Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- 最新申報
- 2026/8/5
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/18 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 224
- 較 2022 年第 4 季 +5
- 總值
- $5.62 億
- 較 2022 年第 4 季 +$3,690 萬 (+7.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 1,356,975 | $1,345 萬 | 2.4% | +1,356,975 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 36,658 | $1,057 萬 | 1.9% | −3,825−9.4% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 23,948 | $851.2 萬 | 1.5% | −4,646−16.2% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 61,529 | $844.5 萬 | 1.5% | +11,052+21.9% | 加碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 245,353 | $841.3 萬 | 1.5% | +150,408+158.4% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 305,599 | $799.8 萬 | 1.4% | +730+0.2% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 46,215 | $791.1 萬 | 1.4% | −7,370−13.8% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 90,487 | $780.4 萬 | 1.4% | −18,489−17.0% | 減碼 | 歷史 |
| ASANAsana, Inc. | CL A | 363,253 | $767.6 萬 | 1.4% | +363,253 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 76,431 | $748.5 萬 | 1.3% | +174+0.2% | 加碼 | 歷史 |
| SDGRSchrodinger, Inc. | COM | 279,277 | $735.3 萬 | 1.3% | −51,768−15.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 42,154 | $695.1 萬 | 1.2% | −2,025−4.6% | 減碼 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 117,083 | $677.9 萬 | 1.2% | +99,689+573.1% | 加碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 28,076 | $654.5 萬 | 1.2% | −5,566−16.5% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 359,072 | $630.5 萬 | 1.1% | +359,072 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 85,270 | $619.6 萬 | 1.1% | +16,436+23.9% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 100,308 | $618.5 萬 | 1.1% | −10,490−9.5% | 減碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 367,318 | $600.9 萬 | 1.1% | −44,833−10.9% | 減碼 | 歷史 |
| HCPHashiCorp, Inc. | COM CL A | 201,515 | $590.2 萬 | 1.1% | −36,864−15.5% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 37,698 | $581.6 萬 | 1.0% | +37,698 | 新進 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 38,633 | $551.5 萬 | 1.0% | −4,366−10.2% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 50,657 | $545.8 萬 | 1.0% | +50,657 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 15,727 | $540.1 萬 | 1.0% | −122−0.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 25,404 | $539.7 萬 | 1.0% | +302+1.2% | 加碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 69,399 | $512.4 萬 | 0.9% | +69,399 | 新進 | 歷史 |
| FROGJFrog Ltd | Stock | 255,754 | $503.8 萬 | 0.9% | −48,888−16.0% | 減碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 23,878 | $487.7 萬 | 0.9% | +217+0.9% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 559,769 | $473.0 萬 | 0.8% | −60,326−9.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 29,614 | $472.0 萬 | 0.8% | −585−1.9% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 58,610 | $466.9 萬 | 0.8% | −3,054−5.0% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 13,871 | $466.2 萬 | 0.8% | +84+0.6% | 加碼 | 歷史 |
| Housing Development Finance Inr 2.0Y37246207 | COM | 146,000 | $465.5 萬 | 0.8% | 00.0% | 不變 | – |
| FLRFluor Corp | Stock | 149,296 | $461.5 萬 | 0.8% | −33,219−18.2% | 減碼 | 歷史 |
| AIRAar Corp | Stock | 83,176 | $453.7 萬 | 0.8% | −16,231−16.3% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 31,639 | $441.7 萬 | 0.8% | −5,656−15.2% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,663 | $441.1 萬 | 0.8% | +48+3.0% | 加碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 182,761 | $439.9 萬 | 0.8% | −14,713−7.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,262 | $437.7 萬 | 0.8% | +624+7.2% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 37,093 | $433.4 萬 | 0.8% | −3,428−8.5% | 減碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 73,955 | $431.2 萬 | 0.8% | −8,304−10.1% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 17,391 | $429.4 萬 | 0.8% | −305−1.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 26,008 | $424.3 萬 | 0.8% | −4,076−13.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,915 | $421.4 萬 | 0.8% | +327+3.8% | 加碼 | 歷史 |
