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Livermore
Livermore
ZHEN

Stanley-Laman Group, Ltd.

SEC CIK
0001601489
Latest filing
Aug 5, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Apr 21, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
270
+12 vs. Q4 2021
Portfolio value
$722.2M
−$127.7M (−15.0%) vs. Q4 2021
Filed
Apr 21, 2022
SEC
Holdings of Stanley-Laman Group, Ltd. in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
SNAPSnap IncStock463,059$16.7M2.3%+242,105+109.6%AddedHistory
HOODRobinhood Markets, Inc.Stock1,119,690$15.1M2.1%+521,312+87.1%AddedHistory
MSFTMicrosoft CorpStock48,848$15.1M2.1%−396−0.8%ReducedHistory
FIVNFive9, Inc.COM131,710$14.5M2.0%+62,145+89.3%AddedHistory
PINSPinterest, Inc.CL A565,075$13.9M1.9%+512,591+976.7%AddedHistory
TWLOTwilio IncCL A78,831$13.0M1.8%+41,786+112.8%AddedHistory
GTMZoomInfo Technologies Inc.Stock188,245$11.2M1.6%+180,584+2,357.2%AddedHistory
XMQualtrics International Inc.COM CL A377,857$10.8M1.5%+377,857NewHistory
DTDynatrace, Inc.Stock226,013$10.6M1.5%+55,371+32.4%AddedHistory
MDBMongoDB, Inc.CL A22,503$9.98M1.4%+22,503NewHistory
HUBSHubSpot IncCOM20,270$9.63M1.3%+20,270NewHistory
SNOWSnowflake Inc.Stock41,802$9.58M1.3%+41,802NewHistory
AAPLApple Inc.Stock54,327$9.49M1.3%+4,133+8.2%AddedHistory
ZSZscaler, Inc.Stock38,244$9.23M1.3%+38,244NewHistory
CTSHCognizant Technology Solutions CorpCL A101,432$9.10M1.3%+13,418+15.2%AddedHistory
ESTCElastic N.V.ORD SHS102,043$9.08M1.3%+102,043NewHistory
MQMarqeta, Inc.CLASS A COM749,462$8.27M1.1%+749,462NewHistory
DOCUDocuSign, Inc.Stock77,232$8.27M1.1%+77,232NewHistory
RBLXRoblox CorpStock177,078$8.19M1.1%+177,078NewHistory
ASANAsana, Inc.CL A203,112$8.12M1.1%+203,112NewHistory
CCJCameco CorpStock278,113$8.09M1.1%+19,518+7.5%AddedHistory
LINLinde PLCSHS24,783$7.92M1.1%+2,918+13.3%AddedHistory
GOOGLAlphabet Inc.Stock2,667$7.42M1.0%−4,303−61.7%ReducedHistory
ZMZoom Communications, Inc.Stock61,562$7.22M1.0%+59,125+2,426.1%AddedHistory
VMEOVimeo, Inc.COMMON STOCK594,921$7.07M1.0%+594,921NewHistory
RTXRTX CorpStock70,272$6.96M1.0%+7,045+11.1%AddedHistory
ROKURoku, IncCOM CL A55,483$6.95M1.0%+55,483NewHistory
PLTRPalantir Technologies Inc.Stock491,480$6.75M0.9%−33,548−6.4%ReducedHistory
UUnity Software Inc.COM64,874$6.44M0.9%−4,135−6.0%ReducedHistory
FRSHFreshworks Inc.Stock312,724$5.60M0.8%−14,878−4.5%ReducedHistory
LLYEli Lilly & CoStock19,002$5.44M0.8%+2,350+14.1%AddedHistory
SEMRSEMrush Holdings, Inc.CL A COM453,609$5.42M0.7%+453,609NewHistory
