Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- 最新申報
- 2026/8/5
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/8 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 267
- 較 2022 年第 1 季 −3
- 總值
- $5.62 億
- 較 2022 年第 1 季 −$1.60 億 (−22.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 43,530 | $1,118 萬 | 2.0% | −5,318−10.9% | 減碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 534,479 | $970.6 萬 | 1.7% | −30,596−5.4% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 168,420 | $895.0 萬 | 1.6% | +168,420 | 新進 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 1,054,287 | $866.6 萬 | 1.5% | −65,403−5.8% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 26,742 | $768.9 萬 | 1.4% | +1,959+7.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 75,207 | $722.8 萬 | 1.3% | +4,935+7.0% | 加碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 302,083 | $704.8 萬 | 1.3% | +302,083 | 新進 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 104,307 | $704.0 萬 | 1.3% | +2,875+2.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 50,979 | $697.0 萬 | 1.2% | −3,348−6.2% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 74,102 | $669.9 萬 | 1.2% | +74,102 | 新進 | 歷史 |
| CCJCameco Corp | Stock | 309,988 | $651.6 萬 | 1.2% | +31,875+11.5% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 76,609 | $642.1 萬 | 1.1% | −2,222−2.8% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 57,471 | $620.5 萬 | 1.1% | −4,091−6.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,823 | $615.2 萬 | 1.1% | +156+5.8% | 加碼 | 歷史 |
| SEMRSEMrush Holdings, Inc. | CL A COM | 453,898 | $586.9 萬 | 1.0% | +289+0.1% | 加碼 | 歷史 |
| SNAPSnap Inc | Stock | 442,918 | $581.6 萬 | 1.0% | −20,141−4.3% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 132,651 | $580.3 萬 | 1.0% | +132,651 | 新進 | 歷史 |
| MQMarqeta, Inc. | CLASS A COM | 704,203 | $571.1 萬 | 1.0% | −45,259−6.0% | 減碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 243,376 | $565.6 萬 | 1.0% | +243,376 | 新進 | 歷史 |
| RBLXRoblox Corp | Stock | 171,562 | $563.8 萬 | 1.0% | −5,516−3.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 17,313 | $561.3 萬 | 1.0% | −1,689−8.9% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 39,466 | $548.8 萬 | 1.0% | −2,336−5.6% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 20,947 | $543.6 萬 | 1.0% | −1,556−6.9% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 35,950 | $537.5 萬 | 1.0% | −2,294−6.0% | 減碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 23,366 | $521.2 萬 | 0.9% | +1,988+9.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 10,084 | $517.9 萬 | 0.9% | +665+7.1% | 加碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 48,841 | $503.8 萬 | 0.9% | +48,841 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 23,272 | $488.8 萬 | 0.9% | +1,868+8.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 30,258 | $463.4 萬 | 0.8% | +1,075+3.7% | 加碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 54,032 | $443.8 萬 | 0.8% | −1,451−2.6% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 489,228 | $443.7 萬 | 0.8% | −2,252−0.5% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 51,584 | $437.0 萬 | 0.8% | +1,860+3.7% | 加碼 | 歷史 |
| XMQualtrics International Inc. | COM CL A | 345,406 | $432.1 萬 | 0.8% | −32,451−8.6% | 減碼 | 歷史 |
| FLRFluor Corp | Stock | 177,476 | $432.0 萬 | 0.8% | +20,418+13.0% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 13,430 | $428.5 萬 | 0.8% | +1,543+13.0% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 54,008 | $419.1 萬 | 0.7% | +2,326+4.5% | 加碼 | 歷史 |
| FRSHFreshworks Inc. | Stock | 317,905 | $418.0 萬 | 0.7% | +5,181+1.7% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 70,864 | $406.6 萬 | 0.7% | −6,368−8.2% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 221,874 | $403.6 萬 | 0.7% | +12,967+6.2% | 加碼 | 歷史 |
| Housing Development Finance Inr 2.0Y37246207 | COM | 146,000 | $398.2 萬 | 0.7% | +16,000+12.3% | 加碼 | – |
| AIRAar Corp | Stock | 95,145 | $398.1 萬 | 0.7% | +11,371+13.6% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 25,951 | $397.0 萬 | 0.7% | +2,279+9.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 27,178 | $393.5 萬 | 0.7% | +1,083+4.2% | 加碼 | 歷史 |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 118,000 | $387.8 萬 | 0.7% | 00.0% | 不變 | – |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 81,437 | $386.4 萬 | 0.7% | +5,000+6.5% | 加碼 | – |
