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.
- Positions
- 298
- +4 vs. Q1 2026
- Portfolio value
- $984.2M
- +$172.5M (+21.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Lupin Ltd Inr 2.0Y5362X101 | COM | 30,000 | $767.9K | 0.1% | 00.0% | Unchanged | – |
| Honeywell Automation India Inr 10.0Y8547C117 | COM | 1,834 | $773.1K | 0.1% | −135−6.9% | Reduced | – |
| ADTTFAdvantest Corp | COM | 3,900 | $776.0K | 0.1% | +1,800+85.7% | Added | History |
| Regional SAB de CV NPVP8008V109 | COM | 102,941 | $789.7K | 0.1% | −100,000−49.3% | Reduced | – |
| PWRQuanta Services, Inc. | COM | 1,103 | $794.2K | 0.1% | 00.0% | Unchanged | History |
| CG POWER plus INDUSTRIAL SOLUT INR 2.0Y1788L128 | COM | 80,000 | $805.7K | 0.1% | +80,000 | New | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,119 | $835.8K | 0.1% | +33+3.0% | Added | History |
| Cosmo First Limited Inr 10.0Y1765G118 | COM | 100,722 | $837.5K | 0.1% | 00.0% | Unchanged | – |
| KEYSKeysight Technologies, Inc. | Stock | 2,422 | $847.9K | 0.1% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 2,058 | $877.0K | 0.1% | +68+3.4% | Added | History |
| MTZMastec Inc | COM | 2,136 | $888.7K | 0.1% | 00.0% | Unchanged | History |
| Hindustan Unilever Ltd Inr 1.0Y3222L102 | COM | 40,000 | $896.7K | 0.1% | 00.0% | Unchanged | – |
| Life Insurance Corp of Ind Inr 10.0Y5284Z119 | COM | 200,000 | $914.2K | 0.1% | +100,000+100.0% | Added | – |
| King Slide Works Co Ltd TWD 10.0Y4771C113 | COM | 4,000 | $924.1K | 0.1% | +4,000 | New | – |
| Syngene International Inr 10.0 144AY8T288113 | COM | 200,000 | $930.6K | 0.1% | 00.0% | Unchanged | – |
| Sungrow Power SuppY8211M102 | COM | 40,000 | $937.4K | 0.1% | +11,000+37.9% | Added | – |
| HD Hyundai ElectriY3R1DD103 | COM | 1,500 | $941.1K | 0.1% | +500+50.0% | Added | – |
| Soulbrain Co Ltd KRW 500.0Y8076W120 | COM | 4,000 | $943.7K | 0.1% | +4,000 | New | – |
| Hanwha Aerospace Co Ltd KRW 5000.0Y7470L102 | COM | 1,500 | $963.3K | 0.1% | +1,500 | New | – |
| Jentech Precision Industri TWD 10.0Y4432G115 | COM | 9,400 | $1.01M | 0.1% | +9,400 | New | – |
| Asia Vital Components Co L TWD 10.0Y0392D100 | COM | 12,800 | $1.01M | 0.1% | +12,800 | New | – |
| Icici Prudential Life Inr 10.0 144AY3R595106 | COM | 200,000 | $1.03M | 0.1% | 00.0% | Unchanged | – |
| CBChubb Ltd | Stock | 3,101 | $1.06M | 0.1% | −86−2.7% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 7,361 | $1.06M | 0.1% | 00.0% | Unchanged | History |
| Masan Group Corp VND 10000.0Y5825M106 | COM | 400,000 | $1.10M | 0.1% | 00.0% | Unchanged | – |
| Vietnam Joint Stock Com VND 10000.0Y9366L105 | COM | 867,819 | $1.12M | 0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,601 | $1.13M | 0.1% | +166+1.1% | Added | – |
| TSMWFTaiwan Semiconductor Manufacturing Co Ltd | COM | 15,000 | $1.13M | 0.1% | +15,000 | New | History |
| Icici Bank Ltd Inr 2.0Y3860Z132 | COM | 80,000 | $1.17M | 0.1% | 00.0% | Unchanged | – |
