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 |
|---|---|---|---|---|---|---|---|
| LMTLockheed Martin Corp | Stock | 8,729 | $4.08M | 0.6% | +407+4.9% | Added | History |
| ALSumisho Air Lease Corp | CL A | 86,249 | $4.10M | 0.6% | +687+0.8% | Added | History |
| ASANAsana, Inc. | CL A | 293,037 | $4.10M | 0.6% | −35,211−10.7% | Reduced | History |
| GSKGSK plc | ADR | 107,167 | $4.13M | 0.6% | +97,578+1,017.6% | Added | History |
| CVXChevron Corp | Stock | 26,507 | $4.15M | 0.6% | +1,347+5.4% | Added | History |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 191,241 | $4.23M | 0.6% | 00.0% | Unchanged | – |
| ELVElevance Health, Inc. | Stock | 7,826 | $4.24M | 0.6% | +357+4.8% | Added | History |
| VLOValero Energy Corp | Stock | 27,274 | $4.28M | 0.6% | +1,305+5.0% | Added | History |
| VALValaris Ltd | CL A | 58,489 | $4.36M | 0.6% | +68+0.1% | Added | History |
| CORCencora, Inc. | Stock | 19,353 | $4.36M | 0.6% | +858+4.6% | Added | History |
| CGCarlyle Group Inc. | COM | 108,707 | $4.36M | 0.6% | +976+0.9% | Added | History |
| PTCPTC Inc. | Stock | 24,060 | $4.37M | 0.6% | −165−0.7% | Reduced | History |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 118,000 | $4.43M | 0.6% | 00.0% | Unchanged | – |
| FANGDiamondback Energy, Inc. | Stock | 22,272 | $4.46M | 0.6% | +1,068+5.0% | Added | History |
| BABoeing Co | Stock | 24,557 | $4.47M | 0.6% | −786−3.1% | Reduced | History |
| SDGRSchrodinger, Inc. | COM | 231,224 | $4.47M | 0.6% | −22,130−8.7% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 152,055 | $4.49M | 0.6% | −12,496−7.6% | Reduced | History |
| EXASExact Sciences Corp | COM | 108,418 | $4.58M | 0.7% | −10,272−8.7% | Reduced | History |
| OWLBlue Owl Capital Inc. | COM CL A | 258,310 | $4.59M | 0.7% | +11,205+4.5% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 9,284 | $4.64M | 0.7% | +3,097+50.1% | Added | – |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 110,000 | $4.68M | 0.7% | 00.0% | Unchanged | – |
| GTMZoomInfo Technologies Inc. | Stock | 371,526 | $4.74M | 0.7% | −34,473−8.5% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 90,860 | $4.78M | 0.7% | −9,058−9.1% | Reduced | History |
| PEverpure, Inc. | CL A | 74,501 | $4.78M | 0.7% | −7,615−9.3% | Reduced | History |
| PAYCPaycom Software, Inc. | Stock | 33,723 | $4.82M | 0.7% | −2,819−7.7% | Reduced | History |
| MAMastercard Inc | Stock | 10,958 | $4.83M | 0.7% | +369+3.5% | Added | History |
| PCTYPaylocity Holding Corp | COM | 36,844 | $4.86M | 0.7% | −2,977−7.5% | Reduced | History |
| TJXTJX Companies Inc | Stock | 44,125 | $4.86M | 0.7% | +2,060+4.9% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 62,329 | $4.86M | 0.7% | +2,675+4.5% | Added | History |
| LLYEli Lilly & Co | Stock | 5,383 | $4.87M | 0.7% | −4,438−45.2% | Reduced | History |
| HONHoneywell International Inc | COM | 22,948 | $4.90M | 0.7% | +520+2.3% | Added | History |
| KEXKirby Corp | COM | 41,271 | $4.94M | 0.7% | −500−1.2% | Reduced | History |
| HDFC Bank Ltd (Fii)Y3119P190 | COMMON STOCK | 245,280 | $4.95M | 0.7% | 00.0% | Unchanged | – |
| FLRFluor Corp | Stock | 114,662 | $4.99M | 0.7% | −4,467−3.7% | Reduced | History |
| WMWaste Management Inc | Stock | 23,927 | $5.10M | 0.7% | +1,046+4.6% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 33,057 | $5.14M | 0.7% | −60.0% | Reduced | History |
