Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- Latest filing
- Aug 5, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 29, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 283
- +1 vs. Q1 2025
- Portfolio value
- $673.3M
- +$23.4M (+3.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 28,703 | $14.3M | 2.1% | −3,688−11.4% | Reduced | History |
| CCJCameco Corp | Stock | 176,809 | $13.1M | 1.9% | −59,426−25.2% | Reduced | History |
| RTXRTX Corp | Stock | 64,552 | $9.43M | 1.4% | −6,144−8.7% | Reduced | History |
| LINLinde PLC | SHS | 19,755 | $9.27M | 1.4% | −1,399−6.6% | Reduced | History |
| ETREntergy Corp | COM | 93,937 | $7.81M | 1.2% | −7,654−7.5% | Reduced | History |
| AAPLApple Inc. | Stock | 36,191 | $7.43M | 1.1% | −2,738−7.0% | Reduced | History |
| FRSHFreshworks Inc. | Stock | 496,264 | $7.40M | 1.1% | −52,922−9.6% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 54,851 | $7.37M | 1.1% | −6,356−10.4% | Reduced | History |
| AMBAAmbarella Inc | SHS | 111,164 | $7.34M | 1.1% | +111,164 | New | History |
| AMZNAmazon Com Inc | Stock | 33,044 | $7.25M | 1.1% | +7,177+27.7% | Added | History |
| MDBMongoDB, Inc. | CL A | 32,316 | $6.79M | 1.0% | −3,451−9.6% | Reduced | History |
| Zomato Ltd Inr 1.0Y9899X105 | COM | 2,173,513 | $6.69M | 1.0% | 00.0% | Unchanged | – |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 346,091 | $6.69M | 1.0% | 00.0% | Unchanged | – |
| RMBSRambus Inc | COM | 103,312 | $6.61M | 1.0% | +103,312 | New | History |
| INTUIntuit Inc. | Stock | 8,313 | $6.55M | 1.0% | −356−4.1% | Reduced | History |
| DTDynatrace, Inc. | Stock | 118,421 | $6.54M | 1.0% | −10,572−8.2% | Reduced | History |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 1,326,096 | $6.52M | 1.0% | 00.0% | Unchanged | – |
| TEAMAtlassian Corp | CL A | 31,311 | $6.36M | 0.9% | −3,479−10.0% | Reduced | History |
| SSentinelOne, Inc. | CL A | 347,518 | $6.35M | 0.9% | −40,122−10.4% | Reduced | History |
| TWLOTwilio Inc | CL A | 49,014 | $6.10M | 0.9% | +49,014 | New | History |
| TENBTenable Holdings, Inc. | COM | 179,367 | $6.06M | 0.9% | +179,367 | New | History |
| GOOGLAlphabet Inc. | Stock | 34,302 | $6.05M | 0.9% | −2,225−6.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 38,144 | $6.03M | 0.9% | −1,099−2.8% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 70,791 | $5.97M | 0.9% | −7,790−9.9% | Reduced | History |
| CIENCiena Corp | COM NEW | 73,076 | $5.94M | 0.9% | +73,076 | New | History |
| APPFAppfolio Inc | COM CL A | 25,615 | $5.90M | 0.9% | +25,615 | New | History |
| SNOWSnowflake Inc. | Stock | 25,935 | $5.80M | 0.9% | −31,111−54.5% | Reduced | History |
| HDFC Bank Ltd (Fii)Y3119P190 | COMMON STOCK | 245,280 | $5.72M | 0.8% | 00.0% | Unchanged | – |
| TERTeradyne, Inc | Stock | 62,090 | $5.58M | 0.8% | +62,090 | New | History |
| CFLTConfluent, Inc. | CLASS A COM | 221,187 | $5.51M | 0.8% | −23,344−9.5% | Reduced | History |
| ONTOOnto Innovation Inc. | COM | 53,948 | $5.44M | 0.8% | +53,948 | New | History |
| CAECae Inc | COM | 184,450 | $5.40M | 0.8% | −17,594−8.7% | Reduced | History |
| HUBSHubSpot Inc | COM | 9,654 | $5.37M | 0.8% | −931−8.8% | Reduced | History |
| NBIXNeurocrine Biosciences Inc | Stock | 42,521 | $5.34M | 0.8% | +9,862+30.2% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 21,844 | $5.30M | 0.8% | −1,998−8.4% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 7,357 | $5.14M | 0.8% | −843−10.3% | Reduced | History |
| MAMastercard Inc | Stock | 9,103 | $5.12M | 0.8% | −975−9.7% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 8,973 | $5.10M | 0.8% | −10,062−52.9% | Reduced | – |
| JBLJabil Inc | Stock | 22,872 | $4.99M | 0.7% | −5,642−19.8% | Reduced | History |
| VALValaris Ltd | CL A | 118,230 | $4.98M | 0.7% | +1,670+1.4% | Added | History |