PXDPioneer Natural Resources CoCOM21,378$5.34M0.7%+1,420+7.1%AddedHistory
RNGRingCentral, Inc.CL A45,451$5.33M0.7%−779−1.7%ReducedHistory
PLDPrologis, Inc.REIT30,227$4.88M0.7%−530−1.7%ReducedHistory
ADPAutomatic Data Processing IncStock21,404$4.87M0.7%+1,581+8.0%AddedHistory
UNHUnitedHealth Group IncStock9,419$4.80M0.7%+207+2.2%AddedHistory
ABBVAbbVie Inc.Stock29,183$4.73M0.7%+1,566+5.7%AddedHistory
ADMArcher-Daniels-Midland CoStock51,682$4.67M0.6%+4,340+9.2%AddedHistory
Info Edge India Ltd Inr 10.0Y40353107COM76,437$4.55M0.6%+23,000+43.0%Added–
PATHUiPath, Inc.Stock208,907$4.51M0.6%−6,764−3.1%ReducedHistory
FLRFluor CorpStock157,058$4.51M0.6%+12,474+8.6%AddedHistory
UNPUnion Pacific CorpStock15,928$4.35M0.6%+1,144+7.7%AddedHistory
KLACKLA CorpCOM NEW11,887$4.35M0.6%−875−6.9%ReducedHistory
TGTTarget CorpStock20,153$4.28M0.6%+2,378+13.4%AddedHistory
CVXChevron CorpStock26,095$4.25M0.6%+1,894+7.8%AddedHistory
Reliance Industries Ltd Inr 10.0Y72596102COM118,000$4.10M0.6%00.0%Unchanged–
Housing Development Finance Inr 2.0Y37246207COM130,000$4.10M0.6%+19,000+17.1%Added–
CPTCamden Property TrustREIT24,513$4.07M0.6%+2,029+9.0%AddedHistory
SYYSysco CorpStock49,724$4.06M0.6%+4,752+10.6%AddedHistory
AIRAar CorpStock83,774$4.06M0.6%+5,155+6.6%AddedHistory
AMATApplied Materials IncStock30,768$4.05M0.6%+1,932+6.7%AddedHistory
UPSUnited Parcel Service IncStock18,480$3.96M0.5%+2,522+15.8%AddedHistory
VLOValero Energy CorpStock38,804$3.94M0.5%+3,596+10.2%AddedHistory
SCHWSchwab Charles CorpStock46,377$3.91M0.5%+4,329+10.3%AddedHistory
NDAQNasdaq, Inc.COM21,296$3.79M0.5%+2,064+10.7%AddedHistory
HONHoneywell International IncCOM19,483$3.79M0.5%+1,208+6.6%AddedHistory
CCICrown Castle Inc.REIT20,520$3.79M0.5%+2,894+16.4%AddedHistory
PHParker-Hannifin CorpStock13,315$3.78M0.5%+2,027+18.0%AddedHistory
COSTCostco Wholesale CorpStock6,549$3.77M0.5%−451−6.4%ReducedHistory
WMWaste Management IncStock23,672$3.75M0.5%+1,355+6.1%AddedHistory
AAgilent Technologies, Inc.COM27,530$3.64M0.5%+2,196+8.7%AddedHistory
LMTLockheed Martin CorpStock8,213$3.63M0.5%+477+6.2%AddedHistory
SLPSimulations Plus, Inc.COM70,731$3.61M0.5%−6,750−8.7%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock14,428$3.58M0.5%+14,428NewHistory
TFCTruist Financial CorpCOM62,265$3.53M0.5%+5,146+9.0%AddedHistory
HCL Technologies Ltd Inr 2.0Y3121G147COM229,869$3.53M0.5%00.0%Unchanged–
NARIInari Medical, Inc.Stock38,500$3.49M0.5%+6,215+19.3%AddedHistory
HUNHuntsman CORPCOM92,944$3.49M0.5%+10,635+12.9%AddedHistory
