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Livermore
Livermore
ZHEN

Stanley-Laman Group, Ltd.

SEC CIK
0001601489
Latest filing
Aug 5, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 16, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
282
0 vs. Q4 2024
Portfolio value
$649.9M
−$62.2M (−8.7%) vs. Q4 2024
Filed
Apr 16, 2025
SEC
Holdings of Stanley-Laman Group, Ltd. in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock32,391$12.2M1.9%−403−1.2%ReducedHistory
OKTAOkta, Inc.CL A95,004$10.0M1.5%+36,909+63.5%AddedHistory
LINLinde PLCSHS21,154$9.85M1.5%+105+0.5%AddedHistory
Vanguard S&P 500 ETF922908363ETF19,035$9.78M1.5%−17,715−48.2%Reduced–
CCJCameco CorpStock236,235$9.72M1.5%+1,491+0.6%AddedHistory
RTXRTX CorpStock70,696$9.36M1.4%−330−0.5%ReducedHistory
ETREntergy CorpCOM101,591$8.68M1.3%−3,066−2.9%ReducedHistory
AAPLApple Inc.Stock38,929$8.65M1.3%−2,349−5.7%ReducedHistory
SNOWSnowflake Inc.Stock57,046$8.34M1.3%−435−0.8%ReducedHistory
ZSZscaler, Inc.Stock41,575$8.25M1.3%+18,722+81.9%AddedHistory
FRSHFreshworks Inc.Stock549,186$7.75M1.2%−9,728−1.7%ReducedHistory
PATHUiPath, Inc.Stock736,960$7.59M1.2%+388,971+111.8%AddedHistory
TEAMAtlassian CorpCL A34,790$7.38M1.1%−569−1.6%ReducedHistory
SSentinelOne, Inc.CL A387,640$7.05M1.1%+177,189+84.2%AddedHistory
ESTCElastic N.V.ORD SHS78,581$7.00M1.1%−948−1.2%ReducedHistory
MDBMongoDB, Inc.CL A35,767$6.27M1.0%+3,466+10.7%AddedHistory
DTDynatrace, Inc.Stock128,993$6.08M0.9%+117,251+998.6%AddedHistory
DDOGDatadog, Inc.CL A COM61,207$6.07M0.9%+61,207NewHistory
HUBSHubSpot IncCOM10,585$6.05M0.9%+9,333+745.4%AddedHistory
LNTHLantheus Holdings, Inc.Stock60,406$5.90M0.9%−830−1.4%ReducedHistory
CXMSprinklr, Inc.CL A689,610$5.76M0.9%+77,463+12.7%AddedHistory
CFLTConfluent, Inc.CLASS A COM244,531$5.73M0.9%+118,706+94.3%AddedHistory
MCKMcKesson CorpStock8,428$5.67M0.9%+20.0%AddedHistory
GOOGLAlphabet Inc.Stock36,527$5.65M0.9%−22,381−38.0%ReducedHistory
MAMastercard IncStock10,078$5.52M0.8%−689−6.4%ReducedHistory
CVSCVS Health CorpStock79,527$5.39M0.8%−1,145−1.4%ReducedHistory
INTUIntuit Inc.Stock8,669$5.32M0.8%+7,229+502.0%AddedHistory
HDFC Bank Ltd (Fii)Y3119P190COMMON STOCK245,280$5.24M0.8%00.0%Unchanged–
OSISOsi Systems IncCOM26,329$5.12M0.8%−2,964−10.1%ReducedHistory
Zomato Ltd Inr 1.0Y9899X105COM2,173,513$5.12M0.8%00.0%Unchanged–
CORCencora, Inc.Stock18,345$5.10M0.8%−1,369−6.9%ReducedHistory
WMWaste Management IncStock21,999$5.09M0.8%−1,097−4.7%ReducedHistory
PHParker-Hannifin CorpStock8,200$4.98M0.8%−1,304−13.7%ReducedHistory
CAECae IncCOM202,044$4.97M0.8%−29,608−12.8%ReducedHistory
TTWOTake Two Interactive Software IncCOM23,842$4.94M0.8%−11,419−32.4%ReducedHistory
COSTCostco Wholesale CorpStock5,223$4.94M0.8%−462−8.1%ReducedHistory
AMZNAmazon Com IncStock25,867$4.92M0.8%−7,950−23.5%ReducedHistory
KVYOKlaviyo, Inc.COM SER A160,177$4.85M0.7%+160,177NewHistory
Prestige Estates Projects Inr 10.0Y707AN101COM346,091$4.79M0.7%00.0%Unchanged–
BLBlackline, Inc.COM98,879$4.79M0.7%+5,566+6.0%AddedHistory
GSKGSK plcADR123,532$4.79M0.7%+16,313+15.2%AddedHistory
