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Livermore
Livermore
ZHEN

Stanley-Laman Group, Ltd.

SEC CIK
0001601489
Latest filing
Aug 5, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 22, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
251
−32 vs. Q2 2025
Portfolio value
$699.3M
+$26.0M (+3.9%) vs. Q2 2025
Filed
Oct 22, 2025
SEC
Holdings of Stanley-Laman Group, Ltd. in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock40,405$20.9M3.0%+11,702+40.8%AddedHistory
GOOGLAlphabet Inc.Stock73,217$17.8M2.5%+38,915+113.4%AddedHistory
AMZNAmazon Com IncStock68,594$15.1M2.2%+35,550+107.6%AddedHistory
NVDANVIDIA CorpStock73,790$13.8M2.0%+35,646+93.5%AddedHistory
CCJCameco CorpStock154,824$13.0M1.9%−21,985−12.4%ReducedHistory
AVGOBroadcom Inc.Stock34,385$11.3M1.6%+19,589+132.4%AddedHistory
RTXRTX CorpStock63,558$10.6M1.5%−994−1.5%ReducedHistory
ASMLASML Holding NVADR13,537$9.62M1.4%+8,688+179.2%AddedHistory
METAMeta Platforms, Inc.Stock12,955$9.51M1.4%+11,048+579.3%AddedHistory
AAPLApple Inc.Stock36,027$9.17M1.3%−164−0.5%ReducedHistory
ANETArista Networks, Inc.Stock61,078$8.90M1.3%+61,078NewHistory
LRCXLam Research CorpStock65,637$8.79M1.3%+65,637NewHistory
LINLinde PLCSHS18,195$8.64M1.2%−1,560−7.9%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR30,715$8.58M1.2%+27,992+1,028.0%AddedHistory
MPWRMonolithic Power Systems, Inc.COM9,235$8.50M1.2%+9,235NewHistory
ORCLOracle CorpStock29,937$8.42M1.2%+27,991+1,438.4%AddedHistory
ETREntergy CorpCOM89,460$8.34M1.2%−4,477−4.8%ReducedHistory
KLACKLA CorpCOM NEW7,627$8.23M1.2%+7,627NewHistory
TTITetra Technologies IncCOM1,285,978$7.39M1.1%−8,432−0.7%ReducedHistory
PANWPalo Alto Networks IncStock34,147$6.95M1.0%+34,147NewHistory
UUUUEnergy Fuels IncCOM NEW445,120$6.83M1.0%−269,202−37.7%ReducedHistory
SNPSSynopsys IncCOM12,877$6.35M0.9%+10,874+542.9%AddedHistory
ARMArm Holdings PLCADR43,952$6.22M0.9%+43,952NewHistory
AMDAdvanced Micro Devices IncStock38,274$6.19M0.9%+38,274NewHistory
CDNSCadence Design Systems IncStock17,585$6.18M0.9%+17,585NewHistory
ISRGIntuitive Surgical IncCOM NEW13,456$6.02M0.9%+12,842+2,091.5%AddedHistory
Zomato Ltd Inr 1.0Y9899X105COM1,600,000$5.87M0.8%−573,513−26.4%Reduced–
INTUIntuit Inc.Stock8,364$5.71M0.8%+51+0.6%AddedHistory
VALValaris LtdCL A116,959$5.70M0.8%−1,271−1.1%ReducedHistory
Bharat Electronics Ltd Inr 1.0Y0881Q141COM1,250,000$5.69M0.8%−76,096−5.7%Reduced–
TTWOTake Two Interactive Software IncCOM21,672$5.60M0.8%−172−0.8%ReducedHistory
Prestige Estates Projects Inr 10.0Y707AN101COM323,091$5.50M0.8%−23,000−6.6%Reduced–
CAECae IncCOM184,307$5.46M0.8%−143−0.1%ReducedHistory
Vanguard S&P 500 ETF922908363ETF8,680$5.32M0.8%−293−3.3%Reduced–
HDFC Bank Ltd (Fii)Y3119P190COMMON STOCK490,560$5.26M0.8%+245,280+100.0%Added–
AIRAar CorpStock58,425$5.24M0.7%−10,342−15.0%ReducedHistory