SNASnap-on IncCOM16,947$3.48M0.5%+1,312+8.4%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock35,999$3.46M0.5%+983+2.8%AddedHistory
ABTAbbott LaboratoriesStock29,075$3.44M0.5%+750+2.6%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -33,193$3.41M0.5%+3,525+11.9%AddedHistory
CHXChampionX CorpCOM136,050$3.33M0.5%+11,588+9.3%AddedHistory
RFRegions Financial CorpCOM148,175$3.30M0.5%+15,515+11.7%AddedHistory
AOSSmith A O CorpCOM51,410$3.29M0.5%+3,585+7.5%AddedHistory
BKNGBooking Holdings Inc.Stock1,395$3.28M0.5%+1,395NewHistory
LOWLowes Companies IncStock16,123$3.26M0.5%+1,891+13.3%AddedHistory
NKENIKE, Inc.Stock23,792$3.20M0.4%+3,873+19.4%AddedHistory
TFXTeleflex IncCOM8,940$3.17M0.4%+1,282+16.7%AddedHistory
MAMastercard IncStock8,761$3.13M0.4%+954+12.2%AddedHistory
Prestige Estates Projects Inr 10.0Y707AN101COM483,091$3.13M0.4%+283,091+141.5%Added–
SWAVShockwave Medical, Inc.COM15,062$3.12M0.4%+1,957+14.9%AddedHistory
IRTCiRhythm Holdings, Inc.COM19,735$3.11M0.4%−991−4.8%ReducedHistory
Chacha Food Co Ltd Cny 1.0Y2000X106COM346,738$2.94M0.4%00.0%Unchanged–
SPSCSPS Commerce IncCOM21,954$2.88M0.4%−2,887−11.6%ReducedHistory
TTWOTake Two Interactive Software IncCOM18,458$2.84M0.4%+4,612+33.3%AddedHistory
ADIAnalog Devices IncStock16,971$2.80M0.4%+1,820+12.0%AddedHistory
Vanguard S&P 500 ETF922908363ETF6,711$2.79M0.4%−4,745−41.4%Reduced–
COFCapital One Financial CorpStock21,218$2.79M0.4%+1,562+7.9%AddedHistory
Tech Mahindra Ltd Inr 5.0Y85491127COM140,000$2.77M0.4%00.0%Unchanged–
STTState Street CorpCOM31,742$2.77M0.4%+3,069+10.7%AddedHistory
Cyient Ltd Inr 5.0Y4082D131COM220,241$2.70M0.4%00.0%Unchanged–
DOWDow Inc.Stock42,088$2.68M0.4%+4,764+12.8%AddedHistory
BYDBoyd Gaming CorpCOM40,679$2.68M0.4%+1,460+3.7%AddedHistory
TJXTJX Companies IncStock43,874$2.66M0.4%+2,863+7.0%AddedHistory
RHRHCOM8,141$2.65M0.4%+8,141NewHistory
BABoeing CoStock13,859$2.65M0.4%+1,449+11.7%AddedHistory
SYKStryker CorpStock9,908$2.65M0.4%+718+7.8%AddedHistory
Shenzhen Sunlord Electronic Cny 1.0Y77435108COM641,317$2.58M0.4%00.0%Unchanged–

Sold out since Q4 2021 (56)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Stanley-Laman Group, Ltd. sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
ADBEAdobe Inc.Stock28,444$16.1M1.9%History
METAMeta Platforms, Inc.Stock47,112$15.8M1.9%History
ZBRAZebra Technologies CorpCL A21,797$13.0M1.5%History
TEAMAtlassian CorpCL A31,152$11.9M1.4%History
CDNSCadence Design Systems IncStock60,350$11.2M1.3%History
SITMSITIME CorpCOM35,789$10.5M1.2%History
PYPLPayPal Holdings, Inc.Stock55,221$10.4M1.2%History
AMBAAmbarella IncSHS50,727$10.3M1.2%History
