Stanley-Laman Group, Ltd.

13F filer · CIK 0001601489

Reported Aug 5, 2026

Net seller this quarter

13F portfolio value$984MU.S. long equity reported on 13F

Positions18718 new · 21 closed

Net flow last quarter-$16.8MBuys minus sells

Top 10 positions weight20.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026187 positions
LRCXLam Research Corp	$27.6M	2.80%	0.01%	-3.5%	Q1 2021
GOOGLAlphabet Inc.	$26.7M	2.71%	0.00%	-1.8%	Q2 2018
KLACKla Corp	$22.8M	2.31%	0.01%	-2.9%	Q2 2018
AMDAdvanced Micro Devices Inc	$22.2M	2.25%	0.00%	-3.1%	Q2 2020
AMZNAmazon Com Inc	$18.5M	1.88%	0.00%	-1.5%	Q4 2014
ASMLAsml Holding NV	$18.1M	1.83%	0.00%	-33.7%	Q1 2021
MUMicron Technology Inc	$17.9M	1.82%	0.00%	-2.5%	Q3 2015
ARMArm Holdings PLC	$16.3M	1.65%	0.00%	-2.9%	Q3 2025
COHUCohu Inc	$15.3M	1.55%	0.41%	-1.1%	Q1 2020
RTXRTX Corp	$15.2M	1.55%	0.01%	-2.2%	Q2 2020
NVDANvidia Corp	$14.9M	1.52%	0.00%	-3.6%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$14.7M	1.49%	0.00%	-2.1%	Q3 2024
AMATApplied Materials Inc	$14.2M	1.45%	0.00%	-2.2%	Q4 2014
AVGOBroadcom Inc.	$13.4M	1.36%	0.00%	-1.4%	Q4 2022
CCJCameco Corp	$13.2M	1.34%	0.03%	-0.8%	Q1 2021
MPWRMonolithic Power Systems, Inc.	$12.7M	1.29%	0.02%	-2.8%	Q2 2016
AAPLApple Inc.	$12.3M	1.25%	0.00%	-0.4%	Q4 2013
MRVLMarvell Technology, Inc.	$11.8M	1.20%	0.00%	-1.8%	Q1 2024
ETREntergy Corp	$11M	1.12%	0.02%	-1.3%	Q1 2023
ONTOOnto Innovation Inc.	$11M	1.12%	0.06%	-1.1%	Q4 2021
MSFTMicrosoft Corp	$10.9M	1.11%	0.00%	-0.4%	Q1 2014
ANETArista Networks, Inc.	$10.4M	1.06%	0.00%	-2.7%	Q1 2018
LINLinde PLC	$10.4M	1.05%	0.00%	-0.7%	Q4 2018
