Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- 最新申報
- 2026/8/5
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/28 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 246
- 較 2021 年第 1 季 +6
- 總值
- $7.03 億
- 較 2021 年第 1 季 +$9,763 萬 (+16.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 28,512 | $2,281 萬 | 3.2% | +237+0.8% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 61,936 | $1,805 萬 | 2.6% | −571−0.9% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 26,846 | $1,572 萬 | 2.2% | +429+1.6% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 24,868 | $1,571 萬 | 2.2% | −355−1.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,165 | $1,505 萬 | 2.1% | +149+2.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 40,955 | $1,424 萬 | 2.0% | +825+2.1% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 56,781 | $1,353 萬 | 1.9% | +947+1.7% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 40,441 | $1,258 萬 | 1.8% | +658+1.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 42,325 | $1,147 萬 | 1.6% | +3,108+7.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 122,030 | $1,146 萬 | 1.6% | +2,399+2.0% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 20,598 | $1,091 萬 | 1.6% | +376+1.9% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 36,444 | $1,064 萬 | 1.5% | +761+2.1% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 21,402 | $1,049 萬 | 1.5% | +393+1.9% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 14,795 | $1,022 萬 | 1.5% | +171+1.2% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 18,915 | $1,008 萬 | 1.4% | +397+2.1% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 73,383 | $1,004 萬 | 1.4% | +1,813+2.5% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 6,869 | $1,004 萬 | 1.4% | +141+2.1% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 27,492 | $954.1 萬 | 1.4% | +651+2.4% | 加碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 47,340 | $926.2 萬 | 1.3% | −1,987−4.0% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 21,473 | $881.4 萬 | 1.3% | +415+2.0% | 加碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 33,594 | $863.7 萬 | 1.2% | +833+2.5% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 29,846 | $823.1 萬 | 1.2% | +785+2.7% | 加碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 100,778 | $795.6 萬 | 1.1% | +3,158+3.2% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 39,720 | $792.9 萬 | 1.1% | +2,791+7.6% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 28,772 | $739.0 萬 | 1.1% | −951−3.2% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 18,888 | $731.0 萬 | 1.0% | −1,748−8.5% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 13,204 | $725.6 萬 | 1.0% | −386−2.8% | 減碼 | 歷史 |
| ETSYEtsy Inc | COM | 33,033 | $680.0 萬 | 1.0% | +1,260+4.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 12,789 | $675.5 萬 | 1.0% | −492−3.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,809 | $666.7 萬 | 0.9% | +363+3.8% | 加碼 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 14,054 | $651.5 萬 | 0.9% | +367+2.7% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 16,304 | $592.6 萬 | 0.8% | +514+3.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 38,903 | $532.8 萬 | 0.8% | +2,169+5.9% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 16,575 | $479.2 萬 | 0.7% | +500+3.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 32,796 | $467.0 萬 | 0.7% | +1,112+3.5% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 37,204 | $461.8 萬 | 0.7% | +2,952+8.6% | 加碼 | 歷史 |
| ENTGEntegris Inc | COM | 35,699 | $439.0 萬 | 0.6% | +1,631+4.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,215 | $418.0 萬 | 0.6% | −72−5.6% | 減碼 | 歷史 |
| SLPSimulations Plus, Inc. | COM | 71,420 | $392.2 萬 | 0.6% | +4,826+7.2% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 12,041 | $390.4 萬 | 0.6% | +377+3.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 17,142 | $376.0 萬 | 0.5% | +1,012+6.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 43,484 | $371.0 萬 | 0.5% | +5,118+13.3% | 加碼 | 歷史 |
| WBSWebster Financial Corp | COM | 67,922 | $362.3 萬 | 0.5% | +3,866+6.0% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 14,913 | $360.5 萬 | 0.5% | +1,219+8.9% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 24,182 | $357.4 萬 | 0.5% | +562+2.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 16,895 | $335.6 萬 | 0.5% | +223+1.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 27,451 | $328.1 萬 | 0.5% | +2,566+10.3% | 加碼 | 歷史 |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 48,937 | $323.6 萬 | 0.5% | +9,000+22.5% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 13,969 | $320.6 萬 | 0.5% | +1,304+10.3% | 加碼 | 歷史 |
| Housing Development Finance Inr 2.0Y37246207 | COM | 93,000 | $310.0 萬 | 0.4% | +48,000+106.7% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 21,438 | $306.4 萬 | 0.4% | +2,097+10.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,652 | $301.1 萬 | 0.4% | +83+1.1% | 加碼 | – |
| Metropolis Healthcare Inr 2.0 144AY59774110 | COM | 78,183 | $298.4 萬 | 0.4% | 00.0% | 不變 | – |
