Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- 最新申報
- 2026/8/5
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/8 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 235
- 較 2023 年第 1 季 +11
- 總值
- $6.05 億
- 較 2023 年第 1 季 +$4,372 萬 (+7.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SDGRSchrodinger, Inc. | COM | 265,814 | $1,327 萬 | 2.2% | −13,463−4.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,716 | $1,284 萬 | 2.1% | +1,058+2.9% | 加碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 234,743 | $1,200 萬 | 2.0% | −10,610−4.3% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 27,070 | $1,113 萬 | 1.8% | −1,006−3.6% | 減碼 | 歷史 |
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 1,024,673 | $1,049 萬 | 1.7% | −332,302−24.5% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 299,519 | $938.4 萬 | 1.5% | −6,080−2.0% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 136,746 | $910.3 萬 | 1.5% | +136,746 | 新進 | 歷史 |
| LINLinde PLC | SHS | 23,784 | $906.4 萬 | 1.5% | −164−0.7% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 535,062 | $820.3 萬 | 1.4% | −24,707−4.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 42,234 | $819.2 萬 | 1.4% | +80+0.2% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 54,903 | $806.4 萬 | 1.3% | −6,626−10.8% | 減碼 | 歷史 |
| ASANAsana, Inc. | CL A | 353,627 | $779.4 萬 | 1.3% | −9,626−2.6% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 45,188 | $758.3 萬 | 1.3% | −1,027−2.2% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 76,093 | $748.6 萬 | 1.2% | −9,177−10.8% | 減碼 | 歷史 |
| PDPagerDuty, Inc. | COM | 332,803 | $748.1 萬 | 1.2% | +272,860+455.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 75,822 | $742.7 萬 | 1.2% | −609−0.8% | 減碼 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 113,289 | $726.4 萬 | 1.2% | −3,794−3.2% | 減碼 | 歷史 |
| HCPHashiCorp, Inc. | COM CL A | 274,589 | $718.9 萬 | 1.2% | +73,074+36.3% | 加碼 | 歷史 |
| FROGJFrog Ltd | Stock | 253,910 | $703.3 萬 | 1.2% | −1,844−0.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 14,049 | $658.9 萬 | 1.1% | −1,678−10.7% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 37,174 | $654.2 萬 | 1.1% | −524−1.4% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 99,707 | $651.8 萬 | 1.1% | −601−0.6% | 減碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 183,331 | $647.3 萬 | 1.1% | +570+0.3% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 89,543 | $621.0 萬 | 1.0% | −944−1.0% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 359,131 | $595.1 萬 | 1.0% | +590.0% | 加碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 365,327 | $551.6 萬 | 0.9% | −1,991−0.5% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 37,377 | $546.8 萬 | 0.9% | +284+0.8% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 13,711 | $534.8 萬 | 0.9% | −160−1.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 25,128 | $530.6 萬 | 0.9% | −276−1.1% | 減碼 | 歷史 |
| Housing Development Finance Inr 2.0Y37246207 | COM | 146,000 | $502.2 萬 | 0.8% | 00.0% | 不變 | – |
| ETREntergy Corp | COM | 50,932 | $495.9 萬 | 0.8% | +275+0.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 23,728 | $492.4 萬 | 0.8% | +2,942+14.2% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 23,587 | $488.7 萬 | 0.8% | −291−1.2% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 32,894 | $484.1 萬 | 0.8% | −428−1.3% | 減碼 | 歷史 |
| AIRAar Corp | Stock | 82,092 | $474.2 萬 | 0.8% | −1,084−1.3% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 16,212 | $467.2 萬 | 0.8% | −1,179−6.8% | 減碼 | 歷史 |
| SPLKSplunk Inc | COM | 43,146 | $457.7 萬 | 0.8% | +812+1.9% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,672 | $451.5 萬 | 0.7% | +9+0.5% | 加碼 | 歷史 |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 2,926,096 | $448.5 萬 | 0.7% | 00.0% | 不變 | – |
| PTCPTC Inc. | Stock | 31,449 | $447.5 萬 | 0.7% | −431−1.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,309 | $447.4 萬 | 0.7% | +47+0.5% | 加碼 | 歷史 |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 81,437 | $445.0 萬 | 0.7% | 00.0% | 不變 | – |
| CHXChampionX Corp | COM | 142,728 | $443.0 萬 | 0.7% | −886−0.6% | 減碼 | 歷史 |
| FLRFluor Corp | Stock | 149,253 | $441.8 萬 | 0.7% | −430.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 11,231 | $441.7 萬 | 0.7% | +21+0.2% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 57,354 | $433.4 萬 | 0.7% | −1,256−2.1% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 38,960 | $427.3 萬 | 0.7% | −331−0.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 24,162 | $419.0 萬 | 0.7% | −360−1.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,785 | $404.4 萬 | 0.7% | −130−1.5% | 減碼 | 歷史 |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 220,241 | $403.5 萬 | 0.7% | 00.0% | 不變 | – |