TTITetra Technologies Inc	$10.1M	1.02%	0.60%	-0.8%	Q4 2022
TERTeradyne, Inc	$9.75M	0.99%	0.01%	Not reported	Q1 2021
VRTVertiv Holdings Co	$9.59M	0.97%	0.01%	-2.3%	Q3 2025
JBLJabil Inc	$9.41M	0.96%	0.02%	-0.8%	Q2 2020
STXSeagate Technology Holdings plc	$8.46M	0.86%	0.00%	Not reported	Q1 2014
HPEHewlett Packard Enterprise Co	$8.45M	0.86%	0.01%	-25.6%	Q4 2015
LLYELI LILLY & Co	$8.09M	0.82%	0.00%	-0.6%	Q4 2013
AIRAar Corp	$8.05M	0.82%	0.14%	-0.5%	Q4 2021
VALValaris Ltd	$7.62M	0.77%	0.15%	-0.8%	Q1 2024
LNTHLantheus Holdings, Inc.	$7.54M	0.77%	0.10%	-20.5%	Q4 2023
CVSCVS HEALTH Corp	$7.44M	0.76%	0.01%	-0.8%	Q1 2014
TTWOTake Two Interactive Software Inc	$7.09M	0.72%	0.02%	-0.4%	Q4 2020
MAMastercard Inc	$6.74M	0.68%	0.00%	+0.2%	Q1 2020
SNXTD Synnex Corp	$6.39M	0.65%	0.03%	-2.3%	Q3 2023
BABoeing Co	$6.3M	0.64%	0.00%	-0.4%	Q4 2013
FNFabrinet	$6.28M	0.64%	0.03%	New	Q2 2026
PHParker-Hannifin Corp	$6.25M	0.64%	0.01%	+0.1%	Q2 2018
WFRDWeatherford International plc	$6.23M	0.63%	0.11%	-0.7%	Q4 2024
CORTCorcept Therapeutics Inc	$5.93M	0.60%	0.06%	-0.6%	Q3 2025
VLOValero Energy Corp	$5.65M	0.57%	0.01%	-2.3%	Q3 2015
CFGCitizens Financial Group Inc	$5.53M	0.56%	0.02%	-0.1%	Q4 2025
GSKGSK plc	$5.51M	0.56%	0.00%	-0.1%	Q4 2013
IBKRInteractive Brokers Group, Inc.	$5.46M	0.55%	0.02%	-2.0%	Q3 2024
SLBSLB Limited	$5.4M	0.55%	0.01%	-0.6%	Q4 2013
KNXKnight-Swift Transportation Holdings Inc.	$5.3M	0.54%	0.04%	-2.0%	Q4 2024
ADMArcher-Daniels-Midland Co	$5.29M	0.54%	0.01%	-2.2%	Q2 2017
CATCaterpillar Inc	$5.15M	0.52%	0.00%	Not reported	Q1 2014

