Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- 最新申報
- 2026/8/5
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/29 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 283
- 較 2025 年第 1 季 +1
- 總值
- $6.73 億
- 較 2025 年第 1 季 +$2,340 萬 (+3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 28,703 | $1,428 萬 | 2.1% | −3,688−11.4% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 176,809 | $1,312 萬 | 1.9% | −59,426−25.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 64,552 | $942.6 萬 | 1.4% | −6,144−8.7% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 19,755 | $926.8 萬 | 1.4% | −1,399−6.6% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 93,937 | $780.8 萬 | 1.2% | −7,654−7.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 36,191 | $742.5 萬 | 1.1% | −2,738−7.0% | 減碼 | 歷史 |
| FRSHFreshworks Inc. | Stock | 496,264 | $739.9 萬 | 1.1% | −52,922−9.6% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 54,851 | $736.8 萬 | 1.1% | −6,356−10.4% | 減碼 | 歷史 |
| AMBAAmbarella Inc | SHS | 111,164 | $734.4 萬 | 1.1% | +111,164 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 33,044 | $725.0 萬 | 1.1% | +7,177+27.7% | 加碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 32,316 | $678.6 萬 | 1.0% | −3,451−9.6% | 減碼 | 歷史 |
| Zomato Ltd Inr 1.0Y9899X105 | COM | 2,173,513 | $669.5 萬 | 1.0% | 00.0% | 不變 | – |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 346,091 | $668.9 萬 | 1.0% | 00.0% | 不變 | – |
| RMBSRambus Inc | COM | 103,312 | $661.4 萬 | 1.0% | +103,312 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 8,313 | $654.8 萬 | 1.0% | −356−4.1% | 減碼 | 歷史 |
| DTDynatrace, Inc. | Stock | 118,421 | $653.8 萬 | 1.0% | −10,572−8.2% | 減碼 | 歷史 |
| Bharat Electronics Ltd Inr 1.0Y0881Q141 | COM | 1,326,096 | $651.8 萬 | 1.0% | 00.0% | 不變 | – |
| TEAMAtlassian Corp | CL A | 31,311 | $635.9 萬 | 0.9% | −3,479−10.0% | 減碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 347,518 | $635.3 萬 | 0.9% | −40,122−10.4% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 49,014 | $609.5 萬 | 0.9% | +49,014 | 新進 | 歷史 |
| TENBTenable Holdings, Inc. | COM | 179,367 | $605.9 萬 | 0.9% | +179,367 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 34,302 | $604.5 萬 | 0.9% | −2,225−6.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 38,144 | $602.6 萬 | 0.9% | −1,099−2.8% | 減碼 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 70,791 | $597.0 萬 | 0.9% | −7,790−9.9% | 減碼 | 歷史 |
| CIENCiena Corp | COM NEW | 73,076 | $594.3 萬 | 0.9% | +73,076 | 新進 | 歷史 |
| APPFAppfolio Inc | COM CL A | 25,615 | $589.9 萬 | 0.9% | +25,615 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 25,935 | $580.3 萬 | 0.9% | −31,111−54.5% | 減碼 | 歷史 |
| HDFC Bank Ltd (Fii)Y3119P190 | COMMON STOCK | 245,280 | $572.2 萬 | 0.8% | 00.0% | 不變 | – |
| TERTeradyne, Inc | Stock | 62,090 | $558.3 萬 | 0.8% | +62,090 | 新進 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 221,187 | $551.4 萬 | 0.8% | −23,344−9.5% | 減碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 53,948 | $544.5 萬 | 0.8% | +53,948 | 新進 | 歷史 |
| CAECae Inc | COM | 184,450 | $539.9 萬 | 0.8% | −17,594−8.7% | 減碼 | 歷史 |
| HUBSHubSpot Inc | COM | 9,654 | $537.4 萬 | 0.8% | −931−8.8% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 42,521 | $534.4 萬 | 0.8% | +9,862+30.2% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 21,844 | $530.5 萬 | 0.8% | −1,998−8.4% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 7,357 | $513.9 萬 | 0.8% | −843−10.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 9,103 | $511.5 萬 | 0.8% | −975−9.7% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,973 | $509.7 萬 | 0.8% | −10,062−52.9% | 減碼 | – |
| JBLJabil Inc | Stock | 22,872 | $498.8 萬 | 0.7% | −5,642−19.8% | 減碼 | 歷史 |
