Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- Latest filing
- Aug 5, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 8, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 235
- +11 vs. Q1 2023
- Portfolio value
- $605.5M
- +$43.7M (+7.8%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SDGRSchrodinger, Inc. | COM | 265,814 | $13.3M | 2.2% | −13,463−4.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 37,716 | $12.8M | 2.1% | +1,058+2.9% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 234,743 | $12.0M | 2.0% | −10,610−4.3% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 27,070 | $11.1M | 1.8% | −1,006−3.6% | Reduced | History |
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 1,024,673 | $10.5M | 1.7% | −332,302−24.5% | Reduced | History |
| CCJCameco Corp | Stock | 299,519 | $9.38M | 1.5% | −6,080−2.0% | Reduced | History |
| XYZBlock, Inc. | CL A | 136,746 | $9.10M | 1.5% | +136,746 | New | History |
| LINLinde PLC | SHS | 23,784 | $9.06M | 1.5% | −164−0.7% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 535,062 | $8.20M | 1.4% | −24,707−4.4% | Reduced | History |
| AAPLApple Inc. | Stock | 42,234 | $8.19M | 1.4% | +80+0.2% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 54,903 | $8.06M | 1.3% | −6,626−10.8% | Reduced | History |
| ASANAsana, Inc. | CL A | 353,627 | $7.79M | 1.3% | −9,626−2.6% | Reduced | History |
| TEAMAtlassian Corp | CL A | 45,188 | $7.58M | 1.3% | −1,027−2.2% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 76,093 | $7.49M | 1.2% | −9,177−10.8% | Reduced | History |
| PDPagerDuty, Inc. | COM | 332,803 | $7.48M | 1.2% | +272,860+455.2% | Added | History |
| RTXRTX Corp | Stock | 75,822 | $7.43M | 1.2% | −609−0.8% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 113,289 | $7.26M | 1.2% | −3,794−3.2% | Reduced | History |
| HCPHashiCorp, Inc. | COM CL A | 274,589 | $7.19M | 1.2% | +73,074+36.3% | Added | History |
| FROGJFrog Ltd | Stock | 253,910 | $7.03M | 1.2% | −1,844−0.7% | Reduced | History |
| LLYEli Lilly & Co | Stock | 14,049 | $6.59M | 1.1% | −1,678−10.7% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 37,174 | $6.54M | 1.1% | −524−1.4% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 99,707 | $6.52M | 1.1% | −601−0.6% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 183,331 | $6.47M | 1.1% | +570+0.3% | Added | History |
| OKTAOkta, Inc. | CL A | 89,543 | $6.21M | 1.0% | −944−1.0% | Reduced | History |
| PATHUiPath, Inc. | Stock | 359,131 | $5.95M | 1.0% | +590.0% | Added | History |
| SSentinelOne, Inc. | CL A | 365,327 | $5.52M | 0.9% | −1,991−0.5% | Reduced | History |
| ZSZscaler, Inc. | Stock | 37,377 | $5.47M | 0.9% | +284+0.8% | Added | History |
| PHParker-Hannifin Corp | Stock | 13,711 | $5.35M | 0.9% | −160−1.2% | Reduced | History |
| BABoeing Co | Stock | 25,128 | $5.31M | 0.9% | −276−1.1% | Reduced | History |
| Housing Development Finance Inr 2.0Y37246207 | COM | 146,000 | $5.02M | 0.8% | 00.0% | Unchanged | – |
| ETREntergy Corp | COM | 50,932 | $4.96M | 0.8% | +275+0.5% | Added | History |
| HONHoneywell International Inc | COM | 23,728 | $4.92M | 0.8% | +2,942+14.2% | Added | History |
| PXDPioneer Natural Resources Co | COM | 23,587 | $4.89M | 0.8% | −291−1.2% | Reduced | History |
| TTWOTake Two Interactive Software Inc | COM | 32,894 | $4.84M | 0.8% | −428−1.3% | Reduced | History |
