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Livermore
Livermore
ZHEN

Stanley-Laman Group, Ltd.

SEC CIK
0001601489
Latest filing
Aug 5, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 16, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
294
−11 vs. Q4 2025
Portfolio value
$811.8M
+$27.1M (+3.4%) vs. Q4 2025
Filed
Apr 16, 2026
SEC
Holdings of Stanley-Laman Group, Ltd. in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGLAlphabet Inc.Stock76,004$21.9M2.7%+1,265+1.7%AddedHistory
AMZNAmazon Com IncStock78,720$16.4M2.0%+2,575+3.4%AddedHistory
RTXRTX CorpStock82,179$15.9M2.0%+1,865+2.3%AddedHistory
CCJCameco CorpStock130,631$14.2M1.7%−9,444−6.7%ReducedHistory
LRCXLam Research CorpStock65,918$14.1M1.7%+533+0.8%AddedHistory
NVDANVIDIA CorpStock77,462$13.5M1.7%+2,696+3.6%AddedHistory
ASMLASML Holding NVADR13,683$13.0M1.6%+158+1.2%AddedHistory
KLACKLA CorpCOM NEW7,773$11.4M1.4%+152+2.0%AddedHistory
AVGOBroadcom Inc.Stock35,938$11.1M1.4%+1,001+2.9%AddedHistory
ETREntergy CorpCOM97,060$10.9M1.3%+2,634+2.8%AddedHistory
MSFTMicrosoft CorpStock29,357$10.9M1.3%−14,805−33.5%ReducedHistory
AAPLApple Inc.Stock42,686$10.8M1.3%+2,613+6.5%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR31,458$10.6M1.3%+734+2.4%AddedHistory
VALValaris LtdCL A105,827$10.4M1.3%−16,295−13.3%ReducedHistory
MPWRMonolithic Power Systems, Inc.COM9,438$10.3M1.3%+201+2.2%AddedHistory
LINLinde PLCSHS20,095$9.96M1.2%+851+4.4%AddedHistory
ISRGIntuitive Surgical IncCOM NEW17,459$8.05M1.0%+732+4.4%AddedHistory
AMDAdvanced Micro Devices IncStock39,439$8.02M1.0%+1,223+3.2%AddedHistory
METAMeta Platforms, Inc.Stock13,695$7.84M1.0%+996+7.8%AddedHistory
ANETArista Networks, Inc.Stock62,979$7.73M1.0%+1,826+3.0%AddedHistory
TTITetra Technologies IncCOM896,815$7.64M0.9%−130,479−12.7%ReducedHistory
VRTVertiv Holdings CoCOM CL A29,302$7.34M0.9%+25,989+784.5%AddedHistory
WFRDWeatherford International plcORD SHS76,932$7.28M0.9%+1,569+2.1%AddedHistory
ARMArm Holdings PLCADR47,189$7.14M0.9%+3,773+8.7%AddedHistory
AMATApplied Materials IncStock20,141$6.88M0.8%+18,056+866.0%AddedHistory
MAMastercard IncStock13,092$6.54M0.8%+280+2.2%AddedHistory
JBLJabil IncStock24,612$6.54M0.8%+289+1.2%AddedHistory
LNTHLantheus Holdings, Inc.Stock85,474$6.48M0.8%+10,028+13.3%AddedHistory
COHUCohu IncCOM209,012$6.40M0.8%+13,476+6.9%AddedHistory
OLNOLIN CorpStock214,704$6.38M0.8%+36,026+20.2%AddedHistory
LLYEli Lilly & CoStock6,787$6.24M0.8%+322+5.0%AddedHistory
AIRAar CorpStock56,628$6.20M0.8%−6,031−9.6%ReducedHistory
ARAntero Resources CorpCOM145,748$6.19M0.8%+9,814+7.2%AddedHistory
Vanguard S&P 500 ETF922908363ETF10,215$6.10M0.8%−4,071−28.5%Reduced–
ONTOOnto Innovation Inc.COM29,337$6.02M0.7%−1,170−3.8%ReducedHistory
ADIAnalog Devices IncStock18,890$6.01M0.7%+18,890NewHistory
SLBSLB LimitedStock116,845$6.00M0.7%+3,793+3.4%AddedHistory
HPEHewlett Packard Enterprise CoCOM251,974$6.00M0.7%+251,974NewHistory
BABoeing CoStock29,196$5.81M0.7%+905+3.2%AddedHistory
GSKGSK plcADR105,176$5.80M0.7%+1,040+1.0%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock16,758$5.78M0.7%+416+2.5%AddedHistory
UUUUEnergy Fuels IncCOM NEW315,085$5.75M0.7%−12,180−3.7%ReducedHistory