| AIRAar Corp | Stock | 70,714 | $5.14M | 0.7% | −836−1.2% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 19,490 | $5.24M | 0.8% | +809+4.3% | Added | History |
| QCOMQualcomm Inc | Stock | 27,059 | $5.39M | 0.8% | +750+2.9% | Added | History |
| PATHUiPath, Inc. | Stock | 432,464 | $5.48M | 0.8% | +102,040+30.9% | Added | History |
| MCKMcKesson Corp | Stock | 9,392 | $5.49M | 0.8% | +247+2.7% | Added | History |
| AMATApplied Materials Inc | Stock | 24,257 | $5.72M | 0.8% | +3,165+15.0% | Added | History |
| ETREntergy Corp | COM | 53,752 | $5.75M | 0.8% | +1,667+3.2% | Added | History |
| ZSZscaler, Inc. | Stock | 30,446 | $5.85M | 0.8% | −2,747−8.3% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 11,669 | $5.90M | 0.8% | −169−1.4% | Reduced | History |
| SSentinelOne, Inc. | CL A | 288,295 | $6.07M | 0.9% | −33,146−10.3% | Reduced | History |
| APPNAppian Corp | CL A | 198,229 | $6.12M | 0.9% | −16,250−7.6% | Reduced | History |
| BLBlackline, Inc. | COM | 126,501 | $6.13M | 0.9% | −13,451−9.6% | Reduced | History |
| LNTHLantheus Holdings, Inc. | Stock | 76,347 | $6.13M | 0.9% | +293+0.4% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 46,025 | $6.16M | 0.9% | −4,387−8.7% | Reduced | History |
| PDPagerDuty, Inc. | COM | 268,748 | $6.16M | 0.9% | −32,293−10.7% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 7,503 | $6.38M | 0.9% | +148+2.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 35,874 | $6.53M | 0.9% | +2,585+7.8% | Added | History |
| Zomato Ltd Inr 1.0Y9899X105 | COM | 2,748,513 | $6.60M | 0.9% | 00.0% | Unchanged | – |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 81,437 | $6.63M | 1.0% | 00.0% | Unchanged | – |
| OKTAOkta, Inc. | CL A | 72,231 | $6.76M | 1.0% | −8,719−10.8% | Reduced | History |
| SMARSmartsheet Inc | COM CL A | 158,448 | $6.98M | 1.0% | −15,898−9.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 56,808 | $7.02M | 1.0% | +2,358+4.3% | AddedConverted for a 10-for-1 split | History |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 2,126,096 | $7.80M | 1.1% | 00.0% | Unchanged | – |
| FROGJFrog Ltd | Stock | 210,171 | $7.89M | 1.1% | −21,195−9.2% | Reduced | History |
| RTXRTX Corp | Stock | 78,687 | $7.90M | 1.1% | +2,612+3.4% | Added | History |
| CXMSprinklr, Inc. | CL A | 925,990 | $8.91M | 1.3% | −102,357−10.0% | Reduced | History |
| AAPLApple Inc. | Stock | 42,964 | $9.05M | 1.3% | +2,407+5.9% | Added | History |
| FRSHFreshworks Inc. | Stock | 719,687 | $9.13M | 1.3% | +719,687 | New | History |
| MNDYmonday.com Ltd. | SHS | 37,945 | $9.14M | 1.3% | −3,440−8.3% | Reduced | History |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 406,091 | $9.22M | 1.3% | 00.0% | Unchanged | – |
| LINLinde PLC | SHS | 24,857 | $10.9M | 1.6% | +926+3.9% | Added | History |
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 1,344,673 | $11.1M | 1.6% | 00.0% | Unchanged | History |
| CCJCameco Corp | Stock | 250,507 | $12.3M | 1.8% | −5,853−2.3% | Reduced | History |
| PODDInsulet Corp | Stock | 66,681 | $13.5M | 1.9% | −6,477−8.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 37,624 | $16.8M | 2.4% | +549+1.5% | 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 |