Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- 最新申報
- 2026/8/5
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/18 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 271
- 較 2024 年第 1 季 +23
- 總值
- $6.96 億
- 較 2024 年第 1 季 −$1,735 萬 (−2.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 37,624 | $1,682 萬 | 2.4% | +549+1.5% | 加碼 | 歷史 |
| PODDInsulet Corp | Stock | 66,681 | $1,346 萬 | 1.9% | −6,477−8.9% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 250,507 | $1,232 萬 | 1.8% | −5,853−2.3% | 減碼 | 歷史 |
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 1,344,673 | $1,105 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | SHS | 24,857 | $1,091 萬 | 1.6% | +926+3.9% | 加碼 | 歷史 |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 406,091 | $921.7 萬 | 1.3% | 00.0% | 不變 | – |
| MNDYmonday.com Ltd. | SHS | 37,945 | $913.6 萬 | 1.3% | −3,440−8.3% | 減碼 | 歷史 |
| FRSHFreshworks Inc. | Stock | 719,687 | $913.3 萬 | 1.3% | +719,687 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 42,964 | $904.9 萬 | 1.3% | +2,407+5.9% | 加碼 | 歷史 |
| CXMSprinklr, Inc. | CL A | 925,990 | $890.8 萬 | 1.3% | −102,357−10.0% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 78,687 | $789.9 萬 | 1.1% | +2,612+3.4% | 加碼 | 歷史 |
| FROGJFrog Ltd | Stock | 210,171 | $789.2 萬 | 1.1% | −21,195−9.2% | 減碼 | 歷史 |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 2,126,096 | $779.9 萬 | 1.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 56,808 | $701.8 萬 | 1.0% | +2,358+4.3% | 加碼依 10 比 1 拆股換算 | 歷史 |
| SMARSmartsheet Inc | COM CL A | 158,448 | $698.4 萬 | 1.0% | −15,898−9.1% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 72,231 | $676.2 萬 | 1.0% | −8,719−10.8% | 減碼 | 歷史 |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 81,437 | $662.7 萬 | 1.0% | 00.0% | 不變 | – |
| Zomato Ltd Inr 1.0Y9899X105 | COM | 2,748,513 | $660.4 萬 | 0.9% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 35,874 | $653.4 萬 | 0.9% | +2,585+7.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,503 | $637.7 萬 | 0.9% | +148+2.0% | 加碼 | 歷史 |
| PDPagerDuty, Inc. | COM | 268,748 | $616.2 萬 | 0.9% | −32,293−10.7% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 46,025 | $616.0 萬 | 0.9% | −4,387−8.7% | 減碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 76,347 | $613.0 萬 | 0.9% | +293+0.4% | 加碼 | 歷史 |
| BLBlackline, Inc. | COM | 126,501 | $612.9 萬 | 0.9% | −13,451−9.6% | 減碼 | 歷史 |
| APPNAppian Corp | CL A | 198,229 | $611.7 萬 | 0.9% | −16,250−7.6% | 減碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 288,295 | $606.9 萬 | 0.9% | −33,146−10.3% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 11,669 | $590.2 萬 | 0.8% | −169−1.4% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 30,446 | $585.1 萬 | 0.8% | −2,747−8.3% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 53,752 | $575.1 萬 | 0.8% | +1,667+3.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 24,257 | $572.4 萬 | 0.8% | +3,165+15.0% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 9,392 | $548.5 萬 | 0.8% | +247+2.7% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 432,464 | $548.4 萬 | 0.8% | +102,040+30.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 27,059 | $539.0 萬 | 0.8% | +750+2.9% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 19,490 | $524.5 萬 | 0.8% | +809+4.3% | 加碼 | 歷史 |
| AIRAar Corp | Stock | 70,714 | $514.1 萬 | 0.7% | −836−1.2% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 33,057 | $514.0 萬 | 0.7% | −60.0% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 23,927 | $510.5 萬 | 0.7% | +1,046+4.6% | 加碼 | 歷史 |
