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Livermore
Livermore
ZHEN

Stanley-Laman Group, Ltd.

SEC CIK
0001601489
Latest filing
Aug 5, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 5, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
298
+4 vs. Q1 2026
Portfolio value
$984.2M
+$172.5M (+21.2%) vs. Q1 2026
Filed
Aug 5, 2026
SEC
Holdings of Stanley-Laman Group, Ltd. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
LRCXLam Research CorpStock63,629$27.6M2.8%−2,289−3.5%ReducedHistory
GOOGLAlphabet Inc.Stock74,676$26.7M2.7%−1,328−1.7%ReducedHistory
KLACKLA CorpCOM NEW75,444$22.8M2.3%−2,286−2.9%ReducedConverted for a 10-for-1 splitHistory
AMDAdvanced Micro Devices IncStock38,205$22.2M2.3%−1,234−3.1%ReducedHistory
AMZNAmazon Com IncStock77,572$18.5M1.9%−1,148−1.5%ReducedHistory
ASMLASML Holding NVADR9,077$18.1M1.8%−4,606−33.7%ReducedHistory
MUMicron Technology IncStock15,486$17.9M1.8%−395−2.5%ReducedHistory
ARMArm Holdings PLCADR45,843$16.3M1.7%−1,346−2.9%ReducedHistory
COHUCohu IncCOM206,620$15.3M1.6%−2,392−1.1%ReducedHistory
RTXRTX CorpStock80,359$15.2M1.5%−1,820−2.2%ReducedHistory
NVDANVIDIA CorpStock74,661$14.9M1.5%−2,801−3.6%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR30,805$14.7M1.5%−653−2.1%ReducedHistory
AMATApplied Materials IncStock19,689$14.2M1.4%−452−2.2%ReducedHistory
AVGOBroadcom Inc.Stock35,446$13.4M1.4%−492−1.4%ReducedHistory
CCJCameco CorpStock129,588$13.2M1.3%−1,043−0.8%ReducedHistory
MPWRMonolithic Power Systems, Inc.COM9,172$12.7M1.3%−266−2.8%ReducedHistory
AAPLApple Inc.Stock42,512$12.3M1.2%−174−0.4%ReducedHistory
MRVLMarvell Technology, Inc.COM39,579$11.8M1.2%−707−1.8%ReducedHistory
ETREntergy CorpCOM95,769$11.0M1.1%−1,291−1.3%ReducedHistory
ONTOOnto Innovation Inc.COM29,021$11.0M1.1%−316−1.1%ReducedHistory
MSFTMicrosoft CorpStock29,242$10.9M1.1%−115−0.4%ReducedHistory
ANETArista Networks, Inc.Stock61,293$10.4M1.1%−1,686−2.7%ReducedHistory
LINLinde PLCSHS19,948$10.4M1.1%−147−0.7%ReducedHistory
TTITetra Technologies IncCOM890,023$10.1M1.0%−6,792−0.8%ReducedHistory
TERTeradyne, IncStock20,153$9.75M1.0%+20,153NewHistory
VRTVertiv Holdings CoCOM CL A28,634$9.59M1.0%−668−2.3%ReducedHistory
JBLJabil IncStock24,410$9.41M1.0%−202−0.8%ReducedHistory
STXSeagate Technology Holdings plcORD SHS8,763$8.46M0.9%+8,763NewHistory
HPEHewlett Packard Enterprise CoCOM187,381$8.45M0.9%−64,593−25.6%ReducedHistory
LLYEli Lilly & CoStock6,747$8.09M0.8%−40−0.6%ReducedHistory
AIRAar CorpStock56,346$8.05M0.8%−282−0.5%ReducedHistory
VALValaris LtdCL A104,946$7.62M0.8%−881−0.8%ReducedHistory
LNTHLantheus Holdings, Inc.Stock67,964$7.54M0.8%−17,510−20.5%ReducedHistory
CVSCVS Health CorpStock71,877$7.44M0.8%−544−0.8%ReducedHistory
TTWOTake Two Interactive Software IncCOM28,352$7.09M0.7%−100−0.4%ReducedHistory
Vanguard S&P 500 ETF922908363ETF10,228$7.02M0.7%+13+0.1%Added–
MAMastercard IncStock13,121$6.74M0.7%+29+0.2%AddedHistory
SNXTD Synnex CorpCOM23,891$6.39M0.6%−568−2.3%ReducedHistory
