Stanley-Laman Group, Ltd. 13F holdings
Stanley-Laman Group, Ltd. reported 296 positions with a total reported value of $984.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-05. Top holdings by reported value: LRCX LAM RESH CORP (2.8%), GOOGL ALPHABET INC CLASS A (2.7%), KLAC KLA CORP (2.3%), AMD ADVANCED MICRO DEVICES I (2.3%), AMZN AMAZON.COM INC (1.9%). Against 2026-03-31 it opened 35 new positions and exited 31. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 296 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LRCX LAM RESH CORP | 63,629 | $27.6M | 2.8% |
| GOOGL ALPHABET INC CLASS A | 75,600 | $27.0M | 2.7% |
| KLAC KLA CORP | 75,444 | $22.8M | 2.3% |
| AMD ADVANCED MICRO DEVICES I | 38,205 | $22.2M | 2.3% |
| AMZN AMAZON.COM INC | 77,572 | $18.5M | 1.9% |
| ASML ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 9,077 | $18.1M | 1.8% |
| MU MICRON TECHNOLOGY INC | 15,486 | $17.9M | 1.8% |
| ARM ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 45,843 | $16.3M | 1.7% |
| COHU COHU INC | 206,620 | $15.3M | 1.6% |
| RTX RTX CORP | 80,359 | $15.2M | 1.5% |
| NVDA NVIDIA CORP | 74,661 | $14.9M | 1.5% |
| TSM TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | 30,805 | $14.7M | 1.5% |
| APPLIED MATLS INC | 19,689 | $14.2M | 1.4% |
| AVGO BROADCOM INC | 35,446 | $13.4M | 1.4% |
| CCJ CAMECO CORP F | 129,588 | $13.2M | 1.3% |
| MONOLITHIC PWR SYS INC | 9,172 | $12.7M | 1.3% |
| AAPL APPLE INC | 42,512 | $12.3M | 1.2% |
| MRVL MARVELL TECHNOLOGY INC | 39,579 | $11.8M | 1.2% |
| ETR ENTERGY CORP NEW | 95,769 | $11.0M | 1.1% |
| ONTO ONTO INNOVATION INC | 29,021 | $11.0M | 1.1% |
| MSFT MICROSOFT CORP | 29,242 | $10.9M | 1.1% |
| ANET ARISTA NETWORKS INC | 61,293 | $10.4M | 1.1% |
| LIN LINDE PLC F | 19,948 | $10.4M | 1.1% |
| TTI TETRA TECHNOLOGIES INC D | 890,023 | $10.1M | 1.0% |
| TER TERADYNE INC | 20,153 | $9.8M | 1.0% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 35 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TER TERADYNE INC | 20,153 | $9.8M | 1.0% |
| STX SEAGATE TECHNOLOGY H F | 8,763 | $8.5M | 0.9% |
| FN FABRINET F | 11,181 | $6.3M | 0.6% |
| BDC BELDEN INC NEW | 35,469 | $4.3M | 0.4% |
| RRX REGAL REXNORD CORP | 17,085 | $4.1M | 0.4% |
| TEL TE CONNECTIVITY PLC F | 17,853 | $3.6M | 0.4% |
| APD AIR PRODS & CHEMS INC | 12,194 | $3.6M | 0.4% |
| IE IVANHOE ELEC INC | 245,899 | $2.4M | 0.2% |
| MEDIATEK INC TWD 10.0 | 15,000 | $2.0M | 0.2% |
| RAC RITHM CAPITAL CORP REIT | 202,829 | $1.9M | 0.2% |
| HONA HONEYWELL AEROSPACE INC | 8,098 | $1.8M | 0.2% |
| GFS GLOBALFOUNDRIES INC F | 19,656 | $1.6M | 0.2% |
| ISHARES TR ISHARES MSCI INDIA ETF U | 28,000 | $1.4M | 0.1% |
| GEMADEPT GROUP CORP VND 10000.0 | 450,000 | $1.3M | 0.1% |
| MARRIOTT INTL INC NEW CLASS A | 3,390 | $1.3M | 0.1% |
| VANECK ETF VANECK VIETNAM ETF | 65,000 | $1.2M | 0.1% |
| TAIWAN SEMICONDUCTOR MANUF TWD 10.0 | 15,000 | $1.1M | 0.1% |
| ASIA VITAL COMPONENTS CO L TWD 10.0 | 12,800 | $1.0M | 0.1% |
| JENTECH PRECISION INDUSTRI TWD 10.0 | 9,400 | $1.0M | 0.1% |
| HANWHA AEROSPACE CO LTD KRW 5000.0 | 1,500 | $963.3K | <0.1% |
| SOULBRAIN CO LTD KRW 500.0 | 4,000 | $943.7K | <0.1% |
| KING SLIDE WORKS CO LTD TWD 10.0 | 4,000 | $924.1K | <0.1% |
| CG POWER plus INDUSTRIAL SOLUT INR 2.0 | 80,000 | $805.7K | <0.1% |
| HANSOL IONES CO LTD KRW 500.0 | 81,523 | $743.0K | <0.1% |
