Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- Latest filing
- Aug 5, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 3, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 253
- +7 vs. Q2 2021
- Portfolio value
- $768.7M
- +$65.2M (+9.3%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 116,313 | $24.1M | 3.1% | +2,265+2.0% | AddedConverted for a 4-for-1 split | History |
| GOOGLAlphabet Inc. | Stock | 6,517 | $17.4M | 2.3% | +352+5.7% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 65,319 | $17.0M | 2.2% | +3,383+5.5% | Added | History |
| FTNTFortinet, Inc. | Stock | 57,740 | $16.9M | 2.2% | +959+1.7% | Added | History |
| ADBEAdobe Inc. | Stock | 28,209 | $16.2M | 2.1% | +1,363+5.1% | Added | History |
| IDXXIDEXX Laboratories Inc | COM | 25,439 | $15.8M | 2.1% | +571+2.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 42,970 | $14.6M | 1.9% | +2,015+4.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 44,577 | $12.6M | 1.6% | +2,252+5.3% | Added | History |
| DTDynatrace, Inc. | Stock | 176,779 | $12.5M | 1.6% | +164,668+1,359.7% | Added | History |
| VEEVVeeva Systems Inc | Stock | 41,756 | $12.0M | 1.6% | +1,315+3.3% | Added | History |
| MSCIMSCI Inc. | Stock | 19,617 | $11.9M | 1.6% | +702+3.7% | Added | History |
| RGENRepligen Corp | COM | 41,069 | $11.9M | 1.5% | +1,349+3.4% | Added | History |
| INTUIntuit Inc. | Stock | 21,945 | $11.8M | 1.5% | +543+2.5% | Added | History |
| TEAMAtlassian Corp | CL A | 30,117 | $11.8M | 1.5% | +1,345+4.7% | Added | History |
| CRMSalesforce, Inc. | Stock | 43,042 | $11.7M | 1.5% | +31,667+278.4% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 76,070 | $11.5M | 1.5% | +2,687+3.7% | Added | History |
| ASMLASML Holding NV | ADR | 15,365 | $11.4M | 1.5% | +570+3.9% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 21,325 | $11.0M | 1.4% | +727+3.5% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 42,303 | $10.4M | 1.4% | +40,296+2,007.8% | Added | History |
| ADSKAutodesk, Inc. | COM | 35,879 | $10.2M | 1.3% | −565−1.6% | Reduced | History |
| SHOPShopify Inc. | Stock | 7,164 | $9.71M | 1.3% | +295+4.3% | Added | History |
| DOCUDocuSign, Inc. | Stock | 36,506 | $9.40M | 1.2% | +34,527+1,744.7% | Added | History |
| SNPSSynopsys Inc | COM | 30,943 | $9.27M | 1.2% | +1,097+3.7% | Added | History |
| ZENZendesk, Inc. | COM | 79,007 | $9.20M | 1.2% | +79,007 | New | History |
| MORNMorningstar, Inc. | COM | 34,913 | $9.04M | 1.2% | +1,319+3.9% | Added | History |
| NOWServiceNow, Inc. | Stock | 13,896 | $8.65M | 1.1% | +692+5.2% | Added | History |
| NFLXNetflix Inc | Stock | 13,242 | $8.08M | 1.1% | +453+3.5% | Added | History |
| TSLATesla, Inc. | Stock | 9,876 | $7.66M | 1.0% | +67+0.7% | Added | History |
| OKTAOkta, Inc. | CL A | 32,095 | $7.62M | 1.0% | +30,398+1,791.3% | Added | History |
| ETSYEtsy Inc | COM | 33,103 | $6.88M | 0.9% | +70+0.2% | Added | History |
| PINSPinterest, Inc. | CL A | 122,546 | $6.24M | 0.8% | +21,768+21.6% | Added | History |
| AAPLApple Inc. | Stock | 42,862 | $6.07M | 0.8% | +3,959+10.2% | Added | History |
| ZMZoom Communications, Inc. | Stock | 22,624 | $5.92M | 0.8% | +3,736+19.8% | Added | History |
| CTSHCognizant Technology Solutions Corp | CL A | 75,537 | $5.61M | 0.7% | +75,537 | New | History |
| LINLinde PLC | SHS | 18,342 | $5.38M | 0.7% | +1,767+10.7% | Added | History |
| RTXRTX Corp | Stock | 55,540 | $4.77M | 0.6% | +12,056+27.7% | Added | History |
| CCJCameco Corp | Stock | 217,140 | $4.72M | 0.6% | +73,285+50.9% | Added | History |
| ENTGEntegris Inc | COM | 36,568 | $4.60M | 0.6% | +869+2.4% | Added | History |
| KLACKLA Corp | COM NEW | 13,202 | $4.42M | 0.6% | +1,161+9.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,307 | $4.29M | 0.6% | +92+7.6% | Added | History |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 48,937 | $4.24M | 0.6% | 00.0% | Unchanged | – |