| FLRFluor Corp | Stock | 114,662 | $499.4 萬 | 0.7% | −4,467−3.7% | 減碼 | 歷史 |
| HDFC Bank Ltd (Fii)Y3119P190 | COMMON STOCK | 245,280 | $495.2 萬 | 0.7% | 00.0% | 不變 | – |
| KEXKirby Corp | COM | 41,271 | $494.1 萬 | 0.7% | −500−1.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 22,948 | $490.0 萬 | 0.7% | +520+2.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,383 | $487.4 萬 | 0.7% | −4,438−45.2% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 62,329 | $486.1 萬 | 0.7% | +2,675+4.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 44,125 | $485.8 萬 | 0.7% | +2,060+4.9% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 36,844 | $485.8 萬 | 0.7% | −2,977−7.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 10,958 | $483.4 萬 | 0.7% | +369+3.5% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 33,723 | $482.4 萬 | 0.7% | −2,819−7.7% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 74,501 | $478.4 萬 | 0.7% | −7,615−9.3% | 減碼 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 90,860 | $478.1 萬 | 0.7% | −9,058−9.1% | 減碼 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 371,526 | $474.4 萬 | 0.7% | −34,473−8.5% | 減碼 | 歷史 |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 110,000 | $468.1 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 9,284 | $464.3 萬 | 0.7% | +3,097+50.1% | 加碼 | – |
| OWLBlue Owl Capital Inc. | COM CL A | 258,310 | $458.5 萬 | 0.7% | +11,205+4.5% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 108,418 | $458.1 萬 | 0.7% | −10,272−8.7% | 減碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 152,055 | $449.0 萬 | 0.6% | −12,496−7.6% | 減碼 | 歷史 |
| SDGRSchrodinger, Inc. | COM | 231,224 | $447.2 萬 | 0.6% | −22,130−8.7% | 減碼 | 歷史 |
| BABoeing Co | Stock | 24,557 | $447.0 萬 | 0.6% | −786−3.1% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 22,272 | $445.9 萬 | 0.6% | +1,068+5.0% | 加碼 | 歷史 |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 118,000 | $442.9 萬 | 0.6% | 00.0% | 不變 | – |
| PTCPTC Inc. | Stock | 24,060 | $437.1 萬 | 0.6% | −165−0.7% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 108,707 | $436.5 萬 | 0.6% | +976+0.9% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 19,353 | $436.0 萬 | 0.6% | +858+4.6% | 加碼 | 歷史 |
| VALValaris Ltd | CL A | 58,489 | $435.7 萬 | 0.6% | +68+0.1% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 27,274 | $427.5 萬 | 0.6% | +1,305+5.0% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 7,826 | $424.1 萬 | 0.6% | +357+4.8% | 加碼 | 歷史 |
| Cyient Ltd Inr 5.0Y4082D131 | COM | 191,241 | $422.9 萬 | 0.6% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 26,507 | $414.6 萬 | 0.6% | +1,347+5.4% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 107,167 | $412.6 萬 | 0.6% | +97,578+1,017.6% | 加碼 | 歷史 |
| ASANAsana, Inc. | CL A | 293,037 | $410.0 萬 | 0.6% | −35,211−10.7% | 減碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 86,249 | $409.9 萬 | 0.6% | +687+0.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,729 | $407.7 萬 | 0.6% | +407+4.9% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 18,071 | $405.8 萬 | 0.6% | +932+5.4% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 58,006 | $405.5 萬 | 0.6% | +1,954+3.5% | 加碼 | 歷史 |
| NOVNOV Inc. | COM | 212,026 | $403.1 萬 | 0.6% | +212,026 | 新進 | 歷史 |