| VLOValero Energy Corp | Stock | 35,180 | $373.9 萬 | 0.7% | −3,624−9.3% | 減碼 | 歷史 |
| CPTCamden Property Trust | REIT | 27,048 | $363.7 萬 | 0.6% | +2,535+10.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,428 | $362.4 萬 | 0.6% | +215+2.6% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 30,783 | $362.2 萬 | 0.6% | +556+1.8% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 23,731 | $362.0 萬 | 0.6% | +2,435+11.4% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 14,876 | $359.6 萬 | 0.6% | +448+3.1% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 21,300 | $358.6 萬 | 0.6% | +780+3.8% | 加碼 | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 593,633 | $357.4 萬 | 0.6% | −1,288−0.2% | 減碼 | 歷史 |
| ASANAsana, Inc. | CL A | 201,623 | $354.5 萬 | 0.6% | −1,489−0.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 16,571 | $353.4 萬 | 0.6% | +643+4.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 20,101 | $349.4 萬 | 0.6% | +618+3.2% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 17,646 | $347.7 萬 | 0.6% | +699+4.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 31,614 | $343.5 萬 | 0.6% | +2,539+8.7% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 13,879 | $341.5 萬 | 0.6% | +564+4.2% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 40,711 | $334.2 萬 | 0.6% | +4,712+13.1% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 27,526 | $326.9 萬 | 0.6% | −40.0% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 17,648 | $322.1 萬 | 0.6% | −832−4.5% | 減碼 | 歷史 |
| CALCaleres Inc | COM | 122,216 | $320.7 萬 | 0.6% | +16,070+15.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 10,077 | $317.9 萬 | 0.6% | +1,316+15.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,594 | $316.0 萬 | 0.6% | +45+0.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 34,085 | $311.0 萬 | 0.6% | +31,085+1,036.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 34,081 | $310.1 萬 | 0.6% | +3,313+10.8% | 加碼 | 歷史 |
| RFRegions Financial Corp | COM | 165,341 | $310.0 萬 | 0.6% | +17,166+11.6% | 加碼 | 歷史 |
| CHXChampionX Corp | COM | 155,666 | $309.0 萬 | 0.5% | +19,616+14.4% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 48,540 | $306.7 萬 | 0.5% | +2,163+4.7% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 64,327 | $305.1 萬 | 0.5% | +2,062+3.3% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 34,671 | $303.2 萬 | 0.5% | +1,478+4.5% | 加碼 | 歷史 |
| BABoeing Co | Stock | 21,841 | $298.6 萬 | 0.5% | +7,982+57.6% | 加碼 | 歷史 |
| Chacha Food Co Ltd Cny 1.0Y2000X106 | COM | 346,738 | $294.9 萬 | 0.5% | 00.0% | 不變 | – |
| HUNHuntsman CORP | COM | 103,523 | $293.5 萬 | 0.5% | +10,579+11.4% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 52,734 | $288.3 萬 | 0.5% | +1,324+2.6% | 加碼 | 歷史 |
| PTCPTC Inc. | Stock | 26,964 | $286.7 萬 | 0.5% | +3,243+13.7% | 加碼 | 歷史 |
| HCL Technologies Ltd Inr 2.0Y3121G147 | COM | 229,869 | $283.2 萬 | 0.5% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 19,085 | $278.8 萬 | 0.5% | +2,114+12.5% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 19,702 | $278.3 萬 | 0.5% | −451−2.2% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,578 | $276.0 萬 | 0.5% | +183+13.1% | 加碼 | 歷史 |
| MGAMagna International Inc | COM | 48,912 | $268.5 萬 | 0.5% | +12,077+32.8% | 加碼 | 歷史 |
| Travelsky Technology Ltd Cny 1.0Y8972V101 | COM | 1,350,000 | $262.2 萬 | 0.5% | 00.0% | 不變 | – |
| Shenzhen Sunlord Electronic Cny 1.0Y77435108 | COM | 641,317 | $261.1 萬 | 0.5% | 00.0% | 不變 | – |
| RNGRingCentral, Inc. | CL A | 49,061 | $256.4 萬 | 0.5% | +3,610+7.9% | 加碼 | 歷史 |
| DXCDXC Technology Co | Stock | 84,199 | $255.2 萬 | 0.5% | +9,080+12.1% | 加碼 | 歷史 |
| TFXTeleflex Inc | COM | 10,366 | $254.8 萬 | 0.5% | +1,426+16.0% | 加碼 | 歷史 |
| UUnity Software Inc. | COM | 69,194 | $254.8 萬 | 0.5% | +4,320+6.7% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 46,111 | $254.1 萬 | 0.5% | +4,481+10.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 45,423 | $253.7 萬 | 0.5% | +1,549+3.5% | 加碼 | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 13,129 | $251.0 萬 | 0.4% | −1,933−12.8% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 23,892 | $248.9 萬 | 0.4% | +2,674+12.6% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 11,999 | $247.4 萬 | 0.4% | +1,349+12.7% | 加碼 | 歷史 |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 125,000 | $246.6 萬 | 0.4% | +125,000 | 新進 | – |
