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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.

Institution overview
Positions
246
+6 vs. Q1 2021
Portfolio value
$703.5M
+$97.6M (+16.1%) vs. Q1 2021
Filed
Jul 28, 2021
SEC
Holdings of Stanley-Laman Group, Ltd. in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Hong Kong Exchanges and Cle HKD 1.0Y3506N139COM26,972$1.61M0.2%00.0%Unchanged–
LUNALuna Innovations IncCOM149,471$1.62M0.2%+10,009+7.2%AddedHistory
MXIMMaxim Integrated Products IncCOM15,457$1.63M0.2%+718+4.9%AddedHistory
RBCRBC Bearings INCCOM8,196$1.63M0.2%+544+7.1%AddedHistory
Bfi Finance Indonesia TBK Idr 25.0Y7124T113COM26,759,600$1.64M0.2%00.0%Unchanged–
CWCurtiss Wright CorpStock14,018$1.67M0.2%+1,556+12.5%AddedHistory
HOFTHooker Furnishings CorpCOM48,871$1.69M0.2%+4,252+9.5%AddedHistory
Cabot Microelectronics Corp12709P103COM11,230$1.69M0.2%+685+6.5%Added–
COFCapital One Financial CorpStock10,974$1.70M0.2%+1,370+14.3%AddedHistory
EXPOExponent IncCOM19,237$1.72M0.2%+1,057+5.8%AddedHistory
ALGAlamo Group IncCOM11,244$1.72M0.2%+717+6.8%AddedHistory
Nintendo Ltd ADR654445303ADR23,795$1.73M0.2%+428+1.8%Added–
SBUXStarbucks CorpStock15,738$1.76M0.3%+1,469+10.3%AddedHistory
MPNGFMeituan DianpingCOM42,936$1.77M0.3%00.0%UnchangedHistory
Persistent Systems Ltd Inr 10.0Y68031106COM45,657$1.80M0.3%−10,000−18.0%Reduced–
Samsung Electronic KRWY74718100COM25,207$1.81M0.3%00.0%Unchanged–
FSSFederal Signal CorpCOM45,104$1.81M0.3%+2,659+6.3%AddedHistory
BCPCBalchem CorpCOM13,846$1.82M0.3%+1,486+12.0%AddedHistory
MTRNMATERION CorpCOM24,275$1.83M0.3%+24,275NewHistory
HHyatt Hotels CorpCOM CL A23,721$1.84M0.3%+1,036+4.6%AddedHistory
KAIKadant IncCOM10,524$1.85M0.3%+631+6.4%AddedHistory
CSWCSW Industrials, Inc.COM15,646$1.85M0.3%+1,628+11.6%AddedHistory
BALYBally's CorpCOM34,287$1.85M0.3%+34,287NewHistory
Hundsun Technologies Inc Cny 1.0Y3041V109COM129,380$1.87M0.3%00.0%Unchanged–
EFOREverforth IncCOM19,331$1.87M0.3%+1,051+5.7%AddedHistory
Oracle Financial Services S Inr 5.0Y3864R102COM38,222$1.88M0.3%+5,000+15.1%Added–
LYBLyondellBasell Industries N.V.SHS - A -18,306$1.88M0.3%+2,109+13.0%AddedHistory
BABoeing CoStock7,909$1.90M0.3%+972+14.0%AddedHistory
CRVLCorvel CorpCOM14,291$1.92M0.3%+179+1.3%AddedHistory
DLRDigital Realty Trust, Inc.COM12,809$1.93M0.3%+932+7.8%AddedHistory
Weichai Power Co Ltd Cny 1.0Y9531A109COM870,000$1.93M0.3%+370,000+74.0%Added–
CVXChevron CorpStock18,804$1.97M0.3%+3,440+22.4%AddedHistory
AEISAdvanced Energy Industries IncCOM17,597$1.98M0.3%+1,938+12.4%AddedHistory
MIMEMimecast LtdORD SHS37,667$2.00M0.3%+2,051+5.8%AddedHistory