| VRNTVerint Systems Inc | COM | 124,470 | $400.8 萬 | 0.6% | +478+0.4% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 36,189 | $393.7 萬 | 0.6% | +36,189 | 新進 | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 56,905 | $392.6 萬 | 0.6% | −1,529−2.6% | 減碼 | 歷史 |
| CAECae Inc | COM | 210,223 | $390.6 萬 | 0.6% | +35,222+20.1% | 加碼 | 歷史 |
| SFStifel Financial Corp | COM | 45,926 | $386.5 萬 | 0.6% | +2,921+6.8% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 14,780 | $386.3 萬 | 0.6% | −444−2.9% | 減碼 | 歷史 |
| AOSSmith A O Corp | COM | 46,364 | $379.2 萬 | 0.5% | −1,817−3.8% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 27,443 | $377.8 萬 | 0.5% | +27,443 | 新進 | 歷史 |
| FIVNFive9, Inc. | COM | 84,280 | $371.7 萬 | 0.5% | −6,806−7.5% | 減碼 | 歷史 |
| AONAon plc | CL A | 12,385 | $363.6 萬 | 0.5% | +2,932+31.0% | 加碼 | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 343,455 | $363.4 萬 | 0.5% | +5,816+1.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 15,828 | $358.1 萬 | 0.5% | +873+5.8% | 加碼 | 歷史 |
| PUMPProPetro Holding Corp. | COM | 412,752 | $357.9 萬 | 0.5% | +2,825+0.7% | 加碼 | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 70,825 | $357.7 萬 | 0.5% | −1,488−2.1% | 減碼 | 歷史 |
| HLITHarmonic Inc. | COM | 303,053 | $356.7 萬 | 0.5% | −6,657−2.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 14,942 | $356.7 萬 | 0.5% | +800+5.7% | 加碼 | 歷史 |
| WTTRSelect Water Solutions, Inc. | CL A COM | 329,255 | $352.3 萬 | 0.5% | +22,246+7.2% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 58,095 | $351.2 萬 | 0.5% | +2,033+3.6% | 加碼 | 歷史 |
| CIENCiena Corp | COM NEW | 72,214 | $347.9 萬 | 0.5% | −2,410−3.2% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 48,609 | $347.0 萬 | 0.5% | +1,602+3.4% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 46,984 | $346.2 萬 | 0.5% | −4,836−9.3% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 72,545 | $342.3 萬 | 0.5% | +170+0.2% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 35,311 | $337.8 萬 | 0.5% | +1,287+3.8% | 加碼 | 歷史 |
| Biocon Ltd INR5Y0905C102 | COM | 800,000 | $336.7 萬 | 0.5% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 10,736 | $335.4 萬 | 0.5% | +10,736 | 新進 | 歷史 |
| NXENexGen Energy Ltd. | COM | 480,049 | $335.1 萬 | 0.5% | +3,315+0.7% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（17 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HCPHashiCorp, Inc. | COM CL A | 418,613 | $1,128 萬 | 1.6% | 歷史 |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 503,817 | $700.3 萬 | 1.0% | – |
| CHXChampionX Corp | COM | 124,066 | $445.3 萬 | 0.6% | 歷史 |
| GPNGlobal Payments Inc | Stock | 32,441 | $433.6 萬 | 0.6% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,150 | $403.2 萬 | 0.6% | 歷史 |
| STESTERIS plc | SHS USD | 17,413 | $391.5 萬 | 0.5% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 6,899 | $360.7 萬 | 0.5% | 歷史 |
| Glenmark Pharmaceuticals LT Inr 1.0Y2711C144 | COM | 150,000 | $172.2 萬 | 0.2% | – |
| Joinn Laboratories Chi Cny 1.0 144AY444TU113 | COM | 924,700 | $108.3 萬 | 0.2% | – |
| Hainan Meilan International Cny 1.0Y3245V103 | COM | 900,000 | $80.8 萬 | 0.1% | – |
| Haier Smart Home Co Ltd Cny 1.0Y298BN100 | COM | 126,332 | $39.3 萬 | 0.1% | – |
| Airports Corp of Vietna VND 10000.0Y002B8109 | COM | 110,000 | $37.3 萬 | 0.1% | – |
| ACNAccenture plc | Stock | 939 | $32.5 萬 | <0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,379 | $27.3 萬 | <0.1% | 歷史 |
| CTASCintas Corp | Stock | 356 | $24.5 萬 | <0.1% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 63 | $22.9 萬 | <0.1% | 歷史 |
| RFRegions Financial Corp | COM | 10,280 | $21.6 萬 | <0.1% | 歷史 |