| DVNDevon Energy Corp | Stock | 28,651 | $1.18M | 0.1% | 00.0% | Unchanged | History |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 65,000 | $1.20M | 0.1% | +65,000 | New | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,032 | $1.21M | 0.1% | −14,427−82.6% | Reduced | History |
| Komico Ltd KRW 500.0Y4S17T102 | COM | 20,000 | $1.21M | 0.1% | +10,000+100.0% | Added | – |
| Tencent Holdings Limited Shs Par HKDG87572163 | COM | 22,000 | $1.22M | 0.1% | −5,000−18.5% | Reduced | – |
| Phoenix Mills Ltd/The Inr 2.0Y6973B132 | COM | 60,000 | $1.24M | 0.1% | 00.0% | Unchanged | – |
| Phu Nhuan Jewelry JSC VND 10000.0Y6891A109 | COM | 520,950 | $1.25M | 0.1% | +227,650+77.6% | Added | – |
| MARMarriott International Inc | Stock | 3,390 | $1.26M | 0.1% | 00.0% | Unchanged | History |
| Gemadept Corp VND 10000.0Y2690B109 | COM | 450,000 | $1.26M | 0.1% | 00.0% | Unchanged | – |
| Wiwynn Corp TWD 10.0Y9673D101 | COM | 8,860 | $1.29M | 0.1% | +1,600+22.0% | Added | – |
| Contemporary AmperY1R48E105 | COM | 22,500 | $1.30M | 0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,768 | $1.34M | 0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 100,000 | $1.37M | 0.1% | −136,000−57.6% | Reduced | – |
| iShares MSCI India ETF46429B598 | ETF | 28,000 | $1.38M | 0.1% | +28,000 | New | – |
| Lemon Tree Hotels Ltd Inr 10.0 144AY5S322109 | COM | 1,150,000 | $1.42M | 0.1% | +450,000+64.3% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 20,366 | $1.45M | 0.1% | +15+0.1% | Added | – |
| Gokaldas Exports Ltd Inr 5.0Y27440117 | COM | 160,000 | $1.47M | 0.1% | 00.0% | Unchanged | – |
| Hyundai En KRW5000Y38382100 | COM | 20,000 | $1.47M | 0.1% | 00.0% | Unchanged | – |
| Va Tech Wabag Ltd Inr 2.0Y9356W111 | COM | 70,000 | $1.49M | 0.2% | 00.0% | Unchanged | – |
| PB Fintech Ltd Inr 2.0Y67616287 | COM | 88,000 | $1.51M | 0.2% | 00.0% | Unchanged | – |
| NEENextera Energy Inc | Stock | 17,271 | $1.52M | 0.2% | +3,980+29.9% | Added | History |
| Quanta Computer Inc.Y7174J106 | COM | 132,100 | $1.53M | 0.2% | +59,200+81.2% | Added | – |
| Rec Ltd Inr 10.0Y73650106 | COM | 400,269 | $1.54M | 0.2% | 00.0% | Unchanged | – |
| GFSGLOBALFOUNDRIES Inc. | Stock | 19,656 | $1.62M | 0.2% | +19,656 | New | History |
| Alchip Technologies Ltd TWD 10.0G02242108 | COM | 12,500 | $1.64M | 0.2% | +1,200+10.6% | Added | – |
| SK Hynix Inc KRW 5000.0Y8085F100 | COM | 983 | $1.68M | 0.2% | +160+19.4% | Added | – |
| Hugel Inc KRW 500.0Y3R47A100 | COM | 10,000 | $1.70M | 0.2% | 00.0% | Unchanged | – |
| EXEExpand Energy Corp | COM | 18,708 | $1.71M | 0.2% | −434−2.3% | Reduced | History |
| HONAHoneywell Aerospace Inc. | COM | 8,098 | $1.79M | 0.2% | +8,098 | New | History |
| HONHoneywell International Inc | COM | 8,098 | $1.81M | 0.2% | −8,672−51.7% | Reduced | History |
| ORealty Income Corp | REIT | 29,320 | $1.82M | 0.2% | +17+0.1% | Added | History |