Ping An Healthcare and Technology Co LtdG71139102COM161,000$2.00M0.3%00.0%Unchanged–
MKSIMKS IncCOM11,315$2.01M0.3%+1,086+10.6%AddedHistory
VFCV F CorpStock24,708$2.03M0.3%+3,707+17.7%AddedHistory
SSDSimpson Manufacturing Co., Inc.COM18,424$2.04M0.3%+1,218+7.1%AddedHistory
Techtronic Industries Co Ltd NPVY8563B159COM116,792$2.04M0.3%−9,500−7.5%Reduced–
DSGXDescartes Systems Group IncCOM29,621$2.05M0.3%+2,992+11.2%AddedHistory
NKENIKE, Inc.Stock13,316$2.06M0.3%+201+1.5%AddedHistory
COSTCostco Wholesale CorpStock5,205$2.06M0.3%+182+3.6%AddedHistory
Chailease Holding Co Ltd TWD 10.0G20288109COM286,493$2.08M0.3%+50,000+21.1%Added–
PVHPVH Corp.COM19,534$2.10M0.3%+1,615+9.0%AddedHistory
UCTTUltra Clean Holdings, Inc.COM39,182$2.10M0.3%+39,182NewHistory
GFFGriffon CorpCOM83,540$2.14M0.3%+4,704+6.0%AddedHistory
AZTAAzenta, Inc.COM22,529$2.15M0.3%+1,097+5.1%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock26,249$2.16M0.3%+915+3.6%AddedHistory
L and T Technology Service Inr 2.0 144AY5S4BH104COM56,042$2.19M0.3%−15,000−21.1%Reduced–
Petronet LNG Ltd Inr 10.0Y68259103COM726,559$2.21M0.3%+407,249+127.5%Added–
SYYSysco CorpStock28,511$2.22M0.3%+2,492+9.6%AddedHistory
TJXTJX Companies IncStock32,892$2.22M0.3%+2,971+9.9%AddedHistory
CMECME Group Inc.COM10,461$2.23M0.3%+847+8.8%AddedHistory
ADMArcher-Daniels-Midland CoStock37,208$2.25M0.3%+2,899+8.4%AddedHistory
BABAFAlibaba Group Holding LtdCOM80,000$2.27M0.3%+80,000NewHistory
SPSCSPS Commerce IncCOM22,700$2.27M0.3%+1,978+9.5%AddedHistory
BAIDFBaidu, Inc.COM88,600$2.27M0.3%+88,600NewHistory
EXPEagle Materials IncCOM16,106$2.29M0.3%+1,322+8.9%AddedHistory
NDAQNasdaq, Inc.COM13,054$2.29M0.3%+569+4.6%AddedHistory
LOWLowes Companies IncStock12,032$2.33M0.3%+1,406+13.2%AddedHistory
BAHBooz Allen Hamilton Holding CorpCL A27,430$2.34M0.3%+1,585+6.1%AddedHistory
Tech Mahindra Ltd Inr 5.0Y85491127COM160,000$2.36M0.3%+80,000+100.0%Added–
Wuxi Lead Intell Cny 1.0Y9717H100COM256,000$2.38M0.3%+96,000+60.0%Added–
ATVIActivision Blizzard, Inc.COM25,616$2.44M0.3%+698+2.8%AddedHistory
VLOValero Energy CorpStock31,431$2.45M0.3%+7,169+29.5%AddedHistory
UPSUnited Parcel Service IncStock11,826$2.46M0.3%+1,837+18.4%AddedHistory
SCHWSchwab Charles CorpStock33,831$2.46M0.4%+3,643+12.1%AddedHistory
HDHome Depot, Inc.Stock7,824$2.50M0.4%+418+5.6%AddedHistory
LMTLockheed Martin CorpStock6,624$2.51M0.4%+615+10.2%AddedHistory
ABBVAbbVie Inc.Stock22,576$2.54M0.4%+2,585+12.9%AddedHistory
PHParker-Hannifin CorpStock8,362$2.57M0.4%+962+13.0%AddedHistory
AOSSmith A O CorpCOM35,635$2.57M0.4%+2,005+6.0%AddedHistory