| AMATApplied Materials Inc | Stock | 31,165 | $4.01M | 0.5% | −1,631−5.0% | Reduced | History |
| HCL Technologies Ltd Inr 2.0Y3121G147 | COM | 229,869 | $3.96M | 0.5% | +30,000+15.0% | Added | – |
| SPSCSPS Commerce Inc | COM | 23,465 | $3.79M | 0.5% | +765+3.4% | Added | History |
| TGTTarget Corp | Stock | 16,288 | $3.73M | 0.5% | +1,375+9.2% | Added | History |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 250,241 | $3.59M | 0.5% | 00.0% | Unchanged | – |
| ADPAutomatic Data Processing Inc | Stock | 17,896 | $3.58M | 0.5% | +1,001+5.9% | Added | History |
| AAgilent Technologies, Inc. | COM | 22,436 | $3.53M | 0.5% | −1,746−7.2% | Reduced | History |
| LLYEli Lilly & Co | Stock | 15,230 | $3.52M | 0.5% | +1,261+9.0% | Added | History |
| HONHoneywell International Inc | COM | 16,568 | $3.52M | 0.5% | −574−3.3% | Reduced | History |
| PLDPrologis, Inc. | REIT | 27,929 | $3.50M | 0.5% | +478+1.7% | Added | History |
| Housing Development Finance Inr 2.0Y37246207 | COM | 93,000 | $3.45M | 0.4% | 00.0% | Unchanged | – |
| Shenzhen Sunlord Electronic Cny 1.0Y77435108 | COM | 641,317 | $3.37M | 0.4% | +641,317 | New | – |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 97,000 | $3.28M | 0.4% | 00.0% | Unchanged | – |
| L and T Technology Service Inr 2.0 144AY5S4BH104 | COM | 51,401 | $3.25M | 0.4% | −4,641−8.3% | Reduced | – |
| SYYSysco Corp | Stock | 39,604 | $3.11M | 0.4% | +11,093+38.9% | Added | History |
| WMWaste Management Inc | Stock | 20,378 | $3.04M | 0.4% | +1,270+6.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 7,703 | $3.01M | 0.4% | +861+12.6% | Added | History |
| ABTAbbott Laboratories | Stock | 25,296 | $2.99M | 0.4% | +2,428+10.6% | Added | History |
| Tech Mahindra Ltd Inr 5.0Y85491127 | COM | 160,000 | $2.98M | 0.4% | 00.0% | Unchanged | – |
| TFCTruist Financial Corp | COM | 50,699 | $2.97M | 0.4% | +4,018+8.6% | Added | History |
| SLPSimulations Plus, Inc. | COM | 74,599 | $2.95M | 0.4% | +3,179+4.5% | Added | History |
| SYFSynchrony Financial | COM | 59,671 | $2.92M | 0.4% | +5,006+9.2% | Added | History |
| NDAQNasdaq, Inc. | COM | 15,036 | $2.90M | 0.4% | +1,982+15.2% | Added | History |
| CPTCamden Property Trust | REIT | 19,379 | $2.86M | 0.4% | −1,706−8.1% | Reduced | History |
| PXDPioneer Natural Resources Co | COM | 17,099 | $2.85M | 0.4% | +17,099 | New | History |
| Metropolis Healthcare Inr 2.0 144AY59774110 | COM | 78,183 | $2.84M | 0.4% | 00.0% | Unchanged | – |
| SNASnap-on Inc | COM | 13,555 | $2.83M | 0.4% | +1,218+9.9% | Added | History |
| JBLJabil Inc | Stock | 48,237 | $2.82M | 0.4% | +1,862+4.0% | Added | History |
| HDHome Depot, Inc. | Stock | 8,536 | $2.80M | 0.4% | +712+9.1% | Added | History |
| CCICrown Castle Inc. | REIT | 16,083 | $2.79M | 0.4% | +1,316+8.9% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 6,712 | $2.77M | 0.4% | +6,712 | New | History |
| CRVLCorvel Corp | COM | 14,730 | $2.74M | 0.4% | +439+3.1% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 6,909 | $2.73M | 0.4% | −743−9.7% | Reduced | – |
| SCHWSchwab Charles Corp | Stock | 37,051 | $2.70M | 0.4% | +3,220+9.5% | Added | History |
| UNPUnion Pacific Corp | Stock | 13,606 | $2.67M | 0.3% | +833+6.5% | Added | History |
| ABBVAbbVie Inc. | Stock | 24,514 | $2.64M | 0.3% | +1,938+8.6% | Added | History |
| PHParker-Hannifin Corp | Stock | 9,448 | $2.64M | 0.3% | +1,086+13.0% | Added | History |
| COSTCostco Wholesale Corp | Stock | 5,850 | $2.63M | 0.3% | +645+12.4% | Added | History |
| LOWLowes Companies Inc | Stock | 12,888 | $2.61M | 0.3% | +856+7.1% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 18,097 | $2.61M | 0.3% | +5,288+41.3% | Added | History |
| MDLZMondelez International, Inc. | Stock | 44,872 | $2.61M | 0.3% | +2,082+4.9% | Added | History |
