/S | SPONSORED ADS | 14,045 | $573.0K | 0.1% | +11+0.1% | Added | History |
| GRMNGarmin Ltd | SHS | 3,974 | $575.0K | 0.1% | 00.0% | Unchanged | History |
| TERTeradyne, Inc | Stock | 4,359 | $584.0K | 0.1% | +87+2.0% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,181 | $586.0K | 0.1% | +48+2.3% | Added | – |
| LRCXLam Research Corp | COM | 907 | $590.0K | 0.1% | 00.0% | Unchanged | History |
| Sangfor Technologies Inc Cny 1.0Y7496N108 | COM | 17,100 | $687.0K | 0.1% | −8,000−31.9% | Reduced | – |
| WSTWest Pharmaceutical Services Inc | COM | 1,933 | $694.0K | 0.1% | −15−0.8% | Reduced | History |
| DTDynatrace, Inc. | Stock | 12,111 | $708.0K | 0.1% | +10.0% | Added | History |
| En-Japan Inc Jpy 1.0J1312X108 | COM | 20,000 | $712.0K | 0.1% | 00.0% | Unchanged | – |
| Maruti Suzuki India Ltd Inr 5.0Y7565Y100 | COM | 7,384 | $746.0K | 0.1% | 00.0% | Unchanged | – |
| Bolsa Mexicana de Valores SAB D NPVP17330104 | COM | 348,430 | $768.0K | 0.1% | 00.0% | Unchanged | – |
| Samsung SDS Co Ltd KRW 500.0Y7T72C103 | COM | 4,700 | $772.0K | 0.1% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 19,095 | $787.0K | 0.1% | 00.0% | Unchanged | History |
| Indofood CBP Sukses Makmur Idr 50.0Y71260106 | COM | 1,400,000 | $787.0K | 0.1% | +1,400,000 | New | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,593 | $804.0K | 0.1% | +19+1.2% | Added | History |
| B3 SA - Brasil Bolsa Balcao NPVP1909G107 | COM | 246,036 | $833.0K | 0.1% | +164,024+200.0% | Added | – |
| Avast PLC 10P 144AG0713S109 | COM | 123,260 | $834.0K | 0.1% | 00.0% | Unchanged | – |
| LG Household and Health Care Cum PFDY5275R118 | COM | 1,300 | $883.0K | 0.1% | 00.0% | Unchanged | – |
| Quang Ngai Sugar JSC VND 10000.0Y71687100 | COM | 503,376 | $886.0K | 0.1% | 00.0% | Unchanged | – |
| Stalexport Autostrady SA PLN 2.0X8487G103 | COM | 984,337 | $910.0K | 0.1% | 00.0% | Unchanged | – |
| Honeywell Automation India Inr 10.0Y8547C117 | COM | 1,622 | $913.0K | 0.1% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 5,916 | $920.0K | 0.1% | +1,228+26.2% | Added | History |
| Shenzhen Mindray Bio-Medica Cny 1.0Y774E3101 | COM | 12,900 | $958.0K | 0.1% | 00.0% | Unchanged | – |
| Bank of Chengdu Co Ltd Cny 1.0Y0R95C103 | COM | 500,000 | $978.0K | 0.1% | 00.0% | Unchanged | – |
| GAERFCentral North Airport Group | COM | 150,000 | $982.0K | 0.1% | 00.0% | Unchanged | History |
| Whirlpool of India Ltd Inr 10.0Y4641Q128 | COM | 34,000 | $1.02M | 0.1% | 00.0% | Unchanged | – |
| EGRXEagle Pharmaceuticals, Inc. | COM | 24,000 | $1.03M | 0.1% | 00.0% | Unchanged | History |
| Regional SAB de CV NPVP8008V109 | COM | 185,323 | $1.09M | 0.2% | 00.0% | Unchanged | – |
| NHN KCP Corp KRW 500.0Y7871J102 | COM | 21,190 | $1.09M | 0.2% | 00.0% | Unchanged | – |
| Bharat Petroleum Corp Ltd Inr 10.0Y0882Z116 | COM | 176,916 | $1.11M | 0.2% | 00.0% | Unchanged | – |
| Cheil Worldwide KRW 200.0Y1296G108 | COM | 50,000 | $1.12M | 0.2% | 00.0% | Unchanged | – |
| Alkem Laboratories Ltd Inr 2.0Y0R6P5102 | COM | 26,000 | $1.12M | 0.2% | +13,000+100.0% | Added | – |
