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Livermore
Livermore
ZHEN

Stanley-Laman Group, Ltd.

SEC CIK
0001601489
Latest filing
Aug 5, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Oct 18, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
230
−37 vs. Q2 2022
Portfolio value
$527.2M
−$34.9M (−6.2%) vs. Q2 2022
Filed
Oct 18, 2022
SEC
Holdings of Stanley-Laman Group, Ltd. in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
PINSPinterest, Inc.CL A496,723$11.6M2.2%−37,756−7.1%ReducedHistory
FROGJFrog LtdStock459,400$10.2M1.9%+459,400NewHistory
HOODRobinhood Markets, Inc.Stock966,274$9.76M1.9%−88,013−8.3%ReducedHistory
MSFTMicrosoft CorpStock41,702$9.71M1.8%−1,828−4.2%ReducedHistory
SSentinelOne, Inc.CL A377,896$9.66M1.8%+75,813+25.1%AddedHistory
SNAPSnap IncStock876,221$8.60M1.6%+433,303+97.8%AddedHistory
HCPHashiCorp, Inc.COM CL A266,068$8.56M1.6%+266,068NewHistory
CCJCameco CorpStock318,091$8.43M1.6%+8,103+2.6%AddedHistory
OKTAOkta, Inc.CL A142,454$8.10M1.5%+68,352+92.2%AddedHistory
SDGRSchrodinger, Inc.COM301,885$7.54M1.4%+255,362+548.9%AddedHistory
LINLinde PLCSHS27,651$7.45M1.4%+909+3.4%AddedHistory
TWSTTwist Bioscience CorpCOM200,851$7.08M1.3%+166,233+480.2%AddedHistory
NETCloudflare, Inc.CL A COM124,801$6.90M1.3%−7,850−5.9%ReducedHistory
ASANAsana, Inc.CL A290,676$6.46M1.2%+89,053+44.2%AddedHistory
TOSTToast, Inc.Stock385,128$6.44M1.2%+385,128NewHistory
RTXRTX CorpStock77,364$6.33M1.2%+2,157+2.9%AddedHistory
AAPLApple Inc.Stock44,802$6.19M1.2%−6,177−12.1%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A107,296$6.16M1.2%+2,989+2.9%AddedHistory
RBLXRoblox CorpStock156,310$5.60M1.1%−15,252−8.9%ReducedHistory
ZSZscaler, Inc.Stock33,968$5.58M1.1%−1,982−5.5%ReducedHistory
RPDRapid7, Inc.COM128,889$5.53M1.0%+98,387+322.6%AddedHistory
LLYEli Lilly & CoStock16,511$5.34M1.0%−802−4.6%ReducedHistory
GTLBGitlab Inc.CLASS A COM102,864$5.27M1.0%−65,556−38.9%ReducedHistory
MNDYmonday.com Ltd.SHS46,408$5.26M1.0%−2,433−5.0%ReducedHistory
PXDPioneer Natural Resources CoCOM24,198$5.24M1.0%+832+3.6%AddedHistory
CFLTConfluent, Inc.CLASS A COM213,253$5.07M1.0%−30,123−12.4%ReducedHistory
UNHUnitedHealth Group IncStock9,665$4.88M0.9%−419−4.2%ReducedHistory
FLRFluor CorpStock185,040$4.61M0.9%+7,564+4.3%AddedHistory
ADMArcher-Daniels-Midland CoStock55,483$4.46M0.8%+1,475+2.7%AddedHistory
WMWaste Management IncStock26,383$4.23M0.8%+432+1.7%AddedHistory
ABBVAbbVie Inc.Stock30,897$4.15M0.8%+639+2.1%AddedHistory
Housing Development Finance Inr 2.0Y37246207COM146,000$4.11M0.8%00.0%Unchanged–
ADPAutomatic Data Processing IncStock17,935$4.06M0.8%−5,337−22.9%ReducedHistory
CVXChevron CorpStock28,105$4.04M0.8%+927+3.4%AddedHistory
ZMZoom Communications, Inc.Stock53,691$3.95M0.7%−3,780−6.6%ReducedHistory
VLOValero Energy CorpStock36,445$3.89M0.7%+1,265+3.6%AddedHistory
