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Livermore
Livermore
ZHEN

Stanley-Laman Group, Ltd.

SEC CIK
0001601489
Latest filing
Aug 5, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 8, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
267
−3 vs. Q1 2022
Portfolio value
$562.1M
−$160.1M (−22.2%) vs. Q1 2022
Filed
Aug 8, 2022
SEC
Holdings of Stanley-Laman Group, Ltd. in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock43,530$11.2M2.0%−5,318−10.9%ReducedHistory
PINSPinterest, Inc.CL A534,479$9.71M1.7%−30,596−5.4%ReducedHistory
GTLBGitlab Inc.CLASS A COM168,420$8.95M1.6%+168,420NewHistory
HOODRobinhood Markets, Inc.Stock1,054,287$8.67M1.5%−65,403−5.8%ReducedHistory
LINLinde PLCSHS26,742$7.69M1.4%+1,959+7.9%AddedHistory
RTXRTX CorpStock75,207$7.23M1.3%+4,935+7.0%AddedHistory
SSentinelOne, Inc.CL A302,083$7.05M1.3%+302,083NewHistory
CTSHCognizant Technology Solutions CorpCL A104,307$7.04M1.3%+2,875+2.8%AddedHistory
AAPLApple Inc.Stock50,979$6.97M1.2%−3,348−6.2%ReducedHistory
OKTAOkta, Inc.CL A74,102$6.70M1.2%+74,102NewHistory
CCJCameco CorpStock309,988$6.52M1.2%+31,875+11.5%AddedHistory
TWLOTwilio IncCL A76,609$6.42M1.1%−2,222−2.8%ReducedHistory
ZMZoom Communications, Inc.Stock57,471$6.21M1.1%−4,091−6.6%ReducedHistory
GOOGLAlphabet Inc.Stock2,823$6.15M1.1%+156+5.8%AddedHistory
SEMRSEMrush Holdings, Inc.CL A COM453,898$5.87M1.0%+289+0.1%AddedHistory
SNAPSnap IncStock442,918$5.82M1.0%−20,141−4.3%ReducedHistory
NETCloudflare, Inc.CL A COM132,651$5.80M1.0%+132,651NewHistory
MQMarqeta, Inc.CLASS A COM704,203$5.71M1.0%−45,259−6.0%ReducedHistory
CFLTConfluent, Inc.CLASS A COM243,376$5.66M1.0%+243,376NewHistory
RBLXRoblox CorpStock171,562$5.64M1.0%−5,516−3.1%ReducedHistory
LLYEli Lilly & CoStock17,313$5.61M1.0%−1,689−8.9%ReducedHistory
SNOWSnowflake Inc.Stock39,466$5.49M1.0%−2,336−5.6%ReducedHistory
MDBMongoDB, Inc.CL A20,947$5.44M1.0%−1,556−6.9%ReducedHistory
ZSZscaler, Inc.Stock35,950$5.38M1.0%−2,294−6.0%ReducedHistory
PXDPioneer Natural Resources CoCOM23,366$5.21M0.9%+1,988+9.3%AddedHistory
UNHUnitedHealth Group IncStock10,084$5.18M0.9%+665+7.1%AddedHistory
MNDYmonday.com Ltd.SHS48,841$5.04M0.9%+48,841NewHistory
ADPAutomatic Data Processing IncStock23,272$4.89M0.9%+1,868+8.7%AddedHistory
ABBVAbbVie Inc.Stock30,258$4.63M0.8%+1,075+3.7%AddedHistory
ROKURoku, IncCOM CL A54,032$4.44M0.8%−1,451−2.6%ReducedHistory
PLTRPalantir Technologies Inc.Stock489,228$4.44M0.8%−2,252−0.5%ReducedHistory
SYYSysco CorpStock51,584$4.37M0.8%+1,860+3.7%AddedHistory
XMQualtrics International Inc.COM CL A345,406$4.32M0.8%−32,451−8.6%ReducedHistory
FLRFluor CorpStock177,476$4.32M0.8%+20,418+13.0%AddedHistory
KLACKLA CorpCOM NEW13,430$4.29M0.8%+1,543+13.0%AddedHistory
ADMArcher-Daniels-Midland CoStock54,008$4.19M0.7%+2,326+4.5%AddedHistory
FRSHFreshworks Inc.Stock317,905$4.18M0.7%+5,181+1.7%AddedHistory
DOCUDocuSign, Inc.Stock70,864$4.07M0.7%−6,368−8.2%ReducedHistory
PATHUiPath, Inc.Stock221,874$4.04M0.7%+12,967+6.2%AddedHistory
Housing Development Finance Inr 2.0Y37246207COM146,000$3.98M0.7%+16,000+12.3%Added–
AIRAar CorpStock95,145$3.98M0.7%+11,371+13.6%AddedHistory
WMWaste Management IncStock25,951$3.97M0.7%+2,279+9.6%AddedHistory
CVXChevron CorpStock27,178$3.94M0.7%+1,083+4.2%AddedHistory
Reliance Industries Ltd Inr 10.0Y72596102COM118,000$3.88M0.7%00.0%Unchanged–