| TTWOTake Two Interactive Software Inc | COM | 20,121 | $246.5 萬 | 0.4% | +1,663+9.0% | 加碼 | 歷史 |
| BAIDFBaidu, Inc. | COM | 130,000 | $246.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Hefei Meiya Optoelectronic Cny 1.0Y3123L102 | COM | 757,816 | $245.4 萬 | 0.4% | +174,880+30.0% | 加碼 | – |
| Shandong Sinocera Functiona Cny 1.0Y76867103 | COM | 455,351 | $244.3 萬 | 0.4% | +100,000+28.1% | 加碼 | – |
| RHRH | COM | 11,435 | $242.7 萬 | 0.4% | +3,294+40.5% | 加碼 | 歷史 |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 483,091 | $236.8 萬 | 0.4% | 00.0% | 不變 | – |
2022 年第 1 季之後清倉（52 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FIVNFive9, Inc. | COM | 131,710 | $1,454 萬 | 2.0% | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 188,245 | $1,125 萬 | 1.6% | 歷史 |
| DTDynatrace, Inc. | Stock | 226,013 | $1,065 萬 | 1.5% | 歷史 |
| HUBSHubSpot Inc | COM | 20,270 | $962.7 萬 | 1.3% | 歷史 |
| ESTCElastic N.V. | ORD SHS | 102,043 | $907.7 萬 | 1.3% | 歷史 |
| SLPSimulations Plus, Inc. | COM | 70,731 | $360.6 萬 | 0.5% | 歷史 |
| NARIInari Medical, Inc. | Stock | 38,500 | $349.0 萬 | 0.5% | 歷史 |
| LOWLowes Companies Inc | Stock | 16,123 | $326.0 萬 | 0.5% | 歷史 |
| NKENIKE, Inc. | Stock | 23,792 | $320.1 萬 | 0.4% | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 63,196 | $252.0 萬 | 0.3% | 歷史 |
| SYFSynchrony Financial | COM | 72,070 | $250.9 萬 | 0.3% | 歷史 |
| Shanghai Weaver Network Co Cny 1.0Y76958100 | COM | 269,969 | $227.1 萬 | 0.3% | – |
| L and T Technology Service Inr 2.0 144AY5S4BH104 | COM | 30,602 | $206.4 萬 | 0.3% | – |
| ENTGEntegris Inc | COM | 14,109 | $185.2 萬 | 0.3% | 歷史 |
| AGNTAGNT, Inc. | COM | 68,568 | $145.2 萬 | 0.2% | 歷史 |
| Wuxi Lead Intell Cny 1.0Y9717H100 | COM | 112,000 | $103.2 萬 | 0.1% | – |
| Honeywell Automation India Inr 10.0Y8547C117 | COM | 1,622 | $84.9 萬 | 0.1% | – |
| B3 SA - Brasil Bolsa Balcao NPVP1909G107 | COM | 246,036 | $81.3 萬 | 0.1% | – |
| ACNAccenture plc | Stock | 1,668 | $56.2 萬 | 0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,702 | $49.6 萬 | 0.1% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 754 | $41.2 萬 | 0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,356 | $41.0 萬 | 0.1% | 歷史 |
| VVisa Inc. | Stock | 1,615 | $35.8 萬 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,323 | $34.5 萬 | <0.1% | 歷史 |
| HDHome Depot, Inc. | Stock | 1,125 | $33.7 萬 | <0.1% | 歷史 |
| ANSSAnsys Inc | COM | 1,052 | $33.4 萬 | <0.1% | 歷史 |
| FASTFastenal Co | Stock | 5,541 | $32.9 萬 | <0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 2,198 | $32.7 萬 | <0.1% | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 792 | $32.5 萬 | <0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 3,269 | $32.1 萬 | <0.1% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 613 | $31.6 萬 | <0.1% | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 1,547 | $31.1 萬 | <0.1% | 歷史 |
| INTCIntel Corp | Stock | 6,027 | $29.9 萬 | <0.1% | 歷史 |
| AMPAmeriprise Financial Inc | COM | 997 | $29.9 萬 | <0.1% | 歷史 |
| NDSNNordson Corp | COM | 1,294 | $29.4 萬 | <0.1% | 歷史 |
| MCOMoodys Corp | Stock | 838 | $28.3 萬 | <0.1% | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 734 | $28.3 萬 | <0.1% | 歷史 |
| GGGGraco Inc | COM | 4,035 | $28.1 萬 | <0.1% | 歷史 |
| APHAmphenol Corp | CL A | 3,709 | $27.9 萬 | <0.1% | 歷史 |
| CPRTCopart Inc | COM | 2,225 | $27.9 萬 | <0.1% | 歷史 |
| GRMNGarmin Ltd | SHS | 2,341 | $27.8 萬 | <0.1% | 歷史 |
| CBRECbre Group, Inc. | CL A | 2,930 | $26.8 萬 | <0.1% | 歷史 |
| MTDMettler Toledo International Inc | COM | 195 | $26.8 萬 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 2,937 | $26.7 萬 | <0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 953 | $26.7 萬 | <0.1% | 歷史 |
| TELTE Connectivity plc | REG SHS | 1,959 | $25.7 萬 | <0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 903 | $24.6 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 412 | $24.3 萬 | <0.1% | 歷史 |
| NVRNVR Inc | COM | 54 | $24.1 萬 | <0.1% | 歷史 |
| ASMLASML Holding NV | ADR | 343 | $22.9 萬 | <0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 601 | $20.5 萬 | <0.1% | 歷史 |
| AMZNAmazon Com Inc | Stock | 62 | $20.2 萬 | <0.1% | 歷史 |