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Livermore
Livermore
ZHEN

Stanley-Laman Group, Ltd.

SEC CIK
0001601489
Latest filing
Aug 5, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 2, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
233
+1 vs. Q3 2023
Portfolio value
$653.6M
+$67.6M (+11.5%) vs. Q3 2023
Filed
Feb 2, 2024
SEC
Holdings of Stanley-Laman Group, Ltd. in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock35,730$13.4M2.1%−1,068−2.9%ReducedHistory
GRSDGRANDSTAND LtdORDINARY SHARES1,344,673$13.1M2.0%00.0%UnchangedHistory
CXMSprinklr, Inc.CL A1,045,673$12.6M1.9%+964,333+1,185.6%AddedHistory
CCJCameco CorpStock281,410$12.1M1.9%−9,535−3.3%ReducedHistory
INSPInspire Medical Systems, Inc.COM51,051$10.4M1.6%+51,051NewHistory
HCPHashiCorp, Inc.COM CL A418,284$9.89M1.5%−21,779−4.9%ReducedHistory
LINLinde PLCSHS23,141$9.50M1.5%+150+0.7%AddedHistory
SSentinelOne, Inc.CL A333,655$9.16M1.4%−24,889−6.9%ReducedHistory
SWAVShockwave Medical, Inc.COM47,471$9.05M1.4%+47,471NewHistory
SDGRSchrodinger, Inc.COM247,767$8.87M1.4%−11,316−4.4%ReducedHistory
EXASExact Sciences CorpCOM119,240$8.82M1.3%+119,240NewHistory
BLBlackline, Inc.COM140,353$8.76M1.3%+140,353NewHistory
PATHUiPath, Inc.Stock335,462$8.33M1.3%−14,925−4.3%ReducedHistory
SMARSmartsheet IncCOM CL A173,330$8.29M1.3%+173,330NewHistory
FROGJFrog LtdStock235,033$8.13M1.2%−12,090−4.9%ReducedHistory
BILLBILL Holdings, Inc.Stock99,149$8.09M1.2%+99,149NewHistory
APPNAppian CorpCL A211,228$7.95M1.2%+211,228NewHistory
MNDYmonday.com Ltd.SHS41,819$7.85M1.2%+40,414+2,876.4%AddedHistory
ZSZscaler, Inc.Stock34,050$7.54M1.2%−2,614−7.1%ReducedHistory
GTMZoomInfo Technologies Inc.Stock407,071$7.53M1.2%+407,071NewHistory
AAPLApple Inc.Stock39,036$7.52M1.1%−927−2.3%ReducedHistory
PAYCPaycom Software, Inc.Stock36,330$7.51M1.1%+36,330NewHistory
OKTAOkta, Inc.CL A82,271$7.45M1.1%−4,591−5.3%ReducedHistory
FIVNFive9, Inc.COM90,733$7.14M1.1%+90,733NewHistory
PDPagerDuty, Inc.COM302,494$7.00M1.1%−22,924−7.0%ReducedHistory
LLYEli Lilly & CoStock11,894$6.93M1.1%−1,558−11.6%ReducedHistory
PCTYPaylocity Holding CorpCOM39,826$6.57M1.0%+39,826NewHistory
Prestige Estates Projects Inr 10.0Y707AN101COM450,591$6.38M1.0%−32,500−6.7%Reduced–
ASANAsana, Inc.CL A331,505$6.30M1.0%−14,067−4.1%ReducedHistory
BABoeing CoStock23,524$6.13M0.9%−990−4.0%ReducedHistory
Cyient Ltd Inr 5.0Y4082D131COM220,241$6.04M0.9%00.0%Unchanged–
RTXRTX CorpStock70,824$5.96M0.9%−2,485−3.4%ReducedHistory
BKNGBooking Holdings Inc.Stock1,602$5.68M0.9%−29−1.8%ReducedHistory
FLRFluor CorpStock139,722$5.47M0.8%−6,326−4.3%ReducedHistory
Larsen and Toubro Ltd Inr 2.0Y5217N159COM125,000$5.29M0.8%00.0%Unchanged–
PHParker-Hannifin CorpStock11,174$5.15M0.8%−2,096−15.8%ReducedHistory
Bharat Electronics Ltd Inr 1.0Y0881Q141COM2,326,096$5.13M0.8%−600,000−20.5%Reduced–
HDFC Bank Ltd (Fii)Y3119P190COMMON STOCK245,280$5.04M0.8%00.0%Unchanged–
Info Edge India Ltd Inr 10.0Y40353107COM81,437$5.03M0.8%00.0%Unchanged–
TTWOTake Two Interactive Software IncCOM30,953$4.98M0.8%−1,032−3.2%ReducedHistory
ETREntergy CorpCOM48,282$4.89M0.7%−1,058−2.1%ReducedHistory