Info Edge India Ltd Inr 10.0Y40353107COM81,437$3.86M0.7%+5,000+6.5%Added–
VLOValero Energy CorpStock35,180$3.74M0.7%−3,624−9.3%ReducedHistory
CPTCamden Property TrustREIT27,048$3.64M0.6%+2,535+10.3%AddedHistory
LMTLockheed Martin CorpStock8,428$3.62M0.6%+215+2.6%AddedHistory
PLDPrologis, Inc.REIT30,783$3.62M0.6%+556+1.8%AddedHistory
NDAQNasdaq, Inc.COM23,731$3.62M0.6%+2,435+11.4%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock14,876$3.60M0.6%+448+3.1%AddedHistory
CCICrown Castle Inc.REIT21,300$3.59M0.6%+780+3.8%AddedHistory
VMEOVimeo, Inc.COMMON STOCK593,633$3.57M0.6%−1,288−0.2%ReducedHistory
ASANAsana, Inc.CL A201,623$3.54M0.6%−1,489−0.7%ReducedHistory
UNPUnion Pacific CorpStock16,571$3.53M0.6%+643+4.0%AddedHistory
HONHoneywell International IncCOM20,101$3.49M0.6%+618+3.2%AddedHistory
SNASnap-on IncCOM17,646$3.48M0.6%+699+4.1%AddedHistory
ABTAbbott LaboratoriesStock31,614$3.44M0.6%+2,539+8.7%AddedHistory
PHParker-Hannifin CorpStock13,879$3.42M0.6%+564+4.2%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock40,711$3.34M0.6%+4,712+13.1%AddedHistory
AAgilent Technologies, Inc.COM27,526$3.27M0.6%−40.0%ReducedHistory
UPSUnited Parcel Service IncStock17,648$3.22M0.6%−832−4.5%ReducedHistory
CALCaleres IncCOM122,216$3.21M0.6%+16,070+15.1%AddedHistory
MAMastercard IncStock10,077$3.18M0.6%+1,316+15.0%AddedHistory
COSTCostco Wholesale CorpStock6,594$3.16M0.6%+45+0.7%AddedHistory
BXBlackstone Inc.COM34,085$3.11M0.6%+31,085+1,036.2%AddedHistory
AMATApplied Materials IncStock34,081$3.10M0.6%+3,313+10.8%AddedHistory
RFRegions Financial CorpCOM165,341$3.10M0.6%+17,166+11.6%AddedHistory
CHXChampionX CorpCOM155,666$3.09M0.5%+19,616+14.4%AddedHistory
SCHWSchwab Charles CorpStock48,540$3.07M0.5%+2,163+4.7%AddedHistory
TFCTruist Financial CorpCOM64,327$3.05M0.5%+2,062+3.3%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -34,671$3.03M0.5%+1,478+4.5%AddedHistory
BABoeing CoStock21,841$2.99M0.5%+7,982+57.6%AddedHistory
Chacha Food Co Ltd Cny 1.0Y2000X106COM346,738$2.95M0.5%00.0%Unchanged–
HUNHuntsman CORPCOM103,523$2.94M0.5%+10,579+11.4%AddedHistory
AOSSmith A O CorpCOM52,734$2.88M0.5%+1,324+2.6%AddedHistory
PTCPTC Inc.Stock26,964$2.87M0.5%+3,243+13.7%AddedHistory
HCL Technologies Ltd Inr 2.0Y3121G147COM229,869$2.83M0.5%00.0%Unchanged–
ADIAnalog Devices IncStock19,085$2.79M0.5%+2,114+12.5%AddedHistory
TGTTarget CorpStock19,702$2.78M0.5%−451−2.2%ReducedHistory
BKNGBooking Holdings Inc.Stock1,578$2.76M0.5%+183+13.1%AddedHistory
MGAMagna International IncCOM48,912$2.69M0.5%+12,077+32.8%AddedHistory
Travelsky Technology Ltd Cny 1.0Y8972V101COM1,350,000$2.62M0.5%00.0%Unchanged–
Shenzhen Sunlord Electronic Cny 1.0Y77435108COM641,317$2.61M0.5%00.0%Unchanged–
RNGRingCentral, Inc.CL A49,061$2.56M0.5%+3,610+7.9%AddedHistory
DXCDXC Technology CoStock84,199$2.55M0.5%+9,080+12.1%AddedHistory
TFXTeleflex IncCOM10,366$2.55M0.5%+1,426+16.0%AddedHistory
UUnity Software Inc.COM69,194$2.55M0.5%+4,320+6.7%AddedHistory
DVNDevon Energy CorpStock46,111$2.54M0.5%+4,481+10.8%AddedHistory
TJXTJX Companies IncStock45,423$2.54M0.5%+1,549+3.5%AddedHistory
SWAVShockwave Medical, Inc.COM13,129$2.51M0.4%−1,933−12.8%ReducedHistory
COFCapital One Financial CorpStock23,892$2.49M0.4%+2,674+12.6%AddedHistory
STESTERIS plcSHS USD11,999$2.47M0.4%+1,349+12.7%AddedHistory
