Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- Latest filing
- Aug 5, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 18, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 271
- +23 vs. Q1 2024
- Portfolio value
- $695.9M
- −$17.3M (−2.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRZEBraze, Inc. | Stock | 16,787 | $652.0K | 0.1% | −2,717−13.9% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,795 | $662.1K | 0.1% | −5−0.1% | Reduced | – |
| PGProcter & Gamble Co | Stock | 4,018 | $662.6K | 0.1% | 00.0% | Unchanged | History |
| Cosmo First Limited Inr 10.0Y1765G118 | COM | 70,722 | $667.5K | 0.1% | 00.0% | Unchanged | – |
| Chularat Hospital PCL THB 0.1Y1613L145 | COM | 10,000,000 | $708.5K | 0.1% | 00.0% | Unchanged | – |
| INTUIntuit Inc. | Stock | 1,151 | $756.4K | 0.1% | 00.0% | Unchanged | History |
| Universal Robina CorporationY9297P100 | COM | 400,000 | $758.9K | 0.1% | 00.0% | Unchanged | – |
| Samsung Sdi Co Ltd KRW 5000.0Y74866107 | COM | 3,000 | $771.5K | 0.1% | 00.0% | Unchanged | – |
| NCNOnCino, Inc. | COM | 24,747 | $778.3K | 0.1% | −2,973−10.7% | Reduced | History |
| DTDynatrace, Inc. | Stock | 18,826 | $842.3K | 0.1% | −3,242−14.7% | Reduced | History |
| DCBODocebo Inc. | COM | 21,819 | $842.9K | 0.1% | +21,819 | New | History |
| METAMeta Platforms, Inc. | Stock | 1,678 | $846.1K | 0.1% | +352+26.5% | Added | History |
| Syarikat Takaful Malaysia K Myr 0.2Y8344M102 | COM | 1,082,422 | $855.8K | 0.1% | 00.0% | Unchanged | – |
| Hangcha Group Co Ltd Cny 1.0Y30038106 | COM | 317,940 | $859.4K | 0.1% | +217,940+217.9% | Added | – |
| Hindustan Unilever Ltd Inr 1.0Y3222L102 | COM | 30,000 | $887.6K | 0.1% | +30,000 | New | – |
| Ovctek China Inc Cny 1.0Y0483P103 | SHS | 419,790 | $905.9K | 0.1% | 00.0% | Unchanged | – |
| Hefei Meiya Optoelectronic Cny 1.0Y3123L102 | COM | 399,300 | $906.7K | 0.1% | −11,500−2.8% | Reduced | – |
| ABTAbbott Laboratories | Stock | 9,052 | $940.6K | 0.1% | −1,013−10.1% | Reduced | History |
| ORealty Income Corp | REIT | 18,285 | $965.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,652 | $966.7K | 0.1% | 00.0% | Unchanged | – |
| Nagacorp Ltd.G6382M109 | COM | 2,036,831 | $999.2K | 0.1% | 00.0% | Unchanged | – |
| SK Hynix Inc KRW 5000.0Y8085F100 | COM | 6,007 | $1.03M | 0.1% | −4,000−40.0% | Reduced | – |
| Chailease Holding Co Ltd TWD 10.0G20288109 | COM | 222,010 | $1.05M | 0.2% | 00.0% | Unchanged | – |
| Krishna Institute of Inr 10.0 144AY4S65L100 | COM | 43,089 | $1.07M | 0.2% | 00.0% | Unchanged | – |
| ASMLASML Holding NV | ADR | 4,836 | $1.08M | 0.2% | +179+3.8% | Added | History |
| INFYInfosys Ltd | SPONSORED ADR | 60,000 | $1.12M | 0.2% | +60,000 | New | History |
| One 97 Communications Ltd Inr 1.0Y6425F111 | COM | 233,169 | $1.12M | 0.2% | 00.0% | Unchanged | – |
| Life Insurance Corp of Ind Inr 10.0Y5284Z119 | COM | 100,000 | $1.19M | 0.2% | 00.0% | Unchanged | – |
| SNPSSynopsys Inc | COM | 1,999 | $1.19M | 0.2% | 00.0% | Unchanged | History |
| BAIDFBaidu, Inc. | COM | 111,000 | $1.21M | 0.2% | +12,000+12.1% | Added | History |
| HUBSHubSpot Inc | COM | 2,109 | $1.24M | 0.2% | −375−15.1% | Reduced | History |
| Hong Kong Exchanges and Cle HKD 1.0Y3506N139 | COM | 38,972 | $1.25M | 0.2% | +12,000+44.5% | Added | – |
| Vietnam Dairy Products VND 10000.0Y9365V104 | COM | 500,300 | $1.29M | 0.2% | +220,000+78.5% | Added | – |
| Travelsky Technology Ltd Cny 1.0Y8972V101 | COM | 1,100,000 | $1.29M | 0.2% | −200,000−15.4% | Reduced | – |
| MSOGFMINISO Group Holding Ltd | COM | 278,000 | $1.33M | 0.2% | 00.0% | Unchanged | History |