MAMastercard IncStock11,248$4.80M0.7%+303+2.8%AddedHistory
HONHoneywell International IncCOM22,792$4.78M0.7%−245−1.1%ReducedHistory
PTCPTC Inc.Stock25,664$4.49M0.7%−1,120−4.2%ReducedHistory
COSTCostco Wholesale CorpStock6,736$4.45M0.7%+217+3.3%AddedHistory
SNASnap-on IncCOM15,280$4.41M0.7%−220−1.4%ReducedHistory
NXPINXP Semiconductors N.V.COM18,897$4.34M0.7%+18,897NewHistory
ABTAbbott LaboratoriesStock37,933$4.18M0.6%+3,618+10.5%AddedHistory
WMWaste Management IncStock22,981$4.12M0.6%−234−1.0%ReducedHistory
Zomato Ltd Inr 1.0Y9899X105COM2,748,513$4.09M0.6%00.0%Unchanged–
AIRAar CorpStock65,151$4.07M0.6%−3,598−5.2%ReducedHistory
CGCarlyle Group Inc.COM99,336$4.04M0.6%−6,134−5.8%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR59,229$3.99M0.6%+6,277+11.9%AddedHistory
AOSSmith A O CorpCOM48,386$3.99M0.6%−628−1.3%ReducedHistory
CORCencora, Inc.Stock19,410$3.99M0.6%−387−2.0%ReducedHistory
UNHUnitedHealth Group IncStock7,530$3.96M0.6%−1,537−17.0%ReducedHistory
TJXTJX Companies IncStock41,691$3.91M0.6%−671−1.6%ReducedHistory
MCKMcKesson CorpStock8,431$3.90M0.6%+72+0.9%AddedHistory
ADMArcher-Daniels-Midland CoStock53,429$3.86M0.6%−1,714−3.1%ReducedHistory
CFLTConfluent, Inc.CLASS A COM163,709$3.83M0.6%−13,019−7.4%ReducedHistory
GPNGlobal Payments IncStock29,842$3.79M0.6%+1,282+4.5%AddedHistory
LMTLockheed Martin CorpStock8,356$3.79M0.6%−74−0.9%ReducedHistory
CVXChevron CorpStock25,160$3.75M0.6%−236−0.9%ReducedHistory
PLDPrologis, Inc.REIT27,948$3.73M0.6%−258−0.9%ReducedHistory
UNPUnion Pacific CorpStock15,054$3.70M0.6%−131−0.9%ReducedHistory
OWLBlue Owl Capital Inc.COM CL A247,794$3.69M0.6%−780.0%ReducedHistory
LNTHLantheus Holdings, Inc.Stock59,404$3.68M0.6%+59,404NewHistory
ADIAnalog Devices IncStock18,520$3.68M0.6%−810−4.2%ReducedHistory
Reliance Industries Ltd Inr 10.0Y72596102COM118,000$3.67M0.6%00.0%Unchanged–
LHXL3HARRIS Technologies, Inc.Stock17,362$3.66M0.6%+1,375+8.6%AddedHistory
HLITHarmonic Inc.COM280,307$3.66M0.6%−8,557−3.0%ReducedHistory
ENSEnerSysCOM35,440$3.58M0.5%+4,550+14.7%AddedHistory
PEverpure, Inc.CL A100,192$3.57M0.5%−1,158−1.1%ReducedHistory
SCHWSchwab Charles CorpStock51,794$3.56M0.5%−1,194−2.3%ReducedHistory
ELVElevance Health, Inc.Stock7,508$3.54M0.5%−107−1.4%ReducedHistory
QCOMQualcomm IncStock24,254$3.51M0.5%−444−1.8%ReducedHistory
STESTERIS plcSHS USD15,861$3.49M0.5%−609−3.7%ReducedHistory
SYYSysco CorpStock47,134$3.45M0.5%−441−0.9%ReducedHistory
CIENCiena CorpCOM NEW76,082$3.42M0.5%+2,420+3.3%AddedHistory
SLBSLB LimitedStock65,071$3.39M0.5%−3,738−5.4%ReducedHistory
VLOValero Energy CorpStock25,871$3.36M0.5%+61+0.2%AddedHistory
ADPAutomatic Data Processing IncStock14,182$3.30M0.5%−1,076−7.1%ReducedHistory
ALSumisho Air Lease CorpCL A78,500$3.29M0.5%−4,916−5.9%ReducedHistory
MTRXMatrix Service CoCOM336,386$3.29M0.5%−68,848−17.0%ReducedHistory
FANGDiamondback Energy, Inc.Stock21,149$3.28M0.5%−216−1.0%ReducedHistory
CHXChampionX CorpCOM110,685$3.23M0.5%−7,138−6.1%ReducedHistory
LYBLyondellBasell Industries N.V.SHS - A -33,999$3.23M0.5%−424−1.2%ReducedHistory
TTITetra Technologies IncCOM705,080$3.19M0.5%−21,700−3.0%ReducedHistory
AMATApplied Materials IncStock19,462$3.15M0.5%−693−3.4%ReducedHistory