BABoeing CoStock29,083$6.30M0.6%−113−0.4%ReducedHistory
FNFabrinetSHS11,181$6.28M0.6%+11,181NewHistory
PHParker-Hannifin CorpStock6,393$6.25M0.6%+5+0.1%AddedHistory
WFRDWeatherford International plcORD SHS76,412$6.23M0.6%−520−0.7%ReducedHistory
CORTCorcept Therapeutics IncCOM68,196$5.93M0.6%−429−0.6%ReducedHistory
VLOValero Energy CorpStock21,707$5.65M0.6%−518−2.3%ReducedHistory
CFGCitizens Financial Group IncCOM78,867$5.53M0.6%−68−0.1%ReducedHistory
GSKGSK plcADR105,124$5.51M0.6%−520.0%ReducedHistory
IBKRInteractive Brokers Group, Inc.Stock62,757$5.46M0.6%−1,263−2.0%ReducedHistory
SLBSLB LimitedStock116,171$5.40M0.5%−674−0.6%ReducedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A68,006$5.30M0.5%−1,417−2.0%ReducedHistory
ADMArcher-Daniels-Midland CoStock69,210$5.29M0.5%−1,555−2.2%ReducedHistory
CATCaterpillar IncStock4,839$5.15M0.5%00.0%UnchangedHistory
ARAntero Resources CorpCOM145,470$5.11M0.5%−278−0.2%ReducedHistory
CAECae IncCOM196,476$4.92M0.5%−928−0.5%ReducedHistory
FNBFNB CorpCOM255,191$4.87M0.5%−1,143−0.4%ReducedHistory
IONSIonis Pharmaceuticals IncCOM60,842$4.82M0.5%+21,536+54.8%AddedHistory
COSTCostco Wholesale CorpStock5,135$4.80M0.5%+8+0.2%AddedHistory
Prestige Estates Projects Inr 10.0Y707AN101COM290,322$4.78M0.5%−32,769−10.1%Reduced–
NXPINXP Semiconductors N.V.COM16,983$4.77M0.5%−344−2.0%ReducedHistory
KEXKirby CorpCOM34,649$4.71M0.5%−2,249−6.1%ReducedHistory
AXSMAxsome Therapeutics, Inc.COM19,170$4.69M0.5%−90−0.5%ReducedHistory
MRTNMarten Transport LtdCOM270,445$4.69M0.5%−2,024−0.7%ReducedHistory
PEverpure, Inc.CL A59,266$4.67M0.5%−815−1.4%ReducedHistory
MCKMcKesson CorpStock6,143$4.64M0.5%+11+0.2%AddedHistory
NBIXNeurocrine Biosciences IncStock27,446$4.63M0.5%−103−0.4%ReducedHistory
ZETAZeta Global Holdings Corp.CL A232,253$4.57M0.5%−1,410−0.6%ReducedHistory
UUUUEnergy Fuels IncCOM NEW313,524$4.55M0.5%−1,561−0.5%ReducedHistory
SNASnap-on IncCOM11,259$4.53M0.5%−216−1.9%ReducedHistory
WTTRSelect Water Solutions, Inc.CL A COM226,325$4.52M0.5%−120,168−34.7%ReducedHistory
HIGHartford Insurance Group, Inc.Stock34,075$4.52M0.5%−162−0.5%ReducedHistory
RRCRange Resources CorpCOM120,781$4.49M0.5%+1,455+1.2%AddedHistory
NXENexGen Energy Ltd.COM478,145$4.49M0.5%−1,294−0.3%ReducedHistory
Zomato Ltd Inr 1.0Y9899X105COM1,600,000$4.48M0.5%00.0%Unchanged–
AZNAstraZeneca PLCSPONSORED ADR23,593$4.47M0.5%−457−1.9%ReducedHistory
WMWaste Management IncStock19,874$4.43M0.5%−484−2.4%ReducedHistory
AMGNAmgen IncStock12,227$4.43M0.4%−238−1.9%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock15,001$4.36M0.4%−1,757−10.5%ReducedHistory
TJXTJX Companies IncStock28,674$4.34M0.4%−583−2.0%ReducedHistory
Samsung Electronic KRWY74718100COM20,000$4.31M0.4%−15,207−43.2%Reduced–
Larsen and Toubro Ltd Inr 2.0Y5217N159COM98,141$4.30M0.4%−1,859−1.9%Reduced–
OLNOLIN CorpStock215,050$4.26M0.4%+346+0.2%AddedHistory
BDCBelden Inc.COM35,469$4.25M0.4%+35,469NewHistory