TTITetra Technologies IncCOM1,415,907$4.76M0.7%+31,396+2.3%AddedHistory
AONAon plcCL A11,818$4.72M0.7%−514−4.2%ReducedHistory
Bharat Electronics Ltd Inr 1.0Y0881Q141COM1,326,096$4.67M0.7%−400,000−23.2%Reduced–
Info Edge India Ltd Inr 10.0Y40353107COM55,437$4.61M0.7%−21,000−27.5%Reduced–
VALValaris LtdCL A116,560$4.58M0.7%+33,850+40.9%AddedHistory
APPNAppian CorpCL A158,675$4.57M0.7%+15,815+11.1%AddedHistory
LLYEli Lilly & CoStock5,462$4.51M0.7%+185+3.5%AddedHistory
ADPAutomatic Data Processing IncStock14,381$4.39M0.7%−1,775−11.0%ReducedHistory
ALSumisho Air Lease CorpCL A90,814$4.39M0.7%−940−1.0%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR58,849$4.33M0.7%+9,614+19.5%AddedHistory
TJXTJX Companies IncStock35,393$4.31M0.7%−4,616−11.5%ReducedHistory
NVDANVIDIA CorpStock39,243$4.25M0.7%−20,831−34.7%ReducedHistory
HIGHartford Insurance Group, Inc.Stock34,294$4.24M0.7%−305−0.9%ReducedHistory
AIRAar CorpStock75,073$4.20M0.6%−2,298−3.0%ReducedHistory
HONHoneywell International IncCOM19,818$4.20M0.6%−2,865−12.6%ReducedHistory
CVXChevron CorpStock24,716$4.13M0.6%−899−3.5%ReducedHistory
AMGNAmgen IncStock13,215$4.12M0.6%+3,262+32.8%AddedHistory
Larsen and Toubro Ltd Inr 2.0Y5217N159COM100,000$4.08M0.6%−10,000−9.1%Reduced–
SNASnap-on IncCOM12,070$4.07M0.6%−616−4.9%ReducedHistory
BABoeing CoStock23,846$4.07M0.6%−51−0.2%ReducedHistory
NTNXNutanix, Inc.Stock57,905$4.04M0.6%+57,905NewHistory
PTCPTC Inc.Stock25,758$3.99M0.6%−541−2.1%ReducedHistory
ADMArcher-Daniels-Midland CoStock82,102$3.94M0.6%+4,407+5.7%AddedHistory
GXOGXO Logistics, Inc.Stock100,761$3.94M0.6%+42,172+72.0%AddedHistory
FLRFluor CorpStock109,493$3.92M0.6%−2,051−1.8%ReducedHistory
ELVElevance Health, Inc.Stock8,955$3.90M0.6%+747+9.1%AddedHistory
JBLJabil IncStock28,514$3.88M0.6%−6,395−18.3%ReducedHistory
NXPINXP Semiconductors N.V.COM20,350$3.87M0.6%+1,241+6.5%AddedHistory
KEXKirby CorpCOM37,935$3.83M0.6%−868−2.2%ReducedHistory
CGCarlyle Group Inc.COM87,617$3.82M0.6%−18,883−17.7%ReducedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM420,626$3.80M0.6%+420,626NewHistory
LHXL3HARRIS Technologies, Inc.Stock17,663$3.70M0.6%+457+2.7%AddedHistory
SDGRSchrodinger, Inc.COM186,980$3.69M0.6%+27,511+17.3%AddedHistory
LMTLockheed Martin CorpStock8,212$3.67M0.6%+290+3.7%AddedHistory
BRKRBruker CorpCOM87,736$3.66M0.6%−1,472−1.7%ReducedHistory
NBIXNeurocrine Biosciences IncStock32,659$3.61M0.6%−9,499−22.5%ReducedHistory
HCSGHealthcare Services Group IncCOM356,578$3.59M0.6%−1,328−0.4%ReducedHistory
SLBSLB LimitedStock84,220$3.52M0.5%+5,528+7.0%AddedHistory
Reliance Industries Ltd Inr 10.0Y72596102COM236,000$3.52M0.5%00.0%Unchanged–
CPRXCatalyst Pharmaceuticals, Inc.COM144,428$3.50M0.5%+144,428NewHistory
SYYSysco CorpStock46,459$3.49M0.5%+660+1.4%AddedHistory
WTTRSelect Water Solutions, Inc.CL A COM331,912$3.49M0.5%−13,766−4.0%ReducedHistory
UNPUnion Pacific CorpStock14,641$3.46M0.5%−1,679−10.3%ReducedHistory
VLOValero Energy CorpStock26,115$3.45M0.5%−1,114−4.1%ReducedHistory
QCOMQualcomm IncStock22,295$3.42M0.5%−6,069−21.4%ReducedHistory