| VALValaris Ltd | CL A | 118,230 | $497.9 萬 | 0.7% | +1,670+1.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 23,529 | $493.0 萬 | 0.7% | −317−1.3% | 減碼 | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 100,364 | $488.8 萬 | 0.7% | −397−0.4% | 減碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 82,444 | $482.2 萬 | 0.7% | −8,370−9.2% | 減碼 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 143,230 | $481.0 萬 | 0.7% | −16,947−10.6% | 減碼 | 歷史 |
| Info Edge India Ltd Inr 2.0Y40353123 | COM | 277,185 | $480.6 萬 | 0.7% | +277,185 | 新進 | – |
| AIRAar Corp | Stock | 68,767 | $473.0 萬 | 0.7% | −6,306−8.4% | 減碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 57,457 | $470.3 萬 | 0.7% | −2,949−4.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 20,474 | $468.5 萬 | 0.7% | −1,525−6.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,688 | $464.1 萬 | 0.7% | −535−10.2% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 67,253 | $463.9 萬 | 0.7% | −12,274−15.4% | 減碼 | 歷史 |
| OSISOsi Systems Inc | COM | 20,488 | $460.7 萬 | 0.7% | −5,841−22.2% | 減碼 | 歷史 |
| FLRFluor Corp | Stock | 89,696 | $459.9 萬 | 0.7% | −19,797−18.1% | 減碼 | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 488,634 | $459.8 萬 | 0.7% | +68,008+16.2% | 加碼 | 歷史 |
| RAMPLiveRamp Holdings, Inc. | COM | 135,800 | $448.7 萬 | 0.7% | +23,527+21.0% | 加碼 | 歷史 |
| NTNXNutanix, Inc. | Stock | 58,284 | $445.5 萬 | 0.7% | +379+0.7% | 加碼 | 歷史 |
| TTITetra Technologies Inc | COM | 1,294,410 | $434.9 萬 | 0.6% | −121,497−8.6% | 減碼 | 歷史 |
| APPNAppian Corp | CL A | 143,832 | $429.5 萬 | 0.6% | −14,843−9.4% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 14,286 | $428.4 萬 | 0.6% | −4,059−22.1% | 減碼 | 歷史 |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 100,000 | $427.9 萬 | 0.6% | 00.0% | 不變 | – |
| OKTAOkta, Inc. | CL A | 42,600 | $425.9 萬 | 0.6% | −52,404−55.2% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 81,038 | $416.5 萬 | 0.6% | −6,579−7.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 17,885 | $416.5 萬 | 0.6% | −1,933−9.8% | 減碼 | 歷史 |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 236,000 | $412.9 萬 | 0.6% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 5,624 | $412.1 萬 | 0.6% | −2,804−33.3% | 減碼 | 歷史 |
| BRKRBruker Corp | COM | 99,890 | $411.5 萬 | 0.6% | +12,154+13.9% | 加碼 | 歷史 |
| UUUUEnergy Fuels Inc | COM NEW | 714,322 | $410.7 萬 | 0.6% | +11,362+1.6% | 加碼 | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 272,789 | $410.0 萬 | 0.6% | −83,789−23.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 14,796 | $407.9 萬 | 0.6% | −683−4.4% | 減碼 | 歷史 |
| PTCPTC Inc. | Stock | 23,665 | $407.8 萬 | 0.6% | −2,093−8.1% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 16,247 | $407.5 萬 | 0.6% | −1,416−8.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 13,165 | $406.0 萬 | 0.6% | −1,216−8.5% | 減碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 31,974 | $405.7 萬 | 0.6% | −2,320−6.8% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 75,383 | $397.9 萬 | 0.6% | −6,719−8.2% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 18,072 | $394.9 萬 | 0.6% | −2,278−11.2% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 50,700 | $392.4 萬 | 0.6% | +10,344+25.6% | 加碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 28,639 | $389.7 萬 | 0.6% | +4,886+20.6% | 加碼 | 歷史 |
| AONAon plc | CL A | 10,903 | $389.0 萬 | 0.6% | −915−7.7% | 減碼 | 歷史 |
| KEXKirby Corp | COM | 34,241 | $388.3 萬 | 0.6% | −3,694−9.7% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 69,162 | $383.2 萬 | 0.6% | −6,274−8.3% | 減碼依 4 比 1 拆股換算 | 歷史 |
| GSKGSK plc | ADR | 97,844 | $375.7 萬 | 0.6% | −25,688−20.8% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 64,532 | $371.6 萬 | 0.6% | −6,038−8.6% | 減碼 | 歷史 |
