Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- 最新申報
- 2026/8/5
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/16 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 282
- 較 2024 年第 4 季 0
- 總值
- $6.50 億
- 較 2024 年第 4 季 −$6,222 萬 (−8.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 32,391 | $1,216 萬 | 1.9% | −403−1.2% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 95,004 | $999.6 萬 | 1.5% | +36,909+63.5% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 21,154 | $985.0 萬 | 1.5% | +105+0.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 19,035 | $978.2 萬 | 1.5% | −17,715−48.2% | 減碼 | – |
| CCJCameco Corp | Stock | 236,235 | $972.3 萬 | 1.5% | +1,491+0.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 70,696 | $936.4 萬 | 1.4% | −330−0.5% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 101,591 | $868.5 萬 | 1.3% | −3,066−2.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 38,929 | $864.7 萬 | 1.3% | −2,349−5.7% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 57,046 | $833.8 萬 | 1.3% | −435−0.8% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 41,575 | $824.9 萬 | 1.3% | +18,722+81.9% | 加碼 | 歷史 |
| FRSHFreshworks Inc. | Stock | 549,186 | $774.9 萬 | 1.2% | −9,728−1.7% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 736,960 | $759.1 萬 | 1.2% | +388,971+111.8% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 34,790 | $738.3 萬 | 1.1% | −569−1.6% | 減碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 387,640 | $704.7 萬 | 1.1% | +177,189+84.2% | 加碼 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 78,581 | $700.2 萬 | 1.1% | −948−1.2% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 35,767 | $627.4 萬 | 1.0% | +3,466+10.7% | 加碼 | 歷史 |
| DTDynatrace, Inc. | Stock | 128,993 | $608.2 萬 | 0.9% | +117,251+998.6% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 61,207 | $607.2 萬 | 0.9% | +61,207 | 新進 | 歷史 |
| HUBSHubSpot Inc | COM | 10,585 | $604.7 萬 | 0.9% | +9,333+745.4% | 加碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 60,406 | $589.6 萬 | 0.9% | −830−1.4% | 減碼 | 歷史 |
| CXMSprinklr, Inc. | CL A | 689,610 | $575.8 萬 | 0.9% | +77,463+12.7% | 加碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 244,531 | $573.2 萬 | 0.9% | +118,706+94.3% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 8,428 | $567.2 萬 | 0.9% | +20.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 36,527 | $564.9 萬 | 0.9% | −22,381−38.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 10,078 | $552.4 萬 | 0.8% | −689−6.4% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 79,527 | $538.8 萬 | 0.8% | −1,145−1.4% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 8,669 | $532.3 萬 | 0.8% | +7,229+502.0% | 加碼 | 歷史 |
| HDFC Bank Ltd (Fii)Y3119P190 | COMMON STOCK | 245,280 | $524.1 萬 | 0.8% | 00.0% | 不變 | – |
| OSISOsi Systems Inc | COM | 26,329 | $511.7 萬 | 0.8% | −2,964−10.1% | 減碼 | 歷史 |
| Zomato Ltd Inr 1.0Y9899X105 | COM | 2,173,513 | $511.5 萬 | 0.8% | 00.0% | 不變 | – |
| CORCencora, Inc. | Stock | 18,345 | $510.2 萬 | 0.8% | −1,369−6.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 21,999 | $509.3 萬 | 0.8% | −1,097−4.7% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 8,200 | $498.4 萬 | 0.8% | −1,304−13.7% | 減碼 | 歷史 |
| CAECae Inc | COM | 202,044 | $496.8 萬 | 0.8% | −29,608−12.8% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 23,842 | $494.1 萬 | 0.8% | −11,419−32.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,223 | $494.0 萬 | 0.8% | −462−8.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 25,867 | $492.1 萬 | 0.8% | −7,950−23.5% | 減碼 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 160,177 | $484.7 萬 | 0.7% | +160,177 | 新進 | 歷史 |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 346,091 | $479.1 萬 | 0.7% | 00.0% | 不變 | – |
| BLBlackline, Inc. | COM | 98,879 | $478.8 萬 | 0.7% | +5,566+6.0% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 123,532 | $478.6 萬 | 0.7% | +16,313+15.2% | 加碼 | 歷史 |
