Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- Latest filing
- Aug 5, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 22, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 291
- +20 vs. Q2 2024
- Portfolio value
- $712.3M
- +$16.5M (+2.4%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 36,306 | $15.6M | 2.2% | −1,318−3.5% | Reduced | History |
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 1,344,673 | $13.5M | 1.9% | 00.0% | Unchanged | History |
| CCJCameco Corp | Stock | 273,739 | $13.1M | 1.8% | +23,232+9.3% | Added | History |
| LINLinde PLC | SHS | 24,087 | $11.5M | 1.6% | −770−3.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 63,699 | $10.6M | 1.5% | +27,825+77.6% | Added | History |
| AAPLApple Inc. | Stock | 43,357 | $10.1M | 1.4% | +393+0.9% | Added | History |
| RTXRTX Corp | Stock | 68,293 | $8.27M | 1.2% | −10,394−13.2% | Reduced | History |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 346,091 | $7.62M | 1.1% | −60,000−14.8% | Reduced | – |
| NVDANVIDIA Corp | Stock | 60,691 | $7.37M | 1.0% | +3,883+6.8% | Added | History |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 76,437 | $7.37M | 1.0% | −5,000−6.1% | Reduced | – |
| ETREntergy Corp | COM | 55,263 | $7.27M | 1.0% | +1,511+2.8% | Added | History |
| LNTHLantheus Holdings, Inc. | Stock | 65,336 | $7.17M | 1.0% | −11,011−14.4% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 62,383 | $7.17M | 1.0% | +62,383 | New | History |
| PHParker-Hannifin Corp | Stock | 11,304 | $7.14M | 1.0% | −365−3.1% | Reduced | History |
| Zomato Ltd Inr 1.0Y9899X105 | COM | 2,173,513 | $7.09M | 1.0% | −575,000−20.9% | Reduced | – |
| FRSHFreshworks Inc. | Stock | 611,509 | $7.02M | 1.0% | −108,178−15.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 35,620 | $6.64M | 0.9% | +25,576+254.6% | Added | History |
| ESTCElastic N.V. | ORD SHS | 84,797 | $6.51M | 0.9% | +84,797 | New | History |
| EXASExact Sciences Corp | COM | 93,550 | $6.37M | 0.9% | −14,868−13.7% | Reduced | History |
| TEAMAtlassian Corp | CL A | 38,072 | $6.05M | 0.8% | +38,072 | New | History |
| SSentinelOne, Inc. | CL A | 252,095 | $6.03M | 0.8% | −36,200−12.6% | Reduced | History |
| CXMSprinklr, Inc. | CL A | 774,578 | $5.99M | 0.8% | −151,412−16.4% | Reduced | History |
| BLBlackline, Inc. | COM | 108,543 | $5.99M | 0.8% | −17,958−14.2% | Reduced | History |
| APPNAppian Corp | CL A | 174,875 | $5.97M | 0.8% | −23,354−11.8% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 6,703 | $5.94M | 0.8% | −800−10.7% | Reduced | History |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 1,726,096 | $5.87M | 0.8% | −400,000−18.8% | Reduced | – |
| MAMastercard Inc | Stock | 11,847 | $5.85M | 0.8% | +889+8.1% | Added | History |
| FLRFluor Corp | Stock | 122,001 | $5.82M | 0.8% | +7,339+6.4% | Added | History |
| JBLJabil Inc | Stock | 44,808 | $5.37M | 0.8% | +8,619+23.8% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 34,921 | $5.37M | 0.8% | +1,864+5.6% | Added | History |
| GSKGSK plc | ADR | 130,460 | $5.33M | 0.7% | +23,293+21.7% | Added | History |
| STXSeagate Technology Holdings plc | ORD SHS | 48,500 | $5.31M | 0.7% | +48,500 | New | History |
| FROGJFrog Ltd | Stock | 182,419 | $5.30M | 0.7% | −27,752−13.2% | Reduced | History |
| AMATApplied Materials Inc | Stock | 25,897 | $5.23M | 0.7% | +1,640+6.8% | Added | History |
| PCTYPaylocity Holding Corp | COM | 31,670 | $5.22M | 0.7% | −5,174−14.0% | Reduced | History |
| PATHUiPath, Inc. | Stock | 402,655 | $5.15M | 0.7% | −29,809−6.9% | Reduced | History |
