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Stanley-Laman Group, Ltd.

SEC CIK
0001601489
最新申報
2026/8/5

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/10/22 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
251
較 2025 年第 2 季 −32
總值
$6.99 億
較 2025 年第 2 季 +$2,598 萬 (+3.9%)
申報日
2025/10/22
SEC
Stanley-Laman Group, Ltd. 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MSFTMicrosoft CorpStock40,405$2,093 萬3.0%+11,702+40.8%加碼歷史
GOOGLAlphabet Inc.Stock73,217$1,780 萬2.5%+38,915+113.4%加碼歷史
AMZNAmazon Com IncStock68,594$1,506 萬2.2%+35,550+107.6%加碼歷史
NVDANVIDIA CorpStock73,790$1,377 萬2.0%+35,646+93.5%加碼歷史
CCJCameco CorpStock154,824$1,298 萬1.9%−21,985−12.4%減碼歷史
AVGOBroadcom Inc.Stock34,385$1,134 萬1.6%+19,589+132.4%加碼歷史
RTXRTX CorpStock63,558$1,064 萬1.5%−994−1.5%減碼歷史
ASMLASML Holding NVADR13,537$961.7 萬1.4%+8,688+179.2%加碼歷史
METAMeta Platforms, Inc.Stock12,955$951.4 萬1.4%+11,048+579.3%加碼歷史
AAPLApple Inc.Stock36,027$917.3 萬1.3%−164−0.5%減碼歷史
ANETArista Networks, Inc.Stock61,078$890.0 萬1.3%+61,078新進歷史
LRCXLam Research CorpStock65,637$878.9 萬1.3%+65,637新進歷史
LINLinde PLCSHS18,195$864.3 萬1.2%−1,560−7.9%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR30,715$857.8 萬1.2%+27,992+1,028.0%加碼歷史
MPWRMonolithic Power Systems, Inc.COM9,235$850.2 萬1.2%+9,235新進歷史
ORCLOracle CorpStock29,937$841.9 萬1.2%+27,991+1,438.4%加碼歷史
ETREntergy CorpCOM89,460$833.7 萬1.2%−4,477−4.8%減碼歷史
KLACKLA CorpCOM NEW7,627$822.6 萬1.2%+7,627新進歷史
TTITetra Technologies IncCOM1,285,978$739.4 萬1.1%−8,432−0.7%減碼歷史
PANWPalo Alto Networks IncStock34,147$695.3 萬1.0%+34,147新進歷史
UUUUEnergy Fuels IncCOM NEW445,120$683.3 萬1.0%−269,202−37.7%減碼歷史
SNPSSynopsys IncCOM12,877$635.3 萬0.9%+10,874+542.9%加碼歷史
ARMArm Holdings PLCADR43,952$621.9 萬0.9%+43,952新進歷史
AMDAdvanced Micro Devices IncStock38,274$619.2 萬0.9%+38,274新進歷史
CDNSCadence Design Systems IncStock17,585$617.7 萬0.9%+17,585新進歷史
ISRGIntuitive Surgical IncCOM NEW13,456$601.8 萬0.9%+12,842+2,091.5%加碼歷史
Zomato Ltd Inr 1.0Y9899X105COM1,600,000$587.1 萬0.8%−573,513−26.4%減碼–
INTUIntuit Inc.Stock8,364$571.2 萬0.8%+51+0.6%加碼歷史
VALValaris LtdCL A116,959$570.4 萬0.8%−1,271−1.1%減碼歷史
Bharat Electronics Ltd Inr 1.0Y0881Q141COM1,250,000$568.7 萬0.8%−76,096−5.7%減碼–
TTWOTake Two Interactive Software IncCOM21,672$559.9 萬0.8%−172−0.8%減碼歷史
Prestige Estates Projects Inr 10.0Y707AN101COM323,091$549.5 萬0.8%−23,000−6.6%減碼–
CAECae IncCOM184,307$546.3 萬0.8%−143−0.1%減碼歷史
Vanguard S&P 500 ETF922908363ETF8,680$531.6 萬0.8%−293−3.3%減碼–
HDFC Bank Ltd (Fii)Y3119P190COMMON STOCK490,560$525.5 萬0.8%+245,280+100.0%加碼–
AIRAar CorpStock58,425$523.9 萬0.7%−10,342−15.0%減碼歷史
