Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- 最新申報
- 2026/8/5
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/2 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 233
- 較 2023 年第 3 季 +1
- 總值
- $6.54 億
- 較 2023 年第 3 季 +$6,759 萬 (+11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 35,730 | $1,344 萬 | 2.1% | −1,068−2.9% | 減碼 | 歷史 |
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 1,344,673 | $1,311 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| CXMSprinklr, Inc. | CL A | 1,045,673 | $1,259 萬 | 1.9% | +964,333+1,185.6% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 281,410 | $1,213 萬 | 1.9% | −9,535−3.3% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 51,051 | $1,039 萬 | 1.6% | +51,051 | 新進 | 歷史 |
| HCPHashiCorp, Inc. | COM CL A | 418,284 | $988.8 萬 | 1.5% | −21,779−4.9% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 23,141 | $950.4 萬 | 1.5% | +150+0.7% | 加碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 333,655 | $915.5 萬 | 1.4% | −24,889−6.9% | 減碼 | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 47,471 | $904.6 萬 | 1.4% | +47,471 | 新進 | 歷史 |
| SDGRSchrodinger, Inc. | COM | 247,767 | $887.0 萬 | 1.4% | −11,316−4.4% | 減碼 | 歷史 |
| EXASExact Sciences Corp | COM | 119,240 | $882.1 萬 | 1.3% | +119,240 | 新進 | 歷史 |
| BLBlackline, Inc. | COM | 140,353 | $876.4 萬 | 1.3% | +140,353 | 新進 | 歷史 |
| PATHUiPath, Inc. | Stock | 335,462 | $833.3 萬 | 1.3% | −14,925−4.3% | 減碼 | 歷史 |
| SMARSmartsheet Inc | COM CL A | 173,330 | $828.9 萬 | 1.3% | +173,330 | 新進 | 歷史 |
| FROGJFrog Ltd | Stock | 235,033 | $813.4 萬 | 1.2% | −12,090−4.9% | 減碼 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 99,149 | $809.0 萬 | 1.2% | +99,149 | 新進 | 歷史 |
| APPNAppian Corp | CL A | 211,228 | $795.5 萬 | 1.2% | +211,228 | 新進 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 41,819 | $785.4 萬 | 1.2% | +40,414+2,876.4% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 34,050 | $754.4 萬 | 1.2% | −2,614−7.1% | 減碼 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 407,071 | $752.7 萬 | 1.2% | +407,071 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 39,036 | $751.6 萬 | 1.1% | −927−2.3% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 36,330 | $751.0 萬 | 1.1% | +36,330 | 新進 | 歷史 |
| OKTAOkta, Inc. | CL A | 82,271 | $744.8 萬 | 1.1% | −4,591−5.3% | 減碼 | 歷史 |
| FIVNFive9, Inc. | COM | 90,733 | $714.0 萬 | 1.1% | +90,733 | 新進 | 歷史 |
| PDPagerDuty, Inc. | COM | 302,494 | $700.3 萬 | 1.1% | −22,924−7.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 11,894 | $693.3 萬 | 1.1% | −1,558−11.6% | 減碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 39,826 | $656.5 萬 | 1.0% | +39,826 | 新進 | 歷史 |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 450,591 | $638.4 萬 | 1.0% | −32,500−6.7% | 減碼 | – |
| ASANAsana, Inc. | CL A | 331,505 | $630.2 萬 | 1.0% | −14,067−4.1% | 減碼 | 歷史 |
| BABoeing Co | Stock | 23,524 | $613.2 萬 | 0.9% | −990−4.0% | 減碼 | 歷史 |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 220,241 | $603.6 萬 | 0.9% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 70,824 | $595.9 萬 | 0.9% | −2,485−3.4% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,602 | $568.3 萬 | 0.9% | −29−1.8% | 減碼 | 歷史 |
| FLRFluor Corp | Stock | 139,722 | $547.3 萬 | 0.8% | −6,326−4.3% | 減碼 | 歷史 |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 125,000 | $528.8 萬 | 0.8% | 00.0% | 不變 | – |
| PHParker-Hannifin Corp | Stock | 11,174 | $514.8 萬 | 0.8% | −2,096−15.8% | 減碼 | 歷史 |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 2,326,096 | $512.9 萬 | 0.8% | −600,000−20.5% | 減碼 | – |
| HDFC Bank Ltd (Fii)Y3119P190 | COMMON STOCK | 245,280 | $503.8 萬 | 0.8% | 00.0% | 不變 | – |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 81,437 | $502.7 萬 | 0.8% | 00.0% | 不變 | – |
| TTWOTake Two Interactive Software Inc | COM | 30,953 | $498.2 萬 | 0.8% | −1,032−3.2% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 48,282 | $488.6 萬 | 0.7% | −1,058−2.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 11,248 | $479.7 萬 | 0.7% | +303+2.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 22,792 | $478.0 萬 | 0.7% | −245−1.1% | 減碼 | 歷史 |
