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Livermore
Livermore
ZHEN

Stanley-Laman Group, Ltd.

SEC CIK
0001601489
Latest filing
Aug 5, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Jan 25, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
258
+5 vs. Q3 2021
Portfolio value
$849.8M
+$81.1M (+10.6%) vs. Q3 2021
Filed
Jan 25, 2022
SEC
Holdings of Stanley-Laman Group, Ltd. in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGLAlphabet Inc.Stock6,970$20.2M2.4%+453+7.0%AddedHistory
MSFTMicrosoft CorpStock49,244$16.6M1.9%+4,667+10.5%AddedHistory
ADBEAdobe Inc.Stock28,444$16.1M1.9%+235+0.8%AddedHistory
METAMeta Platforms, Inc.Stock47,112$15.8M1.9%+4,142+9.6%AddedHistory
INTUIntuit Inc.Stock22,380$14.4M1.7%+435+2.0%AddedHistory
FTNTFortinet, Inc.Stock38,961$14.0M1.6%−18,779−32.5%ReducedHistory
NVDANVIDIA CorpStock44,706$13.1M1.5%−71,607−61.6%ReducedHistory
ZBRAZebra Technologies CorpCL A21,797$13.0M1.5%+472+2.2%AddedHistory
TEAMAtlassian CorpCL A31,152$11.9M1.4%+1,035+3.4%AddedHistory
ASMLASML Holding NVADR14,901$11.9M1.4%−464−3.0%ReducedHistory
IDXXIDEXX Laboratories IncCOM17,364$11.4M1.3%−8,075−31.7%ReducedHistory
CDNSCadence Design Systems IncStock60,350$11.2M1.3%−15,720−20.7%ReducedHistory
HOODRobinhood Markets, Inc.Stock598,378$10.6M1.3%+598,378NewHistory
SITMSITIME CorpCOM35,789$10.5M1.2%+35,789NewHistory
PYPLPayPal Holdings, Inc.Stock55,221$10.4M1.2%−10,098−15.5%ReducedHistory
SNAPSnap IncStock220,954$10.4M1.2%+220,954NewHistory
DTDynatrace, Inc.Stock170,642$10.3M1.2%−6,137−3.5%ReducedHistory
AMBAAmbarella IncSHS50,727$10.3M1.2%+50,727NewHistory
VEEVVeeva Systems IncStock39,524$10.1M1.2%−2,232−5.3%ReducedHistory
ENPHEnphase Energy, Inc.Stock54,798$10.0M1.2%+54,798NewHistory
CERTCertara, Inc.COM352,090$10.0M1.2%+352,090NewHistory
TXG10x Genomics, Inc.CL A COM66,643$9.93M1.2%+66,643NewHistory
UUnity Software Inc.COM69,009$9.87M1.2%+69,009NewHistory
TWLOTwilio IncCL A37,045$9.76M1.1%+37,045NewHistory
BLFSBiolife Solutions IncCOM NEW258,638$9.64M1.1%+258,638NewHistory
PLTRPalantir Technologies Inc.Stock525,028$9.56M1.1%+525,028NewHistory
FIVNFive9, Inc.COM69,565$9.55M1.1%+69,565NewHistory
PATHUiPath, Inc.Stock215,671$9.30M1.1%+203,104+1,616.2%AddedHistory
SHOPShopify Inc.Stock6,722$9.26M1.1%−442−6.2%ReducedHistory
AAPLApple Inc.Stock50,194$8.91M1.0%+7,332+17.1%AddedHistory
RNGRingCentral, Inc.CL A46,230$8.66M1.0%+43,645+1,688.4%AddedHistory
FRSHFreshworks Inc.Stock327,602$8.60M1.0%+327,602NewHistory
CRWDCrowdStrike Holdings, Inc.Stock40,196$8.23M1.0%−2,107−5.0%ReducedHistory
