Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- Latest filing
- Aug 5, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 17, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 248
- +15 vs. Q4 2023
- Portfolio value
- $713.2M
- +$59.6M (+9.1%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 37,075 | $15.6M | 2.2% | +1,345+3.8% | Added | History |
| CXMSprinklr, Inc. | CL A | 1,028,347 | $12.6M | 1.8% | −17,326−1.7% | Reduced | History |
| PODDInsulet Corp | Stock | 73,158 | $12.5M | 1.8% | +73,158 | New | History |
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 1,344,673 | $12.3M | 1.7% | 00.0% | Unchanged | History |
| HCPHashiCorp, Inc. | COM CL A | 418,613 | $11.3M | 1.6% | +329+0.1% | Added | History |
| LINLinde PLC | SHS | 23,931 | $11.1M | 1.6% | +790+3.4% | Added | History |
| CCJCameco Corp | Stock | 256,360 | $11.1M | 1.6% | −25,050−8.9% | Reduced | History |
| INSPInspire Medical Systems, Inc. | COM | 50,412 | $10.8M | 1.5% | −639−1.3% | Reduced | History |
| FROGJFrog Ltd | Stock | 231,366 | $10.2M | 1.4% | −3,667−1.6% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 41,385 | $9.35M | 1.3% | −434−1.0% | Reduced | History |
| BLBlackline, Inc. | COM | 139,952 | $9.04M | 1.3% | −401−0.3% | Reduced | History |
| APPNAppian Corp | CL A | 214,479 | $8.57M | 1.2% | +3,251+1.5% | Added | History |
| OKTAOkta, Inc. | CL A | 80,950 | $8.47M | 1.2% | −1,321−1.6% | Reduced | History |
| EXASExact Sciences Corp | COM | 118,690 | $8.20M | 1.1% | −550−0.5% | Reduced | History |
| LLYEli Lilly & Co | Stock | 9,821 | $7.64M | 1.1% | −2,073−17.4% | Reduced | History |
| SSentinelOne, Inc. | CL A | 321,441 | $7.49M | 1.1% | −12,214−3.7% | Reduced | History |
| PATHUiPath, Inc. | Stock | 330,424 | $7.49M | 1.1% | −5,038−1.5% | Reduced | History |
| RTXRTX Corp | Stock | 76,075 | $7.42M | 1.0% | +5,251+7.4% | Added | History |
| PAYCPaycom Software, Inc. | Stock | 36,542 | $7.27M | 1.0% | +212+0.6% | Added | History |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 503,817 | $7.00M | 1.0% | +503,817 | New | – |
| AAPLApple Inc. | Stock | 40,557 | $6.95M | 1.0% | +1,521+3.9% | Added | History |
| BILLBILL Holdings, Inc. | Stock | 99,918 | $6.87M | 1.0% | +769+0.8% | Added | History |
| PCTYPaylocity Holding Corp | COM | 39,821 | $6.84M | 1.0% | −50.0% | Reduced | History |
| SDGRSchrodinger, Inc. | COM | 253,354 | $6.84M | 1.0% | +5,587+2.3% | Added | History |
| PDPagerDuty, Inc. | COM | 301,041 | $6.83M | 1.0% | −1,453−0.5% | Reduced | History |
| SMARSmartsheet Inc | COM CL A | 174,346 | $6.71M | 0.9% | +1,016+0.6% | Added | History |
| PHParker-Hannifin Corp | Stock | 11,838 | $6.58M | 0.9% | +664+5.9% | Added | History |
| GTMZoomInfo Technologies Inc. | Stock | 405,999 | $6.51M | 0.9% | −1,072−0.3% | Reduced | History |
| ZSZscaler, Inc. | Stock | 33,193 | $6.39M | 0.9% | −857−2.5% | Reduced | History |
| Zomato Ltd Inr 1.0Y9899X105 | COM | 2,748,513 | $6.01M | 0.8% | 00.0% | Unchanged | – |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 406,091 | $5.72M | 0.8% | −44,500−9.9% | Reduced | – |
| FIVNFive9, Inc. | COM | 91,086 | $5.66M | 0.8% | +353+0.4% | Added | History |
| ETREntergy Corp | COM | 52,085 | $5.50M | 0.8% | +3,803+7.9% | Added | History |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 81,437 | $5.46M | 0.8% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 7,355 | $5.39M | 0.8% | +619+9.2% | Added | History |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 2,126,096 | $5.14M | 0.7% | −200,000−8.6% | Reduced | – |