| Aspeed Technology Inc TWD 10.0Y04044106 | COM | 9,000 | $1.34M | 0.2% | 00.0% | Unchanged | – |
| Axis BankY0487S137 | COM | 90,000 | $1.36M | 0.2% | 00.0% | Unchanged | – |
| Dragon Cap ETF DCVFMVN DiamondMM002P73K | COM | 1,143,400 | $1.45M | 0.2% | +293,400+34.5% | Added | – |
| Icici Prudential Life Inr 10.0 144AY3R595106 | COM | 200,000 | $1.45M | 0.2% | 00.0% | Unchanged | – |
| PFEPfizer Inc | Stock | 52,430 | $1.47M | 0.2% | +2,000+4.0% | Added | History |
| Alkem Laboratories Ltd Inr 2.0Y0R6P5102 | COM | 26,000 | $1.56M | 0.2% | 00.0% | Unchanged | – |
| Hugel Inc KRW 500.0Y3R47A100 | COM | 10,000 | $1.68M | 0.2% | 00.0% | Unchanged | – |
| Sbi Life Insurance Co Inr 10.0 144AY753N0101 | COM | 98,304 | $1.76M | 0.3% | 00.0% | Unchanged | – |
| Hanwha Aerospace Co Ltd KRW 5000.0Y7470L102 | COM | 10,000 | $1.81M | 0.3% | 00.0% | Unchanged | – |
| Regional SAB de CV NPVP8008V109 | COM | 248,742 | $1.86M | 0.3% | 00.0% | Unchanged | – |
| Infosys Ltd Inr 5.0Y4082C133 | COM | 100,000 | $1.88M | 0.3% | +100,000 | New | – |
| AMZNAmazon Com Inc | Stock | 10,044 | $1.94M | 0.3% | +930+10.2% | Added | History |
| City Union Bank Ltd Inr 1.0Y1659F135 | COM | 1,000,000 | $2.01M | 0.3% | 00.0% | Unchanged | – |
| Samsung Electronic KRWY74718100 | COM | 35,207 | $2.08M | 0.3% | 00.0% | Unchanged | – |
| Sis Ltd Inr 5.0Y7T669116 | COM | 393,420 | $2.12M | 0.3% | 00.0% | Unchanged | – |
| Timken India Ltd Inr 10.0Y8840Y105 | COM | 42,159 | $2.16M | 0.3% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 10,936 | $2.21M | 0.3% | +919+9.2% | Added | History |
| Quess Corp Ltd Inr 10.0 144AY3R6BW102 | COM | 310,000 | $2.24M | 0.3% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 1,435 | $2.30M | 0.3% | +114+8.6% | Added | History |
| State Bank of India Inr 1.0Y8155P103 | COM | 230,000 | $2.34M | 0.3% | 00.0% | Unchanged | – |
| DOWDow Inc. | Stock | 52,036 | $2.76M | 0.4% | +2,322+4.7% | Added | History |
| SNXTD Synnex Corp | COM | 23,985 | $2.77M | 0.4% | +2,241+10.3% | Added | History |
| SCIService Corp International | COM | 38,950 | $2.77M | 0.4% | +2,674+7.4% | Added | History |
| UUUUEnergy Fuels Inc | COM NEW | 475,563 | $2.88M | 0.4% | +22,127+4.9% | Added | History |
| OSISOsi Systems Inc | COM | 20,991 | $2.89M | 0.4% | +1,046+5.2% | Added | History |
| TTITetra Technologies Inc | COM | 887,878 | $3.07M | 0.4% | +109,509+14.1% | Added | History |
| PTENPatterson Uti Energy Inc | COM | 298,544 | $3.09M | 0.4% | +70,229+30.8% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 22,679 | $3.10M | 0.4% | +911+4.2% | Added | History |
| TGTTarget Corp | Stock | 21,184 | $3.14M | 0.5% | +1,029+5.1% | Added | History |
| HIGHartford Insurance Group, Inc. | Stock | 31,734 | $3.19M | 0.5% | +2,362+8.0% | Added | History |
| Jio Financial Services Ltd Inr 10.0Y7S377109 | COM | 750,000 | $3.22M | 0.5% | 00.0% | Unchanged | – |
| NABLN-able, Inc. | COMMON STOCK | 212,406 | $3.23M | 0.5% | +43,454+25.7% | Added | History |
| MTRXMatrix Service Co | COM | 326,621 | $3.24M | 0.5% | +13,071+4.2% | Added | History |
| LVSLas Vegas Sands Corp | COM | 73,345 | $3.25M | 0.5% | +10,570+16.8% | Added | History |
| PLDPrologis, Inc. | REIT | 28,994 | $3.26M | 0.5% | +1,126+4.0% | Added | History |
| TXTTextron Inc | COM | 38,918 | $3.34M | 0.5% | +619+1.6% | Added | History |
| NXENexGen Energy Ltd. | COM | 480,049 | $3.35M | 0.5% | +3,315+0.7% | Added | History |
| AMGNAmgen Inc | Stock | 10,736 | $3.35M | 0.5% | +10,736 | New | History |
| Biocon Ltd INR5Y0905C102 | COM | 800,000 | $3.37M | 0.5% | 00.0% | Unchanged | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 35,311 | $3.38M | 0.5% | +1,287+3.8% | Added | History |