| AIRAar Corp | Stock | 82,092 | $4.74M | 0.8% | −1,084−1.3% | Reduced | History |
| SNASnap-on Inc | COM | 16,212 | $4.67M | 0.8% | −1,179−6.8% | Reduced | History |
| SPLKSplunk Inc | COM | 43,146 | $4.58M | 0.8% | +812+1.9% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 1,672 | $4.51M | 0.7% | +9+0.5% | Added | History |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 2,926,096 | $4.49M | 0.7% | 00.0% | Unchanged | – |
| PTCPTC Inc. | Stock | 31,449 | $4.48M | 0.7% | −431−1.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 9,309 | $4.47M | 0.7% | +47+0.5% | Added | History |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 81,437 | $4.45M | 0.7% | 00.0% | Unchanged | – |
| CHXChampionX Corp | COM | 142,728 | $4.43M | 0.7% | −886−0.6% | Reduced | History |
| FLRFluor Corp | Stock | 149,253 | $4.42M | 0.7% | −430.0% | Reduced | History |
| MAMastercard Inc | Stock | 11,231 | $4.42M | 0.7% | +21+0.2% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 57,354 | $4.33M | 0.7% | −1,256−2.1% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 38,960 | $4.27M | 0.7% | −331−0.8% | Reduced | History |
| WMWaste Management Inc | Stock | 24,162 | $4.19M | 0.7% | −360−1.5% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 8,785 | $4.04M | 0.7% | −130−1.5% | Reduced | History |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 220,241 | $4.04M | 0.7% | 00.0% | Unchanged | – |
| CORCencora, Inc. | Stock | 20,939 | $4.03M | 0.7% | −447−2.1% | Reduced | History |
| CVXChevron Corp | Stock | 25,401 | $4.00M | 0.7% | −607−2.3% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 17,770 | $3.91M | 0.6% | −285−1.6% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 19,824 | $3.86M | 0.6% | −279−1.4% | Reduced | History |
| PEverpure, Inc. | CL A | 104,035 | $3.83M | 0.6% | −1,134−1.1% | Reduced | History |
| ABTAbbott Laboratories | Stock | 35,118 | $3.83M | 0.6% | −526−1.5% | Reduced | History |
| STESTERIS plc | SHS USD | 16,982 | $3.82M | 0.6% | −362−2.1% | Reduced | History |
| Volvo AB Unsponsord ADR928854108 | ADR | 182,443 | $3.78M | 0.6% | −3,979−2.1% | Reduced | – |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 125,000 | $3.77M | 0.6% | 00.0% | Unchanged | – |
| TKRTimken Co | COM | 41,046 | $3.76M | 0.6% | −173−0.4% | Reduced | History |
| TJXTJX Companies Inc | Stock | 44,077 | $3.74M | 0.6% | −868−1.9% | Reduced | History |
| AOSSmith A O Corp | COM | 51,277 | $3.73M | 0.6% | −511−1.0% | Reduced | History |
| RHRH | COM | 11,265 | $3.71M | 0.6% | −303−2.6% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 27,449 | $3.70M | 0.6% | −2,165−7.3% | Reduced | History |
| SYYSysco Corp | Stock | 49,551 | $3.68M | 0.6% | −960−1.9% | Reduced | History |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 118,000 | $3.67M | 0.6% | 00.0% | Unchanged | – |
| MCKMcKesson Corp | Stock | 8,579 | $3.67M | 0.6% | +43+0.5% | Added | History |
| VLOValero Energy Corp | Stock | 30,915 | $3.63M | 0.6% | −724−2.3% | Reduced | History |
| PLDPrologis, Inc. | REIT | 29,459 | $3.61M | 0.6% | −439−1.5% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 6,680 | $3.60M | 0.6% | −61−0.9% | Reduced | History |
| ALSumisho Air Lease Corp | CL A | 85,149 | $3.56M | 0.6% | +232+0.3% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 12,010 | $3.55M | 0.6% | +1,172+10.8% | Added | History |
