Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- Latest filing
- Aug 5, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Oct 16, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 232
- −3 vs. Q2 2023
- Portfolio value
- $586.0M
- −$19.4M (−3.2%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 1,344,673 | $17.6M | 3.0% | +320,000+31.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 36,798 | $11.6M | 2.0% | −918−2.4% | Reduced | History |
| CCJCameco Corp | Stock | 290,945 | $11.5M | 2.0% | −8,574−2.9% | Reduced | History |
| HCPHashiCorp, Inc. | COM CL A | 440,063 | $10.0M | 1.7% | +165,474+60.3% | Added | History |
| ESTCElastic N.V. | ORD SHS | 111,455 | $9.05M | 1.5% | −1,834−1.6% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 52,866 | $8.85M | 1.5% | −2,037−3.7% | Reduced | History |
| TEAMAtlassian Corp | CL A | 43,748 | $8.82M | 1.5% | −1,440−3.2% | Reduced | History |
| LINLinde PLC | SHS | 22,991 | $8.56M | 1.5% | −793−3.3% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 520,015 | $8.32M | 1.4% | −15,047−2.8% | Reduced | History |
| GTLBGitlab Inc. | CLASS A COM | 178,010 | $8.05M | 1.4% | −56,733−24.2% | Reduced | History |
| SDGRSchrodinger, Inc. | COM | 259,083 | $7.32M | 1.2% | −6,731−2.5% | Reduced | History |
| PDPagerDuty, Inc. | COM | 325,418 | $7.32M | 1.2% | −7,385−2.2% | Reduced | History |
| LLYEli Lilly & Co | Stock | 13,452 | $7.23M | 1.2% | −597−4.2% | Reduced | History |
| OKTAOkta, Inc. | CL A | 86,862 | $7.08M | 1.2% | −2,681−3.0% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 20,269 | $7.01M | 1.2% | −6,801−25.1% | Reduced | History |
| AAPLApple Inc. | Stock | 39,963 | $6.84M | 1.2% | −2,271−5.4% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 73,449 | $6.69M | 1.1% | −2,644−3.5% | Reduced | History |
| ASANAsana, Inc. | CL A | 345,572 | $6.33M | 1.1% | −8,055−2.3% | Reduced | History |
| FROGJFrog Ltd | Stock | 247,123 | $6.27M | 1.1% | −6,787−2.7% | Reduced | History |
| SPLKSplunk Inc | COM | 41,389 | $6.05M | 1.0% | −1,757−4.1% | Reduced | History |
| SSentinelOne, Inc. | CL A | 358,544 | $6.05M | 1.0% | −6,783−1.9% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 95,765 | $6.04M | 1.0% | −3,942−4.0% | Reduced | History |
| PATHUiPath, Inc. | Stock | 350,387 | $6.00M | 1.0% | −8,744−2.4% | Reduced | History |
| XYZBlock, Inc. | CL A | 133,591 | $5.91M | 1.0% | −3,155−2.3% | Reduced | History |
| ZSZscaler, Inc. | Stock | 36,664 | $5.70M | 1.0% | −713−1.9% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 36,574 | $5.59M | 1.0% | −600−1.6% | Reduced | History |
| FLRFluor Corp | Stock | 146,048 | $5.36M | 0.9% | −3,205−2.1% | Reduced | History |
| RTXRTX Corp | Stock | 73,309 | $5.28M | 0.9% | −2,513−3.3% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 176,728 | $5.23M | 0.9% | −6,603−3.6% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 13,270 | $5.17M | 0.9% | −441−3.2% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 1,631 | $5.03M | 0.9% | −41−2.5% | Reduced | History |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 2,926,096 | $4.86M | 0.8% | 00.0% | Unchanged | – |
| MTRXMatrix Service Co | COM | 405,234 | $4.78M | 0.8% | −2,504−0.6% | Reduced | History |
| BABoeing Co | Stock | 24,514 | $4.70M | 0.8% | −614−2.4% | Reduced | History |
| TTITetra Technologies Inc | COM | 726,780 | $4.64M | 0.8% | −152,623−17.4% | Reduced | History |
| PXDPioneer Natural Resources Co | COM | 20,061 | $4.61M | 0.8% | −3,526−14.9% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 9,067 | $4.57M | 0.8% | −242−2.6% | Reduced | History |