Q1 2026Reported Apr 16, 2026189 positions
GOOGLAlphabet Inc.	$21.9M	2.68%	0.00%	+1.7%	Q2 2018
AMZNAmazon Com Inc	$16.4M	2.01%	0.00%	+3.4%	Q4 2014
RTXRTX Corp	$15.9M	1.95%	0.01%	+2.3%	Q2 2020
CCJCameco Corp	$14.2M	1.74%	0.03%	-6.7%	Q1 2021
LRCXLam Research Corp	$14.1M	1.73%	0.01%	+0.8%	Q1 2021
NVDANvidia Corp	$13.5M	1.66%	0.00%	+3.6%	Q4 2018
ASMLAsml Holding NV	$13M	1.60%	0.00%	+1.2%	Q1 2021
KLACKla Corp	$11.4M	1.41%	0.01%	+2.0%	Q2 2018
AVGOBroadcom Inc.	$11.1M	1.37%	0.00%	+2.9%	Q4 2022
ETREntergy Corp	$10.9M	1.34%	0.02%	+2.8%	Q1 2023
MSFTMicrosoft Corp	$10.9M	1.33%	0.00%	-33.5%	Q1 2014
AAPLApple Inc.	$10.8M	1.33%	0.00%	+6.5%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10.6M	1.31%	0.00%	+2.4%	Q3 2024
VALValaris Ltd	$10.4M	1.27%	0.15%	-13.3%	Q1 2024
MPWRMonolithic Power Systems, Inc.	$10.3M	1.27%	0.02%	+2.2%	Q2 2016
LINLinde PLC	$9.96M	1.22%	0.00%	+4.4%	Q4 2018
ISRGIntuitive Surgical Inc	$8.05M	0.99%	0.00%	+4.4%	Q2 2019
AMDAdvanced Micro Devices Inc	$8.02M	0.99%	0.00%	+3.2%	Q2 2020
METAMeta Platforms, Inc.	$7.84M	0.96%	Not reported	+7.8%	Q4 2013
ANETArista Networks, Inc.	$7.73M	0.95%	0.01%	+3.0%	Q1 2018
TTITetra Technologies Inc	$7.64M	0.94%	0.66%	-12.7%	Q4 2022
VRTVertiv Holdings Co	$7.34M	0.90%	0.01%	+784.5%	Q3 2025
WFRDWeatherford International plc	$7.28M	0.89%	0.11%	+2.1%	Q4 2024
ARMArm Holdings PLC	$7.14M	0.88%	0.00%	+8.7%	Q3 2025
AMATApplied Materials Inc	$6.88M	0.85%	0.00%	+866.0%	Q4 2014
MAMastercard Inc	$6.54M	0.80%	0.00%	+2.2%	Q1 2020
JBLJabil Inc	$6.54M	0.80%	0.02%	+1.2%	Q2 2020
LNTHLantheus Holdings, Inc.	$6.48M	0.80%	0.13%	+13.3%	Q4 2023
COHUCohu Inc	$6.4M	0.79%	0.42%	+6.9%	Q1 2020
OLNOLIN Corp	$6.38M	0.78%	0.19%	+20.2%	Q1 2016
LLYELI LILLY & Co	$6.24M	0.77%	0.00%	+5.0%	Q4 2013
AIRAar Corp	$6.2M	0.76%	0.14%	-9.6%	Q4 2021
ARANTERO RESOURCES Corp	$6.19M	0.76%	0.05%	+7.2%	Q3 2025
ONTOOnto Innovation Inc.	$6.02M	0.74%	0.06%	-3.8%	Q4 2021
ADIAnalog Devices Inc	$6.01M	0.74%	0.00%	Not reported	Q3 2016
SLBSLB Limited	$6M	0.74%	0.01%	+3.4%	Q4 2013
HPEHewlett Packard Enterprise Co	$6M	0.74%	0.02%	Not reported	Q4 2015
BABoeing Co	$5.81M	0.71%	0.00%	+3.2%	Q4 2013
GSKGSK plc	$5.8M	0.71%	0.00%	+1.0%	Q4 2013
LHXL3harris Technologies, Inc.	$5.78M	0.71%	0.01%	+2.6%	Q3 2019
UUUUEnergy Fuels Inc	$5.75M	0.71%	0.13%	-3.7%	Q1 2024
PTENPatterson Uti Energy Inc	$5.75M	0.71%	0.14%	+6.4%	Q3 2023
ALBAlbemarle Corp	$5.73M	0.70%	0.03%	-6.8%	Q4 2017
PHParker-Hannifin Corp	$5.72M	0.70%	0.01%	+2.2%	Q2 2018
TTWOTake Two Interactive Software Inc	$5.62M	0.69%	0.02%	+23.4%	Q4 2020
NXENexGen Energy Ltd.	$5.56M	0.68%	0.07%	+1.6%	Q4 2022
VLOValero Energy Corp	$5.49M	0.67%	0.01%	+2.4%	Q3 2015
RRCRange Resources Corp	$5.39M	0.66%	0.05%	+45.6%	Q1 2014
MUMicron Technology Inc	$5.37M	0.66%	0.00%	Not reported	Q3 2015
MCKMckesson Corp	$5.31M	0.65%	0.01%	+2.2%	Q1 2016