| SLBSLB Limited | Stock | 72,545 | $3.42M | 0.5% | +170+0.2% | Added | History |
| SCHWSchwab Charles Corp | Stock | 46,984 | $3.46M | 0.5% | −4,836−9.3% | Reduced | History |
| SYYSysco Corp | Stock | 48,609 | $3.47M | 0.5% | +1,602+3.4% | Added | History |
| CIENCiena Corp | COM NEW | 72,214 | $3.48M | 0.5% | −2,410−3.2% | Reduced | History |
| ADMArcher-Daniels-Midland Co | Stock | 58,095 | $3.51M | 0.5% | +2,033+3.6% | Added | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 329,255 | $3.52M | 0.5% | +22,246+7.2% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 14,942 | $3.57M | 0.5% | +800+5.7% | Added | History |
| HLITHarmonic Inc. | COM | 303,053 | $3.57M | 0.5% | −6,657−2.1% | Reduced | History |
| GXOGXO Logistics, Inc. | Stock | 70,825 | $3.58M | 0.5% | −1,488−2.1% | Reduced | History |
| PUMPProPetro Holding Corp. | COM | 412,752 | $3.58M | 0.5% | +2,825+0.7% | Added | History |
| UNPUnion Pacific Corp | Stock | 15,828 | $3.58M | 0.5% | +873+5.8% | Added | History |
| HCSGHealthcare Services Group Inc | COM | 343,455 | $3.63M | 0.5% | +5,816+1.7% | Added | History |
| AONAon plc | CL A | 12,385 | $3.64M | 0.5% | +2,932+31.0% | Added | History |
| FIVNFive9, Inc. | COM | 84,280 | $3.72M | 0.5% | −6,806−7.5% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 27,443 | $3.78M | 0.5% | +27,443 | New | History |
| AOSSmith A O Corp | COM | 46,364 | $3.79M | 0.5% | −1,817−3.8% | Reduced | History |
| SNASnap-on Inc | COM | 14,780 | $3.86M | 0.6% | −444−2.9% | Reduced | History |
| SFStifel Financial Corp | COM | 45,926 | $3.86M | 0.6% | +2,921+6.8% | Added | History |
| CAECae Inc | COM | 210,223 | $3.91M | 0.6% | +35,222+20.1% | Added | History |
| CIVICivitas Resources, Inc. | EQUITY US CM | 56,905 | $3.93M | 0.6% | −1,529−2.6% | Reduced | History |
| JBLJabil Inc | Stock | 36,189 | $3.94M | 0.6% | +36,189 | New | History |
| VRNTVerint Systems Inc | COM | 124,470 | $4.01M | 0.6% | +478+0.4% | Added | History |
| NOVNOV Inc. | COM | 212,026 | $4.03M | 0.6% | +212,026 | New | History |
| MRVLMarvell Technology, Inc. | COM | 58,006 | $4.05M | 0.6% | +1,954+3.5% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 18,071 | $4.06M | 0.6% | +932+5.4% | Added | History |
Sold out since Q1 2024 (17)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| HCPHashiCorp, Inc. | COM CL A | 418,613 | $11.3M | 1.6% | History |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 503,817 | $7.00M | 1.0% | – |
| CHXChampionX Corp | COM | 124,066 | $4.45M | 0.6% | History |
| GPNGlobal Payments Inc | Stock | 32,441 | $4.34M | 0.6% | History |
| UNHUnitedHealth Group Inc | Stock | 8,150 | $4.03M | 0.6% | History |
| STESTERIS plc | SHS USD | 17,413 | $3.91M | 0.5% | History |
| ULTAUlta Beauty, Inc. | Stock | 6,899 | $3.61M | 0.5% | History |
| Glenmark Pharmaceuticals LT Inr 1.0Y2711C144 | COM | 150,000 | $1.72M | 0.2% | – |
| Joinn Laboratories Chi Cny 1.0 144AY444TU113 | COM | 924,700 | $1.08M | 0.2% | – |
| Hainan Meilan International Cny 1.0Y3245V103 | COM | 900,000 | $808.4K | 0.1% | – |
| Haier Smart Home Co Ltd Cny 1.0Y298BN100 | COM | 126,332 | $393.1K | 0.1% | – |
| Airports Corp of Vietna VND 10000.0Y002B8109 | COM | 110,000 | $373.1K | 0.1% | – |
| ACNAccenture plc | Stock | 939 | $325.5K | <0.1% | History |
| ADIAnalog Devices Inc | Stock | 1,379 | $272.8K | <0.1% | History |
| CTASCintas Corp | Stock | 356 | $244.6K | <0.1% | History |
| BKNGBooking Holdings Inc. | Stock | 63 | $228.6K | <0.1% | History |
| RFRegions Financial Corp | COM | 10,280 | $216.3K | <0.1% | History |