Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- Latest filing
- Aug 5, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 18, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 224
- +5 vs. Q4 2022
- Portfolio value
- $561.7M
- +$36.9M (+7.0%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 1,356,975 | $13.4M | 2.4% | +1,356,975 | New | History |
| MSFTMicrosoft Corp | Stock | 36,658 | $10.6M | 1.9% | −3,825−9.4% | Reduced | History |
| LINLinde PLC | SHS | 23,948 | $8.51M | 1.5% | −4,646−16.2% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 61,529 | $8.45M | 1.5% | +11,052+21.9% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 245,353 | $8.41M | 1.5% | +150,408+158.4% | Added | History |
| CCJCameco Corp | Stock | 305,599 | $8.00M | 1.4% | +730+0.2% | Added | History |
| TEAMAtlassian Corp | CL A | 46,215 | $7.91M | 1.4% | −7,370−13.8% | Reduced | History |
| OKTAOkta, Inc. | CL A | 90,487 | $7.80M | 1.4% | −18,489−17.0% | Reduced | History |
| ASANAsana, Inc. | CL A | 363,253 | $7.68M | 1.4% | +363,253 | New | History |
| RTXRTX Corp | Stock | 76,431 | $7.48M | 1.3% | +174+0.2% | Added | History |
| SDGRSchrodinger, Inc. | COM | 279,277 | $7.35M | 1.3% | −51,768−15.6% | Reduced | History |
| AAPLApple Inc. | Stock | 42,154 | $6.95M | 1.2% | −2,025−4.6% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 117,083 | $6.78M | 1.2% | +99,689+573.1% | Added | History |
| MDBMongoDB, Inc. | CL A | 28,076 | $6.55M | 1.2% | −5,566−16.5% | Reduced | History |
| PATHUiPath, Inc. | Stock | 359,072 | $6.31M | 1.1% | +359,072 | New | History |
| DDOGDatadog, Inc. | CL A COM | 85,270 | $6.20M | 1.1% | +16,436+23.9% | Added | History |
| NETCloudflare, Inc. | CL A COM | 100,308 | $6.18M | 1.1% | −10,490−9.5% | Reduced | History |
| SSentinelOne, Inc. | CL A | 367,318 | $6.01M | 1.1% | −44,833−10.9% | Reduced | History |
| HCPHashiCorp, Inc. | COM CL A | 201,515 | $5.90M | 1.1% | −36,864−15.5% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 37,698 | $5.82M | 1.0% | +37,698 | New | History |
| MNDYmonday.com Ltd. | SHS | 38,633 | $5.51M | 1.0% | −4,366−10.2% | Reduced | History |
| ETREntergy Corp | COM | 50,657 | $5.46M | 1.0% | +50,657 | New | History |
| LLYEli Lilly & Co | Stock | 15,727 | $5.40M | 1.0% | −122−0.8% | Reduced | History |
| BABoeing Co | Stock | 25,404 | $5.40M | 1.0% | +302+1.2% | Added | History |
| ZMZoom Communications, Inc. | Stock | 69,399 | $5.12M | 0.9% | +69,399 | New | History |
| FROGJFrog Ltd | Stock | 255,754 | $5.04M | 0.9% | −48,888−16.0% | Reduced | History |
| PXDPioneer Natural Resources Co | COM | 23,878 | $4.88M | 0.9% | +217+0.9% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 559,769 | $4.73M | 0.8% | −60,326−9.7% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 29,614 | $4.72M | 0.8% | −585−1.9% | Reduced | History |
| ADMArcher-Daniels-Midland Co | Stock | 58,610 | $4.67M | 0.8% | −3,054−5.0% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 13,871 | $4.66M | 0.8% | +84+0.6% | Added | History |