FANGDiamondback Energy, Inc.Stock21,345$3.41M0.5%−1,164−5.2%ReducedHistory
BILLBILL Holdings, Inc.Stock73,102$3.35M0.5%−959−1.3%ReducedHistory
OWLBlue Owl Capital Inc.COM CL A166,692$3.34M0.5%−9,620−5.5%ReducedHistory
SFStifel Financial CorpCOM35,079$3.31M0.5%−1,899−5.1%ReducedHistory
Biocon Ltd INR5Y0905C102COM800,000$3.18M0.5%00.0%Unchanged–
WFRDWeatherford International plcORD SHS59,149$3.17M0.5%+20,266+52.1%AddedHistory
SPSCSPS Commerce IncCOM23,753$3.15M0.5%+23,753NewHistory
PEverpure, Inc.CL A70,570$3.12M0.5%+649+0.9%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock18,859$3.12M0.5%−3,614−16.1%ReducedHistory
SCIService Corp InternationalCOM37,930$3.04M0.5%−2,168−5.4%ReducedHistory
PUMPProPetro Holding Corp.COM404,770$2.98M0.5%−53,655−11.7%ReducedHistory
RAMPLiveRamp Holdings, Inc.COM112,273$2.93M0.5%+34,100+43.6%AddedHistory
MTRXMatrix Service CoCOM235,308$2.92M0.5%−80,940−25.6%ReducedHistory
PTENPatterson Uti Energy IncCOM351,781$2.89M0.4%+31,671+9.9%AddedHistory

Sold out since Q4 2024 (37)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Stanley-Laman Group, Ltd. sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
PCTYPaylocity Holding CorpCOM28,953$5.78M0.8%History
PAYCPaycom Software, Inc.Stock26,819$5.50M0.8%History
ASANAsana, Inc.CL A241,649$4.90M0.7%History
FROGJFrog LtdStock165,930$4.88M0.7%History
NSSCNapco Security Technologies, IncStock104,390$3.71M0.5%History
PDPagerDuty, Inc.COM195,282$3.57M0.5%History
CIVICivitas Resources, Inc.EQUITY US CM73,538$3.37M0.5%History
ABNBAirbnb, Inc.Stock24,886$3.27M0.5%History
GTMZoomInfo Technologies Inc.Stock278,496$2.93M0.4%History
STXSeagate Technology Holdings plcORD SHS33,596$2.90M0.4%History
FIVNFive9, Inc.COM63,863$2.60M0.4%History
NABLN-able, Inc.COMMON STOCK257,995$2.41M0.3%History
PVHPVH Corp.COM22,033$2.33M0.3%History
Sbi Life Insurance Co Inr 10.0 144AY753N0101COM98,304$1.60M0.2%–
Dragon Cap ETF DCVFMVN DiamondY93674110COM850,000$1.12M0.2%–
BAIDFBaidu, Inc.COM105,000$1.12M0.2%History
Khang Dien House Tradin VND 10000.0Y4752M106COM594,440$842.0K0.1%–
CSCOCisco Systems, Inc.Stock11,417$675.9K0.1%History
ICEIntercontinental Exchange, Inc.Stock7,413$647.4K0.1%History
SRESempraStock6,847$600.6K0.1%History
Gelex Group JSC VND 10000.0Y93687104COM600,000$449.7K0.1%–
Hoa Phat Group JSC VND 10000.0Y3231H100COM430,000$449.7K0.1%–
Cibanco SA Cbfi (Macquarie) 144A/ReP3515D155COM286,679$418.6K0.1%–
CTSHCognizant Technology Solutions CorpCL A5,000$384.5K0.1%History
VVisa Inc.Stock1,202$379.9K0.1%History
ADBEAdobe Inc.Stock777$345.5K<0.1%History
Vietcap Securities JSC VND 10000.0Y9369U102COM260,000$338.7K<0.1%–
Nagacorp Ltd.G6382M109COM859,742$322.1K<0.1%–
AMEAmetek IncCOM1,705$307.3K<0.1%History
MCOMoodys CorpStock582$275.5K<0.1%History
AMDAdvanced Micro Devices IncStock2,219$268.0K<0.1%History
Xcel Energy Inc098389B10COM3,474$234.6K<0.1%–
KRKroger CoStock3,808$232.9K<0.1%History
ITWIllinois Tool Works IncStock887$224.9K<0.1%History
EIXEdison InternationalStock2,747$219.3K<0.1%History
CSXCSX CorpStock6,531$210.8K<0.1%History
PDDPDD Holdings Inc.SPONSORED ADS2,000$194.0K<0.1%History