| CORCencora, Inc. | Stock | 20,939 | $402.9 萬 | 0.7% | −447−2.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 25,401 | $399.7 萬 | 0.7% | −607−2.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 17,770 | $390.6 萬 | 0.6% | −285−1.6% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 19,824 | $386.2 萬 | 0.6% | −279−1.4% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 104,035 | $383.1 萬 | 0.6% | −1,134−1.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 35,118 | $382.9 萬 | 0.6% | −526−1.5% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 16,982 | $382.1 萬 | 0.6% | −362−2.1% | 減碼 | 歷史 |
| Volvo AB Unsponsord ADR928854108 | ADR | 182,443 | $377.7 萬 | 0.6% | −3,979−2.1% | 減碼 | – |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 125,000 | $377.1 萬 | 0.6% | 00.0% | 不變 | – |
| TKRTimken Co | COM | 41,046 | $375.7 萬 | 0.6% | −173−0.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 44,077 | $373.7 萬 | 0.6% | −868−1.9% | 減碼 | 歷史 |
| AOSSmith A O Corp | COM | 51,277 | $373.2 萬 | 0.6% | −511−1.0% | 減碼 | 歷史 |
| RHRH | COM | 11,265 | $371.3 萬 | 0.6% | −303−2.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 27,449 | $369.8 萬 | 0.6% | −2,165−7.3% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 49,551 | $367.7 萬 | 0.6% | −960−1.9% | 減碼 | 歷史 |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 118,000 | $366.8 萬 | 0.6% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 8,579 | $366.6 萬 | 0.6% | +43+0.5% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 30,915 | $362.6 萬 | 0.6% | −724−2.3% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 29,459 | $361.3 萬 | 0.6% | −439−1.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,680 | $359.6 萬 | 0.6% | −61−0.9% | 減碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 85,149 | $356.3 萬 | 0.6% | +232+0.3% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 12,010 | $355.3 萬 | 0.6% | +1,172+10.8% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 70,654 | $347.1 萬 | 0.6% | −780−1.1% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 7,809 | $346.9 萬 | 0.6% | +648+9.0% | 加碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 108,097 | $345.4 萬 | 0.6% | +262+0.2% | 加碼 | 歷史 |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 483,091 | $338.5 萬 | 0.6% | 00.0% | 不變 | – |
| Glenmark Pharmaceuticals LT Inr 1.0Y2711C144 | COM | 401,454 | $330.8 萬 | 0.5% | 00.0% | 不變 | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 35,882 | $329.5 萬 | 0.5% | +1,278+3.7% | 加碼 | 歷史 |
| BYDBoyd Gaming Corp | COM | 47,357 | $328.5 萬 | 0.5% | −338−0.7% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 16,612 | $325.2 萬 | 0.5% | −268−1.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 15,784 | $323.0 萬 | 0.5% | −286−1.8% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 17,858 | $320.1 萬 | 0.5% | +1,377+8.4% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 34,346 | $319.3 萬 | 0.5% | −559−1.6% | 減碼 | 歷史 |
| CIENCiena Corp | COM NEW | 75,149 | $319.3 萬 | 0.5% | +391+0.5% | 加碼 | 歷史 |
| MGAMagna International Inc | COM | 55,881 | $315.4 萬 | 0.5% | −909−1.6% | 減碼 | 歷史 |
| KEXKirby Corp | COM | 40,891 | $314.7 萬 | 0.5% | −659−1.6% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 55,182 | $312.8 萬 | 0.5% | −978−1.7% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 25,180 | $302.8 萬 | 0.5% | −243−1.0% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 20,767 | $300.2 萬 | 0.5% | −341−1.6% | 減碼 | 歷史 |
| TTITetra Technologies Inc | COM | 879,403 | $297.2 萬 | 0.5% | +9,975+1.1% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 22,245 | $292.2 萬 | 0.5% | −430−1.9% | 減碼 | 歷史 |
| HLITHarmonic Inc. | COM | 174,633 | $282.4 萬 | 0.5% | −1,896−1.1% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 21,144 | $278.9 萬 | 0.5% | +2,516+13.5% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 52,104 | $277.5 萬 | 0.5% | −923−1.7% | 減碼 | 歷史 |
| ENSEnerSys | COM | 25,515 | $276.9 萬 | 0.5% | +25,515 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 22,978 | $273.5 萬 | 0.5% | −123−0.5% | 減碼 | 歷史 |
| Travelsky Technology Ltd Cny 1.0Y8972V101 | COM | 1,600,000 | $271.5 萬 | 0.4% | +150,000+10.3% | 加碼 | – |
| CPTCamden Property Trust | REIT | 24,778 | $269.8 萬 | 0.4% | −530−2.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,290 | $266.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,347 | $258.5 萬 | 0.4% | −754−10.6% | 減碼 | – |
2023 年第 1 季之後清倉（11 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZMZoom Communications, Inc. | Stock | 69,399 | $512.4 萬 | 0.9% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 73,955 | $431.2 萬 | 0.8% | 歷史 |
| NDAQNasdaq, Inc. | COM | 53,894 | $294.6 萬 | 0.5% | 歷史 |
| ZDZiff Davis, Inc. | COM | 35,578 | $277.7 萬 | 0.5% | 歷史 |
| TTK Prestige Ltd Inr 1.0Y89993144 | COM | 80,000 | $68.1 萬 | 0.1% | – |
| Natco Pharma Ltd Inr 2.0Y6211C157 | COM | 99,144 | $68.0 萬 | 0.1% | – |
| Stalexport Autostrady SA PLN 2.0X8487G103 | COM | 924,064 | $57.9 萬 | 0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,408 | $23.3 萬 | <0.1% | – |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 4,000 | $23.0 萬 | <0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,554 | $21.2 萬 | <0.1% | 歷史 |
| SXTSensient Technologies Corp | COM | 2,667 | $20.4 萬 | <0.1% | 歷史 |