PTENPatterson Uti Energy IncCOM530,634$5.75M0.7%+31,719+6.4%AddedHistory
ALBAlbemarle CorpStock31,919$5.73M0.7%−2,341−6.8%ReducedHistory
PHParker-Hannifin CorpStock6,388$5.72M0.7%+140+2.2%AddedHistory
TTWOTake Two Interactive Software IncCOM28,452$5.62M0.7%+5,401+23.4%AddedHistory
NXENexGen Energy Ltd.COM479,439$5.56M0.7%+7,324+1.6%AddedHistory
VLOValero Energy CorpStock22,225$5.49M0.7%+510+2.3%AddedHistory
RRCRange Resources CorpCOM119,326$5.39M0.7%+37,368+45.6%AddedHistory
MUMicron Technology IncStock15,881$5.37M0.7%+15,881NewHistory
MCKMcKesson CorpStock6,132$5.31M0.7%+133+2.2%AddedHistory
WTTRSelect Water Solutions, Inc.CL A COM346,493$5.30M0.7%−36,009−9.4%ReducedHistory
CVSCVS Health CorpStock72,421$5.20M0.6%+1,981+2.8%AddedHistory
ADMArcher-Daniels-Midland CoStock70,765$5.14M0.6%+1,634+2.4%AddedHistory
CAECae IncCOM197,404$5.14M0.6%+2,780+1.4%AddedHistory
COSTCostco Wholesale CorpStock5,127$5.11M0.6%+185+3.7%AddedHistory
OSISOsi Systems IncCOM18,796$4.99M0.6%−330−1.7%ReducedHistory
CVXChevron CorpStock23,920$4.95M0.6%+1,135+5.0%AddedHistory
KEXKirby CorpCOM36,898$4.90M0.6%+687+1.9%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR24,050$4.74M0.6%−1,006−4.0%ReducedConverted for a 1-for-2 splitHistory
CFGCitizens Financial Group IncCOM78,935$4.73M0.6%+5,621+7.7%AddedHistory
WMWaste Management IncStock20,358$4.68M0.6%+772+3.9%AddedHistory
TJXTJX Companies IncStock29,257$4.67M0.6%+738+2.6%AddedHistory
HIGHartford Insurance Group, Inc.Stock34,237$4.63M0.6%+679+2.0%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -57,101$4.60M0.6%+3,678+6.9%AddedHistory
LMTLockheed Martin CorpStock7,478$4.52M0.6%+199+2.7%AddedHistory
AMGNAmgen IncStock12,465$4.39M0.5%+269+2.2%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock64,020$4.29M0.5%+1,393+2.2%AddedHistory
FNBFNB CorpCOM256,334$4.29M0.5%+17,516+7.3%AddedHistory
CORCencora, Inc.Stock13,336$4.19M0.5%+45+0.3%AddedHistory
NDAQNasdaq, Inc.COM49,247$4.18M0.5%+43,265+723.3%AddedHistory
SNASnap-on IncCOM11,475$4.17M0.5%+309+2.8%AddedHistory
SNXTD Synnex CorpCOM24,459$4.13M0.5%+1,069+4.6%AddedHistory
GXOGXO Logistics, Inc.Stock79,399$4.12M0.5%+630+0.8%AddedHistory
FANGDiamondback Energy, Inc.Stock20,537$4.06M0.5%+856+4.3%AddedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A69,423$4.00M0.5%+1,464+2.2%AddedHistory
MRVLMarvell Technology, Inc.COM40,286$3.99M0.5%+200+0.5%AddedHistory
Zomato Ltd Inr 1.0Y9899X105COM1,600,000$3.86M0.5%00.0%Unchanged–
PTCPTC Inc.Stock27,069$3.86M0.5%+721+2.7%AddedHistory
Samsung Electronic KRWY74718100COM35,207$3.84M0.5%00.0%Unchanged–
CPRXCatalyst Pharmaceuticals, Inc.COM155,021$3.84M0.5%+15,629+11.2%AddedHistory
Prestige Estates Projects Inr 10.0Y707AN101COM323,091$3.84M0.5%00.0%Unchanged–
SBSWSibanye Stillwater LtdSPONSORED ADR308,552$3.80M0.5%+24,411+8.6%AddedHistory
HDFC Bank Ltd (Fii)Y3119P190COMMON STOCK490,560$3.80M0.5%00.0%Unchanged–
HONHoneywell International IncCOM16,770$3.79M0.5%−485−2.8%ReducedHistory
SFStifel Financial CorpCOM51,140$3.78M0.5%+18,075+54.7%AddedHistory
ZETAZeta Global Holdings Corp.CL A233,663$3.72M0.5%+87,747+60.1%AddedHistory
Larsen and Toubro Ltd Inr 2.0Y5217N159COM100,000$3.70M0.5%00.0%Unchanged–