| ZIJIN MINING GROUP CO LTD CNY 0.1 | 212,000 | $740.7K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 31 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| ADI ANALOG DEVICES INC | 18,890 | $6.0M | 0.7% |
| PTC PTC INC | 27,069 | $3.9M | 0.5% |
| CPRX CATALYST PHARMACEUTICALS | 155,021 | $3.8M | 0.5% |
| INTU INTUIT | 7,252 | $3.1M | 0.4% |
| CG CARLYLE GROUP INC | 64,679 | $3.1M | 0.4% |
| FPT CORP VND 10000.0 | 578,012 | $1.6M | 0.2% |
| BABA ALIBABA GROUP HLDG USD 0.000025 ADR | 13,000 | $1.6M | 0.2% |
| DLF LTD INR 2.0 | 300,000 | $1.6M | 0.2% |
| CYIENT LTD INR 5.0 | 191,241 | $1.5M | 0.2% |
| MELI MERCADOLIBRE INC USD 0.001 | 800 | $1.4M | 0.2% |
| GEMADEPT CORP VND 10000.0 | 450,000 | $1.4M | 0.2% |
| WRD WERIDE INC F UNSPONSORED ADR 1 ADR REPS 3 ORD SHS | 154,281 | $1.2M | 0.2% |
| GRAB GRAB HOLDINGS LTD USD 0.000001 | 310,000 | $1.1M | 0.1% |
| MARRIOTT INTL INC NEW CLASS CLASS A | 3,390 | $1.1M | 0.1% |
| SE SEA LTD USD 0.0005 ADR | 12,000 | $993.7K | 0.1% |
| ZETRIX AI BHD MYR 0.1 | 5,000,000 | $913.8K | 0.1% |
| GOTO GOJEK TOKOPEDIA TBK PT IDR 1.0 | 300,000,000 | $900.3K | 0.1% |
| ZTS ZOETIS INC CLASS CLASS A | 5,387 | $636.8K | <0.1% |
| MSCI MSCI INC | 1,058 | $570.3K | <0.1% |
| CHAILEASE HOLDING CO LTD TWD 10.0 | 130,979 | $448.6K | <0.1% |
| HSY HERSHEY CO | 1,818 | $377.9K | <0.1% |
| BLK BLACKROCK INC NEW | 385 | $370.3K | <0.1% |
| CEG CONSTELLATION ENERGY COR | 1,308 | $365.3K | <0.1% |
| QUANG NGAI SUGAR JSC VND 10000.0 | 198,200 | $358.1K | <0.1% |
| VST VISTRA CORP | 2,150 | $323.2K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| KLAC KLA CORP | 7,773 | 75,444 | +870.6% | $22.8M |
| EOPTOLINK TECHNOLOGY INC LT CNY 1.0 | 5,300 | 45,820 | +764.5% | $4.1M |
| IONS IONIS PHARMACEUTICALS IN | 39,306 | 60,842 | +54.8% | $4.8M |
| ISHARES RUSSELL 1000 GROWTH ETF | 2,692 | 10,768 | +300.0% | $1.3M |
| HBAN HUNTINGTON BANCSHARES IN | 129,559 | 172,143 | +32.9% | $3.1M |
| CITY UNION BANK LTD INR 1.0 | 1,000,000 | 1,333,333 | +33.3% | $2.9M |
| QUANTA COMPUTER INC TWD 10.0 | 72,900 | 132,100 | +81.2% | $1.5M |
| KOMICO LTD KRW 500.0 | 10,000 | 20,000 | +100.0% | $1.2M |
| CRNT CERAGON NETWORKS LTD F | 691,854 | 914,444 | +32.2% | $2.4M |
| LEMON TREE HOTELS LTD INR 10.0 144A | 700,000 | 1,150,000 | +64.3% | $1.4M |
| PHU NHUAN JEWELRY JSC VND 10000.0 | 293,300 | 520,950 | +77.6% | $1.2M |
| LIFE INSURANCE CORP OF IND INR 10.0 | 100,000 | 200,000 | +100.0% | $914.2K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ASML ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 13,683 | 9,077 | -33.7% | $18.1M |
| META META PLATFORMS INC CLASS A | 13,695 | 892 | -93.5% | $502.5K |
| ISRG INTUITIVE SURGICAL INC | 17,459 | 3,032 | -82.6% | $1.2M |
| SAMSUNG ELECTRONICS CO LT KRW 100.0 | 35,207 | 20,000 | -43.2% | $4.3M |
| HPE HEWLETT PACKARD ENTERPRI | 251,974 | 187,381 | -25.6% | $8.5M |
| WTTR SELECT WATER SOLUTIO A CLASS A | 346,493 | 226,325 | -34.7% | $4.5M |
| LNTH LANTHEUS HLDGS INC | 85,474 | 67,964 | -20.5% | $7.5M |
| HONEYWELL INTL INC | 16,770 | 8,098 | -51.7% | $1.8M |
| RELIANCE INDUSTRIES LTD INR 10.0 | 236,000 | 100,000 | -57.6% | $1.4M |
| LRCX LAM RESH CORP | 65,918 | 63,629 | -3.5% | $27.6M |
| REGIONAL SAB DE CV NPV | 202,941 | 102,941 | -49.3% | $789.7K |
| AMD ADVANCED MICRO DEVICES I | 39,439 | 38,205 | -3.1% | $22.2M |
CIK 1601489 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