ZENZendesk, Inc.COM75,426$7.87M0.9%−3,581−4.5%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A88,014$7.81M0.9%+12,477+16.5%AddedHistory
ETSYEtsy IncCOM34,881$7.64M0.9%+1,778+5.4%AddedHistory
LINLinde PLCSHS21,865$7.58M0.9%+3,523+19.2%AddedHistory
OKTAOkta, Inc.CL A31,528$7.07M0.8%−567−1.8%ReducedHistory
CCJCameco CorpStock258,595$5.64M0.7%+41,455+19.1%AddedHistory
KLACKLA CorpCOM NEW12,762$5.49M0.6%−440−3.3%ReducedHistory
RTXRTX CorpStock63,227$5.44M0.6%+7,687+13.8%AddedHistory
AMZNAmazon Com IncStock1,592$5.31M0.6%+285+21.8%AddedHistory
PLDPrologis, Inc.REIT30,757$5.18M0.6%+2,828+10.1%AddedHistory
ENTGEntegris IncCOM36,549$5.07M0.6%−19−0.1%ReducedHistory
Vanguard S&P 500 ETF922908363ETF11,456$5.00M0.6%+4,547+65.8%Added–
ADPAutomatic Data Processing IncStock19,823$4.89M0.6%+1,927+10.8%AddedHistory
UNHUnitedHealth Group IncStock9,212$4.63M0.5%+1,509+19.6%AddedHistory
LLYEli Lilly & CoStock16,652$4.60M0.5%+1,422+9.3%AddedHistory
AMATApplied Materials IncStock28,836$4.54M0.5%−2,329−7.5%ReducedHistory
TGTTarget CorpStock17,775$4.11M0.5%+1,487+9.1%AddedHistory
AOSSmith A O CorpCOM47,825$4.11M0.5%+8,939+23.0%AddedHistory
HDHome Depot, Inc.Stock9,890$4.10M0.5%+1,354+15.9%AddedHistory
HCL Technologies Ltd Inr 2.0Y3121G147COM229,869$4.08M0.5%00.0%Unchanged–
AAgilent Technologies, Inc.COM25,334$4.04M0.5%+2,898+12.9%AddedHistory
NDAQNasdaq, Inc.COM19,232$4.04M0.5%+4,196+27.9%AddedHistory
CPTCamden Property TrustREIT22,484$4.02M0.5%+3,105+16.0%AddedHistory
Info Edge India Ltd Inr 10.0Y40353107COM53,437$4.01M0.5%+4,500+9.2%Added–
ABTAbbott LaboratoriesStock28,325$3.99M0.5%+3,029+12.0%AddedHistory
COSTCostco Wholesale CorpStock7,000$3.97M0.5%+1,150+19.7%AddedHistory
Housing Development Finance Inr 2.0Y37246207COM111,000$3.86M0.5%+18,000+19.4%Added–
Shenzhen Sunlord Electronic Cny 1.0Y77435108COM641,317$3.84M0.5%00.0%Unchanged–
HONHoneywell International IncCOM18,275$3.81M0.4%+1,707+10.3%AddedHistory
Reliance Industries Ltd Inr 10.0Y72596102COM118,000$3.76M0.4%+21,000+21.6%Added–
ABBVAbbVie Inc.Stock27,617$3.74M0.4%+3,103+12.7%AddedHistory
WMWaste Management IncStock22,317$3.73M0.4%+1,939+9.5%AddedHistory
UNPUnion Pacific CorpStock14,784$3.73M0.4%+1,178+8.7%AddedHistory
LOWLowes Companies IncStock14,232$3.68M0.4%+1,344+10.4%AddedHistory
CCICrown Castle Inc.REIT17,626$3.68M0.4%+1,543+9.6%AddedHistory
SLPSimulations Plus, Inc.COM77,481$3.67M0.4%+2,882+3.9%AddedHistory
PXDPioneer Natural Resources CoCOM19,958$3.63M0.4%+2,859+16.7%AddedHistory
Metropolis Healthcare Inr 2.0 144AY59774110COM78,183$3.62M0.4%00.0%Unchanged–