MAMastercard IncStock9,107$518.0 萬0.7%+40.0%加碼歷史
CVSCVS Health CorpStock66,776$503.4 萬0.7%−477−0.7%減碼歷史
BABoeing CoStock23,160$499.9 萬0.7%−369−1.6%減碼歷史
CGCarlyle Group Inc.COM79,636$499.3 萬0.7%−1,402−1.7%減碼歷史
CCCCCC Intelligent Solutions Holdings Inc.COM544,288$495.8 萬0.7%+55,654+11.4%加碼歷史
JBLJabil IncStock22,647$491.8 萬0.7%−225−1.0%減碼歷史
WFRDWeatherford International plcORD SHS71,277$487.7 萬0.7%−820−1.1%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock15,793$482.3 萬0.7%−454−2.8%減碼歷史
PEverpure, Inc.CL A52,677$441.5 萬0.6%−11,855−18.4%減碼歷史
PHParker-Hannifin CorpStock5,818$441.1 萬0.6%−1,539−20.9%減碼歷史
OSISOsi Systems IncCOM17,547$437.3 萬0.6%−2,941−14.4%減碼歷史
MCKMcKesson CorpStock5,647$436.3 萬0.6%+23+0.4%加碼歷史
NTNXNutanix, Inc.Stock58,079$432.0 萬0.6%−205−0.4%減碼歷史
COSTCostco Wholesale CorpStock4,649$430.3 萬0.6%−39−0.8%減碼歷史
ONTOOnto Innovation Inc.COM33,233$429.4 萬0.6%−20,715−38.4%減碼歷史
HIGHartford Insurance Group, Inc.Stock31,743$423.4 萬0.6%−231−0.7%減碼歷史
MRVLMarvell Technology, Inc.COM50,215$422.2 萬0.6%−485−1.0%減碼歷史
GSKGSK plcADR97,063$418.9 萬0.6%−781−0.8%減碼歷史
WMWaste Management IncStock18,825$415.7 萬0.6%−1,649−8.1%減碼歷史
Larsen and Toubro Ltd Inr 2.0Y5217N159COM100,000$412.8 萬0.6%00.0%不變–
IBKRInteractive Brokers Group, Inc.Stock59,973$412.7 萬0.6%−9,189−13.3%減碼歷史
PTCPTC Inc.Stock20,282$411.8 萬0.6%−3,383−14.3%減碼歷史
Info Edge India Ltd Inr 2.0Y40353123COM277,185$408.7 萬0.6%00.0%不變–
LNTHLantheus Holdings, Inc.Stock79,686$408.7 萬0.6%+22,229+38.7%加碼歷史
ADMArcher-Daniels-Midland CoStock66,675$398.3 萬0.6%−8,708−11.6%減碼歷史
WTTRSelect Water Solutions, Inc.CL A COM371,073$396.7 萬0.6%−7,701−2.0%減碼歷史
NXENexGen Energy Ltd.COM441,775$395.4 萬0.6%−9,279−2.1%減碼歷史
TJXTJX Companies IncStock27,327$395.0 萬0.6%−760−2.7%減碼歷史
VLOValero Energy CorpStock23,044$392.3 萬0.6%−896−3.7%減碼歷史
CORCencora, Inc.Stock12,522$391.4 萬0.6%−1,764−12.3%減碼歷史
NXPINXP Semiconductors N.V.COM17,177$391.2 萬0.6%−895−5.0%減碼歷史
GXOGXO Logistics, Inc.Stock72,486$383.4 萬0.5%−27,878−27.8%減碼歷史
FNBFNB CorpCOM235,229$379.0 萬0.5%−703−0.3%減碼歷史
ADPAutomatic Data Processing IncStock12,796$375.6 萬0.5%−369−2.8%減碼歷史
SNASnap-on IncCOM10,734$372.0 萬0.5%−320−2.9%減碼歷史
GDDYGoDaddy Inc.CL A27,112$371.0 萬0.5%+27,112新進歷史
SNXTD Synnex CorpCOM22,651$370.9 萬0.5%−2,878−11.3%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR48,315$370.7 萬0.5%−2,688−5.3%減碼歷史
SLBSLB LimitedStock107,642$370.0 萬0.5%+24,473+29.4%加碼歷史
ALSumisho Air Lease CorpCL A57,917$368.6 萬0.5%−24,527−29.7%減碼歷史
SBSWSibanye Stillwater LtdSPONSORED ADR327,345$367.9 萬0.5%+327,345新進歷史
RAMPLiveRamp Holdings, Inc.COM134,518$365.1 萬0.5%−1,282−0.9%減碼歷史