MAMastercard IncStock9,107$5.18M0.7%+40.0%AddedHistory
CVSCVS Health CorpStock66,776$5.03M0.7%−477−0.7%ReducedHistory
BABoeing CoStock23,160$5.00M0.7%−369−1.6%ReducedHistory
CGCarlyle Group Inc.COM79,636$4.99M0.7%−1,402−1.7%ReducedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM544,288$4.96M0.7%+55,654+11.4%AddedHistory
JBLJabil IncStock22,647$4.92M0.7%−225−1.0%ReducedHistory
WFRDWeatherford International plcORD SHS71,277$4.88M0.7%−820−1.1%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock15,793$4.82M0.7%−454−2.8%ReducedHistory
PEverpure, Inc.CL A52,677$4.41M0.6%−11,855−18.4%ReducedHistory
PHParker-Hannifin CorpStock5,818$4.41M0.6%−1,539−20.9%ReducedHistory
OSISOsi Systems IncCOM17,547$4.37M0.6%−2,941−14.4%ReducedHistory
MCKMcKesson CorpStock5,647$4.36M0.6%+23+0.4%AddedHistory
NTNXNutanix, Inc.Stock58,079$4.32M0.6%−205−0.4%ReducedHistory
COSTCostco Wholesale CorpStock4,649$4.30M0.6%−39−0.8%ReducedHistory
ONTOOnto Innovation Inc.COM33,233$4.29M0.6%−20,715−38.4%ReducedHistory
HIGHartford Insurance Group, Inc.Stock31,743$4.23M0.6%−231−0.7%ReducedHistory
MRVLMarvell Technology, Inc.COM50,215$4.22M0.6%−485−1.0%ReducedHistory
GSKGSK plcADR97,063$4.19M0.6%−781−0.8%ReducedHistory
WMWaste Management IncStock18,825$4.16M0.6%−1,649−8.1%ReducedHistory
Larsen and Toubro Ltd Inr 2.0Y5217N159COM100,000$4.13M0.6%00.0%Unchanged–
IBKRInteractive Brokers Group, Inc.Stock59,973$4.13M0.6%−9,189−13.3%ReducedHistory
PTCPTC Inc.Stock20,282$4.12M0.6%−3,383−14.3%ReducedHistory
Info Edge India Ltd Inr 2.0Y40353123COM277,185$4.09M0.6%00.0%Unchanged–
LNTHLantheus Holdings, Inc.Stock79,686$4.09M0.6%+22,229+38.7%AddedHistory
ADMArcher-Daniels-Midland CoStock66,675$3.98M0.6%−8,708−11.6%ReducedHistory
WTTRSelect Water Solutions, Inc.CL A COM371,073$3.97M0.6%−7,701−2.0%ReducedHistory
NXENexGen Energy Ltd.COM441,775$3.95M0.6%−9,279−2.1%ReducedHistory
TJXTJX Companies IncStock27,327$3.95M0.6%−760−2.7%ReducedHistory
VLOValero Energy CorpStock23,044$3.92M0.6%−896−3.7%ReducedHistory
CORCencora, Inc.Stock12,522$3.91M0.6%−1,764−12.3%ReducedHistory
NXPINXP Semiconductors N.V.COM17,177$3.91M0.6%−895−5.0%ReducedHistory
GXOGXO Logistics, Inc.Stock72,486$3.83M0.5%−27,878−27.8%ReducedHistory
FNBFNB CorpCOM235,229$3.79M0.5%−703−0.3%ReducedHistory
ADPAutomatic Data Processing IncStock12,796$3.76M0.5%−369−2.8%ReducedHistory
SNASnap-on IncCOM10,734$3.72M0.5%−320−2.9%ReducedHistory
GDDYGoDaddy Inc.CL A27,112$3.71M0.5%+27,112NewHistory
SNXTD Synnex CorpCOM22,651$3.71M0.5%−2,878−11.3%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR48,315$3.71M0.5%−2,688−5.3%ReducedHistory
SLBSLB LimitedStock107,642$3.70M0.5%+24,473+29.4%AddedHistory
ALSumisho Air Lease CorpCL A57,917$3.69M0.5%−24,527−29.7%ReducedHistory
SBSWSibanye Stillwater LtdSPONSORED ADR327,345$3.68M0.5%+327,345NewHistory
RAMPLiveRamp Holdings, Inc.COM134,518$3.65M0.5%−1,282−0.9%ReducedHistory