| Krishna Institute of M Inr 2.0 144AY4S65L126 | COM | 210,000 | $1.82M | 0.2% | 00.0% | Unchanged | – |
| Timken India Ltd Inr 10.0Y8840Y105 | COM | 50,667 | $1.86M | 0.2% | 00.0% | Unchanged | – |
| RACRithm Acquisition Corp. | COM | 202,829 | $1.90M | 0.2% | +202,829 | New | History |
| Mobile World Investment VND 10000.0Y604K2105 | COM | 660,000 | $1.96M | 0.2% | 00.0% | Unchanged | – |
| DALDelta Air Lines, Inc. | COM NEW | 20,942 | $1.96M | 0.2% | 00.0% | Unchanged | History |
| Mediatek IncY5945U103 | COM | 15,000 | $2.00M | 0.2% | +15,000 | New | – |
| Lodha Developers Ltd Inr 10.0 144AY5311S112 | COM | 210,000 | $2.12M | 0.2% | 00.0% | Unchanged | – |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 500,000 | $2.18M | 0.2% | −150,000−23.1% | Reduced | – |
| One 97 Communications Ltd Inr 1.0Y6425F111 | COM | 180,000 | $2.18M | 0.2% | 00.0% | Unchanged | – |
| State Bank of India Inr 1.0Y8155P103 | COM | 210,000 | $2.28M | 0.2% | −20,000−8.7% | Reduced | – |
| DLRDigital Realty Trust, Inc. | COM | 13,081 | $2.35M | 0.2% | −53−0.4% | Reduced | History |
| IEIvanhoe Electric Inc. | COM | 245,899 | $2.36M | 0.2% | +245,899 | New | History |
| CRNTCeragon Networks Ltd | Stock | 914,444 | $2.37M | 0.2% | +222,590+32.2% | Added | History |
| Axis BankY0487S137 | COM | 170,000 | $2.43M | 0.2% | 00.0% | Unchanged | – |
| AOSSmith A O Corp | COM | 39,991 | $2.51M | 0.3% | −1,151−2.8% | Reduced | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 8,189 | $2.60M | 0.3% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 7,956 | $2.60M | 0.3% | +86+1.1% | Added | History |
| TXTTextron Inc | COM | 28,622 | $2.63M | 0.3% | −42−0.1% | Reduced | History |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 310,565 | $2.64M | 0.3% | +2,013+0.7% | Added | History |
| APHAmphenol Corp | CL A | 15,092 | $2.66M | 0.3% | −10−0.1% | Reduced | History |
| SLIStandard Lithium Ltd. | COM | 981,966 | $2.70M | 0.3% | +6,424+0.7% | Added | History |
| SCIService Corp International | COM | 35,636 | $2.71M | 0.3% | −702−1.9% | Reduced | History |
| RPRXRoyalty Pharma plc | SHS CLASS A | 48,978 | $2.75M | 0.3% | −308−0.6% | Reduced | History |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 173,957 | $2.81M | 0.3% | −850−0.5% | Reduced | History |
| TGTTarget Corp | Stock | 21,660 | $2.83M | 0.3% | −345−1.6% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 8,405 | $2.87M | 0.3% | −258−3.0% | Reduced | History |
| Info Edge India Ltd Inr 2.0Y40353123 | COM | 277,185 | $2.87M | 0.3% | 00.0% | Unchanged | – |
| GEVGE Vernova Inc. | Stock | 2,484 | $2.92M | 0.3% | 00.0% | Unchanged | History |
| City Union Bank Ltd Inr 1.0Y1659F135 | COM | 1,333,333 | $2.93M | 0.3% | +333,333+33.3% | Added | – |
| GLWCorning Inc | COM | 11,529 | $2.94M | 0.3% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 13,415 | $3.00M | 0.3% | −267−2.0% | Reduced | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 57,069 | $3.00M | 0.3% | −32−0.1% | Reduced | History |