Reliance Industries Ltd Inr 10.0Y72596102COM236,000$362.6 萬0.5%00.0%不變–
SFStifel Financial CorpCOM31,907$362.0 萬0.5%−876−2.7%減碼歷史
NBIXNeurocrine Biosciences IncStock25,354$355.9 萬0.5%−17,167−40.4%減碼歷史
HONHoneywell International IncCOM16,651$350.5 萬0.5%−1,234−6.9%減碼歷史
LMTLockheed Martin CorpStock7,006$349.7 萬0.5%−664−8.7%減碼歷史
AONAon plcCL A9,600$342.3 萬0.5%−1,303−12.0%減碼歷史
HCSGHealthcare Services Group IncCOM202,557$340.9 萬0.5%−70,232−25.7%減碼歷史
CVXChevron CorpStock21,931$340.6 萬0.5%−713−3.1%減碼歷史
ALBAlbemarle CorpStock41,850$339.3 萬0.5%+41,850新進歷史
AMGNAmgen IncStock11,741$331.3 萬0.5%−493−4.0%減碼歷史
COHUCohu IncCOM152,943$310.9 萬0.4%+152,943新進歷史
UNPUnion Pacific CorpStock12,987$307.0 萬0.4%−413−3.1%減碼歷史
FLRFluor CorpStock70,654$297.2 萬0.4%−19,042−21.2%減碼歷史
SLIStandard Lithium Ltd.COM863,238$290.9 萬0.4%+863,238新進歷史
LLYEli Lilly & CoStock3,800$290.0 萬0.4%−169−4.3%減碼歷史
KEXKirby CorpCOM34,001$283.7 萬0.4%−240−0.7%減碼歷史
ZETAZeta Global Holdings Corp.CL A142,615$283.4 萬0.4%+142,615新進歷史
SCIService Corp InternationalCOM33,805$281.3 萬0.4%−983−2.8%減碼歷史
AOSSmith A O CorpCOM38,303$281.2 萬0.4%−1,136−2.9%減碼歷史
CPRXCatalyst Pharmaceuticals, Inc.COM142,684$281.1 萬0.4%−1,335−0.9%減碼歷史
MTRXMatrix Service CoCOM211,280$276.4 萬0.4%−7,333−3.4%減碼歷史
FANGDiamondback Energy, Inc.Stock19,023$272.2 萬0.4%−545−2.8%減碼歷史

2025 年第 2 季之後清倉(81 檔)

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

Stanley-Laman Group, Ltd. 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
FRSHFreshworks Inc.Stock496,264$739.9 萬1.1%歷史
DDOGDatadog, Inc.CL A COM54,851$736.8 萬1.1%歷史
AMBAAmbarella IncSHS111,164$734.4 萬1.1%歷史
MDBMongoDB, Inc.CL A32,316$678.6 萬1.0%歷史
RMBSRambus IncCOM103,312$661.4 萬1.0%歷史
DTDynatrace, Inc.Stock118,421$653.8 萬1.0%歷史
TEAMAtlassian CorpCL A31,311$635.9 萬0.9%歷史
SSentinelOne, Inc.CL A347,518$635.3 萬0.9%歷史
TWLOTwilio IncCL A49,014$609.5 萬0.9%歷史
TENBTenable Holdings, Inc.COM179,367$605.9 萬0.9%歷史
ESTCElastic N.V.ORD SHS70,791$597.0 萬0.9%歷史
CIENCiena CorpCOM NEW73,076$594.3 萬0.9%歷史
APPFAppfolio IncCOM CL A25,615$589.9 萬0.9%歷史
SNOWSnowflake Inc.Stock25,935$580.3 萬0.9%歷史
TERTeradyne, IncStock62,090$558.3 萬0.8%歷史
CFLTConfluent, Inc.CLASS A COM221,187$551.4 萬0.8%歷史
HUBSHubSpot IncCOM9,654$537.4 萬0.8%歷史
KVYOKlaviyo, Inc.COM SER A143,230$481.0 萬0.7%歷史
APPNAppian CorpCL A143,832$429.5 萬0.6%歷史
OKTAOkta, Inc.CL A42,600$425.9 萬0.6%歷史
BRKRBruker CorpCOM99,890$411.5 萬0.6%歷史
SPSCSPS Commerce IncCOM28,639$389.7 萬0.6%歷史
SYYSysco CorpStock45,852$347.3 萬0.5%歷史
Hanwha Aerospace Co Ltd KRW 5000.0Y7470L102COM5,301$333.1 萬0.5%–
PUMPProPetro Holding Corp.COM507,261$302.8 萬0.4%歷史
BURLBurlington Stores, Inc.COM11,117$258.6 萬0.4%歷史