| Tencent Holdings Limited Shs Par HKDG87572163 | COM | 39,109 | $294.1 萬 | 0.4% | 00.0% | 不變 | – |
| China Lesso Group Holdings HKD 0.05G2157Q102 | COM | 1,187,064 | $292.9 萬 | 0.4% | 00.0% | 不變 | – |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 250,241 | $289.4 萬 | 0.4% | 00.0% | 不變 | – |
| CCICrown Castle Inc. | REIT | 14,767 | $288.1 萬 | 0.4% | +1,418+10.6% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 12,773 | $280.9 萬 | 0.4% | +702+5.8% | 加碼 | 歷史 |
| CPTCamden Property Trust | REIT | 21,085 | $279.7 萬 | 0.4% | +2,232+11.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 11,375 | $277.9 萬 | 0.4% | +1,974+21.0% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 143,855 | $275.9 萬 | 0.4% | +13,250+10.1% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 12,337 | $275.6 萬 | 0.4% | −460−3.6% | 減碼 | 歷史 |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 97,000 | $275.4 萬 | 0.4% | +10,000+11.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 16,644 | $274.2 萬 | 0.4% | +1,546+10.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,842 | $274.0 萬 | 0.4% | +125+1.9% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 46,375 | $269.5 萬 | 0.4% | +1,925+4.3% | 加碼 | 歷史 |
| Shandong Sinocera Functiona Cny 1.0Y76867103 | COM | 355,351 | $268.1 萬 | 0.4% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 19,108 | $267.7 萬 | 0.4% | +885+4.9% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 42,790 | $267.2 萬 | 0.4% | +3,177+8.0% | 加碼 | 歷史 |
| SYFSynchrony Financial | COM | 54,665 | $265.2 萬 | 0.4% | +6,547+13.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 22,868 | $265.1 萬 | 0.4% | +1,073+4.9% | 加碼 | 歷史 |
| Hefei Meiya Optoelectronic Cny 1.0Y3123L102 | COM | 306,936 | $264.9 萬 | 0.4% | 00.0% | 不變 | – |
| HCL Technologies Ltd Inr 2.0Y3121G147 | COM | 199,869 | $264.7 萬 | 0.4% | +30,000+17.7% | 加碼 | – |
| TFCTruist Financial Corp | COM | 46,681 | $259.1 萬 | 0.4% | +6,901+17.3% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 8,362 | $256.8 萬 | 0.4% | +962+13.0% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 35,635 | $256.8 萬 | 0.4% | +2,005+6.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 22,576 | $254.3 萬 | 0.4% | +2,585+12.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,624 | $250.6 萬 | 0.4% | +615+10.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,824 | $249.5 萬 | 0.4% | +418+5.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 33,831 | $246.3 萬 | 0.4% | +3,643+12.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 11,826 | $245.9 萬 | 0.3% | +1,837+18.4% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 31,431 | $245.4 萬 | 0.3% | +7,169+29.5% | 加碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 25,616 | $244.5 萬 | 0.3% | +698+2.8% | 加碼 | 歷史 |
| Wuxi Lead Intell Cny 1.0Y9717H100 | COM | 256,000 | $238.3 萬 | 0.3% | +96,000+60.0% | 加碼 | – |
| Tech Mahindra Ltd Inr 5.0Y85491127 | COM | 160,000 | $236.1 萬 | 0.3% | +80,000+100.0% | 加碼 | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 27,430 | $233.6 萬 | 0.3% | +1,585+6.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 12,032 | $233.4 萬 | 0.3% | +1,406+13.2% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 13,054 | $229.5 萬 | 0.3% | +569+4.6% | 加碼 | 歷史 |
| EXPEagle Materials Inc | COM | 16,106 | $228.9 萬 | 0.3% | +1,322+8.9% | 加碼 | 歷史 |
| BAIDFBaidu, Inc. | COM | 88,600 | $227.5 萬 | 0.3% | +88,600 | 新進 | 歷史 |
| SPSCSPS Commerce Inc | COM | 22,700 | $226.7 萬 | 0.3% | +1,978+9.5% | 加碼 | 歷史 |
| BABAFAlibaba Group Holding Ltd | COM | 80,000 | $226.6 萬 | 0.3% | +80,000 | 新進 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 37,208 | $225.5 萬 | 0.3% | +2,899+8.4% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 10,461 | $222.5 萬 | 0.3% | +847+8.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 32,892 | $221.8 萬 | 0.3% | +2,971+9.9% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 28,511 | $221.7 萬 | 0.3% | +2,492+9.6% | 加碼 | 歷史 |
| Petronet LNG Ltd Inr 10.0Y68259103 | COM | 726,559 | $220.8 萬 | 0.3% | +407,249+127.5% | 加碼 | – |
| L and T Technology Service Inr 2.0 144AY5S4BH104 | COM | 56,042 | $218.9 萬 | 0.3% | −15,000−21.1% | 減碼 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 26,249 | $216.0 萬 | 0.3% | +915+3.6% | 加碼 | 歷史 |
| AZTAAzenta, Inc. | COM | 22,529 | $214.7 萬 | 0.3% | +1,097+5.1% | 加碼 | 歷史 |
2021 年第 1 季之後清倉（9 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dr Lal Pathlabs Ltd Inr 10.0 144AY2R0AQ143 | COM | 69,974 | $258.4 萬 | 0.4% | – |
| Tata Elxsi Ltd Inr 10.0Y8560N107 | COM | 51,313 | $188.6 萬 | 0.3% | – |
| AMGNAmgen Inc | Stock | 6,793 | $169.0 萬 | 0.3% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 25,069 | $158.3 萬 | 0.3% | 歷史 |
| PFPTProofpoint Inc | COM | 10,839 | $136.3 萬 | 0.2% | 歷史 |
| SVMK Inc78489X103 | COM | 48,231 | $88.4 萬 | 0.1% | – |
| EAElectronic Arts Inc. | COM | 3,196 | $43.3 萬 | 0.1% | 歷史 |
| Koh Young Technology Inc KRW 500.0Y4810R105 | COM | 4,263 | $43.3 萬 | 0.1% | – |
| PRUPrudential Financial Inc | Stock | 2,303 | $21.0 萬 | <0.1% | 歷史 |