PTENPatterson Uti Energy IncCOM459,416$4.22M0.4%−71,218−13.4%ReducedHistory
ALBAlbemarle CorpStock30,710$4.15M0.4%−1,209−3.8%ReducedHistory
HDFC Bank Ltd (Fii)Y3119P190COMMON STOCK490,560$4.15M0.4%00.0%Unchanged–
Eoptolink Technology Inc LT Cny 1.0Y2303H105COM45,820$4.10M0.4%+40,520+764.5%Added–
OSISOsi Systems IncCOM18,722$4.09M0.4%−74−0.4%ReducedHistory
RRXRegal Rexnord CorpCOM17,085$4.07M0.4%+17,085NewHistory
GXOGXO Logistics, Inc.Stock79,094$4.01M0.4%−305−0.4%ReducedHistory
FLRFluor CorpStock76,417$4.00M0.4%−297−0.4%ReducedHistory
UPSUnited Parcel Service IncStock36,648$3.94M0.4%−700−1.9%ReducedHistory
CVXChevron CorpStock23,466$3.89M0.4%−454−1.9%ReducedHistory
Aspeed Technology Inc TWD 10.0Y04044106COM7,500$3.88M0.4%−500−6.3%Reduced–
UNPUnion Pacific CorpStock14,192$3.86M0.4%−226−1.6%ReducedHistory
AVNTAvient CorpCOM100,699$3.72M0.4%+470+0.5%AddedHistory
LMTLockheed Martin CorpStock7,284$3.71M0.4%−194−2.6%ReducedHistory
CORCencora, Inc.Stock13,057$3.69M0.4%−279−2.1%ReducedHistory
TELTE Connectivity plcStock17,853$3.60M0.4%+17,853NewHistory
APDAir Products & Chemicals, Inc.Stock12,194$3.58M0.4%+12,194NewHistory
FANGDiamondback Energy, Inc.Stock20,147$3.54M0.4%−390−1.9%ReducedHistory
SFStifel Financial CorpCOM50,151$3.50M0.4%−989−1.9%ReducedHistory

Sold out since Q1 2026 (29)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Stanley-Laman Group, Ltd. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
ADIAnalog Devices IncStock18,890$6.01M0.7%History
PTCPTC Inc.Stock27,069$3.86M0.5%History
CPRXCatalyst Pharmaceuticals, Inc.COM155,021$3.84M0.5%History
INTUIntuit Inc.Stock7,252$3.14M0.4%History
CGCarlyle Group Inc.COM64,679$3.13M0.4%History
FPT Corp VND 10000.0Y26333107COM578,012$1.64M0.2%–
BABAAlibaba Group Holding LtdADR13,000$1.63M0.2%History
DLF Ltd Inr 2.0Y2089H105COM300,000$1.59M0.2%–
Cyient Ltd Inr 5.0Y4082D131COM191,241$1.52M0.2%–
MELIMercadolibre IncCOM800$1.38M0.2%History
WRDWeRide Inc.ADR154,281$1.25M0.2%History
GRABGrab Holdings LtdCLASS A ORD310,000$1.13M0.1%History
SESea LtdSPONSORD ADS12,000$993.7K0.1%History
My Eg Services BHD Myr 0.1Y6147P116COM5,000,000$913.8K0.1%–
Goto Gojek Tokopedia TBK PT Idr 1.0Y2732C107COM300,000,000$900.3K0.1%–
ZTSZoetis Inc.Stock5,387$636.8K0.1%History
MSCIMSCI Inc.Stock1,058$570.3K0.1%History
Chailease Holding Co Ltd TWD 10.0G20288109COM130,979$448.6K0.1%–
HSYHershey CoCOM1,818$377.9K<0.1%History
BLKBlackRock, Inc.Stock385$370.3K<0.1%History
CEGConstellation Energy CorpStock1,308$365.3K<0.1%History
Quang Ngai Sugar JSC VND 10000.0Y71687100COM198,200$358.1K<0.1%–
VSTVistra Corp.Stock2,150$323.2K<0.1%History
MCDMcDonalds CorpStock826$256.7K<0.1%History
JNJJohnson & JohnsonStock825$201.7K<0.1%History
BSXBoston Scientific CorpStock2,763$173.4K<0.1%History
EPDEnterprise Products Partners L.P.Stock4,102$155.2K<0.1%History
BAERBridger Aerospace Group Holdings, Inc.COM28,575$56.6K<0.1%History
Bank BTPN Syariah TBK PT Idr 100.0Y713AP104COM184,700$11.6K<0.1%–