Reliance Industries Ltd Inr 10.0Y72596102COM236,000$3.63M0.5%00.0%Unchanged–
SFStifel Financial CorpCOM31,907$3.62M0.5%−876−2.7%ReducedHistory
NBIXNeurocrine Biosciences IncStock25,354$3.56M0.5%−17,167−40.4%ReducedHistory
HONHoneywell International IncCOM16,651$3.51M0.5%−1,234−6.9%ReducedHistory
LMTLockheed Martin CorpStock7,006$3.50M0.5%−664−8.7%ReducedHistory
AONAon plcCL A9,600$3.42M0.5%−1,303−12.0%ReducedHistory
HCSGHealthcare Services Group IncCOM202,557$3.41M0.5%−70,232−25.7%ReducedHistory
CVXChevron CorpStock21,931$3.41M0.5%−713−3.1%ReducedHistory
ALBAlbemarle CorpStock41,850$3.39M0.5%+41,850NewHistory
AMGNAmgen IncStock11,741$3.31M0.5%−493−4.0%ReducedHistory
COHUCohu IncCOM152,943$3.11M0.4%+152,943NewHistory
UNPUnion Pacific CorpStock12,987$3.07M0.4%−413−3.1%ReducedHistory
FLRFluor CorpStock70,654$2.97M0.4%−19,042−21.2%ReducedHistory
SLIStandard Lithium Ltd.COM863,238$2.91M0.4%+863,238NewHistory
LLYEli Lilly & CoStock3,800$2.90M0.4%−169−4.3%ReducedHistory
KEXKirby CorpCOM34,001$2.84M0.4%−240−0.7%ReducedHistory
ZETAZeta Global Holdings Corp.CL A142,615$2.83M0.4%+142,615NewHistory
SCIService Corp InternationalCOM33,805$2.81M0.4%−983−2.8%ReducedHistory
AOSSmith A O CorpCOM38,303$2.81M0.4%−1,136−2.9%ReducedHistory
CPRXCatalyst Pharmaceuticals, Inc.COM142,684$2.81M0.4%−1,335−0.9%ReducedHistory
MTRXMatrix Service CoCOM211,280$2.76M0.4%−7,333−3.4%ReducedHistory
FANGDiamondback Energy, Inc.Stock19,023$2.72M0.4%−545−2.8%ReducedHistory

Sold out since Q2 2025 (81)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Stanley-Laman Group, Ltd. sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
FRSHFreshworks Inc.Stock496,264$7.40M1.1%History
DDOGDatadog, Inc.CL A COM54,851$7.37M1.1%History
AMBAAmbarella IncSHS111,164$7.34M1.1%History
MDBMongoDB, Inc.CL A32,316$6.79M1.0%History
RMBSRambus IncCOM103,312$6.61M1.0%History
DTDynatrace, Inc.Stock118,421$6.54M1.0%History
TEAMAtlassian CorpCL A31,311$6.36M0.9%History
SSentinelOne, Inc.CL A347,518$6.35M0.9%History
TWLOTwilio IncCL A49,014$6.10M0.9%History
TENBTenable Holdings, Inc.COM179,367$6.06M0.9%History
ESTCElastic N.V.ORD SHS70,791$5.97M0.9%History
CIENCiena CorpCOM NEW73,076$5.94M0.9%History
APPFAppfolio IncCOM CL A25,615$5.90M0.9%History
SNOWSnowflake Inc.Stock25,935$5.80M0.9%History
TERTeradyne, IncStock62,090$5.58M0.8%History
CFLTConfluent, Inc.CLASS A COM221,187$5.51M0.8%History
HUBSHubSpot IncCOM9,654$5.37M0.8%History
KVYOKlaviyo, Inc.COM SER A143,230$4.81M0.7%History
APPNAppian CorpCL A143,832$4.29M0.6%History
OKTAOkta, Inc.CL A42,600$4.26M0.6%History
BRKRBruker CorpCOM99,890$4.12M0.6%History
SPSCSPS Commerce IncCOM28,639$3.90M0.6%History
SYYSysco CorpStock45,852$3.47M0.5%History
Hanwha Aerospace Co Ltd KRW 5000.0Y7470L102COM5,301$3.33M0.5%–
PUMPProPetro Holding Corp.COM507,261$3.03M0.4%History
