Stanley-Laman Group, Ltd.
- SEC CIK
- 0001601489
- 最新申報
- 2026/8/5
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/16 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 294
- 較 2025 年第 4 季 −11
- 總值
- $8.12 億
- 較 2025 年第 4 季 +$2,706 萬 (+3.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 76,004 | $2,186 萬 | 2.7% | +1,265+1.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 78,720 | $1,640 萬 | 2.0% | +2,575+3.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 82,179 | $1,585 萬 | 2.0% | +1,865+2.3% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 130,631 | $1,419 萬 | 1.7% | −9,444−6.7% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 65,918 | $1,408 萬 | 1.7% | +533+0.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 77,462 | $1,351 萬 | 1.7% | +2,696+3.6% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 13,683 | $1,300 萬 | 1.6% | +158+1.2% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 7,773 | $1,145 萬 | 1.4% | +152+2.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 35,938 | $1,112 萬 | 1.4% | +1,001+2.9% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 97,060 | $1,091 萬 | 1.3% | +2,634+2.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 29,357 | $1,087 萬 | 1.3% | −14,805−33.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 42,686 | $1,083 萬 | 1.3% | +2,613+6.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 31,458 | $1,063 萬 | 1.3% | +734+2.4% | 加碼 | 歷史 |
| VALValaris Ltd | CL A | 105,827 | $1,038 萬 | 1.3% | −16,295−13.3% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 9,438 | $1,032 萬 | 1.3% | +201+2.2% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 20,095 | $996.2 萬 | 1.2% | +851+4.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 17,459 | $804.8 萬 | 1.0% | +732+4.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 39,439 | $802.3 萬 | 1.0% | +1,223+3.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 13,695 | $783.5 萬 | 1.0% | +996+7.8% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 62,979 | $773.3 萬 | 1.0% | +1,826+3.0% | 加碼 | 歷史 |
| TTITetra Technologies Inc | COM | 896,815 | $764.1 萬 | 0.9% | −130,479−12.7% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 29,302 | $734.2 萬 | 0.9% | +25,989+784.5% | 加碼 | 歷史 |
| WFRDWeatherford International plc | ORD SHS | 76,932 | $727.6 萬 | 0.9% | +1,569+2.1% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 47,189 | $713.9 萬 | 0.9% | +3,773+8.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 20,141 | $688.4 萬 | 0.8% | +18,056+866.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 13,092 | $654.2 萬 | 0.8% | +280+2.2% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 24,612 | $653.8 萬 | 0.8% | +289+1.2% | 加碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 85,474 | $648.3 萬 | 0.8% | +10,028+13.3% | 加碼 | 歷史 |
| COHUCohu Inc | COM | 209,012 | $640.0 萬 | 0.8% | +13,476+6.9% | 加碼 | 歷史 |
| OLNOLIN Corp | Stock | 214,704 | $638.3 萬 | 0.8% | +36,026+20.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,787 | $624.3 萬 | 0.8% | +322+5.0% | 加碼 | 歷史 |
| AIRAar Corp | Stock | 56,628 | $619.9 萬 | 0.8% | −6,031−9.6% | 減碼 | 歷史 |
| ARAntero Resources Corp | COM | 145,748 | $618.6 萬 | 0.8% | +9,814+7.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 10,215 | $610.4 萬 | 0.8% | −4,071−28.5% | 減碼 | – |
| ONTOOnto Innovation Inc. | COM | 29,337 | $601.6 萬 | 0.7% | −1,170−3.8% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 18,890 | $601.0 萬 | 0.7% | +18,890 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 116,845 | $600.5 萬 | 0.7% | +3,793+3.4% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 251,974 | $600.0 萬 | 0.7% | +251,974 | 新進 | 歷史 |
| BABoeing Co | Stock | 29,196 | $581.1 萬 | 0.7% | +905+3.2% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 105,176 | $580.5 萬 | 0.7% | +1,040+1.0% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 16,758 | $578.4 萬 | 0.7% | +416+2.5% | 加碼 | 歷史 |