| ETREntergy Corp | COM | 49,340 | $4.56M | 0.8% | −1,592−3.1% | Reduced | History |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 125,000 | $4.55M | 0.8% | 00.0% | Unchanged | – |
| HDFC Bank Ltd (Fii)Y3119P190 | COMMON STOCK | 245,280 | $4.51M | 0.8% | +245,280 | New | – |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 220,241 | $4.50M | 0.8% | 00.0% | Unchanged | – |
| TTWOTake Two Interactive Software Inc | COM | 31,985 | $4.49M | 0.8% | −909−2.8% | Reduced | History |
| MAMastercard Inc | Stock | 10,945 | $4.33M | 0.7% | −286−2.5% | Reduced | History |
| CVXChevron Corp | Stock | 25,396 | $4.28M | 0.7% | −50.0% | Reduced | History |
| HONHoneywell International Inc | COM | 23,037 | $4.26M | 0.7% | −691−2.9% | Reduced | History |
| CHXChampionX Corp | COM | 117,823 | $4.20M | 0.7% | −24,905−17.4% | Reduced | History |
| ADMArcher-Daniels-Midland Co | Stock | 55,143 | $4.16M | 0.7% | −2,211−3.9% | Reduced | History |
| Glenmark Pharmaceuticals LT Inr 1.0Y2711C144 | COM | 401,454 | $4.13M | 0.7% | 00.0% | Unchanged | – |
| AIRAar Corp | Stock | 68,749 | $4.09M | 0.7% | −13,343−16.3% | Reduced | History |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 81,437 | $4.09M | 0.7% | 00.0% | Unchanged | – |
| SLBSLB Limited | Stock | 68,809 | $4.01M | 0.7% | −1,845−2.6% | Reduced | History |
| SNASnap-on Inc | COM | 15,500 | $3.95M | 0.7% | −712−4.4% | Reduced | History |
| PTCPTC Inc. | Stock | 26,784 | $3.79M | 0.6% | −4,665−14.8% | Reduced | History |
| TJXTJX Companies Inc | Stock | 42,362 | $3.77M | 0.6% | −1,715−3.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 6,519 | $3.68M | 0.6% | −161−2.4% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 15,258 | $3.67M | 0.6% | −2,512−14.1% | Reduced | History |
| VLOValero Energy Corp | Stock | 25,810 | $3.66M | 0.6% | −5,105−16.5% | Reduced | History |
| MCKMcKesson Corp | Stock | 8,359 | $3.63M | 0.6% | −220−2.6% | Reduced | History |
| STESTERIS plc | SHS USD | 16,470 | $3.61M | 0.6% | −512−3.0% | Reduced | History |
| PEverpure, Inc. | CL A | 101,350 | $3.61M | 0.6% | −2,685−2.6% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 52,952 | $3.59M | 0.6% | +52,952 | New | History |
| Volvo AB Unsponsord ADR928854108 | ADR | 173,992 | $3.57M | 0.6% | −8,451−4.6% | Reduced | – |
| CORCencora, Inc. | Stock | 19,797 | $3.56M | 0.6% | −1,142−5.5% | Reduced | History |
| WMWaste Management Inc | Stock | 23,215 | $3.54M | 0.6% | −947−3.9% | Reduced | History |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 483,091 | $3.50M | 0.6% | 00.0% | Unchanged | – |
| CIENCiena Corp | COM NEW | 73,662 | $3.48M | 0.6% | −1,487−2.0% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 8,430 | $3.45M | 0.6% | −355−4.0% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 19,330 | $3.38M | 0.6% | −494−2.5% | Reduced | History |
| Zomato Ltd Inr 1.0Y9899X105 | COM | 2,748,513 | $3.36M | 0.6% | 00.0% | Unchanged | – |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 118,000 | $3.33M | 0.6% | 00.0% | Unchanged | – |
| ABTAbbott Laboratories | Stock | 34,315 | $3.32M | 0.6% | −803−2.3% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 7,615 | $3.32M | 0.6% | −194−2.5% | Reduced | History |
| FANGDiamondback Energy, Inc. | Stock | 21,365 | $3.31M | 0.6% | −880−4.0% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 13,949 | $3.30M | 0.6% | +1,939+16.1% | Added | History |
| GPNGlobal Payments Inc | Stock | 28,560 | $3.30M | 0.6% | +28,560 | New | History |
| ALSumisho Air Lease Corp | CL A | 83,416 | $3.29M | 0.6% | −1,733−2.0% | Reduced | History |