Larsen and Toubro Ltd Inr 2.0Y5217N159COM125,000$2.47M0.4%+125,000New–
TTWOTake Two Interactive Software IncCOM20,121$2.46M0.4%+1,663+9.0%AddedHistory
BAIDFBaidu, Inc.COM130,000$2.46M0.4%00.0%UnchangedHistory
Hefei Meiya Optoelectronic Cny 1.0Y3123L102COM757,816$2.45M0.4%+174,880+30.0%Added–
Shandong Sinocera Functiona Cny 1.0Y76867103COM455,351$2.44M0.4%+100,000+28.1%Added–
RHRHCOM11,435$2.43M0.4%+3,294+40.5%AddedHistory
Prestige Estates Projects Inr 10.0Y707AN101COM483,091$2.37M0.4%00.0%Unchanged–

Sold out since Q1 2022 (52)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Stanley-Laman Group, Ltd. sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
FIVNFive9, Inc.COM131,710$14.5M2.0%History
GTMZoomInfo Technologies Inc.Stock188,245$11.2M1.6%History
DTDynatrace, Inc.Stock226,013$10.6M1.5%History
HUBSHubSpot IncCOM20,270$9.63M1.3%History
ESTCElastic N.V.ORD SHS102,043$9.08M1.3%History
SLPSimulations Plus, Inc.COM70,731$3.61M0.5%History
NARIInari Medical, Inc.Stock38,500$3.49M0.5%History
LOWLowes Companies IncStock16,123$3.26M0.5%History
NKENIKE, Inc.Stock23,792$3.20M0.4%History
HALOHalozyme Therapeutics, Inc.COM63,196$2.52M0.3%History
SYFSynchrony FinancialCOM72,070$2.51M0.3%History
Shanghai Weaver Network Co Cny 1.0Y76958100COM269,969$2.27M0.3%–
L and T Technology Service Inr 2.0 144AY5S4BH104COM30,602$2.06M0.3%–
ENTGEntegris IncCOM14,109$1.85M0.3%History
AGNTAGNT, Inc.COM68,568$1.45M0.2%History
Wuxi Lead Intell Cny 1.0Y9717H100COM112,000$1.03M0.1%–
Honeywell Automation India Inr 10.0Y8547C117COM1,622$849.0K0.1%–
B3 SA - Brasil Bolsa Balcao NPVP1909G107COM246,036$813.0K0.1%–
ACNAccenture plcStock1,668$562.0K0.1%History
TXNTexas Instruments IncStock2,702$496.0K0.1%History
IDXXIDEXX Laboratories IncCOM754$412.0K0.1%History
CSCOCisco Systems, Inc.Stock7,356$410.0K0.1%History
VVisa Inc.Stock1,615$358.0K<0.1%History
VRTXVertex Pharmaceuticals IncStock1,323$345.0K<0.1%History
HDHome Depot, Inc.Stock1,125$337.0K<0.1%History
ANSSAnsys IncCOM1,052$334.0K<0.1%History
FASTFastenal CoStock5,541$329.0K<0.1%History
WMTWalmart Inc.Stock2,198$327.0K<0.1%History
WSTWest Pharmaceutical Services IncCOM792$325.0K<0.1%History
EMREmerson Electric CoStock3,269$321.0K<0.1%History
GWWW.W. Grainger, Inc.Stock613$316.0K<0.1%History
JBHTHunt J B Transport Services IncCOM1,547$311.0K<0.1%History
INTCIntel CorpStock6,027$299.0K<0.1%History
AMPAmeriprise Financial IncCOM997$299.0K<0.1%History
NDSNNordson CorpCOM1,294$294.0K<0.1%History
MCOMoodys CorpStock838$283.0K<0.1%History
MLMMartin Marietta Materials IncCOM734$283.0K<0.1%History
GGGGraco IncCOM4,035$281.0K<0.1%History
APHAmphenol CorpCL A3,709$279.0K<0.1%History
CPRTCopart IncCOM2,225$279.0K<0.1%History
GRMNGarmin LtdSHS2,341$278.0K<0.1%History
CBRECbre Group, Inc.CL A2,930$268.0K<0.1%History
MTDMettler Toledo International IncCOM195$268.0K<0.1%History
SBUXStarbucks CorpStock2,937$267.0K<0.1%History
ROKRockwell Automation, IncStock953$267.0K<0.1%History
TELTE Connectivity plcREG SHS1,959$257.0K<0.1%History
ELEstee Lauder Companies IncCL A903$246.0K<0.1%History
TMOThermo Fisher Scientific Inc.Stock412$243.0K<0.1%History
NVRNVR IncCOM54$241.0K<0.1%History
ASMLASML Holding NVADR343$229.0K<0.1%History
FTNTFortinet, Inc.Stock601$205.0K<0.1%History
AMZNAmazon Com IncStock62$202.0K<0.1%History