| UUUUEnergy Fuels Inc | COM NEW | 315,085 | $575.0 萬 | 0.7% | −12,180−3.7% | 減碼 | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 530,634 | $574.7 萬 | 0.7% | +31,719+6.4% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 31,919 | $573.0 萬 | 0.7% | −2,341−6.8% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 6,388 | $571.9 萬 | 0.7% | +140+2.2% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 28,452 | $561.9 萬 | 0.7% | +5,401+23.4% | 加碼 | 歷史 |
| NXENexGen Energy Ltd. | COM | 479,439 | $556.1 萬 | 0.7% | +7,324+1.6% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 22,225 | $549.1 萬 | 0.7% | +510+2.3% | 加碼 | 歷史 |
| RRCRange Resources Corp | COM | 119,326 | $539.1 萬 | 0.7% | +37,368+45.6% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 15,881 | $536.5 萬 | 0.7% | +15,881 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 6,132 | $530.7 萬 | 0.7% | +133+2.2% | 加碼 | 歷史 |
| WTTRSelect Water Solutions, Inc. | CL A COM | 346,493 | $530.1 萬 | 0.7% | −36,009−9.4% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 72,421 | $520.1 萬 | 0.6% | +1,981+2.8% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 70,765 | $514.4 萬 | 0.6% | +1,634+2.4% | 加碼 | 歷史 |
| CAECae Inc | COM | 197,404 | $514.2 萬 | 0.6% | +2,780+1.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,127 | $510.9 萬 | 0.6% | +185+3.7% | 加碼 | 歷史 |
| OSISOsi Systems Inc | COM | 18,796 | $499.1 萬 | 0.6% | −330−1.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 23,920 | $494.9 萬 | 0.6% | +1,135+5.0% | 加碼 | 歷史 |
| KEXKirby Corp | COM | 36,898 | $490.3 萬 | 0.6% | +687+1.9% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 24,050 | $474.3 萬 | 0.6% | −1,006−4.0% | 減碼依 1 比 2 拆股換算 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 78,935 | $473.4 萬 | 0.6% | +5,621+7.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 20,358 | $467.8 萬 | 0.6% | +772+3.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 29,257 | $467.2 萬 | 0.6% | +738+2.6% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 34,237 | $463.0 萬 | 0.6% | +679+2.0% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 57,101 | $460.0 萬 | 0.6% | +3,678+6.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,478 | $452.0 萬 | 0.6% | +199+2.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 12,465 | $438.6 萬 | 0.5% | +269+2.2% | 加碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 64,020 | $429.4 萬 | 0.5% | +1,393+2.2% | 加碼 | 歷史 |
| FNBFNB Corp | COM | 256,334 | $428.6 萬 | 0.5% | +17,516+7.3% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 13,336 | $418.9 萬 | 0.5% | +45+0.3% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 49,247 | $418.1 萬 | 0.5% | +43,265+723.3% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 11,475 | $416.8 萬 | 0.5% | +309+2.8% | 加碼 | 歷史 |
| SNXTD Synnex Corp | COM | 24,459 | $412.6 萬 | 0.5% | +1,069+4.6% | 加碼 | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 79,399 | $411.7 萬 | 0.5% | +630+0.8% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 20,537 | $406.2 萬 | 0.5% | +856+4.3% | 加碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 69,423 | $399.7 萬 | 0.5% | +1,464+2.2% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 40,286 | $399.0 萬 | 0.5% | +200+0.5% | 加碼 | 歷史 |
| Zomato Ltd Inr 1.0Y9899X105 | COM | 1,600,000 | $386.5 萬 | 0.5% | 00.0% | 不變 | – |
| PTCPTC Inc. | Stock | 27,069 | $385.7 萬 | 0.5% | +721+2.7% | 加碼 | 歷史 |
| Samsung Electronic KRWY74718100 | COM | 35,207 | $384.3 萬 | 0.5% | 00.0% | 不變 | – |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 155,021 | $383.8 萬 | 0.5% | +15,629+11.2% | 加碼 | 歷史 |
| Prestige Estates Projects Inr 10.0Y707AN101 | COM | 323,091 | $383.7 萬 | 0.5% | 00.0% | 不變 | – |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 308,552 | $380.1 萬 | 0.5% | +24,411+8.6% | 加碼 | 歷史 |
| HDFC Bank Ltd (Fii)Y3119P190 | COMMON STOCK | 490,560 | $379.7 萬 | 0.5% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 16,770 | $379.0 萬 | 0.5% | −485−2.8% | 減碼 | 歷史 |
| SFStifel Financial Corp | COM | 51,140 | $378.0 萬 | 0.5% | +18,075+54.7% | 加碼 | 歷史 |
| ZETAZeta Global Holdings Corp. | CL A | 233,663 | $372.0 萬 | 0.5% | +87,747+60.1% | 加碼 | 歷史 |
| Larsen and Toubro Ltd Inr 2.0Y5217N159 | COM | 100,000 | $369.5 萬 | 0.5% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 37,348 | $367.4 萬 | 0.5% | +9,217+32.8% | 加碼 | 歷史 |