| TTITetra Technologies Inc | COM | 1,415,907 | $475.7 萬 | 0.7% | +31,396+2.3% | 加碼 | 歷史 |
| AONAon plc | CL A | 11,818 | $471.6 萬 | 0.7% | −514−4.2% | 減碼 | 歷史 |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 1,326,096 | $467.0 萬 | 0.7% | −400,000−23.2% | 減碼 | – |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 55,437 | $461.5 萬 | 0.7% | −21,000−27.5% | 減碼 | – |
| VALValaris Ltd | CL A | 116,560 | $457.6 萬 | 0.7% | +33,850+40.9% | 加碼 | 歷史 |
| APPNAppian Corp | CL A | 158,675 | $457.1 萬 | 0.7% | +15,815+11.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,462 | $451.1 萬 | 0.7% | +185+3.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 14,381 | $439.4 萬 | 0.7% | −1,775−11.0% | 減碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 90,814 | $438.7 萬 | 0.7% | −940−1.0% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 58,849 | $432.5 萬 | 0.7% | +9,614+19.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 35,393 | $431.1 萬 | 0.7% | −4,616−11.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 39,243 | $425.3 萬 | 0.7% | −20,831−34.7% | 減碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 34,294 | $424.3 萬 | 0.7% | −305−0.9% | 減碼 | 歷史 |
| AIRAar Corp | Stock | 75,073 | $420.3 萬 | 0.6% | −2,298−3.0% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 19,818 | $419.6 萬 | 0.6% | −2,865−12.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 24,716 | $413.5 萬 | 0.6% | −899−3.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 13,215 | $411.7 萬 | 0.6% | +3,262+32.8% | 加碼 | 歷史 |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 100,000 | $407.9 萬 | 0.6% | −10,000−9.1% | 減碼 | – |
| SNASnap-on Inc | COM | 12,070 | $406.8 萬 | 0.6% | −616−4.9% | 減碼 | 歷史 |
| BABoeing Co | Stock | 23,846 | $406.7 萬 | 0.6% | −51−0.2% | 減碼 | 歷史 |
| NTNXNutanix, Inc. | Stock | 57,905 | $404.2 萬 | 0.6% | +57,905 | 新進 | 歷史 |
| PTCPTC Inc. | Stock | 25,758 | $399.1 萬 | 0.6% | −541−2.1% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 82,102 | $394.2 萬 | 0.6% | +4,407+5.7% | 加碼 | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 100,761 | $393.8 萬 | 0.6% | +42,172+72.0% | 加碼 | 歷史 |
| FLRFluor Corp | Stock | 109,493 | $392.2 萬 | 0.6% | −2,051−1.8% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 8,955 | $389.5 萬 | 0.6% | +747+9.1% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 28,514 | $388.0 萬 | 0.6% | −6,395−18.3% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 20,350 | $386.8 萬 | 0.6% | +1,241+6.5% | 加碼 | 歷史 |
| KEXKirby Corp | COM | 37,935 | $383.2 萬 | 0.6% | −868−2.2% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 87,617 | $381.9 萬 | 0.6% | −18,883−17.7% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 420,626 | $379.8 萬 | 0.6% | +420,626 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 17,663 | $369.7 萬 | 0.6% | +457+2.7% | 加碼 | 歷史 |
| SDGRSchrodinger, Inc. | COM | 186,980 | $369.1 萬 | 0.6% | +27,511+17.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,212 | $366.9 萬 | 0.6% | +290+3.7% | 加碼 | 歷史 |
| BRKRBruker Corp | COM | 87,736 | $366.2 萬 | 0.6% | −1,472−1.7% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 32,659 | $361.2 萬 | 0.6% | −9,499−22.5% | 減碼 | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 356,578 | $359.4 萬 | 0.6% | −1,328−0.4% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 84,220 | $352.0 萬 | 0.5% | +5,528+7.0% | 加碼 | 歷史 |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 236,000 | $351.9 萬 | 0.5% | 00.0% | 不變 | – |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 144,428 | $350.2 萬 | 0.5% | +144,428 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 46,459 | $348.6 萬 | 0.5% | +660+1.4% | 加碼 | 歷史 |
| WTTRSelect Water Solutions, Inc. | CL A COM | 331,912 | $348.5 萬 | 0.5% | −13,766−4.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 14,641 | $345.9 萬 | 0.5% | −1,679−10.3% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 26,115 | $344.9 萬 | 0.5% | −1,114−4.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 22,295 | $342.5 萬 | 0.5% | −6,069−21.4% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 21,345 | $341.3 萬 | 0.5% | −1,164−5.2% | 減碼 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 73,102 | $335.5 萬 | 0.5% | −959−1.3% | 減碼 | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 166,692 | $334.1 萬 | 0.5% | −9,620−5.5% | 減碼 | 歷史 |