Info Edge India Ltd Inr 10.0Y40353107COM81,437$3.87M0.7%00.0%Unchanged–
SHOPShopify Inc.Stock141,071$3.80M0.7%+141,071NewHistory
SYYSysco CorpStock52,882$3.74M0.7%+1,298+2.5%AddedHistory
SNASnap-on IncCOM18,116$3.65M0.7%+470+2.7%AddedHistory
XYZBlock, Inc.CL A66,308$3.65M0.7%+66,308NewHistory
SCHWSchwab Charles CorpStock49,916$3.59M0.7%+1,376+2.8%AddedHistory
AIRAar CorpStock99,516$3.56M0.7%+4,371+4.6%AddedHistory
DOCUDocuSign, Inc.Stock66,660$3.56M0.7%−4,204−5.9%ReducedHistory
PHParker-Hannifin CorpStock14,404$3.49M0.7%+525+3.8%AddedHistory
RFRegions Financial CorpCOM173,510$3.48M0.7%+8,169+4.9%AddedHistory
Reliance Industries Ltd Inr 10.0Y72596102COM118,000$3.45M0.7%00.0%Unchanged–
WABWestinghouse Air Brake Technologies CorpStock42,220$3.44M0.7%+1,509+3.7%AddedHistory
HONHoneywell International IncCOM20,510$3.42M0.6%+409+2.0%AddedHistory
AAgilent Technologies, Inc.COM28,169$3.42M0.6%+643+2.3%AddedHistory
LMTLockheed Martin CorpStock8,722$3.37M0.6%+294+3.5%AddedHistory
PTCPTC Inc.Stock31,543$3.30M0.6%+4,579+17.0%AddedHistory
UNPUnion Pacific CorpStock16,900$3.29M0.6%+329+2.0%AddedHistory
COSTCostco Wholesale CorpStock6,838$3.23M0.6%+244+3.7%AddedHistory
PLDPrologis, Inc.REIT31,540$3.20M0.6%+757+2.5%AddedHistory
CHXChampionX CorpCOM163,042$3.19M0.6%+7,376+4.7%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock15,257$3.17M0.6%+381+2.6%AddedHistory
CPTCamden Property TrustREIT26,207$3.13M0.6%−841−3.1%ReducedHistory
ABTAbbott LaboratoriesStock32,266$3.12M0.6%+652+2.1%AddedHistory
NDAQNasdaq, Inc.COM54,401$3.08M0.6%−16,792−23.6%ReducedConverted for a 3-for-1 splitHistory
CALCaleres IncCOM127,245$3.08M0.6%+5,029+4.1%AddedHistory
CIENCiena CorpCOM NEW75,849$3.07M0.6%+75,849NewHistory
CCICrown Castle Inc.REIT21,172$3.06M0.6%−128−0.6%ReducedHistory
BABoeing CoStock25,175$3.05M0.6%+3,334+15.3%AddedHistory
MAMastercard IncStock10,621$3.02M0.6%+544+5.4%AddedHistory
BXBlackstone Inc.COM36,081$3.02M0.6%+1,996+5.9%AddedHistory
DXCDXC Technology CoStock120,649$2.95M0.6%+36,450+43.3%AddedHistory
TTWOTake Two Interactive Software IncCOM27,054$2.95M0.6%+6,933+34.5%AddedHistory
RHRHCOM11,848$2.92M0.6%+413+3.6%AddedHistory
DVNDevon Energy CorpStock48,415$2.91M0.6%+2,304+5.0%AddedHistory
TGTTarget CorpStock19,549$2.90M0.6%−153−0.8%ReducedHistory
UPSUnited Parcel Service IncStock17,943$2.90M0.5%+295+1.7%AddedHistory
TJXTJX Companies IncStock46,344$2.88M0.5%+921+2.0%AddedHistory
TFCTruist Financial CorpCOM66,060$2.88M0.5%+1,733+2.7%AddedHistory
Larsen and Toubro Ltd Inr 2.0Y5217N159COM125,000$2.84M0.5%00.0%Unchanged–
KLACKLA CorpCOM NEW9,325$2.82M0.5%−4,105−30.6%ReducedHistory
SLBSLB LimitedStock77,587$2.79M0.5%+77,587NewHistory
ADIAnalog Devices IncStock19,897$2.77M0.5%+812+4.3%AddedHistory
FANGDiamondback Energy, Inc.Stock22,496$2.71M0.5%+7,008+45.2%AddedHistory