| PTCPTC Inc. | Stock | 31,880 | $408.8 萬 | 0.7% | +598+1.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 11,210 | $407.4 萬 | 0.7% | −407−3.5% | 減碼 | 歷史 |
| SPLKSplunk Inc | COM | 42,334 | $405.9 萬 | 0.7% | −4,358−9.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 18,055 | $402.0 萬 | 0.7% | +539+3.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 24,522 | $400.1 萬 | 0.7% | +698+2.9% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 33,322 | $397.5 萬 | 0.7% | +5,114+18.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 20,786 | $397.3 萬 | 0.7% | +666+3.3% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 39,291 | $397.1 萬 | 0.7% | −2,151−5.2% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 20,103 | $396.5 萬 | 0.7% | −830−4.0% | 減碼 | 歷史 |
| CIENCiena Corp | COM NEW | 74,758 | $392.6 萬 | 0.7% | +1,315+1.8% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 50,511 | $390.1 萬 | 0.7% | −908−1.8% | 減碼 | 歷史 |
| CHXChampionX Corp | COM | 143,614 | $389.6 萬 | 0.7% | −16,438−10.3% | 減碼 | 歷史 |
| Volvo AB Unsponsord ADR928854108 | ADR | 186,422 | $383.3 萬 | 0.7% | +186,422 | 新進 | – |
| PLDPrologis, Inc. | REIT | 29,898 | $373.0 萬 | 0.7% | −436−1.4% | 減碼 | 歷史 |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 81,437 | $369.4 萬 | 0.7% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 35,644 | $360.9 萬 | 0.6% | +6,024+20.3% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 51,788 | $358.1 萬 | 0.6% | −870−1.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 44,945 | $352.2 萬 | 0.6% | −753−1.6% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 25,423 | $351.7 萬 | 0.6% | −96−0.4% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 71,434 | $350.7 萬 | 0.6% | +957+1.4% | 加碼 | 歷史 |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 2,926,096 | $347.3 萬 | 0.6% | +1,000,000+51.9% | 加碼 | – |
| ZBRAZebra Technologies Corp | CL A | 10,838 | $344.6 萬 | 0.6% | −331−3.0% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 21,386 | $342.4 萬 | 0.6% | +21,386 | 新進 | 歷史 |
| TKRTimken Co | COM | 41,219 | $336.8 萬 | 0.6% | +477+1.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,741 | $334.9 萬 | 0.6% | +58+0.9% | 加碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 107,835 | $334.9 萬 | 0.6% | +2,236+2.1% | 加碼 | 歷史 |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 118,000 | $334.7 萬 | 0.6% | 00.0% | 不變 | – |
| ALSumisho Air Lease Corp | CL A | 84,917 | $334.3 萬 | 0.6% | +1,167+1.4% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 17,344 | $331.8 萬 | 0.6% | +2,494+16.8% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 16,880 | $331.3 萬 | 0.6% | +1,651+10.8% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 7,161 | $329.3 萬 | 0.6% | +6,495+975.2% | 加碼 | 歷史 |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 125,000 | $329.2 萬 | 0.6% | 00.0% | 不變 | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 34,604 | $324.9 萬 | 0.6% | −574−1.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 16,070 | $323.4 萬 | 0.6% | −1,348−7.7% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 16,481 | $319.7 萬 | 0.6% | −274−1.6% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 18,628 | $308.5 萬 | 0.5% | −462−2.4% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 34,905 | $306.6 萬 | 0.5% | −436−1.2% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 22,675 | $306.5 萬 | 0.5% | −491−2.1% | 減碼 | 歷史 |
| BYDBoyd Gaming Corp | COM | 47,695 | $305.8 萬 | 0.5% | +1,946+4.3% | 加碼 | 歷史 |
| MGAMagna International Inc | COM | 56,790 | $304.2 萬 | 0.5% | +5,304+10.3% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 8,536 | $303.9 萬 | 0.5% | +8,536 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 23,101 | $294.7 萬 | 0.5% | +23,101 | 新進 | 歷史 |