| SFStifel Financial Corp | COM | 35,079 | $330.7 萬 | 0.5% | −1,899−5.1% | 減碼 | 歷史 |
| Biocon Ltd INR5Y0905C102 | COM | 800,000 | $317.7 萬 | 0.5% | 00.0% | 不變 | – |
| WFRDWeatherford International plc | ORD SHS | 59,149 | $316.7 萬 | 0.5% | +20,266+52.1% | 加碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 23,753 | $315.3 萬 | 0.5% | +23,753 | 新進 | 歷史 |
| PEverpure, Inc. | CL A | 70,570 | $312.4 萬 | 0.5% | +649+0.9% | 加碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 18,859 | $312.3 萬 | 0.5% | −3,614−16.1% | 減碼 | 歷史 |
| SCIService Corp International | COM | 37,930 | $304.2 萬 | 0.5% | −2,168−5.4% | 減碼 | 歷史 |
| PUMPProPetro Holding Corp. | COM | 404,770 | $297.5 萬 | 0.5% | −53,655−11.7% | 減碼 | 歷史 |
| RAMPLiveRamp Holdings, Inc. | COM | 112,273 | $293.5 萬 | 0.5% | +34,100+43.6% | 加碼 | 歷史 |
| MTRXMatrix Service Co | COM | 235,308 | $292.5 萬 | 0.5% | −80,940−25.6% | 減碼 | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 351,781 | $289.2 萬 | 0.4% | +31,671+9.9% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（37 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PCTYPaylocity Holding Corp | COM | 28,953 | $577.5 萬 | 0.8% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 26,819 | $549.7 萬 | 0.8% | 歷史 |
| ASANAsana, Inc. | CL A | 241,649 | $489.8 萬 | 0.7% | 歷史 |
| FROGJFrog Ltd | Stock | 165,930 | $488.0 萬 | 0.7% | 歷史 |
| NSSCNapco Security Technologies, Inc | Stock | 104,390 | $371.2 萬 | 0.5% | 歷史 |
| PDPagerDuty, Inc. | COM | 195,282 | $356.6 萬 | 0.5% | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 73,538 | $337.3 萬 | 0.5% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 24,886 | $327.0 萬 | 0.5% | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 278,496 | $292.7 萬 | 0.4% | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 33,596 | $290.0 萬 | 0.4% | 歷史 |
| FIVNFive9, Inc. | COM | 63,863 | $259.5 萬 | 0.4% | 歷史 |
| NABLN-able, Inc. | COMMON STOCK | 257,995 | $241.0 萬 | 0.3% | 歷史 |
| PVHPVH Corp. | COM | 22,033 | $233.0 萬 | 0.3% | 歷史 |
| Sbi Life Insurance Co Inr 10.0 144AY753N0101 | COM | 98,304 | $159.7 萬 | 0.2% | – |
| Dragon Cap ETF DCVFMVN DiamondY93674110 | COM | 850,000 | $111.8 萬 | 0.2% | – |
| BAIDFBaidu, Inc. | COM | 105,000 | $111.8 萬 | 0.2% | 歷史 |
| Khang Dien House Tradin VND 10000.0Y4752M106 | COM | 594,440 | $84.2 萬 | 0.1% | – |
| CSCOCisco Systems, Inc. | Stock | 11,417 | $67.6 萬 | 0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 7,413 | $64.7 萬 | 0.1% | 歷史 |
| SRESempra | Stock | 6,847 | $60.1 萬 | 0.1% | 歷史 |
| Gelex Group JSC VND 10000.0Y93687104 | COM | 600,000 | $45.0 萬 | 0.1% | – |
| Hoa Phat Group JSC VND 10000.0Y3231H100 | COM | 430,000 | $45.0 萬 | 0.1% | – |
| Cibanco SA Cbfi (Macquarie) 144A/ReP3515D155 | COM | 286,679 | $41.9 萬 | 0.1% | – |
| CTSHCognizant Technology Solutions Corp | CL A | 5,000 | $38.5 萬 | 0.1% | 歷史 |
| VVisa Inc. | Stock | 1,202 | $38.0 萬 | 0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 777 | $34.6 萬 | <0.1% | 歷史 |
| Vietcap Securities JSC VND 10000.0Y9369U102 | COM | 260,000 | $33.9 萬 | <0.1% | – |
| Nagacorp Ltd.G6382M109 | COM | 859,742 | $32.2 萬 | <0.1% | – |
| AMEAmetek Inc | COM | 1,705 | $30.7 萬 | <0.1% | 歷史 |
| MCOMoodys Corp | Stock | 582 | $27.6 萬 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,219 | $26.8 萬 | <0.1% | 歷史 |
| Xcel Energy Inc098389B10 | COM | 3,474 | $23.5 萬 | <0.1% | – |
| KRKroger Co | Stock | 3,808 | $23.3 萬 | <0.1% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 887 | $22.5 萬 | <0.1% | 歷史 |
| EIXEdison International | Stock | 2,747 | $21.9 萬 | <0.1% | 歷史 |
| CSXCSX Corp | Stock | 6,531 | $21.1 萬 | <0.1% | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 2,000 | $19.4 萬 | <0.1% | 歷史 |