TFCTruist Financial CorpCOM46,681$2.59M0.4%+6,901+17.3%AddedHistory
HCL Technologies Ltd Inr 2.0Y3121G147COM199,869$2.65M0.4%+30,000+17.7%Added–
Hefei Meiya Optoelectronic Cny 1.0Y3123L102COM306,936$2.65M0.4%00.0%Unchanged–
ABTAbbott LaboratoriesStock22,868$2.65M0.4%+1,073+4.9%AddedHistory
SYFSynchrony FinancialCOM54,665$2.65M0.4%+6,547+13.6%AddedHistory
MDLZMondelez International, Inc.Stock42,790$2.67M0.4%+3,177+8.0%AddedHistory
WMWaste Management IncStock19,108$2.68M0.4%+885+4.9%AddedHistory
Shandong Sinocera Functiona Cny 1.0Y76867103COM355,351$2.68M0.4%00.0%Unchanged–
JBLJabil IncStock46,375$2.69M0.4%+1,925+4.3%AddedHistory
UNHUnitedHealth Group IncStock6,842$2.74M0.4%+125+1.9%AddedHistory
JNJJohnson & JohnsonStock16,644$2.74M0.4%+1,546+10.2%AddedHistory
Reliance Industries Ltd Inr 10.0Y72596102COM97,000$2.75M0.4%+10,000+11.5%Added–
SNASnap-on IncCOM12,337$2.76M0.4%−460−3.6%ReducedHistory
CCJCameco CorpStock143,855$2.76M0.4%+13,250+10.1%AddedHistory
CRMSalesforce, Inc.Stock11,375$2.78M0.4%+1,974+21.0%AddedHistory
CPTCamden Property TrustREIT21,085$2.80M0.4%+2,232+11.8%AddedHistory
UNPUnion Pacific CorpStock12,773$2.81M0.4%+702+5.8%AddedHistory
CCICrown Castle Inc.REIT14,767$2.88M0.4%+1,418+10.6%AddedHistory
Cyient Ltd Inr 5.0Y4082D131COM250,241$2.89M0.4%00.0%Unchanged–
China Lesso Group Holdings HKD 0.05G2157Q102COM1,187,064$2.93M0.4%00.0%Unchanged–
Tencent Holdings Limited Shs Par HKDG87572163COM39,109$2.94M0.4%00.0%Unchanged–
Metropolis Healthcare Inr 2.0 144AY59774110COM78,183$2.98M0.4%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF7,652$3.01M0.4%+83+1.1%Added–
QCOMQualcomm IncStock21,438$3.06M0.4%+2,097+10.8%AddedHistory
Housing Development Finance Inr 2.0Y37246207COM93,000$3.10M0.4%+48,000+106.7%Added–
LLYEli Lilly & CoStock13,969$3.21M0.5%+1,304+10.3%AddedHistory
Info Edge India Ltd Inr 10.0Y40353107COM48,937$3.24M0.5%+9,000+22.5%Added–
PLDPrologis, Inc.REIT27,451$3.28M0.5%+2,566+10.3%AddedHistory

Sold out since Q1 2021 (9)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Stanley-Laman Group, Ltd. sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
Dr Lal Pathlabs Ltd Inr 10.0 144AY2R0AQ143COM69,974$2.58M0.4%–
Tata Elxsi Ltd Inr 10.0Y8560N107COM51,313$1.89M0.3%–
AMGNAmgen IncStock6,793$1.69M0.3%History
BMYBristol Myers Squibb CoStock25,069$1.58M0.3%History
PFPTProofpoint IncCOM10,839$1.36M0.2%History
SVMK Inc78489X103COM48,231$884.0K0.1%–
EAElectronic Arts Inc.COM3,196$433.0K0.1%History
Koh Young Technology Inc KRW 500.0Y4810R105COM4,263$433.0K0.1%–
PRUPrudential Financial IncStock2,303$210.0K<0.1%History