| KEXKirby Corp | COM | 39,502 | $3.27M | 0.6% | −1,389−3.4% | Reduced | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 34,423 | $3.26M | 0.6% | −1,459−4.1% | Reduced | History |
| AOSSmith A O Corp | COM | 49,014 | $3.24M | 0.6% | −2,263−4.4% | Reduced | History |
| OWLBlue Owl Capital Inc. | COM CL A | 247,872 | $3.21M | 0.5% | +247,872 | New | History |
| CGCarlyle Group Inc. | COM | 105,470 | $3.18M | 0.5% | −2,627−2.4% | Reduced | History |
| PLDPrologis, Inc. | REIT | 28,206 | $3.16M | 0.5% | −1,253−4.3% | Reduced | History |
| SYYSysco Corp | Stock | 47,575 | $3.14M | 0.5% | −1,976−4.0% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 15,185 | $3.09M | 0.5% | −599−3.8% | Reduced | History |
| TKRTimken Co | COM | 39,950 | $2.94M | 0.5% | −1,096−2.7% | Reduced | History |
| ENSEnerSys | COM | 30,890 | $2.92M | 0.5% | +5,375+21.1% | Added | History |
| SCHWSchwab Charles Corp | Stock | 52,988 | $2.91M | 0.5% | −2,194−4.0% | Reduced | History |
| MGAMagna International Inc | COM | 53,628 | $2.87M | 0.5% | −2,253−4.0% | Reduced | History |
| TXTTextron Inc | COM | 36,175 | $2.83M | 0.5% | −846−2.3% | Reduced | History |
| BYDBoyd Gaming Corp | COM | 46,191 | $2.81M | 0.5% | −1,166−2.5% | Reduced | History |
| AMATApplied Materials Inc | Stock | 20,155 | $2.79M | 0.5% | −612−2.9% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 15,987 | $2.78M | 0.5% | −625−3.8% | Reduced | History |
| HLITHarmonic Inc. | COM | 288,864 | $2.78M | 0.5% | +114,231+65.4% | Added | History |
| NXENexGen Energy Ltd. | COM | 461,278 | $2.75M | 0.5% | −10,897−2.3% | Reduced | History |
| QCOMQualcomm Inc | Stock | 24,698 | $2.74M | 0.5% | +1,720+7.5% | Added | History |
| AAgilent Technologies, Inc. | COM | 24,469 | $2.74M | 0.5% | −711−2.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 6,290 | $2.74M | 0.5% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 17,180 | $2.68M | 0.5% | −678−3.8% | Reduced | History |
| VRNTVerint Systems Inc | COM | 115,785 | $2.66M | 0.5% | +53,211+85.0% | Added | History |
| SFStifel Financial Corp | COM | 42,874 | $2.63M | 0.4% | +42,874 | New | History |
Sold out since Q2 2023 (18)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| Housing Development Finance Inr 2.0Y37246207 | COM | 146,000 | $5.02M | 0.8% | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 38,960 | $4.27M | 0.7% | History |
| STTState Street Corp | COM | 33,491 | $2.45M | 0.4% | History |
| CCICrown Castle Inc. | REIT | 18,684 | $2.13M | 0.4% | History |
| HBANHuntington Bancshares Inc | COM | 184,610 | $1.99M | 0.3% | History |
| Tech Mahindra Ltd Inr 5.0Y85491127 | COM | 140,000 | $1.93M | 0.3% | – |
| TFCTruist Financial Corp | COM | 61,610 | $1.87M | 0.3% | History |
| RBLXRoblox Corp | Stock | 7,022 | $283.0K | <0.1% | History |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 4,219 | $262.9K | <0.1% | History |
| Quang Ngai Sugar JSC VND 10000.0Y71687100 | COM | 138,500 | $254.8K | <0.1% | – |
| FTNTFortinet, Inc. | Stock | 3,105 | $234.7K | <0.1% | History |
| BNYBank of New York Mellon Corp | Stock | 4,937 | $219.8K | <0.1% | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,495 | $217.7K | <0.1% | History |
| ASMLASML Holding NV | ADR | 295 | $213.8K | <0.1% | History |
| NFLXNetflix Inc | Stock | 481 | $211.9K | <0.1% | History |
| SBUXStarbucks Corp | Stock | 2,135 | $211.5K | <0.1% | History |
| ITWIllinois Tool Works Inc | Stock | 823 | $205.9K | <0.1% | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,784 | $203.2K | <0.1% | History |