BURLBurlington Stores, Inc.COM11,117$2.59M0.4%History
PATHUiPath, Inc.Stock132,910$1.70M0.3%History
iShares MSCI India ETF46429B598ETF30,000$1.67M0.2%–
Vietnam Dairy Products VND 10000.0Y9365V104COM280,300$622.4K0.1%–
INFYInfosys LtdSPONSORED ADR30,000$555.9K0.1%History
AMPLAmplitude, Inc.Stock43,691$541.8K0.1%History
YOUClear Secure, Inc.COM CL A19,425$539.2K0.1%History
PSAPublic StorageCOM1,560$457.7K0.1%History
EXCExelon CorpStock10,293$446.9K0.1%History
NCNOnCino, Inc.COM14,290$399.7K0.1%History
SOSouthern CoStock4,058$372.6K0.1%History
ABTAbbott LaboratoriesStock2,696$366.7K0.1%History
KOCoca Cola CoStock5,158$364.9K0.1%History
CBChubb LtdStock1,237$358.4K0.1%History
RSGRepublic Services, Inc.COM1,431$352.9K0.1%History
DCBODocebo Inc.COM11,776$340.8K0.1%History
PGProcter & Gamble CoStock2,138$340.6K0.1%History
DUKDuke Energy CORPStock2,840$335.1K<0.1%History
NEENextera Energy IncStock4,726$328.1K<0.1%History
VRSKVerisk Analytics, Inc.COM1,032$321.5K<0.1%History
MDTMedtronic plcStock3,620$315.6K<0.1%History
JNJJohnson & JohnsonStock2,047$312.7K<0.1%History
MRSHMarsh & McLennan Companies, Inc.Stock1,421$310.7K<0.1%History
PEPPepsiCo IncStock2,352$310.6K<0.1%History
ZTSZoetis Inc.Stock1,977$308.3K<0.1%History
XOMExxonMobil Holdings CorpCOM2,759$297.4K<0.1%History
VRTXVertex Pharmaceuticals IncStock668$297.4K<0.1%History
PEGPublic Service Enterprise Group IncCOM3,522$296.5K<0.1%History
KDPKeurig Dr Pepper Inc.COM8,771$290.0K<0.1%History
AEEAmeren CorpCOM2,969$285.1K<0.1%History
WECWec Energy Group, Inc.Stock2,735$285.0K<0.1%History
ABBVAbbVie Inc.Stock1,525$283.1K<0.1%History
LHLabcorp Holdings Inc.Stock1,077$282.7K<0.1%History
XELXcel Energy IncStock4,124$280.8K<0.1%History
CLColgate Palmolive CoStock2,942$267.4K<0.1%History
BRZEBraze, Inc.Stock9,514$267.3K<0.1%History
BRBroadridge Financial Solutions, Inc.Stock1,082$263.0K<0.1%History
DTEDte Energy CoCOM1,983$262.7K<0.1%History
AVBAvalonbay Communities IncCOM1,240$252.3K<0.1%History
DGXQuest Diagnostics IncCOM1,398$251.1K<0.1%History
LNTAlliant Energy CorpStock4,147$250.8K<0.1%History
AWKAmerican Water Works Company, Inc.Stock1,781$247.8K<0.1%History
NVONovo Nordisk A SADR3,531$243.7K<0.1%History
NINisource Inc.COM6,036$243.5K<0.1%History
China Resources Power Holdings NPVY1503A100COM100,000$241.3K<0.1%–
STZConstellation Brands, Inc.Stock1,472$239.5K<0.1%History
CHDChurch & Dwight Co IncCOM2,375$228.3K<0.1%History
WTRGEssential Utilities, Inc.COM6,144$228.2K<0.1%History
CMSCMS Energy CorpCOM3,281$227.3K<0.1%History
UDRUDR, Inc.COM5,316$217.1K<0.1%History
GGGGraco IncCOM2,506$215.4K<0.1%History
STESTERIS plcSHS USD880$211.4K<0.1%History
MFCManulife Financial CorpCOM6,390$204.2K<0.1%History
CINFCincinnati Financial CorpCOM1,357$202.1K<0.1%History
Bluspring Enterprises Ltd Inr 10.0Y092GR103COM140,000$124.0K<0.1%–
URGUr-Energy IncCOM11,127$11.7K<0.1%History