| PTCPTC Inc. | Stock | 25,664 | $449.0 萬 | 0.7% | −1,120−4.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,736 | $444.6 萬 | 0.7% | +217+3.3% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 15,280 | $441.3 萬 | 0.7% | −220−1.4% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 18,897 | $434.0 萬 | 0.7% | +18,897 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 37,933 | $417.5 萬 | 0.6% | +3,618+10.5% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 22,981 | $411.6 萬 | 0.6% | −234−1.0% | 減碼 | 歷史 |
| Zomato Ltd Inr 1.0Y9899X105 | COM | 2,748,513 | $408.6 萬 | 0.6% | 00.0% | 不變 | – |
| AIRAar Corp | Stock | 65,151 | $406.5 萬 | 0.6% | −3,598−5.2% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 99,336 | $404.2 萬 | 0.6% | −6,134−5.8% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 59,229 | $398.9 萬 | 0.6% | +6,277+11.9% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 48,386 | $398.9 萬 | 0.6% | −628−1.3% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 19,410 | $398.6 萬 | 0.6% | −387−2.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,530 | $396.4 萬 | 0.6% | −1,537−17.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 41,691 | $391.1 萬 | 0.6% | −671−1.6% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 8,431 | $390.3 萬 | 0.6% | +72+0.9% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 53,429 | $385.9 萬 | 0.6% | −1,714−3.1% | 減碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 163,709 | $383.1 萬 | 0.6% | −13,019−7.4% | 減碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 29,842 | $379.0 萬 | 0.6% | +1,282+4.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,356 | $378.7 萬 | 0.6% | −74−0.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 25,160 | $375.3 萬 | 0.6% | −236−0.9% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 27,948 | $372.5 萬 | 0.6% | −258−0.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 15,054 | $369.8 萬 | 0.6% | −131−0.9% | 減碼 | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 247,794 | $369.2 萬 | 0.6% | −780.0% | 減碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 59,404 | $368.3 萬 | 0.6% | +59,404 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 18,520 | $367.7 萬 | 0.6% | −810−4.2% | 減碼 | 歷史 |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 118,000 | $366.6 萬 | 0.6% | 00.0% | 不變 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 17,362 | $365.7 萬 | 0.6% | +1,375+8.6% | 加碼 | 歷史 |
| HLITHarmonic Inc. | COM | 280,307 | $365.5 萬 | 0.6% | −8,557−3.0% | 減碼 | 歷史 |
| ENSEnerSys | COM | 35,440 | $357.8 萬 | 0.5% | +4,550+14.7% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 100,192 | $357.3 萬 | 0.5% | −1,158−1.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 51,794 | $356.3 萬 | 0.5% | −1,194−2.3% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 7,508 | $354.0 萬 | 0.5% | −107−1.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 24,254 | $350.8 萬 | 0.5% | −444−1.8% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 15,861 | $348.7 萬 | 0.5% | −609−3.7% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 47,134 | $344.7 萬 | 0.5% | −441−0.9% | 減碼 | 歷史 |
| CIENCiena Corp | COM NEW | 76,082 | $342.4 萬 | 0.5% | +2,420+3.3% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 65,071 | $338.6 萬 | 0.5% | −3,738−5.4% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 25,871 | $336.3 萬 | 0.5% | +61+0.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 14,182 | $330.4 萬 | 0.5% | −1,076−7.1% | 減碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 78,500 | $329.2 萬 | 0.5% | −4,916−5.9% | 減碼 | 歷史 |
| MTRXMatrix Service Co | COM | 336,386 | $329.0 萬 | 0.5% | −68,848−17.0% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 21,149 | $328.0 萬 | 0.5% | −216−1.0% | 減碼 | 歷史 |
| CHXChampionX Corp | COM | 110,685 | $323.3 萬 | 0.5% | −7,138−6.1% | 減碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 33,999 | $323.3 萬 | 0.5% | −424−1.2% | 減碼 | 歷史 |
| TTITetra Technologies Inc | COM | 705,080 | $318.7 萬 | 0.5% | −21,700−3.0% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 19,462 | $315.4 萬 | 0.5% | −693−3.4% | 減碼 | 歷史 |