| Housing Development Finance Inr 2.0Y37246207 | COM | 146,000 | $4.65M | 0.8% | 00.0% | Unchanged | – |
| FLRFluor Corp | Stock | 149,296 | $4.61M | 0.8% | −33,219−18.2% | Reduced | History |
| AIRAar Corp | Stock | 83,176 | $4.54M | 0.8% | −16,231−16.3% | Reduced | History |
| VLOValero Energy Corp | Stock | 31,639 | $4.42M | 0.8% | −5,656−15.2% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 1,663 | $4.41M | 0.8% | +48+3.0% | Added | History |
| CFLTConfluent, Inc. | CLASS A COM | 182,761 | $4.40M | 0.8% | −14,713−7.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 9,262 | $4.38M | 0.8% | +624+7.2% | Added | History |
| ZSZscaler, Inc. | Stock | 37,093 | $4.33M | 0.8% | −3,428−8.5% | Reduced | History |
| DOCUDocuSign, Inc. | Stock | 73,955 | $4.31M | 0.8% | −8,304−10.1% | Reduced | History |
| SNASnap-on Inc | COM | 17,391 | $4.29M | 0.8% | −305−1.7% | Reduced | History |
| CVXChevron Corp | Stock | 26,008 | $4.24M | 0.8% | −4,076−13.5% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 8,915 | $4.21M | 0.8% | +327+3.8% | Added | History |
| PTCPTC Inc. | Stock | 31,880 | $4.09M | 0.7% | +598+1.9% | Added | History |
| MAMastercard Inc | Stock | 11,210 | $4.07M | 0.7% | −407−3.5% | Reduced | History |
| SPLKSplunk Inc | COM | 42,334 | $4.06M | 0.7% | −4,358−9.3% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 18,055 | $4.02M | 0.7% | +539+3.1% | Added | History |
| WMWaste Management Inc | Stock | 24,522 | $4.00M | 0.7% | +698+2.9% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 33,322 | $3.98M | 0.7% | +5,114+18.1% | Added | History |
| HONHoneywell International Inc | COM | 20,786 | $3.97M | 0.7% | +666+3.3% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 39,291 | $3.97M | 0.7% | −2,151−5.2% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 20,103 | $3.96M | 0.7% | −830−4.0% | Reduced | History |
| CIENCiena Corp | COM NEW | 74,758 | $3.93M | 0.7% | +1,315+1.8% | Added | History |
| SYYSysco Corp | Stock | 50,511 | $3.90M | 0.7% | −908−1.8% | Reduced | History |
| CHXChampionX Corp | COM | 143,614 | $3.90M | 0.7% | −16,438−10.3% | Reduced | History |
| Volvo AB Unsponsord ADR928854108 | ADR | 186,422 | $3.83M | 0.7% | +186,422 | New | – |
| PLDPrologis, Inc. | REIT | 29,898 | $3.73M | 0.7% | −436−1.4% | Reduced | History |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 81,437 | $3.69M | 0.7% | 00.0% | Unchanged | – |
| ABTAbbott Laboratories | Stock | 35,644 | $3.61M | 0.6% | +6,024+20.3% | Added | History |
| AOSSmith A O Corp | COM | 51,788 | $3.58M | 0.6% | −870−1.7% | Reduced | History |
| TJXTJX Companies Inc | Stock | 44,945 | $3.52M | 0.6% | −753−1.6% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 25,423 | $3.52M | 0.6% | −96−0.4% | Reduced | History |
| SLBSLB Limited | Stock | 71,434 | $3.51M | 0.6% | +957+1.4% | Added | History |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 2,926,096 | $3.47M | 0.6% | +1,000,000+51.9% | Added | – |
| ZBRAZebra Technologies Corp | CL A | 10,838 | $3.45M | 0.6% | −331−3.0% | Reduced | History |