| NDAQNasdaq, Inc. | COM | 53,894 | $294.6 萬 | 0.5% | +321+0.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 56,160 | $294.2 萬 | 0.5% | +6,792+13.8% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 53,027 | $290.7 萬 | 0.5% | −855−1.6% | 減碼 | 歷史 |
| KEXKirby Corp | COM | 41,550 | $289.6 萬 | 0.5% | +473+1.2% | 加碼 | 歷史 |
| RHRH | COM | 11,568 | $281.7 萬 | 0.5% | −47−0.4% | 減碼 | 歷史 |
| ZDZiff Davis, Inc. | COM | 35,578 | $277.7 萬 | 0.5% | +395+1.1% | 加碼 | 歷史 |
| Travelsky Technology Ltd Cny 1.0Y8972V101 | COM | 1,450,000 | $270.8 萬 | 0.5% | +100,000+7.4% | 加碼 | – |
| PEverpure, Inc. | CL A | 105,169 | $268.3 萬 | 0.5% | +97,414+1,256.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,101 | $267.0 萬 | 0.5% | +380+5.7% | 加碼 | – |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 220,241 | $266.7 萬 | 0.5% | 00.0% | 不變 | – |
| CPTCamden Property Trust | REIT | 25,308 | $265.3 萬 | 0.5% | −406−1.6% | 減碼 | 歷史 |
| TXTTextron Inc | COM | 36,930 | $260.8 萬 | 0.5% | +819+2.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 21,108 | $259.3 萬 | 0.5% | +21,108 | 新進 | 歷史 |
| HLITHarmonic Inc. | COM | 176,529 | $257.6 萬 | 0.5% | +176,529 | 新進 | 歷史 |
| CCICrown Castle Inc. | REIT | 19,041 | $254.8 萬 | 0.5% | −1,337−6.6% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（41 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TENBTenable Holdings, Inc. | COM | 157,180 | $599.6 萬 | 1.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 103,102 | $589.6 萬 | 1.1% | 歷史 |
| RPDRapid7, Inc. | COM | 153,445 | $521.4 萬 | 1.0% | 歷史 |
| XYZBlock, Inc. | CL A | 76,673 | $481.8 萬 | 0.9% | 歷史 |
| SHOPShopify Inc. | Stock | 132,545 | $460.1 萬 | 0.9% | 歷史 |
| DXCDXC Technology Co | Stock | 112,785 | $298.9 萬 | 0.6% | 歷史 |
| CALCaleres Inc | COM | 126,884 | $282.7 萬 | 0.5% | 歷史 |
| HUNHuntsman CORP | COM | 102,100 | $280.6 萬 | 0.5% | 歷史 |
| CRCrane Co | COM | 26,857 | $269.8 萬 | 0.5% | 歷史 |
| LUVSouthwest Airlines Co | COM | 63,963 | $215.4 萬 | 0.4% | 歷史 |
| Bharat Petroleum Corp Ltd Inr 10.0Y0882Z116 | COM | 176,916 | $70.7 萬 | 0.1% | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 8,429 | $34.2 萬 | 0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 1,129 | $33.3 萬 | 0.1% | 歷史 |
| BRKRBruker Corp | COM | 3,902 | $26.7 萬 | 0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,009 | $26.0 萬 | <0.1% | 歷史 |
| VVisa Inc. | Stock | 1,249 | $25.9 萬 | <0.1% | 歷史 |
| AVGOBroadcom Inc. | Stock | 463 | $25.9 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,727 | $25.3 萬 | <0.1% | 歷史 |
| RGNXREGENXBIO Inc. | COM | 11,114 | $25.2 萬 | <0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,018 | $25.1 萬 | <0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,465 | $25.1 萬 | <0.1% | 歷史 |
| ANSSAnsys Inc | COM | 1,028 | $24.8 萬 | <0.1% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,486 | $24.5 萬 | <0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 1,558 | $23.0 萬 | <0.1% | 歷史 |
| DBXDropbox, Inc. | CL A | 10,276 | $23.0 萬 | <0.1% | 歷史 |
| EXELExelixis, Inc. | COM | 14,293 | $22.9 萬 | <0.1% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 567 | $22.7 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 666 | $22.4 萬 | <0.1% | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 802 | $22.4 萬 | <0.1% | 歷史 |
| BCPCBalchem Corp | COM | 1,821 | $22.2 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,042 | $21.7 萬 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,343 | $21.7 萬 | <0.1% | 歷史 |
| PNRPENTAIR plc | SHS | 4,694 | $21.1 萬 | <0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 1,712 | $20.9 萬 | <0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,119 | $20.9 萬 | <0.1% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,319 | $20.8 萬 | <0.1% | 歷史 |
| TELTE Connectivity plc | REG SHS | 1,802 | $20.7 萬 | <0.1% | 歷史 |
| FFIVF5, Inc. | Stock | 1,438 | $20.6 萬 | <0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 3,385 | $20.3 萬 | <0.1% | 歷史 |
| Philippine Seven Corp PHP 1.0Y6955M106 | COM | 99,916 | $12.9 萬 | <0.1% | – |
| URGUr-Energy Inc | COM | 10,126 | $1.16 萬 | <0.1% | 歷史 |