| HBANHuntington Bancshares Inc | COM | 172,143 | $3.05M | 0.3% | +42,584+32.9% | Added | History |
| PLDPrologis, Inc. | REIT | 22,687 | $3.07M | 0.3% | −502−2.2% | Reduced | History |
| Tse Co Ltd KRW 500.0Y8975T111 | COM | 20,000 | $3.16M | 0.3% | 00.0% | Unchanged | – |
| EZRAReliance Global Group, Inc. | COM NEW | 8,755 | $3.27M | 0.3% | −19−0.2% | Reduced | History |
| AONAon plc | CL A | 10,049 | $3.33M | 0.3% | −376−3.6% | Reduced | History |
| NDAQNasdaq, Inc. | COM | 44,208 | $3.48M | 0.4% | −5,039−10.2% | Reduced | History |
| SFStifel Financial Corp | COM | 50,151 | $3.50M | 0.4% | −989−1.9% | Reduced | History |
| FANGDiamondback Energy, Inc. | Stock | 20,147 | $3.54M | 0.4% | −390−1.9% | Reduced | History |
Sold out since Q1 2026 (29)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| ADIAnalog Devices Inc | Stock | 18,890 | $6.01M | 0.7% | History |
| PTCPTC Inc. | Stock | 27,069 | $3.86M | 0.5% | History |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 155,021 | $3.84M | 0.5% | History |
| INTUIntuit Inc. | Stock | 7,252 | $3.14M | 0.4% | History |
| CGCarlyle Group Inc. | COM | 64,679 | $3.13M | 0.4% | History |
| FPT Corp VND 10000.0Y26333107 | COM | 578,012 | $1.64M | 0.2% | – |
| BABAAlibaba Group Holding Ltd | ADR | 13,000 | $1.63M | 0.2% | History |
| DLF Ltd Inr 2.0Y2089H105 | COM | 300,000 | $1.59M | 0.2% | – |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 191,241 | $1.52M | 0.2% | – |
| MELIMercadolibre Inc | COM | 800 | $1.38M | 0.2% | History |
| WRDWeRide Inc. | ADR | 154,281 | $1.25M | 0.2% | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 310,000 | $1.13M | 0.1% | History |
| SESea Ltd | SPONSORD ADS | 12,000 | $993.7K | 0.1% | History |
| My Eg Services BHD Myr 0.1Y6147P116 | COM | 5,000,000 | $913.8K | 0.1% | – |
| Goto Gojek Tokopedia TBK PT Idr 1.0Y2732C107 | COM | 300,000,000 | $900.3K | 0.1% | – |
| ZTSZoetis Inc. | Stock | 5,387 | $636.8K | 0.1% | History |
| MSCIMSCI Inc. | Stock | 1,058 | $570.3K | 0.1% | History |
| Chailease Holding Co Ltd TWD 10.0G20288109 | COM | 130,979 | $448.6K | 0.1% | – |
| HSYHershey Co | COM | 1,818 | $377.9K | <0.1% | History |
| BLKBlackRock, Inc. | Stock | 385 | $370.3K | <0.1% | History |
| CEGConstellation Energy Corp | Stock | 1,308 | $365.3K | <0.1% | History |
| Quang Ngai Sugar JSC VND 10000.0Y71687100 | COM | 198,200 | $358.1K | <0.1% | – |
| VSTVistra Corp. | Stock | 2,150 | $323.2K | <0.1% | History |
| MCDMcDonalds Corp | Stock | 826 | $256.7K | <0.1% | History |
| JNJJohnson & Johnson | Stock | 825 | $201.7K | <0.1% | History |
| BSXBoston Scientific Corp | Stock | 2,763 | $173.4K | <0.1% | History |
| EPDEnterprise Products Partners L.P. | Stock | 4,102 | $155.2K | <0.1% | History |
| BAERBridger Aerospace Group Holdings, Inc. | COM | 28,575 | $56.6K | <0.1% | History |
| Bank BTPN Syariah TBK PT Idr 100.0Y713AP104 | COM | 184,700 | $11.6K | <0.1% | – |