VEEVVeeva Systems IncStock39,524$10.1M1.2%History
ENPHEnphase Energy, Inc.Stock54,798$10.0M1.2%History
CERTCertara, Inc.COM352,090$10.0M1.2%History
TXG10x Genomics, Inc.CL A COM66,643$9.93M1.2%History
BLFSBiolife Solutions IncCOM NEW258,638$9.64M1.1%History
SHOPShopify Inc.Stock6,722$9.26M1.1%History
CRWDCrowdStrike Holdings, Inc.Stock40,196$8.23M1.0%History
ZENZendesk, Inc.COM75,426$7.87M0.9%History
ETSYEtsy IncCOM34,881$7.64M0.9%History
OKTAOkta, Inc.CL A31,528$7.07M0.8%History
DLRDigital Realty Trust, Inc.COM20,004$3.54M0.4%History
PVHPVH Corp.COM24,777$2.64M0.3%History
CRLCharles River Laboratories International, Inc.COM6,863$2.59M0.3%History
UCTTUltra Clean Holdings, Inc.COM42,096$2.42M0.3%History
Tencent Holdings Limited Shs Par HKDG87572163COM37,109$2.17M0.3%–
TMHCTaylor Morrison Home CorpCOM60,191$2.10M0.2%History
OLEDUniversal Display CorpCOM12,311$2.03M0.2%History
Escorts Ltd Inr 10.0Y2296W127COM77,354$1.98M0.2%–
Biocon Ltd INR5Y0905C102COM393,931$1.93M0.2%–
Bfi Finance Indonesia TBK Idr 25.0Y7124T113COM21,759,600$1.79M0.2%–
BALYBally's CorpCOM46,670$1.78M0.2%History
XYZBlock, Inc.CL A10,310$1.67M0.2%History
Persistent Systems Ltd Inr 10.0Y68031106COM23,657$1.56M0.2%–
PLANAnaplan, Inc.COM33,097$1.52M0.2%History
Chularat Hospital PCL THB 0.1Y1613L145COM11,066,955$1.21M0.1%–
AMDAdvanced Micro Devices IncStock7,863$1.13M0.1%History
TERTeradyne, IncStock6,562$1.07M0.1%History
Maruti Suzuki India Ltd Inr 5.0Y7565Y100COM7,384$737.0K0.1%–
Bolsa Mexicana de Valores SAB D NPVP17330104COM348,430$663.0K0.1%–
LMATLemaitre Vascular IncCOM9,740$489.0K0.1%History
ZGZillow Group, Inc.CL A7,022$437.0K0.1%History
DOMOHuckleberry.ai, Inc.Stock8,070$400.0K<0.1%History
DDDuPont de Nemours, Inc.COM4,700$380.0K<0.1%History
ADSKAutodesk, Inc.COM1,123$316.0K<0.1%History
ACLSAxcelis Technologies IncStock4,049$302.0K<0.1%History
AMKRAmkor Technology, Inc.COM12,132$301.0K<0.1%History
INSPInspire Medical Systems, Inc.COM1,302$300.0K<0.1%History
ONTOOnto Innovation Inc.COM2,792$283.0K<0.1%History
DIODDiodes IncCOM2,526$277.0K<0.1%History
MXLMaxlinear, IncCOM3,609$272.0K<0.1%History
LFUSLittelfuse IncCOM858$270.0K<0.1%History
MEDPMedpace Holdings, Inc.COM1,241$270.0K<0.1%History
GOOGAlphabet Inc.Stock92$266.0K<0.1%History
PODDInsulet CorpStock878$234.0K<0.1%History
NEENextera Energy IncStock2,239$209.0K<0.1%History
ARWRArrowhead Pharmaceuticals, Inc.COM3,153$209.0K<0.1%History
iShares Tr4642886613 7 YR TREAS BD1,571$202.0K<0.1%–
MFCManulife Financial CorpCOM10,474$200.0K<0.1%History