PHParker-Hannifin CorpStock11,288$3.59M0.4%+1,840+19.5%AddedHistory
FLRFluor CorpStock144,584$3.58M0.4%+144,584NewHistory
DLRDigital Realty Trust, Inc.COM20,004$3.54M0.4%+1,907+10.5%AddedHistory
SCHWSchwab Charles CorpStock42,048$3.54M0.4%+4,997+13.5%AddedHistory
SPSCSPS Commerce IncCOM24,841$3.54M0.4%+1,376+5.9%AddedHistory
SYYSysco CorpStock44,972$3.53M0.4%+5,368+13.6%AddedHistory
UPSUnited Parcel Service IncStock15,958$3.42M0.4%+3,210+25.2%AddedHistory
Tech Mahindra Ltd Inr 5.0Y85491127COM140,000$3.37M0.4%−20,000−12.5%Reduced–
SNASnap-on IncCOM15,635$3.37M0.4%+2,080+15.3%AddedHistory
TFCTruist Financial CorpCOM57,119$3.34M0.4%+6,420+12.7%AddedHistory
Chacha Food Co Ltd Cny 1.0Y2000X106COM346,738$3.34M0.4%00.0%Unchanged–
NKENIKE, Inc.Stock19,919$3.32M0.4%+4,171+26.5%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock35,016$3.23M0.4%+5,557+18.9%AddedHistory
ADMArcher-Daniels-Midland CoStock47,342$3.20M0.4%+6,136+14.9%AddedHistory
TJXTJX Companies IncStock41,011$3.11M0.4%+5,071+14.1%AddedHistory
AIRAar CorpStock78,619$3.07M0.4%+78,619NewHistory
L and T Technology Service Inr 2.0 144AY5S4BH104COM40,602$3.06M0.4%−10,799−21.0%Reduced–
SYFSynchrony FinancialCOM65,813$3.05M0.4%+6,142+10.3%AddedHistory
Cyient Ltd Inr 5.0Y4082D131COM220,241$3.04M0.4%−30,000−12.0%Reduced–
Hefei Meiya Optoelectronic Cny 1.0Y3123L102COM506,936$2.98M0.4%+80,000+18.7%Added–
NARIInari Medical, Inc.Stock32,285$2.95M0.3%+32,285NewHistory
RFRegions Financial CorpCOM132,660$2.89M0.3%+132,660NewHistory
HUNHuntsman CORPCOM82,309$2.87M0.3%+18,249+28.5%AddedHistory
COFCapital One Financial CorpStock19,656$2.85M0.3%+7,181+57.6%AddedHistory
CVXChevron CorpStock24,201$2.84M0.3%+3,464+16.7%AddedHistory
Weichai Power Co Ltd Cny 1.0Y9531A109COM1,450,000$2.84M0.3%+280,000+23.9%Added–
MAMastercard IncStock7,807$2.81M0.3%+7,807NewHistory
DSGXDescartes Systems Group IncCOM33,701$2.79M0.3%+2,632+8.5%AddedHistory
LMTLockheed Martin CorpStock7,736$2.75M0.3%+665+9.4%AddedHistory

Sold out since Q3 2021 (58)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Stanley-Laman Group, Ltd. sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
RGENRepligen CorpCOM41,069$11.9M1.5%History
CRMSalesforce, Inc.Stock43,042$11.7M1.5%History
DOCUDocuSign, Inc.Stock36,506$9.40M1.2%History
NOWServiceNow, Inc.Stock13,896$8.65M1.1%History
NFLXNetflix IncStock13,242$8.08M1.1%History
JBLJabil IncStock48,237$2.82M0.4%History
CRVLCorvel CorpCOM14,730$2.74M0.4%History
MDLZMondelez International, Inc.Stock44,872$2.61M0.3%History