| AVNTAvient Corp | COM | 100,229 | $363.8 萬 | 0.4% | +39,558+65.2% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 27,549 | $362.9 萬 | 0.4% | −69−0.2% | 減碼 | 歷史 |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 174,807 | $362.7 萬 | 0.4% | +174,807 | 新進 | 歷史 |
| FLRFluor Corp | Stock | 76,714 | $357.9 萬 | 0.4% | +156+0.2% | 加碼 | 歷史 |
| MRTNMarten Transport Ltd | COM | 272,469 | $357.8 萬 | 0.4% | +272,469 | 新進 | 歷史 |
| PEverpure, Inc. | CL A | 60,081 | $354.7 萬 | 0.4% | +11,681+24.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 14,418 | $349.8 萬 | 0.4% | +867+6.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,839 | $342.8 萬 | 0.4% | +224+4.9% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 17,327 | $341.1 萬 | 0.4% | −365−2.1% | 減碼 | 歷史 |
| AONAon plc | CL A | 10,425 | $336.5 萬 | 0.4% | +456+4.6% | 加碼 | 歷史 |
| Reliance Industries Ltd Inr 10.0Y72596102 | COM | 236,000 | $335.7 萬 | 0.4% | 00.0% | 不變 | – |
2025 年第 4 季之後清倉（43 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ORCLOracle Corp | Stock | 29,655 | $578.0 萬 | 0.7% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 17,364 | $542.8 萬 | 0.7% | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 522,287 | $415.2 萬 | 0.5% | 歷史 |
| RAMPLiveRamp Holdings, Inc. | COM | 140,788 | $413.5 萬 | 0.5% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 23,806 | $295.4 萬 | 0.4% | 歷史 |
| NTNXNutanix, Inc. | Stock | 55,002 | $284.3 萬 | 0.4% | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 156,114 | $233.2 萬 | 0.3% | 歷史 |
| HCSGHealthcare Services Group Inc | COM | 118,998 | $227.5 萬 | 0.3% | 歷史 |
| MTRXMatrix Service Co | COM | 181,563 | $212.4 萬 | 0.3% | 歷史 |
| Infosys Ltd Inr 5.0Y4082C133 | COM | 70,000 | $126.3 萬 | 0.2% | – |
| MMYTMakeMyTrip Ltd | Stock | 15,000 | $123.2 萬 | 0.2% | 歷史 |
| Leeno Industrial Inc KRW 500.0Y5254W104 | COM | 25,000 | $104.6 萬 | 0.1% | – |
| MDBMongoDB, Inc. | CL A | 1,744 | $73.2 萬 | 0.1% | 歷史 |
| Swiggy Ltd Inr 1.0Y1R0BL103 | COM | 150,000 | $65.8 萬 | 0.1% | – |
| CRMSalesforce, Inc. | Stock | 2,429 | $64.3 萬 | 0.1% | 歷史 |
| IBNIcici Bank Ltd | ADR | 20,000 | $59.6 萬 | 0.1% | 歷史 |
| Indofood CBP Sukses Makmur Idr 50.0Y71260106 | COM | 1,000,000 | $49.2 萬 | 0.1% | – |
| ZSZscaler, Inc. | Stock | 2,047 | $46.0 萬 | 0.1% | 歷史 |
| Akr Corporindo TBK PT Idr 20.0Y71161163 | COM | 6,000,000 | $45.3 萬 | 0.1% | – |
| DDOGDatadog, Inc. | CL A COM | 3,194 | $43.4 萬 | 0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,932 | $42.4 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 2,375 | $40.6 萬 | 0.1% | 歷史 |
| PATHUiPath, Inc. | Stock | 21,791 | $35.7 萬 | <0.1% | 歷史 |
| Syarikat Takaful Malaysia K Myr 0.2Y8344M102 | COM | 464,722 | $35.5 萬 | <0.1% | – |
| OKTAOkta, Inc. | CL A | 3,971 | $34.3 萬 | <0.1% | 歷史 |
| ALSumisho Air Lease Corp | CL A | 5,225 | $33.6 萬 | <0.1% | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 10,443 | $31.6 萬 | <0.1% | 歷史 |
| FRSHFreshworks Inc. | Stock | 21,772 | $26.7 萬 | <0.1% | 歷史 |
| BRKRBruker Corp | COM | 5,250 | $24.7 萬 | <0.1% | 歷史 |
| PUMPProPetro Holding Corp. | COM | 22,793 | $21.7 萬 | <0.1% | 歷史 |
| SSentinelOne, Inc. | CL A | 14,177 | $21.3 萬 | <0.1% | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 6,536 | $21.2 萬 | <0.1% | 歷史 |
| APPNAppian Corp | CL A | 5,827 | $20.6 萬 | <0.1% | 歷史 |
| BLBlackline, Inc. | COM | 3,680 | $20.3 萬 | <0.1% | 歷史 |
| Hangcha Group Co Ltd Cny 1.0Y30038106 | COM | 48,000 | $18.3 萬 | <0.1% | – |
| Chularat Hospital PCL THB 0.1Y1613L145 | COM | 1,794,200 | $18.1 萬 | <0.1% | – |
| CXMSprinklr, Inc. | CL A | 22,616 | $17.6 萬 | <0.1% | 歷史 |
| Chinasoft Intl LtdG2110A111 | COM | 200,000 | $12.8 萬 | <0.1% | – |
| Sis Ltd Inr 5.0Y7T669116 | COM | 32,651 | $12.1 萬 | <0.1% | – |
| 3SBIO Inc Usd 0.00001 144AG8875G102 | COM | 35,000 | $10.9 萬 | <0.1% | – |
| Sunny Friend Environmental TWD 10.0Y8T409107 | COM | 17,000 | $4.26 萬 | <0.1% | – |
| Digitide Solutions Ltd Inr 10.0Y2073L104 | COM | 7,015 | $1.01 萬 | <0.1% | – |
| LTUMLithium Corp | COM | 20,000 | $1,832 | <0.1% | 歷史 |