| OWLBlue Owl Capital Inc. | COM CL A | 265,944 | $5.15M | 0.7% | +7,634+3.0% | Added | History |
| HDFC Bank Ltd (Fii)Y3119P190 | COMMON STOCK | 245,280 | $5.07M | 0.7% | 00.0% | Unchanged | – |
| QCOMQualcomm Inc | Stock | 29,740 | $5.06M | 0.7% | +2,681+9.9% | Added | History |
| LMTLockheed Martin Corp | Stock | 8,622 | $5.04M | 0.7% | −107−1.2% | Reduced | History |
| CGCarlyle Group Inc. | COM | 116,851 | $5.03M | 0.7% | +8,144+7.5% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 64,491 | $5.02M | 0.7% | +2,162+3.5% | Added | History |
| AIRAar Corp | Stock | 75,722 | $4.95M | 0.7% | +5,008+7.1% | Added | History |
| PAYCPaycom Software, Inc. | Stock | 29,226 | $4.87M | 0.7% | −4,497−13.3% | Reduced | History |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 110,000 | $4.82M | 0.7% | 00.0% | Unchanged | – |
| WMWaste Management Inc | Stock | 23,175 | $4.81M | 0.7% | −752−3.1% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 20,002 | $4.80M | 0.7% | +512+2.6% | Added | History |
| MCKMcKesson Corp | Stock | 9,636 | $4.76M | 0.7% | +244+2.6% | Added | History |
| TJXTJX Companies Inc | Stock | 40,342 | $4.74M | 0.7% | −3,783−8.6% | Reduced | History |
| HONHoneywell International Inc | COM | 22,632 | $4.68M | 0.7% | −316−1.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 5,280 | $4.68M | 0.7% | −103−1.9% | Reduced | History |
| HLITHarmonic Inc. | COM | 319,611 | $4.66M | 0.7% | +16,558+5.5% | Added | History |
| OKTAOkta, Inc. | CL A | 62,502 | $4.65M | 0.7% | −9,729−13.5% | Reduced | History |
| KEXKirby Corp | COM | 37,885 | $4.64M | 0.7% | −3,386−8.2% | Reduced | History |
| PTCPTC Inc. | Stock | 25,515 | $4.61M | 0.6% | +1,455+6.0% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 16,281 | $4.51M | 0.6% | +1,339+9.0% | Added | History |
| SFStifel Financial Corp | COM | 47,895 | $4.50M | 0.6% | +1,969+4.3% | Added | History |
| ZSZscaler, Inc. | Stock | 26,157 | $4.47M | 0.6% | −4,289−14.1% | Reduced | History |
| CORCencora, Inc. | Stock | 19,754 | $4.45M | 0.6% | +401+2.1% | Added | History |
| PDPagerDuty, Inc. | COM | 237,799 | $4.41M | 0.6% | −30,949−11.5% | Reduced | History |
| SNASnap-on Inc | COM | 15,081 | $4.37M | 0.6% | +301+2.0% | Added | History |
| TTITetra Technologies Inc | COM | 1,401,932 | $4.35M | 0.6% | +514,054+57.9% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 37,531 | $4.32M | 0.6% | +10,088+36.8% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 18,175 | $4.32M | 0.6% | +104+0.6% | Added | History |
| UUUUEnergy Fuels Inc | COM NEW | 785,521 | $4.31M | 0.6% | +309,958+65.2% | Added | History |
| AONAon plc | CL A | 12,438 | $4.30M | 0.6% | +53+0.4% | Added | History |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 191,241 | $4.29M | 0.6% | 00.0% | Unchanged | – |
| NABLN-able, Inc. | COMMON STOCK | 324,864 | $4.24M | 0.6% | +112,458+52.9% | Added | History |
| CAECae Inc | COM | 224,392 | $4.21M | 0.6% | +14,169+6.7% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 58,303 | $4.20M | 0.6% | +297+0.5% | Added | History |
| BILLBILL Holdings, Inc. | Stock | 79,365 | $4.19M | 0.6% | −11,495−12.7% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 25,432 | $4.17M | 0.6% | +23,492+1,210.9% | Added | History |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 118,000 | $4.16M | 0.6% | 00.0% | Unchanged | – |
| ALSumisho Air Lease Corp | CL A | 90,109 | $4.08M | 0.6% | +3,860+4.5% | Added | History |
| NOVNOV Inc. | COM | 254,118 | $4.06M | 0.6% | +42,092+19.9% | Added | History |