| MIMEMimecast Ltd | ORD SHS | 39,947 | $2.54M | 0.3% | +2,280+6.1% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 29,459 | $2.54M | 0.3% | +3,210+12.2% | Added | History |
| DSGXDescartes Systems Group Inc | COM | 31,069 | $2.53M | 0.3% | +1,448+4.9% | Added | History |
| Hefei Meiya Optoelectronic Cny 1.0Y3123L102 | COM | 426,936 | $2.51M | 0.3% | +120,000+39.1% | Added | – |
| Chacha Food Co Ltd Cny 1.0Y2000X106 | COM | 346,738 | $2.49M | 0.3% | +264,923+323.8% | Added | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 26,475 | $2.48M | 0.3% | +8,169+44.6% | Added | History |
| BABoeing Co | Stock | 11,261 | $2.48M | 0.3% | +3,352+42.4% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 41,206 | $2.47M | 0.3% | +3,998+10.7% | Added | History |
| AZTAAzenta, Inc. | COM | 24,060 | $2.46M | 0.3% | +1,531+6.8% | Added | History |
| LMTLockheed Martin Corp | Stock | 7,071 | $2.44M | 0.3% | +447+6.7% | Added | History |
| Weichai Power Co Ltd Cny 1.0Y9531A109 | COM | 1,170,000 | $2.43M | 0.3% | +300,000+34.5% | Added | – |
| AOSSmith A O Corp | COM | 38,886 | $2.38M | 0.3% | +3,251+9.1% | Added | History |
| TJXTJX Companies Inc | Stock | 35,940 | $2.37M | 0.3% | +3,048+9.3% | Added | History |
| MDTMedtronic plc | Stock | 18,879 | $2.37M | 0.3% | −18,325−49.3% | Reduced | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 29,790 | $2.36M | 0.3% | +2,360+8.6% | Added | History |
| Oracle Financial Services S Inr 5.0Y3864R102 | COM | 38,222 | $2.34M | 0.3% | 00.0% | Unchanged | – |
| Petronet LNG Ltd Inr 10.0Y68259103 | COM | 726,559 | $2.33M | 0.3% | 00.0% | Unchanged | – |
| GFFGriffon Corp | COM | 94,475 | $2.32M | 0.3% | +10,935+13.1% | Added | History |
Sold out since Q2 2021 (29)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| ANSSAnsys Inc | COM | 27,492 | $9.54M | 1.4% | History |
| QRVOQorvo, Inc. | Stock | 47,340 | $9.26M | 1.3% | History |
| SPGIS&P Global Inc. | Stock | 21,473 | $8.81M | 1.3% | History |
| MKTXMarketaxess Holdings Inc | COM | 14,054 | $6.51M | 0.9% | History |
| PAYCPaycom Software, Inc. | Stock | 16,304 | $5.93M | 0.8% | History |
| WBSWebster Financial Corp | COM | 67,922 | $3.62M | 0.5% | History |
| QCOMQualcomm Inc | Stock | 21,438 | $3.06M | 0.4% | History |
| JNJJohnson & Johnson | Stock | 16,644 | $2.74M | 0.4% | History |
| ATVIActivision Blizzard, Inc. | COM | 25,616 | $2.44M | 0.3% | History |
| CMECME Group Inc. | COM | 10,461 | $2.23M | 0.3% | History |
| HHyatt Hotels Corp | COM CL A | 23,721 | $1.84M | 0.3% | History |
| MPNGFMeituan Dianping | COM | 42,936 | $1.77M | 0.3% | History |
| SBUXStarbucks Corp | Stock | 15,738 | $1.76M | 0.3% | History |
| Nintendo Ltd ADR654445303 | ADR | 23,795 | $1.73M | 0.2% | – |
| HOFTHooker Furnishings Corp | COM | 48,871 | $1.69M | 0.2% | History |
| MXIMMaxim Integrated Products Inc | COM | 15,457 | $1.63M | 0.2% | History |
| LDOSLeidos Holdings, Inc. | COM | 14,698 | $1.49M | 0.2% | History |
| Joinn Laboratories China Co Cny 1.0Y444TU105 | COM | 49,536 | $1.41M | 0.2% | – |
| Bank of Chengdu Co Ltd Cny 1.0Y0R95C103 | COM | 500,000 | $978.0K | 0.1% | – |
| Sangfor Technologies Inc Cny 1.0Y7496N108 | COM | 17,100 | $687.0K | 0.1% | – |
| LRCXLam Research Corp | COM | 907 | $590.0K | 0.1% | History |
| GMABGenmab A/S | SPONSORED ADS | 14,045 | $573.0K | 0.1% | History |
| ICEIntercontinental Exchange, Inc. | Stock | 4,074 | $484.0K | 0.1% | History |
| CRUSCirrus Logic, Inc. | Stock | 5,526 | $470.0K | 0.1% | History |
| APPSDigital Turbine, Inc. | COM NEW | 5,720 | $435.0K | 0.1% | History |
| XLNXXilinx Inc | COM | 2,747 | $397.0K | 0.1% | History |
| AYXAlteryx, Inc. | COM CL A | 4,033 | $347.0K | <0.1% | History |
| GEGeneral Electric Co | COM | 13,218 | $178.0K | <0.1% | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 10,000 | $44.0K | <0.1% | History |