| WFRDWeatherford International plc | ORD SHS | 72,097 | $362.7 萬 | 0.5% | +12,948+21.9% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 51,003 | $356.4 萬 | 0.5% | −7,846−13.3% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,670 | $355.2 萬 | 0.5% | −542−6.6% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 45,852 | $347.3 萬 | 0.5% | −607−1.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 28,087 | $346.8 萬 | 0.5% | −7,306−20.6% | 減碼 | 歷史 |
| SNXTD Synnex Corp | COM | 25,529 | $346.4 萬 | 0.5% | −1,075−4.0% | 減碼 | 歷史 |
| FNBFNB Corp | COM | 235,932 | $344.0 萬 | 0.5% | +235,932 | 新進 | 歷史 |
| SNASnap-on Inc | COM | 11,054 | $344.0 萬 | 0.5% | −1,016−8.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 12,234 | $341.6 萬 | 0.5% | −981−7.4% | 減碼 | 歷史 |
| SFStifel Financial Corp | COM | 32,783 | $340.2 萬 | 0.5% | −2,296−6.5% | 減碼 | 歷史 |
| Hanwha Aerospace Co Ltd KRW 5000.0Y7470L102 | COM | 5,301 | $333.1 萬 | 0.5% | 00.0% | 不變 | – |
| WTTRSelect Water Solutions, Inc. | CL A COM | 378,774 | $327.3 萬 | 0.5% | +46,862+14.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 22,644 | $324.2 萬 | 0.5% | −2,072−8.4% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 8,302 | $322.9 萬 | 0.5% | −653−7.3% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 23,940 | $321.8 萬 | 0.5% | −2,175−8.3% | 減碼 | 歷史 |
| NXENexGen Energy Ltd. | COM | 451,054 | $313.0 萬 | 0.5% | −42,000−8.5% | 減碼 | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 144,019 | $312.5 萬 | 0.5% | −409−0.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,969 | $309.4 萬 | 0.5% | −1,493−27.3% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 13,400 | $308.3 萬 | 0.5% | −1,241−8.5% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（27 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZSZscaler, Inc. | Stock | 41,575 | $824.9 萬 | 1.3% | 歷史 |
| CXMSprinklr, Inc. | CL A | 689,610 | $575.8 萬 | 0.9% | 歷史 |
| BLBlackline, Inc. | COM | 98,879 | $478.8 萬 | 0.7% | 歷史 |
| Info Edge India Ltd Inr 10.0Y40353107 | COM | 55,437 | $461.5 萬 | 0.7% | – |
| SDGRSchrodinger, Inc. | COM | 186,980 | $369.1 萬 | 0.6% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 73,102 | $335.5 萬 | 0.5% | 歷史 |
| Biocon Ltd INR5Y0905C102 | COM | 800,000 | $317.7 萬 | 0.5% | – |
| HLITHarmonic Inc. | COM | 300,196 | $287.9 萬 | 0.4% | 歷史 |
| DOWDow Inc. | Stock | 68,465 | $239.1 萬 | 0.4% | 歷史 |
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 169,700 | $214.2 萬 | 0.3% | 歷史 |
| RDYDr Reddys Laboratories Ltd | ADR | 140,000 | $184.7 萬 | 0.3% | 歷史 |
| Alkem Laboratories Ltd Inr 2.0Y0R6P5102 | COM | 26,000 | $148.3 萬 | 0.2% | – |
| Vanguard World FD921910709 | EXTENDED DUR | 10,420 | $74.1 萬 | 0.1% | – |
| BACBank of America Corp | Stock | 14,000 | $58.4 萬 | 0.1% | 歷史 |
| BXBlackstone Inc. | COM | 3,242 | $45.3 萬 | 0.1% | 歷史 |
| ENBEnbridge Inc | Stock | 8,968 | $39.7 萬 | 0.1% | 歷史 |
| Vietjet Aviation JSC VND 10000.0Y9368Y105 | COM | 100,000 | $37.2 萬 | 0.1% | – |
| PFEPfizer Inc | Stock | 14,000 | $35.5 萬 | 0.1% | 歷史 |
| NEMNEWMONT Corp | Stock | 7,000 | $33.8 萬 | 0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,236 | $28.3 萬 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,500 | $27.4 萬 | <0.1% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 491 | $25.1 萬 | <0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 793 | $21.6 萬 | <0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 2,989 | $20.3 萬 | <0.1% | 歷史 |
| CLXClorox Co | Stock | 1,371 | $20.2 萬 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 13,074 | $19.5 萬 | <0.1% | 歷史 |
| Shenzhen Kinwong Electronic Cny 1.0Y774BX108 | COM | 40,508 | $19.2 萬 | <0.1% | – |