| AOSSmith A O Corp | COM | 45,015 | $4.04M | 0.6% | −1,349−2.9% | Reduced | History |
| CIVICivitas Resources, Inc. | EQUITY US CM | 78,870 | $4.00M | 0.6% | +21,965+38.6% | Added | History |
| UNPUnion Pacific Corp | Stock | 16,203 | $3.99M | 0.6% | +375+2.4% | Added | History |
| CVXChevron Corp | Stock | 27,019 | $3.98M | 0.6% | +512+1.9% | Added | History |
| ELVElevance Health, Inc. | Stock | 7,560 | $3.93M | 0.6% | −266−3.4% | Reduced | History |
| OSISOsi Systems Inc | COM | 25,774 | $3.91M | 0.5% | +4,783+22.8% | Added | History |
| PEverpure, Inc. | CL A | 77,712 | $3.90M | 0.5% | +3,211+4.3% | Added | History |
| HCSGHealthcare Services Group Inc | COM | 347,581 | $3.88M | 0.5% | +4,126+1.2% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 22,512 | $3.88M | 0.5% | +240+1.1% | Added | History |
| HIGHartford Insurance Group, Inc. | Stock | 32,955 | $3.88M | 0.5% | +1,221+3.8% | Added | History |
| GXOGXO Logistics, Inc. | Stock | 74,348 | $3.87M | 0.5% | +3,523+5.0% | Added | History |
| MTRXMatrix Service Co | COM | 335,444 | $3.87M | 0.5% | +8,823+2.7% | Added | History |
| VALValaris Ltd | CL A | 69,202 | $3.86M | 0.5% | +10,713+18.3% | Added | History |
| BABoeing Co | Stock | 24,981 | $3.80M | 0.5% | +424+1.7% | Added | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 340,382 | $3.79M | 0.5% | +11,127+3.4% | Added | History |
| VLOValero Energy Corp | Stock | 27,887 | $3.77M | 0.5% | +613+2.2% | Added | History |
| SYYSysco Corp | Stock | 47,661 | $3.72M | 0.5% | −948−2.0% | Reduced | History |
| SDGRSchrodinger, Inc. | COM | 197,668 | $3.67M | 0.5% | −33,556−14.5% | Reduced | History |
| AMGNAmgen Inc | Stock | 10,973 | $3.54M | 0.5% | +237+2.2% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 25,916 | $3.53M | 0.5% | +3,237+14.3% | Added | History |
| GTMZoomInfo Technologies Inc. | Stock | 341,650 | $3.53M | 0.5% | −29,876−8.0% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 25,067 | $3.49M | 0.5% | +25,067 | New | History |
| DOWDow Inc. | Stock | 63,875 | $3.49M | 0.5% | +11,839+22.8% | Added | History |
| TXTTextron Inc | COM | 39,323 | $3.48M | 0.5% | +405+1.0% | Added | History |
| Biocon Ltd INR5Y0905C102 | COM | 800,000 | $3.47M | 0.5% | 00.0% | Unchanged | – |
Sold out since Q2 2024 (17)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| PODDInsulet Corp | Stock | 66,681 | $13.5M | 1.9% | History |
| MNDYmonday.com Ltd. | SHS | 37,945 | $9.14M | 1.3% | History |
| SMARSmartsheet Inc | COM CL A | 158,448 | $6.98M | 1.0% | History |
| INSPInspire Medical Systems, Inc. | COM | 46,025 | $6.16M | 0.9% | History |
| CIENCiena Corp | COM NEW | 72,214 | $3.48M | 0.5% | History |
| SCHWSchwab Charles Corp | Stock | 46,984 | $3.46M | 0.5% | History |
| LVSLas Vegas Sands Corp | COM | 73,345 | $3.25M | 0.5% | History |
| Dragon Cap ETF DCVFMVN DiamondMM002P73K | COM | 1,143,400 | $1.45M | 0.2% | – |
| Krishna Institute of Inr 10.0 144AY4S65L100 | COM | 43,089 | $1.07M | 0.2% | – |
| Samsung Sdi Co Ltd KRW 5000.0Y74866107 | COM | 3,000 | $771.5K | 0.1% | – |
| Anjoy Foods Group Co Ltd Cny 1.0Y265F3109 | COM | 50,000 | $511.4K | 0.1% | – |
| BLBLFBilibili Inc. | COM | 30,000 | $487.6K | 0.1% | History |
| Beijing Roborock Technology Cny 1.0Y077C9108 | COM | 8,000 | $432.3K | 0.1% | – |
| Vietnam Container Shipp VND 10000.0Y9366B107 | COM | 480,000 | $414.9K | 0.1% | – |
| NEENextera Energy Inc | Stock | 4,381 | $310.2K | <0.1% | History |
| APHAmphenol Corp | CL A | 4,208 | $283.5K | <0.1% | History |
| China Lesso Group Holdings HKD 0.05G2157Q102 | COM | 581,000 | $232.2K | <0.1% | – |