MIMEMimecast LtdORD SHS39,947$2.54M0.3%History
AZTAAzenta, Inc.COM24,060$2.46M0.3%History
MDTMedtronic plcStock18,879$2.37M0.3%History
GFFGriffon CorpCOM94,475$2.32M0.3%History
EFOREverforth IncCOM20,501$2.32M0.3%History
EXPOExponent IncCOM20,280$2.29M0.3%History
KAIKadant IncCOM11,208$2.29M0.3%History
SSDSimpson Manufacturing Co., Inc.COM21,283$2.28M0.3%History
EXPEagle Materials IncCOM16,806$2.20M0.3%History
BCPCBalchem CorpCOM14,763$2.14M0.3%History
CSWCSW Industrials, Inc.COM16,630$2.12M0.3%History
MTRNMATERION CorpCOM27,812$1.91M0.2%History
CWCurtiss Wright CorpStock15,072$1.90M0.2%History
RBCRBC Bearings INCCOM8,877$1.88M0.2%History
FSSFederal Signal CorpCOM48,275$1.86M0.2%History
MKSIMKS IncCOM12,209$1.84M0.2%History
CVCOCavco Industries, Inc.COM7,623$1.80M0.2%History
VFCV F CorpStock26,719$1.79M0.2%History
ALGAlamo Group IncCOM12,119$1.69M0.2%History
AEISAdvanced Energy Industries IncCOM19,199$1.69M0.2%History
LUNALuna Innovations IncCOM162,687$1.55M0.2%History
LHXL3HARRIS Technologies, Inc.Stock6,981$1.54M0.2%History
Cabot Microelectronics Corp12709P103COM12,312$1.52M0.2%–
BDSIBiodelivery Sciences International IncCOM416,722$1.50M0.2%History
BABAFAlibaba Group Holding LtdCOM80,000$1.46M0.2%History
MODNModel N, Inc.COM42,774$1.43M0.2%History
CXDOCrexendo, Inc.COM239,011$1.43M0.2%History
MANTMantech International CorpCL A18,614$1.41M0.2%History
Granules India Ltd Inr 1.0Y2849A135COM322,000$1.39M0.2%–
GNSSGenasys Inc.COM255,108$1.32M0.2%History
Ping An Healthcare and Technology Co LtdG71139102COM191,000$1.24M0.2%–
MNTVMomentive Global Inc.COM62,407$1.22M0.2%History
VERVEREIT, Inc.COM25,937$1.17M0.2%History
EGANEGAIN CorpCOM NEW112,726$1.15M0.1%History
Sunny Optical Technology GR HKD 0.1G8586D109COM38,546$1.01M0.1%–
MRCYMercury Systems IncCOM20,315$963.0K0.1%History
Avast PLC 10P 144AG0713S109COM123,260$944.0K0.1%–
TTDTrade Desk, Inc.Stock8,883$624.0K0.1%History
COUPCoupa Software IncCOM2,847$624.0K0.1%History
GRMNGarmin LtdSHS3,974$618.0K0.1%History
ESTCElastic N.V.ORD SHS3,902$581.0K0.1%History
APPNAppian CorpCL A6,012$556.0K0.1%History
EXASExact Sciences CorpCOM5,727$547.0K0.1%History
NVCRNovoCure LtdORD SHS4,013$466.0K0.1%History
RDFNRedfin CorpCOM8,763$439.0K0.1%History
DCPHDeciphera Pharmaceuticals, Inc.COM12,349$420.0K0.1%History
ZGNXZogenix, Inc.COM NEW26,320$400.0K0.1%History
Jiangsu Hengrui Medicine Co Cny 1.0Y4446S105COM43,400$337.0K<0.1%–
Toly Bread Co Ltd Cny 1.0Y774AK107COM11,480$52.0K<0.1%–
Autobio Diagnostics Co Ltd Cny 1.0Y0483B104COM1,050$9.00K<0.1%–