MGAMagna International IncCOM52,965$3.13M0.5%−663−1.2%ReducedHistory
NXENexGen Energy Ltd.COM443,772$3.11M0.5%−17,506−3.8%ReducedHistory
VRNTVerint Systems IncCOM112,759$3.05M0.5%−3,026−2.6%ReducedHistory
CIVICivitas Resources, Inc.EQUITY US CM44,140$3.02M0.5%+44,140NewHistory
ULTAUlta Beauty, Inc.Stock6,093$2.99M0.5%+6,093NewHistory
KEXKirby CorpCOM37,979$2.98M0.5%−1,523−3.9%ReducedHistory
SFStifel Financial CorpCOM42,813$2.96M0.5%−61−0.1%ReducedHistory
CPECallon Petroleum CoCOM89,469$2.90M0.4%+89,469NewHistory
GXOGXO Logistics, Inc.Stock46,471$2.84M0.4%+46,471NewHistory
TGTTarget CorpStock19,950$2.84M0.4%−249−1.2%ReducedHistory
BYDBoyd Gaming CorpCOM45,021$2.82M0.4%−1,170−2.5%ReducedHistory

Sold out since Q3 2023 (45)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Stanley-Laman Group, Ltd. sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
ESTCElastic N.V.ORD SHS111,455$9.05M1.5%History
CRWDCrowdStrike Holdings, Inc.Stock52,866$8.85M1.5%History
TEAMAtlassian CorpCL A43,748$8.82M1.5%History
PLTRPalantir Technologies Inc.Stock520,015$8.32M1.4%History
GTLBGitlab Inc.CLASS A COM178,010$8.05M1.4%History
MDBMongoDB, Inc.CL A20,269$7.01M1.2%History
DDOGDatadog, Inc.CL A COM73,449$6.69M1.1%History
SPLKSplunk IncCOM41,389$6.05M1.0%History
NETCloudflare, Inc.CL A COM95,765$6.04M1.0%History
XYZBlock, Inc.CL A133,591$5.91M1.0%History
SNOWSnowflake Inc.Stock36,574$5.59M1.0%History
PXDPioneer Natural Resources CoCOM20,061$4.61M0.8%History
Volvo AB Unsponsord ADR928854108ADR173,992$3.57M0.6%–
ZBRAZebra Technologies CorpCL A13,949$3.30M0.6%History
TKRTimken CoCOM39,950$2.94M0.5%History
AAgilent Technologies, Inc.COM24,469$2.74M0.5%History
RHRHCOM9,439$2.50M0.4%History
CPTCamden Property TrustREIT23,659$2.24M0.4%History
DVNDevon Energy CorpStock45,237$2.16M0.4%History
BWABorgwarner IncCOM50,669$2.05M0.3%History
HCL Technologies Ltd Inr 2.0Y3121G147COM123,450$1.85M0.3%–
DCBODocebo Inc.COM27,980$1.13M0.2%History
LAWCS Disco, Inc.COM106,804$709.2K0.1%History
JAMFJamf Holding Corp.COM36,053$636.7K0.1%History
Weichai Power Co Ltd Cny 1.0Y9531A109COM465,000$632.9K0.1%–
Samsung SDS Co Ltd KRW 500.0Y7T72C103COM4,700$471.9K0.1%–
CSCOCisco Systems, Inc.Stock6,792$365.1K0.1%History
MDLZMondelez International, Inc.Stock4,925$341.8K0.1%History
ORCLOracle CorpStock3,164$335.1K0.1%History
TXNTexas Instruments IncStock2,074$329.8K0.1%History
WMTWalmart Inc.Stock1,969$314.9K0.1%History
Classys Inc KRW 100.0Y49932109COM10,038$281.6K<0.1%–
GLBEGlobal-E Online Ltd.SHS6,914$274.8K<0.1%History
AMGNAmgen IncStock935$251.3K<0.1%History
BDXBecton Dickinson & CoStock947$244.8K<0.1%History
DHRDanaher CorpStock974$241.6K<0.1%History
TMOThermo Fisher Scientific Inc.Stock470$237.9K<0.1%History
EXFYExpensify, Inc.COM CL A71,252$231.6K<0.1%History
CICigna GroupStock779$222.8K<0.1%History
SHOPShopify Inc.Stock3,913$213.5K<0.1%History
GLWCorning IncCOM7,002$213.4K<0.1%History
PINSPinterest, Inc.CL A7,565$204.5K<0.1%History
STZConstellation Brands, Inc.Stock812$204.1K<0.1%History
ROPRoper Technologies IncStock421$203.9K<0.1%History
MPTMedical Properties Trust IncCOM15,000$81.8K<0.1%History