BKNGBooking Holdings Inc.Stock1,644$2.70M0.5%+66+4.2%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -35,528$2.67M0.5%+857+2.5%AddedHistory
Prestige Estates Projects Inr 10.0Y707AN101COM483,091$2.67M0.5%00.0%Unchanged–
HCL Technologies Ltd Inr 2.0Y3121G147COM229,869$2.63M0.5%00.0%Unchanged–
HUNHuntsman CORPCOM106,826$2.62M0.5%+3,303+3.2%AddedHistory
AOSSmith A O CorpCOM53,716$2.61M0.5%+982+1.9%AddedHistory
ZBRAZebra Technologies CorpCL A9,825$2.57M0.5%+9,825NewHistory
ALSumisho Air Lease CorpCL A82,926$2.57M0.5%+82,926NewHistory
KEXKirby CorpCOM41,450$2.52M0.5%+8,239+24.8%AddedHistory
TKRTimken CoCOM41,758$2.46M0.5%+2,008+5.1%AddedHistory
Hefei Meiya Optoelectronic Cny 1.0Y3123L102COM757,816$2.44M0.5%00.0%Unchanged–
MGAMagna International IncCOM51,294$2.43M0.5%+2,382+4.9%AddedHistory
CRCrane CoCOM27,658$2.42M0.5%+1,243+4.7%AddedHistory
HBANHuntington Bancshares IncCOM182,687$2.41M0.5%+7,505+4.3%AddedHistory
Bharat Electronics Ltd Inr 1.0Y0881Q141COM1,926,096$2.39M0.5%+1,284,064+200.0%Added–
ZDZiff Davis, Inc.COM34,539$2.37M0.4%+5,935+20.7%AddedHistory
Metropolis Healthcare Inr 2.0 144AY59774110COM123,183$2.34M0.4%+30,000+32.2%Added–
COFCapital One Financial CorpStock24,775$2.28M0.4%+883+3.7%AddedHistory
CGCarlyle Group Inc.COM87,820$2.27M0.4%+16,498+23.1%AddedHistory
Chacha Food Co Ltd Cny 1.0Y2000X106COM346,738$2.25M0.4%00.0%Unchanged–
BYDBoyd Gaming CorpCOM46,567$2.22M0.4%+1,563+3.5%AddedHistory

Sold out since Q2 2022 (80)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Stanley-Laman Group, Ltd. sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
TWLOTwilio IncCL A76,609$6.42M1.1%History
SEMRSEMrush Holdings, Inc.CL A COM453,898$5.87M1.0%History
MQMarqeta, Inc.CLASS A COM704,203$5.71M1.0%History
SNOWSnowflake Inc.Stock39,466$5.49M1.0%History
MDBMongoDB, Inc.CL A20,947$5.44M1.0%History
ROKURoku, IncCOM CL A54,032$4.44M0.8%History
PLTRPalantir Technologies Inc.Stock489,228$4.44M0.8%History
XMQualtrics International Inc.COM CL A345,406$4.32M0.8%History
FRSHFreshworks Inc.Stock317,905$4.18M0.7%History
PATHUiPath, Inc.Stock221,874$4.04M0.7%History
VMEOVimeo, Inc.COMMON STOCK593,633$3.57M0.6%History
AMATApplied Materials IncStock34,081$3.10M0.6%History
RNGRingCentral, Inc.CL A49,061$2.56M0.5%History
TFXTeleflex IncCOM10,366$2.55M0.5%History
UUnity Software Inc.COM69,194$2.55M0.5%History
SWAVShockwave Medical, Inc.COM13,129$2.51M0.4%History
SPSCSPS Commerce IncCOM19,840$2.24M0.4%History
Oracle Financial Services S Inr 5.0Y3864R102COM56,222$2.21M0.4%–
SHWSherwin Williams CoCOM9,846$2.21M0.4%History
CERSCerus CorpCOM375,796$1.99M0.4%History
IRTCiRhythm Holdings, Inc.COM17,872$1.93M0.3%History
DVDoubleVerify Holdings, Inc.COM78,637$1.78M0.3%History
DSGXDescartes Systems Group IncCOM26,976$1.68M0.3%History
RELYRemitly Global, Inc.COM198,949$1.52M0.3%History
NOVTNovanta IncCOM11,701$1.42M0.3%History