| SLBSLB Limited | Stock | 70,654 | $3.47M | 0.6% | −780−1.1% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 7,809 | $3.47M | 0.6% | +648+9.0% | Added | History |
| CGCarlyle Group Inc. | COM | 108,097 | $3.45M | 0.6% | +262+0.2% | Added | History |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 483,091 | $3.39M | 0.6% | 00.0% | Unchanged | – |
| Glenmark Pharmaceuticals LT Inr 1.0Y2711C144 | COM | 401,454 | $3.31M | 0.5% | 00.0% | Unchanged | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 35,882 | $3.30M | 0.5% | +1,278+3.7% | Added | History |
| BYDBoyd Gaming Corp | COM | 47,357 | $3.29M | 0.5% | −338−0.7% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 16,612 | $3.25M | 0.5% | −268−1.6% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 15,784 | $3.23M | 0.5% | −286−1.8% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 17,858 | $3.20M | 0.5% | +1,377+8.4% | Added | History |
| BXBlackstone Inc. | COM | 34,346 | $3.19M | 0.5% | −559−1.6% | Reduced | History |
| CIENCiena Corp | COM NEW | 75,149 | $3.19M | 0.5% | +391+0.5% | Added | History |
| MGAMagna International Inc | COM | 55,881 | $3.15M | 0.5% | −909−1.6% | Reduced | History |
| KEXKirby Corp | COM | 40,891 | $3.15M | 0.5% | −659−1.6% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 55,182 | $3.13M | 0.5% | −978−1.7% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 25,180 | $3.03M | 0.5% | −243−1.0% | Reduced | History |
| AMATApplied Materials Inc | Stock | 20,767 | $3.00M | 0.5% | −341−1.6% | Reduced | History |
| TTITetra Technologies Inc | COM | 879,403 | $2.97M | 0.5% | +9,975+1.1% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 22,245 | $2.92M | 0.5% | −430−1.9% | Reduced | History |
| HLITHarmonic Inc. | COM | 174,633 | $2.82M | 0.5% | −1,896−1.1% | Reduced | History |
| TGTTarget Corp | Stock | 21,144 | $2.79M | 0.5% | +2,516+13.5% | Added | History |
| DOWDow Inc. | Stock | 52,104 | $2.78M | 0.5% | −923−1.7% | Reduced | History |
| ENSEnerSys | COM | 25,515 | $2.77M | 0.5% | +25,515 | New | History |
| QCOMQualcomm Inc | Stock | 22,978 | $2.74M | 0.5% | −123−0.5% | Reduced | History |
| Travelsky Technology Ltd Cny 1.0Y8972V101 | COM | 1,600,000 | $2.72M | 0.4% | +150,000+10.3% | Added | – |
| CPTCamden Property Trust | REIT | 24,778 | $2.70M | 0.4% | −530−2.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 6,290 | $2.66M | 0.4% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 6,347 | $2.59M | 0.4% | −754−10.6% | Reduced | – |
Sold out since Q1 2023 (11)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| ZMZoom Communications, Inc. | Stock | 69,399 | $5.12M | 0.9% | History |
| DOCUDocuSign, Inc. | Stock | 73,955 | $4.31M | 0.8% | History |
| NDAQNasdaq, Inc. | COM | 53,894 | $2.95M | 0.5% | History |
| ZDZiff Davis, Inc. | COM | 35,578 | $2.78M | 0.5% | History |
| TTK Prestige Ltd Inr 1.0Y89993144 | COM | 80,000 | $680.8K | 0.1% | – |
| Natco Pharma Ltd Inr 2.0Y6211C157 | COM | 99,144 | $679.6K | 0.1% | – |
| Stalexport Autostrady SA PLN 2.0X8487G103 | COM | 924,064 | $579.1K | 0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,408 | $232.8K | <0.1% | – |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 4,000 | $229.6K | <0.1% | History |
| GILDGilead Sciences, Inc. | Stock | 2,554 | $211.9K | <0.1% | History |
| SXTSensient Technologies Corp | COM | 2,667 | $204.2K | <0.1% | History |