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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
CSTLCastle Biosciences IncCOM43,875$963.0K0.2%+3,659+9.1%AddedHistory
Quang Ngai Sugar JSC VND 10000.0Y71687100COM503,376$967.0K0.2%00.0%Unchanged–
NVDANVIDIA CorpStock6,515$988.0K0.2%−31−0.5%ReducedHistory
Alkem Laboratories Ltd Inr 2.0Y0R6P5102COM26,000$988.0K0.2%00.0%Unchanged–
Whirlpool of India Ltd Inr 10.0Y4641Q128COM50,119$991.0K0.2%00.0%Unchanged–
Dragon Cap ETF DCVFMVN DiamondMM002P73KCOM850,000$1.01M0.2%+350,000+70.0%Added–
Regional SAB de CV NPVP8008V109COM215,323$1.01M0.2%00.0%Unchanged–
Sunny Friend Environmental TWD 10.0Y8T409107COM155,000$1.03M0.2%00.0%Unchanged–
GAERFCentral North Airport GroupCOM162,269$1.03M0.2%00.0%UnchangedHistory
Indraprastha Gas Ltd Inr 2.0Y39881126COM230,000$1.04M0.2%00.0%Unchanged–
RAMPLiveRamp Holdings, Inc.COM40,343$1.04M0.2%+708+1.8%AddedHistory
GHGuardant Health, Inc.COM26,448$1.07M0.2%−876−3.2%ReducedHistory
Krishna Institute of Inr 10.0 144AY4S65L100COM73,089$1.10M0.2%00.0%Unchanged–
WKWorkiva IncCOM CL A16,638$1.10M0.2%+199+1.2%AddedHistory
Petronet LNG Ltd Inr 10.0Y68259103COM409,310$1.12M0.2%00.0%Unchanged–
NTRANatera, Inc.COM31,853$1.13M0.2%+977+3.2%AddedHistory
TNDMTandem Diabetes Care IncCOM NEW19,191$1.14M0.2%−266−1.4%ReducedHistory
Indofood CBP Sukses Makmur Idr 50.0Y71260106COM1,800,000$1.15M0.2%00.0%Unchanged–
SMARSmartsheet IncCOM CL A37,616$1.18M0.2%−1,959−5.0%ReducedHistory
SUMOSumo Logic, Inc.COM157,973$1.18M0.2%−3,514−2.2%ReducedHistory
TWSTTwist Bioscience CorpCOM34,618$1.21M0.2%+34,618NewHistory
SDGRSchrodinger, Inc.COM46,523$1.23M0.2%+46,523NewHistory
MTLSMaterialise NVSPONSORED ADS90,692$1.24M0.2%−265−0.3%ReducedHistory
ORealty Income CorpREIT18,285$1.25M0.2%00.0%UnchangedHistory
Haier Smart Home Co Ltd Cny 1.0Y298BN100COM348,732$1.29M0.2%00.0%Unchanged–
PINGPing Identity Holding Corp.COM72,164$1.31M0.2%−4,066−5.3%ReducedHistory
Hong Kong Exchanges and Cle HKD 1.0Y3506N139COM26,972$1.33M0.2%00.0%Unchanged–
Sbi Life Insurance Co Inr 10.0 144AY753N0101COM98,304$1.34M0.2%00.0%Unchanged–
UPWKUpwork, IncCOM66,283$1.37M0.2%−358−0.5%ReducedHistory
Shenzhen Mindray Bio-Medica Cny 1.0Y774E3101COM30,000$1.40M0.2%00.0%Unchanged–
NOVTNovanta IncCOM11,701$1.42M0.3%−384−3.2%ReducedHistory
Anjoy Foods Group Co Ltd Cny 1.0Y265F3109COM60,000$1.50M0.3%+60,000New–
RELYRemitly Global, Inc.COM198,949$1.52M0.3%+198,949NewHistory
Samsung Electronic KRWY74718100COM35,207$1.55M0.3%+10,000+39.7%Added–
AMPLAmplitude, Inc.Stock109,768$1.57M0.3%+109,768NewHistory
Chailease Holding Co Ltd TWD 10.0G20288109COM227,657$1.60M0.3%+10,840+5.0%Added–
MTRXMatrix Service CoCOM315,791$1.60M0.3%+51,451+19.5%AddedHistory
TENBTenable Holdings, Inc.COM35,207$1.60M0.3%−2,501−6.6%ReducedHistory
Metropolis Healthcare Inr 2.0 144AY59774110COM93,183$1.66M0.3%+10,000+12.0%Added–
DSGXDescartes Systems Group IncCOM26,976$1.68M0.3%−2,194−7.5%ReducedHistory
Tech Mahindra Ltd Inr 5.0Y85491127COM140,000$1.77M0.3%00.0%Unchanged–
DVDoubleVerify Holdings, Inc.COM78,637$1.78M0.3%+78,637NewHistory
China Lesso Group Holdings HKD 0.05G2157Q102COM1,187,064$1.79M0.3%00.0%Unchanged–
LUVSouthwest Airlines CoCOM50,331$1.82M0.3%+7,364+17.1%AddedHistory
Timken India Ltd Inr 10.0Y8840Y105COM62,159$1.87M0.3%−10,000−13.9%Reduced–
FANGDiamondback Energy, Inc.Stock15,488$1.88M0.3%+15,488NewHistory
Bharat Electronics Ltd Inr 1.0Y0881Q141COM642,032$1.90M0.3%00.0%Unchanged–