UPWKUpwork, IncCOM66,283$1.37M0.2%History
PINGPing Identity Holding Corp.COM72,164$1.31M0.2%History
MTLSMaterialise NVSPONSORED ADS90,692$1.24M0.2%History
SUMOSumo Logic, Inc.COM157,973$1.18M0.2%History
SMARSmartsheet IncCOM CL A37,616$1.18M0.2%History
TNDMTandem Diabetes Care IncCOM NEW19,191$1.14M0.2%History
NTRANatera, Inc.COM31,853$1.13M0.2%History
Petronet LNG Ltd Inr 10.0Y68259103COM409,310$1.12M0.2%–
WKWorkiva IncCOM CL A16,638$1.10M0.2%History
GHGuardant Health, Inc.COM26,448$1.07M0.2%History
RAMPLiveRamp Holdings, Inc.COM40,343$1.04M0.2%History
Indraprastha Gas Ltd Inr 2.0Y39881126COM230,000$1.04M0.2%–
GAERFCentral North Airport GroupCOM162,269$1.03M0.2%History
CSTLCastle Biosciences IncCOM43,875$963.0K0.2%History
DCTDuck Creek Technologies, Inc.SHS63,748$947.0K0.2%History
ADPTAdaptive Biotechnologies CorpCOM114,780$929.0K0.2%History
QTRXQuanterix CorpCOM57,249$927.0K0.2%History
QTWOQ2 Holdings, Inc.COM22,704$876.0K0.2%History
Techtronic Industries Co Ltd NPVY8563B159COM69,792$728.0K0.1%–
Larsen and Toubro Infote Inr 1.0 144AY5S745101COM10,131$510.0K0.1%–
BMYBristol Myers Squibb CoStock5,318$409.0K0.1%History
BAHBooz Allen Hamilton Holding CorpCL A2,710$245.0K<0.1%History
CBZCBIZ, Inc.COM5,848$234.0K<0.1%History
PGRProgressive CorpStock1,993$232.0K<0.1%History
CLColgate Palmolive CoStock2,891$232.0K<0.1%History
CBChubb LtdStock1,175$231.0K<0.1%History
CMSCMS Energy CorpCOM3,408$230.0K<0.1%History
CNACna Financial CorpCOM5,101$229.0K<0.1%History
JJacobs Solutions Inc.COM1,801$229.0K<0.1%History
DUKDuke Energy CORPStock2,127$228.0K<0.1%History
EGEverest Group, Ltd.COM812$228.0K<0.1%History
DDominion Energy, IncStock2,841$227.0K<0.1%History
SOSouthern CoStock3,172$226.0K<0.1%History
WRBBerkley W R CorpCOM3,315$226.0K<0.1%History
MAAMid America Apartment Communities Inc.COM1,292$226.0K<0.1%History
AIZAssurant, Inc.Stock1,304$225.0K<0.1%History
CHKPCheck Point Software Technologies LtdORD1,847$225.0K<0.1%History
MKLMarkel Group Inc.COM173$224.0K<0.1%History
CHDChurch & Dwight Co IncCOM2,414$224.0K<0.1%History
AZOAutoZone IncCOM104$224.0K<0.1%History
PSAPublic StorageCOM714$223.0K<0.1%History
MDTMedtronic plcStock2,471$222.0K<0.1%History
RMDResmed IncCOM1,057$222.0K<0.1%History
HSICHenry Schein IncCOM2,888$222.0K<0.1%History
JNJJohnson & JohnsonStock1,244$221.0K<0.1%History
DGDollar General CorpCOM902$221.0K<0.1%History
MORNMorningstar, Inc.COM913$221.0K<0.1%History
CHEChemed CorpCOM471$221.0K<0.1%History
MNSTMonster Beverage CorpCOM2,378$220.0K<0.1%History
iShares Core S&P Small Cap ETF464287804ETF2,370$219.0K<0.1%–
MMM3M CoStock1,694$219.0K<0.1%History
HSYHershey CoCOM1,004$216.0K<0.1%History
IARTIntegra Lifesciences Holdings CorpCOM NEW4,000$216.0K<0.1%History
SXTSensient Technologies CorpCOM2,667$215.0K<0.1%History
MKTXMarketaxess Holdings IncCOM802$205.0K<0.1%History