| BABoeing Co | Stock | 23,529 | $4.93M | 0.7% | −317−1.3% | Reduced | History |
| GXOGXO Logistics, Inc. | Stock | 100,364 | $4.89M | 0.7% | −397−0.4% | Reduced | History |
| ALSumisho Air Lease Corp | CL A | 82,444 | $4.82M | 0.7% | −8,370−9.2% | Reduced | History |
| KVYOKlaviyo, Inc. | COM SER A | 143,230 | $4.81M | 0.7% | −16,947−10.6% | Reduced | History |
| Info Edge India Ltd Inr 2.0Y40353123 | COM | 277,185 | $4.81M | 0.7% | +277,185 | New | – |
| AIRAar Corp | Stock | 68,767 | $4.73M | 0.7% | −6,306−8.4% | Reduced | History |
| LNTHLantheus Holdings, Inc. | Stock | 57,457 | $4.70M | 0.7% | −2,949−4.9% | Reduced | History |
| WMWaste Management Inc | Stock | 20,474 | $4.68M | 0.7% | −1,525−6.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 4,688 | $4.64M | 0.7% | −535−10.2% | Reduced | History |
| CVSCVS Health Corp | Stock | 67,253 | $4.64M | 0.7% | −12,274−15.4% | Reduced | History |
| OSISOsi Systems Inc | COM | 20,488 | $4.61M | 0.7% | −5,841−22.2% | Reduced | History |
| FLRFluor Corp | Stock | 89,696 | $4.60M | 0.7% | −19,797−18.1% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 488,634 | $4.60M | 0.7% | +68,008+16.2% | Added | History |
| RAMPLiveRamp Holdings, Inc. | COM | 135,800 | $4.49M | 0.7% | +23,527+21.0% | Added | History |
| NTNXNutanix, Inc. | Stock | 58,284 | $4.46M | 0.7% | +379+0.7% | Added | History |
| TTITetra Technologies Inc | COM | 1,294,410 | $4.35M | 0.6% | −121,497−8.6% | Reduced | History |
| APPNAppian Corp | CL A | 143,832 | $4.29M | 0.6% | −14,843−9.4% | Reduced | History |
| CORCencora, Inc. | Stock | 14,286 | $4.28M | 0.6% | −4,059−22.1% | Reduced | History |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 100,000 | $4.28M | 0.6% | 00.0% | Unchanged | – |
| OKTAOkta, Inc. | CL A | 42,600 | $4.26M | 0.6% | −52,404−55.2% | Reduced | History |
| CGCarlyle Group Inc. | COM | 81,038 | $4.17M | 0.6% | −6,579−7.5% | Reduced | History |
| HONHoneywell International Inc | COM | 17,885 | $4.17M | 0.6% | −1,933−9.8% | Reduced | History |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 236,000 | $4.13M | 0.6% | 00.0% | Unchanged | – |
| MCKMcKesson Corp | Stock | 5,624 | $4.12M | 0.6% | −2,804−33.3% | Reduced | History |
| BRKRBruker Corp | COM | 99,890 | $4.12M | 0.6% | +12,154+13.9% | Added | History |
| UUUUEnergy Fuels Inc | COM NEW | 714,322 | $4.11M | 0.6% | +11,362+1.6% | Added | History |
| HCSGHealthcare Services Group Inc | COM | 272,789 | $4.10M | 0.6% | −83,789−23.5% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 14,796 | $4.08M | 0.6% | −683−4.4% | Reduced | History |
| PTCPTC Inc. | Stock | 23,665 | $4.08M | 0.6% | −2,093−8.1% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 16,247 | $4.08M | 0.6% | −1,416−8.0% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 13,165 | $4.06M | 0.6% | −1,216−8.5% | Reduced | History |
| HIGHartford Insurance Group, Inc. | Stock | 31,974 | $4.06M | 0.6% | −2,320−6.8% | Reduced | History |
| ADMArcher-Daniels-Midland Co | Stock | 75,383 | $3.98M | 0.6% | −6,719−8.2% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 18,072 | $3.95M | 0.6% | −2,278−11.2% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 50,700 | $3.92M | 0.6% | +10,344+25.6% | Added | History |
| SPSCSPS Commerce Inc | COM | 28,639 | $3.90M | 0.6% | +4,886+20.6% | Added | History |
| AONAon plc | CL A | 10,903 | $3.89M | 0.6% | −915−7.7% | Reduced | History |
| KEXKirby Corp | COM | 34,241 | $3.88M | 0.6% | −3,694−9.7% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 69,162 | $3.83M | 0.6% | −6,274−8.3% | ReducedConverted for a 4-for-1 split | History |
| GSKGSK plc | ADR | 97,844 | $3.76M | 0.6% | −25,688−20.8% | Reduced | History |
| PEverpure, Inc. | CL A | 64,532 | $3.72M | 0.6% | −6,038−8.6% | Reduced | History |