| CORCencora, Inc. | Stock | 21,386 | $3.42M | 0.6% | +21,386 | New | History |
| TKRTimken Co | COM | 41,219 | $3.37M | 0.6% | +477+1.2% | Added | History |
| COSTCostco Wholesale Corp | Stock | 6,741 | $3.35M | 0.6% | +58+0.9% | Added | History |
| CGCarlyle Group Inc. | COM | 107,835 | $3.35M | 0.6% | +2,236+2.1% | Added | History |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 118,000 | $3.35M | 0.6% | 00.0% | Unchanged | – |
| ALSumisho Air Lease Corp | CL A | 84,917 | $3.34M | 0.6% | +1,167+1.4% | Added | History |
| STESTERIS plc | SHS USD | 17,344 | $3.32M | 0.6% | +2,494+16.8% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 16,880 | $3.31M | 0.6% | +1,651+10.8% | Added | History |
| ELVElevance Health, Inc. | Stock | 7,161 | $3.29M | 0.6% | +6,495+975.2% | Added | History |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 125,000 | $3.29M | 0.6% | 00.0% | Unchanged | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 34,604 | $3.25M | 0.6% | −574−1.6% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 16,070 | $3.23M | 0.6% | −1,348−7.7% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 16,481 | $3.20M | 0.6% | −274−1.6% | Reduced | History |
| TGTTarget Corp | Stock | 18,628 | $3.09M | 0.5% | −462−2.4% | Reduced | History |
| BXBlackstone Inc. | COM | 34,905 | $3.07M | 0.5% | −436−1.2% | Reduced | History |
| FANGDiamondback Energy, Inc. | Stock | 22,675 | $3.06M | 0.5% | −491−2.1% | Reduced | History |
| BYDBoyd Gaming Corp | COM | 47,695 | $3.06M | 0.5% | +1,946+4.3% | Added | History |
| MGAMagna International Inc | COM | 56,790 | $3.04M | 0.5% | +5,304+10.3% | Added | History |
| MCKMcKesson Corp | Stock | 8,536 | $3.04M | 0.5% | +8,536 | New | History |
| QCOMQualcomm Inc | Stock | 23,101 | $2.95M | 0.5% | +23,101 | New | History |
| NDAQNasdaq, Inc. | COM | 53,894 | $2.95M | 0.5% | +321+0.6% | Added | History |
| SCHWSchwab Charles Corp | Stock | 56,160 | $2.94M | 0.5% | +6,792+13.8% | Added | History |
| DOWDow Inc. | Stock | 53,027 | $2.91M | 0.5% | −855−1.6% | Reduced | History |
| KEXKirby Corp | COM | 41,550 | $2.90M | 0.5% | +473+1.2% | Added | History |
| RHRH | COM | 11,568 | $2.82M | 0.5% | −47−0.4% | Reduced | History |
| ZDZiff Davis, Inc. | COM | 35,578 | $2.78M | 0.5% | +395+1.1% | Added | History |
| Travelsky Technology Ltd Cny 1.0Y8972V101 | COM | 1,450,000 | $2.71M | 0.5% | +100,000+7.4% | Added | – |
| PEverpure, Inc. | CL A | 105,169 | $2.68M | 0.5% | +97,414+1,256.1% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 7,101 | $2.67M | 0.5% | +380+5.7% | Added | – |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 220,241 | $2.67M | 0.5% | 00.0% | Unchanged | – |
| CPTCamden Property Trust | REIT | 25,308 | $2.65M | 0.5% | −406−1.6% | Reduced | History |
| TXTTextron Inc | COM | 36,930 | $2.61M | 0.5% | +819+2.3% | Added | History |
| AMATApplied Materials Inc | Stock | 21,108 | $2.59M | 0.5% | +21,108 | New | History |
| HLITHarmonic Inc. | COM | 176,529 | $2.58M | 0.5% | +176,529 | New | History |