UPSUnited Parcel Service IncStock37,348$3.67M0.5%+9,217+32.8%AddedHistory
AVNTAvient CorpCOM100,229$3.64M0.4%+39,558+65.2%AddedHistory
NBIXNeurocrine Biosciences IncStock27,549$3.63M0.4%−69−0.2%ReducedHistory
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG174,807$3.63M0.4%+174,807NewHistory
FLRFluor CorpStock76,714$3.58M0.4%+156+0.2%AddedHistory
MRTNMarten Transport LtdCOM272,469$3.58M0.4%+272,469NewHistory
PEverpure, Inc.CL A60,081$3.55M0.4%+11,681+24.1%AddedHistory
UNPUnion Pacific CorpStock14,418$3.50M0.4%+867+6.4%AddedHistory
CATCaterpillar IncStock4,839$3.43M0.4%+224+4.9%AddedHistory
NXPINXP Semiconductors N.V.COM17,327$3.41M0.4%−365−2.1%ReducedHistory
AONAon plcCL A10,425$3.36M0.4%+456+4.6%AddedHistory
Reliance Industries Ltd Inr 10.0Y72596102COM236,000$3.36M0.4%00.0%Unchanged–

Sold out since Q4 2025 (43)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Stanley-Laman Group, Ltd. sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
ORCLOracle CorpStock29,655$5.78M0.7%History
CDNSCadence Design Systems IncStock17,364$5.43M0.7%History
CCCCCC Intelligent Solutions Holdings Inc.COM522,287$4.15M0.5%History
RAMPLiveRamp Holdings, Inc.COM140,788$4.13M0.5%History
GDDYGoDaddy Inc.CL A23,806$2.95M0.4%History
NTNXNutanix, Inc.Stock55,002$2.84M0.4%History
OWLBlue Owl Capital Inc.COM CL A156,114$2.33M0.3%History
HCSGHealthcare Services Group IncCOM118,998$2.28M0.3%History
MTRXMatrix Service CoCOM181,563$2.12M0.3%History
Infosys Ltd Inr 5.0Y4082C133COM70,000$1.26M0.2%–
MMYTMakeMyTrip LtdStock15,000$1.23M0.2%History
Leeno Industrial Inc KRW 500.0Y5254W104COM25,000$1.05M0.1%–
MDBMongoDB, Inc.CL A1,744$731.9K0.1%History
Swiggy Ltd Inr 1.0Y1R0BL103COM150,000$658.4K0.1%–
CRMSalesforce, Inc.Stock2,429$643.5K0.1%History
IBNIcici Bank LtdADR20,000$596.0K0.1%History
Indofood CBP Sukses Makmur Idr 50.0Y71260106COM1,000,000$491.8K0.1%–
ZSZscaler, Inc.Stock2,047$460.4K0.1%History
Akr Corporindo TBK PT Idr 20.0Y71161163COM6,000,000$453.4K0.1%–
DDOGDatadog, Inc.CL A COM3,194$434.4K0.1%History
SNOWSnowflake Inc.Stock1,932$423.8K0.1%History
QCOMQualcomm IncStock2,375$406.2K0.1%History
PATHUiPath, Inc.Stock21,791$357.2K<0.1%History
Syarikat Takaful Malaysia K Myr 0.2Y8344M102COM464,722$355.0K<0.1%–
OKTAOkta, Inc.CL A3,971$343.4K<0.1%History
ALSumisho Air Lease CorpCL A5,225$335.6K<0.1%History
CFLTConfluent, Inc.CLASS A COM10,443$315.8K<0.1%History
FRSHFreshworks Inc.Stock21,772$266.7K<0.1%History
BRKRBruker CorpCOM5,250$247.3K<0.1%History
PUMPProPetro Holding Corp.COM22,793$216.8K<0.1%History
SSentinelOne, Inc.CL A14,177$212.7K<0.1%History
KVYOKlaviyo, Inc.COM SER A6,536$212.2K<0.1%History
APPNAppian CorpCL A5,827$206.4K<0.1%History
BLBlackline, Inc.COM3,680$203.5K<0.1%History
Hangcha Group Co Ltd Cny 1.0Y30038106COM48,000$182.5K<0.1%–
Chularat Hospital PCL THB 0.1Y1613L145COM1,794,200$181.1K<0.1%–
CXMSprinklr, Inc.CL A22,616$176.0K<0.1%History
Chinasoft Intl LtdG2110A111COM200,000$127.7K<0.1%–
Sis Ltd Inr 5.0Y7T669116COM32,651$121.4K<0.1%–
3SBIO Inc Usd 0.00001 144AG8875G102COM35,000$108.7K<0.1%–
Sunny Friend Environmental TWD 10.0Y8T409107COM17,000$42.6K<0.1%–
Digitide Solutions Ltd Inr 10.0Y2073L104COM7,015$10.1K<0.1%–
LTUMLithium CorpCOM20,000$1.83K<0.1%History