| MAMastercard Inc | Stock | 10,589 | $5.10M | 0.7% | −659−5.9% | Reduced | History |
| ASANAsana, Inc. | CL A | 328,248 | $5.08M | 0.7% | −3,257−1.0% | Reduced | History |
| CGCarlyle Group Inc. | COM | 107,731 | $5.05M | 0.7% | +8,395+8.5% | Added | History |
| FLRFluor Corp | Stock | 119,129 | $5.04M | 0.7% | −20,593−14.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 33,289 | $5.02M | 0.7% | +26,053+360.0% | Added | History |
| CFLTConfluent, Inc. | CLASS A COM | 164,551 | $5.02M | 0.7% | +842+0.5% | Added | History |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 110,000 | $4.96M | 0.7% | −15,000−12.0% | Reduced | – |
| NVDANVIDIA Corp | Stock | 5,445 | $4.92M | 0.7% | +398+7.9% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 33,063 | $4.91M | 0.7% | +2,110+6.8% | Added | History |
| MCKMcKesson Corp | Stock | 9,145 | $4.91M | 0.7% | +714+8.5% | Added | History |
| BABoeing Co | Stock | 25,343 | $4.89M | 0.7% | +1,819+7.7% | Added | History |
| WMWaste Management Inc | Stock | 22,881 | $4.88M | 0.7% | −100−0.4% | Reduced | History |
| LNTHLantheus Holdings, Inc. | Stock | 76,054 | $4.73M | 0.7% | +16,650+28.0% | Added | History |
| OWLBlue Owl Capital Inc. | COM CL A | 247,105 | $4.66M | 0.7% | −689−0.3% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 18,681 | $4.63M | 0.6% | −216−1.1% | Reduced | History |
| HONHoneywell International Inc | COM | 22,428 | $4.60M | 0.6% | −364−1.6% | Reduced | History |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 191,241 | $4.58M | 0.6% | −29,000−13.2% | Reduced | – |
| PTCPTC Inc. | Stock | 24,225 | $4.58M | 0.6% | −1,439−5.6% | Reduced | History |
| SNASnap-on Inc | COM | 15,224 | $4.51M | 0.6% | −56−0.4% | Reduced | History |
| CORCencora, Inc. | Stock | 18,495 | $4.49M | 0.6% | −915−4.7% | Reduced | History |
| QCOMQualcomm Inc | Stock | 26,309 | $4.45M | 0.6% | +2,055+8.5% | Added | History |
| CHXChampionX Corp | COM | 124,066 | $4.45M | 0.6% | +13,381+12.1% | Added | History |
| CIVICivitas Resources, Inc. | EQUITY US CM | 58,434 | $4.44M | 0.6% | +14,294+32.4% | Added | History |
| VLOValero Energy Corp | Stock | 25,969 | $4.43M | 0.6% | +98+0.4% | Added | History |
| ALSumisho Air Lease Corp | CL A | 85,562 | $4.40M | 0.6% | +7,062+9.0% | Added | History |
| VALValaris Ltd | CL A | 58,421 | $4.40M | 0.6% | +58,421 | New | History |
| AMATApplied Materials Inc | Stock | 21,092 | $4.35M | 0.6% | +1,630+8.4% | Added | History |
| GPNGlobal Payments Inc | Stock | 32,441 | $4.34M | 0.6% | +2,599+8.7% | Added | History |
| AOSSmith A O Corp | COM | 48,181 | $4.31M | 0.6% | −205−0.4% | Reduced | History |
| AIRAar Corp | Stock | 71,550 | $4.28M | 0.6% | +6,399+9.8% | Added | History |
| PEverpure, Inc. | CL A | 82,116 | $4.27M | 0.6% | −18,076−18.0% | Reduced | History |
| TJXTJX Companies Inc | Stock | 42,065 | $4.27M | 0.6% | +374+0.9% | Added | History |
| HDFC Bank Ltd (Fii)Y3119P190 | COMMON STOCK | 245,280 | $4.26M | 0.6% | 00.0% | Unchanged | – |
| HCSGHealthcare Services Group Inc | COM | 337,639 | $4.21M | 0.6% | +77,022+29.6% | Added | History |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 118,000 | $4.20M | 0.6% | 00.0% | Unchanged | – |
