Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- 最新申報
- 2026/8/5
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/17 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 248
- 較 2023 年第 4 季 +15
- 總值
- $7.13 億
- 較 2023 年第 4 季 +$5,957 萬 (+9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 37,075 | $1,560 萬 | 2.2% | +1,345+3.8% | 加碼 | 歷史 |
| CXMSprinklr, Inc. | CL A | 1,028,347 | $1,262 萬 | 1.8% | −17,326−1.7% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 73,158 | $1,254 萬 | 1.8% | +73,158 | 新進 | 歷史 |
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 1,344,673 | $1,228 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| HCPHashiCorp, Inc. | COM CL A | 418,613 | $1,128 萬 | 1.6% | +329+0.1% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 23,931 | $1,111 萬 | 1.6% | +790+3.4% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 256,360 | $1,111 萬 | 1.6% | −25,050−8.9% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 50,412 | $1,083 萬 | 1.5% | −639−1.3% | 減碼 | 歷史 |
| FROGJFrog Ltd | Stock | 231,366 | $1,023 萬 | 1.4% | −3,667−1.6% | 減碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 41,385 | $934.8 萬 | 1.3% | −434−1.0% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 139,952 | $903.8 萬 | 1.3% | −401−0.3% | 減碼 | 歷史 |
| APPNAppian Corp | CL A | 214,479 | $856.8 萬 | 1.2% | +3,251+1.5% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 80,950 | $846.9 萬 | 1.2% | −1,321−1.6% | 減碼 | 歷史 |
| EXASExact Sciences Corp | COM | 118,690 | $819.7 萬 | 1.1% | −550−0.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 9,821 | $764.0 萬 | 1.1% | −2,073−17.4% | 減碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 321,441 | $749.3 萬 | 1.1% | −12,214−3.7% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 330,424 | $749.1 萬 | 1.1% | −5,038−1.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 76,075 | $742.0 萬 | 1.0% | +5,251+7.4% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 36,542 | $727.2 萬 | 1.0% | +212+0.6% | 加碼 | 歷史 |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 503,817 | $700.3 萬 | 1.0% | +503,817 | 新進 | – |
| AAPLApple Inc. | Stock | 40,557 | $695.5 萬 | 1.0% | +1,521+3.9% | 加碼 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 99,918 | $686.6 萬 | 1.0% | +769+0.8% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 39,821 | $684.4 萬 | 1.0% | −50.0% | 減碼 | 歷史 |
| SDGRSchrodinger, Inc. | COM | 253,354 | $684.1 萬 | 1.0% | +5,587+2.3% | 加碼 | 歷史 |
| PDPagerDuty, Inc. | COM | 301,041 | $682.8 萬 | 1.0% | −1,453−0.5% | 減碼 | 歷史 |
| SMARSmartsheet Inc | COM CL A | 174,346 | $671.2 萬 | 0.9% | +1,016+0.6% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 11,838 | $657.9 萬 | 0.9% | +664+5.9% | 加碼 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 405,999 | $650.8 萬 | 0.9% | −1,072−0.3% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 33,193 | $639.4 萬 | 0.9% | −857−2.5% | 減碼 | 歷史 |
| Zomato Ltd Inr 1.0Y9899X105 | COM | 2,748,513 | $600.9 萬 | 0.8% | 00.0% | 不變 | – |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 406,091 | $572.1 萬 | 0.8% | −44,500−9.9% | 減碼 | – |
| FIVNFive9, Inc. | COM | 91,086 | $565.7 萬 | 0.8% | +353+0.4% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 52,085 | $550.4 萬 | 0.8% | +3,803+7.9% | 加碼 | 歷史 |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 81,437 | $546.1 萬 | 0.8% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 7,355 | $538.8 萬 | 0.8% | +619+9.2% | 加碼 | 歷史 |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 2,126,096 | $513.7 萬 | 0.7% | −200,000−8.6% | 減碼 | – |
| MAMastercard Inc | Stock | 10,589 | $509.9 萬 | 0.7% | −659−5.9% | 減碼 | 歷史 |
| ASANAsana, Inc. | CL A | 328,248 | $508.5 萬 | 0.7% | −3,257−1.0% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 107,731 | $505.4 萬 | 0.7% | +8,395+8.5% | 加碼 | 歷史 |
| FLRFluor Corp | Stock | 119,129 | $503.7 萬 | 0.7% | −20,593−14.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 33,289 | $502.4 萬 | 0.7% | +26,053+360.0% | 加碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 164,551 | $502.2 萬 | 0.7% | +842+0.5% | 加碼 | 歷史 |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 110,000 | $496.4 萬 | 0.7% | −15,000−12.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 5,445 | $492.0 萬 | 0.7% | +398+7.9% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 33,063 | $491.0 萬 | 0.7% | +2,110+6.8% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 9,145 | $490.9 萬 | 0.7% | +714+8.5% | 加碼 | 歷史 |
| BABoeing Co | Stock | 25,343 | $489.1 萬 | 0.7% | +1,819+7.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 22,881 | $487.7 萬 | 0.7% | −100−0.4% | 減碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 76,054 | $473.4 萬 | 0.7% | +16,650+28.0% | 加碼 | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 247,105 | $466.0 萬 | 0.7% | −689−0.3% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 18,681 | $462.9 萬 | 0.6% | −216−1.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 22,428 | $460.3 萬 | 0.6% | −364−1.6% | 減碼 | 歷史 |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 191,241 | $457.8 萬 | 0.6% | −29,000−13.2% | 減碼 | – |