PATHUiPath, Inc.Stock132,910$170.1 萬0.3%歷史
iShares MSCI India ETF46429B598ETF30,000$166.9 萬0.2%–
Vietnam Dairy Products VND 10000.0Y9365V104COM280,300$62.2 萬0.1%–
INFYInfosys LtdSPONSORED ADR30,000$55.6 萬0.1%歷史
AMPLAmplitude, Inc.Stock43,691$54.2 萬0.1%歷史
YOUClear Secure, Inc.COM CL A19,425$53.9 萬0.1%歷史
PSAPublic StorageCOM1,560$45.8 萬0.1%歷史
EXCExelon CorpStock10,293$44.7 萬0.1%歷史
NCNOnCino, Inc.COM14,290$40.0 萬0.1%歷史
SOSouthern CoStock4,058$37.3 萬0.1%歷史
ABTAbbott LaboratoriesStock2,696$36.7 萬0.1%歷史
KOCoca Cola CoStock5,158$36.5 萬0.1%歷史
CBChubb LtdStock1,237$35.8 萬0.1%歷史
RSGRepublic Services, Inc.COM1,431$35.3 萬0.1%歷史
DCBODocebo Inc.COM11,776$34.1 萬0.1%歷史
PGProcter & Gamble CoStock2,138$34.1 萬0.1%歷史
DUKDuke Energy CORPStock2,840$33.5 萬<0.1%歷史
NEENextera Energy IncStock4,726$32.8 萬<0.1%歷史
VRSKVerisk Analytics, Inc.COM1,032$32.1 萬<0.1%歷史
MDTMedtronic plcStock3,620$31.6 萬<0.1%歷史
JNJJohnson & JohnsonStock2,047$31.3 萬<0.1%歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,421$31.1 萬<0.1%歷史
PEPPepsiCo IncStock2,352$31.1 萬<0.1%歷史
ZTSZoetis Inc.Stock1,977$30.8 萬<0.1%歷史
XOMExxonMobil Holdings CorpCOM2,759$29.7 萬<0.1%歷史
VRTXVertex Pharmaceuticals IncStock668$29.7 萬<0.1%歷史
PEGPublic Service Enterprise Group IncCOM3,522$29.6 萬<0.1%歷史
KDPKeurig Dr Pepper Inc.COM8,771$29.0 萬<0.1%歷史
AEEAmeren CorpCOM2,969$28.5 萬<0.1%歷史
WECWec Energy Group, Inc.Stock2,735$28.5 萬<0.1%歷史
ABBVAbbVie Inc.Stock1,525$28.3 萬<0.1%歷史
LHLabcorp Holdings Inc.Stock1,077$28.3 萬<0.1%歷史
XELXcel Energy IncStock4,124$28.1 萬<0.1%歷史
CLColgate Palmolive CoStock2,942$26.7 萬<0.1%歷史
BRZEBraze, Inc.Stock9,514$26.7 萬<0.1%歷史
BRBroadridge Financial Solutions, Inc.Stock1,082$26.3 萬<0.1%歷史
DTEDte Energy CoCOM1,983$26.3 萬<0.1%歷史
AVBAvalonbay Communities IncCOM1,240$25.2 萬<0.1%歷史
DGXQuest Diagnostics IncCOM1,398$25.1 萬<0.1%歷史
LNTAlliant Energy CorpStock4,147$25.1 萬<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock1,781$24.8 萬<0.1%歷史
NVONovo Nordisk A SADR3,531$24.4 萬<0.1%歷史
NINisource Inc.COM6,036$24.3 萬<0.1%歷史
China Resources Power Holdings NPVY1503A100COM100,000$24.1 萬<0.1%–
STZConstellation Brands, Inc.Stock1,472$23.9 萬<0.1%歷史
CHDChurch & Dwight Co IncCOM2,375$22.8 萬<0.1%歷史
WTRGEssential Utilities, Inc.COM6,144$22.8 萬<0.1%歷史
CMSCMS Energy CorpCOM3,281$22.7 萬<0.1%歷史
UDRUDR, Inc.COM5,316$21.7 萬<0.1%歷史
GGGGraco IncCOM2,506$21.5 萬<0.1%歷史
STESTERIS plcSHS USD880$21.1 萬<0.1%歷史
MFCManulife Financial CorpCOM6,390$20.4 萬<0.1%歷史
CINFCincinnati Financial CorpCOM1,357$20.2 萬<0.1%歷史
Bluspring Enterprises Ltd Inr 10.0Y092GR103COM140,000$12.4 萬<0.1%–
URGUr-Energy IncCOM11,127$1.17 萬<0.1%歷史