| FANGDiamondback Energy, Inc. | Stock | 21,204 | $4.20M | 0.6% | +55+0.3% | Added | History |
| HLITHarmonic Inc. | COM | 309,710 | $4.16M | 0.6% | +29,403+10.5% | Added | History |
| VRNTVerint Systems Inc | COM | 123,992 | $4.11M | 0.6% | +11,233+10.0% | Added | History |
| MTRXMatrix Service Co | COM | 313,550 | $4.09M | 0.6% | −22,836−6.8% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 59,654 | $4.04M | 0.6% | +425+0.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 8,150 | $4.03M | 0.6% | +620+8.2% | Added | History |
| KEXKirby Corp | COM | 41,771 | $3.98M | 0.6% | +3,792+10.0% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 56,052 | $3.97M | 0.6% | +56,052 | New | History |
| CVXChevron Corp | Stock | 25,160 | $3.97M | 0.6% | 00.0% | Unchanged | History |
| SLBSLB Limited | Stock | 72,375 | $3.97M | 0.6% | +7,304+11.2% | Added | History |
| STESTERIS plc | SHS USD | 17,413 | $3.91M | 0.5% | +1,552+9.8% | Added | History |
| GXOGXO Logistics, Inc. | Stock | 72,313 | $3.89M | 0.5% | +25,842+55.6% | Added | History |
| ELVElevance Health, Inc. | Stock | 7,469 | $3.87M | 0.5% | −39−0.5% | Reduced | History |
| SYYSysco Corp | Stock | 47,007 | $3.82M | 0.5% | −127−0.3% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 8,322 | $3.79M | 0.5% | −34−0.4% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 51,820 | $3.75M | 0.5% | +26+0.1% | Added | History |
| NXENexGen Energy Ltd. | COM | 476,734 | $3.70M | 0.5% | +32,962+7.4% | Added | History |
| CIENCiena Corp | COM NEW | 74,624 | $3.69M | 0.5% | −1,458−1.9% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 14,955 | $3.68M | 0.5% | −99−0.7% | Reduced | History |
| TXTTextron Inc | COM | 38,299 | $3.67M | 0.5% | +3,268+9.3% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 17,139 | $3.65M | 0.5% | −223−1.3% | Reduced | History |
| PLDPrologis, Inc. | REIT | 27,868 | $3.63M | 0.5% | −80−0.3% | Reduced | History |
| CAECae Inc | COM | 175,001 | $3.61M | 0.5% | +91,998+110.8% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 6,899 | $3.61M | 0.5% | +806+13.2% | Added | History |
| TGTTarget Corp | Stock | 20,155 | $3.57M | 0.5% | +205+1.0% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 14,142 | $3.53M | 0.5% | −40−0.3% | Reduced | History |
| ADMArcher-Daniels-Midland Co | Stock | 56,062 | $3.52M | 0.5% | +2,633+4.9% | Added | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 34,024 | $3.48M | 0.5% | +25+0.1% | Added | History |
| TTITetra Technologies Inc | COM | 778,369 | $3.45M | 0.5% | +73,289+10.4% | Added | History |
Sold out since Q4 2023 (10)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| SWAVShockwave Medical, Inc. | COM | 47,471 | $9.05M | 1.4% | History |
| ENSEnerSys | COM | 35,440 | $3.58M | 0.5% | History |
| MGAMagna International Inc | COM | 52,965 | $3.13M | 0.5% | History |
| CPECallon Petroleum Co | COM | 89,469 | $2.90M | 0.4% | History |
| BYDBoyd Gaming Corp | COM | 45,021 | $2.82M | 0.4% | History |
| Koh Young Technology Inc KRW 500.0Y4810R105 | COM | 75,687 | $972.6K | 0.1% | – |
| WNS Hldgs Ltd92932M101 | SPON ADR | 10,000 | $632.0K | 0.1% | – |
| Douzone Bizon Co Ltd KRW 500.0Y2197R102 | COM | 23,033 | $519.1K | 0.1% | – |
| L'Occitane International S Eur 0.03L6071D109 | COM | 177,500 | $506.9K | 0.1% | – |
| Shenzhen Sunlord Electronic Cny 1.0Y77435108 | COM | 43,317 | $165.0K | <0.1% | – |