| CCICrown Castle Inc. | REIT | 19,041 | $2.55M | 0.5% | −1,337−6.6% | Reduced | History |
Sold out since Q4 2022 (41)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| TENBTenable Holdings, Inc. | COM | 157,180 | $6.00M | 1.1% | History |
| CTSHCognizant Technology Solutions Corp | CL A | 103,102 | $5.90M | 1.1% | History |
| RPDRapid7, Inc. | COM | 153,445 | $5.21M | 1.0% | History |
| XYZBlock, Inc. | CL A | 76,673 | $4.82M | 0.9% | History |
| SHOPShopify Inc. | Stock | 132,545 | $4.60M | 0.9% | History |
| DXCDXC Technology Co | Stock | 112,785 | $2.99M | 0.6% | History |
| CALCaleres Inc | COM | 126,884 | $2.83M | 0.5% | History |
| HUNHuntsman CORP | COM | 102,100 | $2.81M | 0.5% | History |
| CRCrane Co | COM | 26,857 | $2.70M | 0.5% | History |
| LUVSouthwest Airlines Co | COM | 63,963 | $2.15M | 0.4% | History |
| Bharat Petroleum Corp Ltd Inr 10.0Y0882Z116 | COM | 176,916 | $706.8K | 0.1% | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 8,429 | $341.9K | 0.1% | History |
| NFLXNetflix Inc | Stock | 1,129 | $332.9K | 0.1% | History |
| BRKRBruker Corp | COM | 3,902 | $266.7K | 0.1% | History |
| MSIMotorola Solutions, Inc. | Stock | 1,009 | $260.0K | <0.1% | History |
| VVisa Inc. | Stock | 1,249 | $259.5K | <0.1% | History |
| AVGOBroadcom Inc. | Stock | 463 | $258.9K | <0.1% | History |
| ZTSZoetis Inc. | Stock | 1,727 | $253.1K | <0.1% | History |
| RGNXREGENXBIO Inc. | COM | 11,114 | $252.1K | <0.1% | History |
| NSCNorfolk Southern Corp | Stock | 1,018 | $250.9K | <0.1% | History |
| KEYSKeysight Technologies, Inc. | Stock | 1,465 | $250.6K | <0.1% | History |
| ANSSAnsys Inc | COM | 1,028 | $248.4K | <0.1% | History |
| MCHPMicrochip Technology Inc | Stock | 3,486 | $244.9K | <0.1% | History |
| AXPAmerican Express Co | Stock | 1,558 | $230.2K | <0.1% | History |
| DBXDropbox, Inc. | CL A | 10,276 | $230.0K | <0.1% | History |
| EXELExelixis, Inc. | COM | 14,293 | $229.3K | <0.1% | History |
| FDSFactset Research Systems Inc | Stock | 567 | $227.5K | <0.1% | History |
| ADBEAdobe Inc. | Stock | 666 | $224.1K | <0.1% | History |
| MKTXMarketaxess Holdings Inc | COM | 802 | $223.7K | <0.1% | History |
| BCPCBalchem Corp | COM | 1,821 | $222.4K | <0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 3,042 | $216.7K | <0.1% | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,343 | $216.5K | <0.1% | History |
| PNRPENTAIR plc | SHS | 4,694 | $211.1K | <0.1% | History |
| EAElectronic Arts Inc. | COM | 1,712 | $209.2K | <0.1% | History |
| ADSKAutodesk, Inc. | COM | 1,119 | $209.1K | <0.1% | History |
| NXPINXP Semiconductors N.V. | COM | 1,319 | $208.4K | <0.1% | History |
| TELTE Connectivity plc | REG SHS | 1,802 | $206.9K | <0.1% | History |
| FFIVF5, Inc. | Stock | 1,438 | $206.4K | <0.1% | History |
| NTAPNetApp, Inc. | Stock | 3,385 | $203.3K | <0.1% | History |
| Philippine Seven Corp PHP 1.0Y6955M106 | COM | 99,916 | $129.0K | <0.1% | – |
| URGUr-Energy Inc | COM | 10,126 | $11.6K | <0.1% | History |