IRTCiRhythm Holdings, Inc.COM17,872$1.93M0.3%−1,863−9.4%ReducedHistory
Glenmark Pharmaceuticals LT Inr 1.0Y2711C144COM401,454$1.97M0.3%+55,000+15.9%Added–
CERSCerus CorpCOM375,796$1.99M0.4%−22,466−5.6%ReducedHistory
SYKStryker CorpStock10,065$2.00M0.4%+157+1.6%AddedHistory
KEXKirby CorpCOM33,211$2.02M0.4%+3,974+13.6%AddedHistory
STTState Street CorpCOM32,991$2.03M0.4%+1,249+3.9%AddedHistory
RPDRapid7, Inc.COM30,502$2.04M0.4%+30,502NewHistory
HBANHuntington Bancshares IncCOM175,182$2.11M0.4%+8,024+4.8%AddedHistory
Cyient Ltd Inr 5.0Y4082D131COM220,241$2.11M0.4%00.0%Unchanged–
TKRTimken CoCOM39,750$2.11M0.4%+6,437+19.3%AddedHistory
ZDZiff Davis, Inc.COM28,604$2.13M0.4%+7,052+32.7%AddedHistory
SHWSherwin Williams CoCOM9,846$2.21M0.4%+1,152+13.3%AddedHistory
Oracle Financial Services S Inr 5.0Y3864R102COM56,222$2.21M0.4%+5,000+9.8%Added–
BYDBoyd Gaming CorpCOM45,004$2.24M0.4%+4,325+10.6%AddedHistory
SPSCSPS Commerce IncCOM19,840$2.24M0.4%−2,114−9.6%ReducedHistory
DOWDow Inc.Stock43,481$2.24M0.4%+1,393+3.3%AddedHistory
CGCarlyle Group Inc.COM71,322$2.26M0.4%+71,322NewHistory
Weichai Power Co Ltd Cny 1.0Y9531A109COM1,450,000$2.30M0.4%00.0%Unchanged–
CRCrane CoCOM26,415$2.31M0.4%+2,734+11.5%AddedHistory
Vanguard S&P 500 ETF922908363ETF6,772$2.35M0.4%+61+0.9%Added–
Prestige Estates Projects Inr 10.0Y707AN101COM483,091$2.37M0.4%00.0%Unchanged–
RHRHCOM11,435$2.43M0.4%+3,294+40.5%AddedHistory
Shandong Sinocera Functiona Cny 1.0Y76867103COM455,351$2.44M0.4%+100,000+28.1%Added–
Hefei Meiya Optoelectronic Cny 1.0Y3123L102COM757,816$2.45M0.4%+174,880+30.0%Added–
BAIDFBaidu, Inc.COM130,000$2.46M0.4%00.0%UnchangedHistory
TTWOTake Two Interactive Software IncCOM20,121$2.46M0.4%+1,663+9.0%AddedHistory
Larsen and Toubro Ltd Inr 2.0Y5217N159COM125,000$2.47M0.4%+125,000New–
STESTERIS plcSHS USD11,999$2.47M0.4%+1,349+12.7%AddedHistory
COFCapital One Financial CorpStock23,892$2.49M0.4%+2,674+12.6%AddedHistory
SWAVShockwave Medical, Inc.COM13,129$2.51M0.4%−1,933−12.8%ReducedHistory
TJXTJX Companies IncStock45,423$2.54M0.5%+1,549+3.5%AddedHistory
DVNDevon Energy CorpStock46,111$2.54M0.5%+4,481+10.8%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
DXCDXC Technology CoStock84,199$2.55M0.5%+9,080+12.1%AddedHistory
RNGRingCentral, Inc.CL A49,061$2.56M0.5%+3,610+7.9%AddedHistory
Shenzhen Sunlord Electronic Cny 1.0Y77435108COM641,317$2.61M0.5%00.0%Unchanged–
Travelsky Technology Ltd Cny 1.0Y8972V101COM1,350,000$2.62M0.5%00.0%Unchanged–
MGAMagna International IncCOM48,912$2.69M0.5%+12,077+32.8%AddedHistory
BKNGBooking Holdings Inc.Stock1,578$2.76M0.5%+183+13.1%AddedHistory
TGTTarget CorpStock19,702$2.78M0.5%−451−2.2%ReducedHistory
ADIAnalog Devices IncStock19,085$2.79M0.5%+2,114+12.5%AddedHistory
HCL Technologies Ltd Inr 2.0Y3121G147COM229,869$2.83M0.5%00.0%Unchanged–
PTCPTC Inc.Stock26,964$2.87M0.5%+3,243+13.7%AddedHistory
AOSSmith A O CorpCOM52,734$2.88M0.5%+1,324+2.6%AddedHistory
HUNHuntsman CORPCOM103,523$2.94M0.5%+10,579+11.4%AddedHistory
Chacha Food Co Ltd Cny 1.0Y2000X106COM346,738$2.95M0.5%00.0%Unchanged–
BABoeing CoStock21,841$2.99M0.5%+7,982+57.6%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -34,671$3.03M0.5%+1,478+4.5%AddedHistory
TFCTruist Financial CorpCOM64,327$3.05M0.5%+2,062+3.3%AddedHistory
SCHWSchwab Charles CorpStock48,540$3.07M0.5%+2,163+4.7%AddedHistory
CHXChampionX CorpCOM155,666$3.09M0.5%+19,616+14.4%AddedHistory
RFRegions Financial CorpCOM165,341$3.10M0.6%+17,166+11.6%AddedHistory

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