| MGAMagna International Inc | COM | 52,965 | $312.9 萬 | 0.5% | −663−1.2% | 減碼 | 歷史 |
| NXENexGen Energy Ltd. | COM | 443,772 | $310.6 萬 | 0.5% | −17,506−3.8% | 減碼 | 歷史 |
| VRNTVerint Systems Inc | COM | 112,759 | $304.8 萬 | 0.5% | −3,026−2.6% | 減碼 | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 44,140 | $301.8 萬 | 0.5% | +44,140 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 6,093 | $298.6 萬 | 0.5% | +6,093 | 新進 | 歷史 |
| KEXKirby Corp | COM | 37,979 | $298.1 萬 | 0.5% | −1,523−3.9% | 減碼 | 歷史 |
| SFStifel Financial Corp | COM | 42,813 | $296.1 萬 | 0.5% | −61−0.1% | 減碼 | 歷史 |
| CPECallon Petroleum Co | COM | 89,469 | $289.9 萬 | 0.4% | +89,469 | 新進 | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 46,471 | $284.2 萬 | 0.4% | +46,471 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 19,950 | $284.1 萬 | 0.4% | −249−1.2% | 減碼 | 歷史 |
| BYDBoyd Gaming Corp | COM | 45,021 | $281.9 萬 | 0.4% | −1,170−2.5% | 減碼 | 歷史 |
2023 年第 3 季之後清倉（45 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ESTCElastic N.V. | ORD SHS | 111,455 | $905.5 萬 | 1.5% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 52,866 | $884.9 萬 | 1.5% | 歷史 |
| TEAMAtlassian Corp | CL A | 43,748 | $881.6 萬 | 1.5% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 520,015 | $832.0 萬 | 1.4% | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 178,010 | $805.0 萬 | 1.4% | 歷史 |
| MDBMongoDB, Inc. | CL A | 20,269 | $701.0 萬 | 1.2% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 73,449 | $669.0 萬 | 1.1% | 歷史 |
| SPLKSplunk Inc | COM | 41,389 | $605.3 萬 | 1.0% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 95,765 | $603.7 萬 | 1.0% | 歷史 |
| XYZBlock, Inc. | CL A | 133,591 | $591.3 萬 | 1.0% | 歷史 |
| SNOWSnowflake Inc. | Stock | 36,574 | $558.7 萬 | 1.0% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 20,061 | $460.5 萬 | 0.8% | 歷史 |
| Volvo AB Unsponsord ADR928854108 | ADR | 173,992 | $357.2 萬 | 0.6% | – |
| ZBRAZebra Technologies Corp | CL A | 13,949 | $329.9 萬 | 0.6% | 歷史 |
| TKRTimken Co | COM | 39,950 | $293.6 萬 | 0.5% | 歷史 |
| AAgilent Technologies, Inc. | COM | 24,469 | $273.6 萬 | 0.5% | 歷史 |
| RHRH | COM | 9,439 | $249.5 萬 | 0.4% | 歷史 |
| CPTCamden Property Trust | REIT | 23,659 | $223.8 萬 | 0.4% | 歷史 |
| DVNDevon Energy Corp | Stock | 45,237 | $215.8 萬 | 0.4% | 歷史 |
| BWABorgwarner Inc | COM | 50,669 | $204.6 萬 | 0.3% | 歷史 |
| HCL Technologies Ltd Inr 2.0Y3121G147 | COM | 123,450 | $184.6 萬 | 0.3% | – |
| DCBODocebo Inc. | COM | 27,980 | $113.4 萬 | 0.2% | 歷史 |
| LAWCS Disco, Inc. | COM | 106,804 | $70.9 萬 | 0.1% | 歷史 |
| JAMFJamf Holding Corp. | COM | 36,053 | $63.7 萬 | 0.1% | 歷史 |
| Weichai Power Co Ltd Cny 1.0Y9531A109 | COM | 465,000 | $63.3 萬 | 0.1% | – |
| Samsung SDS Co Ltd KRW 500.0Y7T72C103 | COM | 4,700 | $47.2 萬 | 0.1% | – |
| CSCOCisco Systems, Inc. | Stock | 6,792 | $36.5 萬 | 0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,925 | $34.2 萬 | 0.1% | 歷史 |
| ORCLOracle Corp | Stock | 3,164 | $33.5 萬 | 0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,074 | $33.0 萬 | 0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 1,969 | $31.5 萬 | 0.1% | 歷史 |
| Classys Inc KRW 100.0Y49932109 | COM | 10,038 | $28.2 萬 | <0.1% | – |
| GLBEGlobal-E Online Ltd. | SHS | 6,914 | $27.5 萬 | <0.1% | 歷史 |
| AMGNAmgen Inc | Stock | 935 | $25.1 萬 | <0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 947 | $24.5 萬 | <0.1% | 歷史 |
| DHRDanaher Corp | Stock | 974 | $24.2 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 470 | $23.8 萬 | <0.1% | 歷史 |
| EXFYExpensify, Inc. | COM CL A | 71,252 | $23.2 萬 | <0.1% | 歷史 |
| CICigna Group | Stock | 779 | $22.3 萬 | <0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 3,913 | $21.4 萬 | <0.1% | 歷史 |
| GLWCorning Inc | COM | 7,002 | $21.3 萬 | <0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 7,565 | $20.4 萬 | <0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 812 | $20.4 萬 | <0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 421 | $20.4 萬 | <0.1% | 歷史 |
| MPTMedical Properties Trust Inc | COM | 15,000 | $8.18 萬 | <0.1% | 歷史 |