| PTCPTC Inc. | Stock | 24,225 | $457.7 萬 | 0.6% | −1,439−5.6% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 15,224 | $451.0 萬 | 0.6% | −56−0.4% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 18,495 | $449.4 萬 | 0.6% | −915−4.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 26,309 | $445.4 萬 | 0.6% | +2,055+8.5% | 加碼 | 歷史 |
| CHXChampionX Corp | COM | 124,066 | $445.3 萬 | 0.6% | +13,381+12.1% | 加碼 | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 58,434 | $443.6 萬 | 0.6% | +14,294+32.4% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 25,969 | $443.3 萬 | 0.6% | +98+0.4% | 加碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 85,562 | $440.1 萬 | 0.6% | +7,062+9.0% | 加碼 | 歷史 |
| VALValaris Ltd | CL A | 58,421 | $439.7 萬 | 0.6% | +58,421 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 21,092 | $435.0 萬 | 0.6% | +1,630+8.4% | 加碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 32,441 | $433.6 萬 | 0.6% | +2,599+8.7% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 48,181 | $431.0 萬 | 0.6% | −205−0.4% | 減碼 | 歷史 |
| AIRAar Corp | Stock | 71,550 | $428.4 萬 | 0.6% | +6,399+9.8% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 82,116 | $426.9 萬 | 0.6% | −18,076−18.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 42,065 | $426.6 萬 | 0.6% | +374+0.9% | 加碼 | 歷史 |
| HDFC Bank Ltd (Fii)Y3119P190 | COMMON STOCK | 245,280 | $425.8 萬 | 0.6% | 00.0% | 不變 | – |
| HCSGHealthcare Services Group Inc | COM | 337,639 | $421.4 萬 | 0.6% | +77,022+29.6% | 加碼 | 歷史 |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 118,000 | $420.4 萬 | 0.6% | 00.0% | 不變 | – |
| FANGDiamondback Energy, Inc. | Stock | 21,204 | $420.2 萬 | 0.6% | +55+0.3% | 加碼 | 歷史 |
| HLITHarmonic Inc. | COM | 309,710 | $416.3 萬 | 0.6% | +29,403+10.5% | 加碼 | 歷史 |
| VRNTVerint Systems Inc | COM | 123,992 | $411.0 萬 | 0.6% | +11,233+10.0% | 加碼 | 歷史 |
| MTRXMatrix Service Co | COM | 313,550 | $408.6 萬 | 0.6% | −22,836−6.8% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 59,654 | $404.2 萬 | 0.6% | +425+0.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,150 | $403.2 萬 | 0.6% | +620+8.2% | 加碼 | 歷史 |
| KEXKirby Corp | COM | 41,771 | $398.2 萬 | 0.6% | +3,792+10.0% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 56,052 | $397.3 萬 | 0.6% | +56,052 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 25,160 | $396.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 72,375 | $396.7 萬 | 0.6% | +7,304+11.2% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 17,413 | $391.5 萬 | 0.5% | +1,552+9.8% | 加碼 | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 72,313 | $388.8 萬 | 0.5% | +25,842+55.6% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 7,469 | $387.3 萬 | 0.5% | −39−0.5% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 47,007 | $381.6 萬 | 0.5% | −127−0.3% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,322 | $378.5 萬 | 0.5% | −34−0.4% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 51,820 | $374.9 萬 | 0.5% | +26+0.1% | 加碼 | 歷史 |
| NXENexGen Energy Ltd. | COM | 476,734 | $370.4 萬 | 0.5% | +32,962+7.4% | 加碼 | 歷史 |
| CIENCiena Corp | COM NEW | 74,624 | $369.0 萬 | 0.5% | −1,458−1.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 14,955 | $367.8 萬 | 0.5% | −99−0.7% | 減碼 | 歷史 |
| TXTTextron Inc | COM | 38,299 | $367.4 萬 | 0.5% | +3,268+9.3% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 17,139 | $365.2 萬 | 0.5% | −223−1.3% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 27,868 | $362.9 萬 | 0.5% | −80−0.3% | 減碼 | 歷史 |
| CAECae Inc | COM | 175,001 | $361.2 萬 | 0.5% | +91,998+110.8% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 6,899 | $360.7 萬 | 0.5% | +806+13.2% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 20,155 | $357.2 萬 | 0.5% | +205+1.0% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 14,142 | $353.2 萬 | 0.5% | −40−0.3% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 56,062 | $352.1 萬 | 0.5% | +2,633+4.9% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 34,024 | $348.0 萬 | 0.5% | +25+0.1% | 加碼 | 歷史 |
| TTITetra Technologies Inc | COM | 778,369 | $344.8 萬 | 0.5% | +73,289+10.4% | 加碼 | 歷史 |
2023 年第 4 季之後清倉（10 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SWAVShockwave Medical, Inc. | COM | 47,471 | $904.6 萬 | 1.4% | 歷史 |
| ENSEnerSys | COM | 35,440 | $357.8 萬 | 0.5% | 歷史 |
| MGAMagna International Inc | COM | 52,965 | $312.9 萬 | 0.5% | 歷史 |
| CPECallon Petroleum Co | COM | 89,469 | $289.9 萬 | 0.4% | 歷史 |
| BYDBoyd Gaming Corp | COM | 45,021 | $281.9 萬 | 0.4% | 歷史 |
| Koh Young Technology Inc KRW 500.0Y4810R105 | COM | 75,687 | $97.3 萬 | 0.1% | – |
| WNS Hldgs Ltd92932M101 | SPON ADR | 10,000 | $63.2 萬 | 0.1% | – |
| Douzone Bizon Co Ltd KRW 500.0Y2197R102 | COM | 23,033 | $51.9 萬 | 0.1% | – |
| L'Occitane International S Eur 0.03L6071D109 | COM | 177,500 | $50.7 萬 | 0.1% | – |
| Shenzhen Sunlord Electronic Cny 1.0Y77435108 | COM | 43,317 | $16.5 萬 | <0.1% | – |