| WFRDWeatherford International plc | ORD SHS | 72,097 | $3.63M | 0.5% | +12,948+21.9% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 51,003 | $3.56M | 0.5% | −7,846−13.3% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 7,670 | $3.55M | 0.5% | −542−6.6% | Reduced | History |
| SYYSysco Corp | Stock | 45,852 | $3.47M | 0.5% | −607−1.3% | Reduced | History |
| TJXTJX Companies Inc | Stock | 28,087 | $3.47M | 0.5% | −7,306−20.6% | Reduced | History |
| SNXTD Synnex Corp | COM | 25,529 | $3.46M | 0.5% | −1,075−4.0% | Reduced | History |
| FNBFNB Corp | COM | 235,932 | $3.44M | 0.5% | +235,932 | New | History |
| SNASnap-on Inc | COM | 11,054 | $3.44M | 0.5% | −1,016−8.4% | Reduced | History |
| AMGNAmgen Inc | Stock | 12,234 | $3.42M | 0.5% | −981−7.4% | Reduced | History |
| SFStifel Financial Corp | COM | 32,783 | $3.40M | 0.5% | −2,296−6.5% | Reduced | History |
| Hanwha Aerospace Co Ltd KRW 5000.0Y7470L102 | COM | 5,301 | $3.33M | 0.5% | 00.0% | Unchanged | – |
| WTTRSelect Water Solutions, Inc. | CL A COM | 378,774 | $3.27M | 0.5% | +46,862+14.1% | Added | History |
| CVXChevron Corp | Stock | 22,644 | $3.24M | 0.5% | −2,072−8.4% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 8,302 | $3.23M | 0.5% | −653−7.3% | Reduced | History |
| VLOValero Energy Corp | Stock | 23,940 | $3.22M | 0.5% | −2,175−8.3% | Reduced | History |
| NXENexGen Energy Ltd. | COM | 451,054 | $3.13M | 0.5% | −42,000−8.5% | Reduced | History |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 144,019 | $3.13M | 0.5% | −409−0.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,969 | $3.09M | 0.5% | −1,493−27.3% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 13,400 | $3.08M | 0.5% | −1,241−8.5% | Reduced | History |
Sold out since Q1 2025 (27)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| ZSZscaler, Inc. | Stock | 41,575 | $8.25M | 1.3% | History |
| CXMSprinklr, Inc. | CL A | 689,610 | $5.76M | 0.9% | History |
| BLBlackline, Inc. | COM | 98,879 | $4.79M | 0.7% | History |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 55,437 | $4.61M | 0.7% | – |
| SDGRSchrodinger, Inc. | COM | 186,980 | $3.69M | 0.6% | History |
| BILLBILL Holdings, Inc. | Stock | 73,102 | $3.35M | 0.5% | History |
| Biocon Ltd INR5Y0905C102 | COM | 800,000 | $3.18M | 0.5% | – |
| HLITHarmonic Inc. | COM | 300,196 | $2.88M | 0.4% | History |
| DOWDow Inc. | Stock | 68,465 | $2.39M | 0.4% | History |
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 169,700 | $2.14M | 0.3% | History |
| RDYDr Reddys Laboratories Ltd | ADR | 140,000 | $1.85M | 0.3% | History |
| Alkem Laboratories Ltd Inr 2.0Y0R6P5102 | COM | 26,000 | $1.48M | 0.2% | – |
| Vanguard World FD921910709 | EXTENDED DUR | 10,420 | $741.0K | 0.1% | – |
| BACBank of America Corp | Stock | 14,000 | $584.2K | 0.1% | History |
| BXBlackstone Inc. | COM | 3,242 | $453.2K | 0.1% | History |
| ENBEnbridge Inc | Stock | 8,968 | $397.4K | 0.1% | History |
| Vietjet Aviation JSC VND 10000.0Y9368Y105 | COM | 100,000 | $371.8K | 0.1% | – |
| PFEPfizer Inc | Stock | 14,000 | $354.8K | 0.1% | History |
| NEMNEWMONT Corp | Stock | 7,000 | $338.0K | 0.1% | History |
| BDXBecton Dickinson & Co | Stock | 1,236 | $283.1K | <0.1% | History |
| BMYBristol Myers Squibb Co | Stock | 4,500 | $274.5K | <0.1% | History |
| NOCNorthrop Grumman Corp | Stock | 491 | $251.4K | <0.1% | History |
| GDGeneral Dynamics Corp | Stock | 793 | $216.2K | <0.1% | History |
| MDLZMondelez International, Inc. | Stock | 2,989 | $202.8K | <0.1% | History |
| CLXClorox Co | Stock | 1,371 | $201.9K | <0.1% | History |
| OGNOrganon & Co. | Stock | 13,074 | $194.7K | <0.1% | History |
| Shenzhen Kinwong Electronic Cny 1.0Y774BX108 | COM | 40,508 | $192.0K | <0.1% | – |