| MNTVMomentive Global Inc. | COM | 53,484 | $1.13M | 0.2% | +53,484 | New | History |
| Syarikat Takaful Malaysia K Myr 0.2Y8344M102 | COM | 1,082,422 | $1.13M | 0.2% | +150,000+16.1% | Added | – |
| MRCYMercury Systems Inc | COM | 17,237 | $1.14M | 0.2% | +1,595+10.2% | Added | History |
| Autobio Diagnostics Co Ltd Cny 1.0Y0483B104 | COM | 99,077 | $1.16M | 0.2% | +45,871+86.2% | Added | – |
| Sunny Friend Environmental TWD 10.0Y8T409107 | COM | 155,000 | $1.17M | 0.2% | +75,000+93.8% | Added | – |
| VERVEREIT, Inc. | COM | 25,937 | $1.19M | 0.2% | 00.0% | Unchanged | History |
| Larsen and Toubro Infote Inr 1.0 144AY5S745101 | COM | 22,131 | $1.21M | 0.2% | 00.0% | Unchanged | – |
| Haier Smart Home Co Ltd Cny 1.0Y298BN100 | COM | 348,732 | $1.22M | 0.2% | 00.0% | Unchanged | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 5,743 | $1.24M | 0.2% | +287+5.3% | Added | History |
| GNSSGenasys Inc. | COM | 227,603 | $1.25M | 0.2% | +18,737+9.0% | Added | History |
| Escorts Ltd Inr 10.0Y2296W127 | COM | 77,354 | $1.27M | 0.2% | 00.0% | Unchanged | – |
| Aspeed Technology Inc TWD 10.0Y04044106 | COM | 17,628 | $1.27M | 0.2% | 00.0% | Unchanged | – |
| LUVSouthwest Airlines Co | COM | 24,024 | $1.27M | 0.2% | +5,738+31.4% | Added | History |
| EGANEGAIN Corp | COM NEW | 112,726 | $1.29M | 0.2% | 00.0% | Unchanged | History |
| CXDOCrexendo, Inc. | COM | 216,674 | $1.32M | 0.2% | +19,345+9.8% | Added | History |
| MODNModel N, Inc. | COM | 38,697 | $1.33M | 0.2% | +3,060+8.6% | Added | History |
| Sbi Life Insurance Co Inr 10.0 144AY753N0101 | COM | 98,304 | $1.33M | 0.2% | 00.0% | Unchanged | – |
| Sunny Optical Technology GR HKD 0.1G8586D109 | COM | 42,246 | $1.33M | 0.2% | 00.0% | Unchanged | – |
| BDSIBiodelivery Sciences International Inc | COM | 379,602 | $1.36M | 0.2% | +30,137+8.6% | Added | History |
| Chularat Hospital PCL THB 0.1Y1613L145 | COM | 11,066,955 | $1.37M | 0.2% | 00.0% | Unchanged | – |
| SK Hynix Inc KRW 5000.0Y8085F100 | COM | 12,407 | $1.41M | 0.2% | 00.0% | Unchanged | – |
| Joinn Laboratories China Co Cny 1.0Y444TU105 | COM | 49,536 | $1.41M | 0.2% | −70,180−58.6% | Reduced | – |
| Timken India Ltd Inr 10.0Y8840Y105 | COM | 72,159 | $1.43M | 0.2% | 00.0% | Unchanged | – |
| CHXChampionX Corp | COM | 55,971 | $1.44M | 0.2% | +24,080+75.5% | Added | History |
| SHWSherwin Williams Co | COM | 5,295 | $1.44M | 0.2% | +78+1.5% | AddedConverted for a 3-for-1 split | History |
| MANTMantech International Corp | CL A | 16,669 | $1.44M | 0.2% | +1,222+7.9% | Added | History |
| LDOSLeidos Holdings, Inc. | COM | 14,698 | $1.49M | 0.2% | +1,911+14.9% | Added | History |
| DOWDow Inc. | Stock | 23,602 | $1.49M | 0.2% | +4,710+24.9% | Added | History |
| Natco Pharma Ltd Inr 2.0Y6211C157 | COM | 99,144 | $1.51M | 0.2% | 00.0% | Unchanged | – |
| TMHCTaylor Morrison Home Corp | COM | 57,626 | $1.52M | 0.2% | +1,418+2.5% | Added | History |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 642,032 | $1.54M | 0.2% | 00.0% | Unchanged | – |
| CVCOCavco Industries, Inc. | COM | 7,101 | $1.58M | 0.2% | +497+7.5% | 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 |