Q4 2025Reported Jan 23, 2026202 positions
GOOGLAlphabet Inc.	$23.4M	2.97%	0.00%	+2.1%	Q2 2018
MSFTMicrosoft Corp	$21.4M	2.71%	0.00%	+9.3%	Q1 2014
AMZNAmazon Com Inc	$17.6M	2.23%	0.00%	+11.0%	Q4 2014
RTXRTX Corp	$14.7M	1.87%	0.01%	+26.4%	Q2 2020
NVDANvidia Corp	$13.9M	1.77%	0.00%	+1.3%	Q4 2018
CCJCameco Corp	$12.8M	1.63%	0.03%	-9.5%	Q1 2021
AVGOBroadcom Inc.	$12.1M	1.54%	0.00%	+1.6%	Q4 2022
LRCXLam Research Corp	$11.2M	1.42%	0.01%	-0.4%	Q1 2021
AAPLApple Inc.	$10.9M	1.38%	0.00%	+11.2%	Q4 2013
ASMLAsml Holding NV	$10.5M	1.34%	0.00%	-0.1%	Q1 2021
TTITetra Technologies Inc	$9.63M	1.22%	0.77%	-20.1%	Q4 2022
ISRGIntuitive Surgical Inc	$9.47M	1.20%	0.00%	+24.3%	Q2 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.34M	1.19%	0.00%	0.0%	Q3 2024
KLACKla Corp	$9.26M	1.18%	0.01%	-0.1%	Q2 2018
ETREntergy Corp	$8.73M	1.11%	0.02%	+5.6%	Q1 2023
METAMeta Platforms, Inc.	$8.38M	1.07%	Not reported	-2.0%	Q4 2013
MPWRMonolithic Power Systems, Inc.	$8.37M	1.06%	0.02%	0.0%	Q2 2016
PANWPalo Alto Networks Inc	$8.34M	1.06%	0.01%	+32.6%	Q1 2017
LINLinde PLC	$8.21M	1.04%	0.00%	+5.8%	Q4 2018
AMDAdvanced Micro Devices Inc	$8.18M	1.04%	0.00%	-0.2%	Q2 2020
ANETArista Networks, Inc.	$8.01M	1.02%	0.00%	+0.1%	Q1 2018
MAMastercard Inc	$7.31M	0.93%	0.00%	+40.7%	Q1 2020
LLYELI LILLY & Co	$6.95M	0.88%	0.00%	+70.1%	Q4 2013
VALValaris Ltd	$6.15M	0.78%	0.18%	+4.4%	Q1 2024
BABoeing Co	$6.14M	0.78%	0.00%	+22.2%	Q4 2013
SNPSSynopsys Inc	$5.97M	0.76%	0.01%	-1.3%	Q1 2020
CAECae Inc	$5.92M	0.75%	0.06%	+5.6%	Q4 2023
TTWOTake Two Interactive Software Inc	$5.9M	0.75%	0.01%	+6.4%	Q4 2020
WFRDWeatherford International plc	$5.9M	0.75%	0.11%	+5.7%	Q4 2024
INTUIntuit Inc.	$5.83M	0.74%	0.00%	+5.3%	Q3 2016
ORCLOracle Corp	$5.78M	0.73%	0.00%	-0.9%	Q1 2014
CVSCVS HEALTH Corp	$5.59M	0.71%	0.01%	+5.5%	Q1 2014
JBLJabil Inc	$5.55M	0.70%	0.02%	+7.4%	Q2 2020
PHParker-Hannifin Corp	$5.49M	0.70%	0.01%	+7.4%	Q2 2018
CDNSCadence Design Systems Inc	$5.43M	0.69%	0.01%	-1.3%	Q2 2016
AIRAar Corp	$5.19M	0.66%	0.16%	+7.3%	Q4 2021
GSKGSK plc	$5.11M	0.65%	0.00%	+7.3%	Q4 2013
LNTHLantheus Holdings, Inc.	$5.02M	0.64%	0.12%	-5.3%	Q4 2023
MCKMckesson Corp	$4.92M	0.63%	0.00%	+6.2%	Q1 2016
OSISOsi Systems Inc	$4.88M	0.62%	0.12%	+9.0%	Q1 2024
ALBAlbemarle Corp	$4.85M	0.62%	0.03%	-18.1%	Q4 2017
ONTOOnto Innovation Inc.	$4.82M	0.61%	0.06%	-8.2%	Q4 2021
LHXL3harris Technologies, Inc.	$4.8M	0.61%	0.01%	+3.5%	Q3 2019
UUUUEnergy Fuels Inc	$4.76M	0.60%	0.14%	-26.5%	Q1 2024
ARMArm Holdings PLC	$4.75M	0.60%	0.00%	-1.2%	Q3 2025
ARANTERO RESOURCES Corp	$4.68M	0.60%	0.04%	+72.1%	Q3 2025
HIGHartford Insurance Group, Inc.	$4.62M	0.59%	0.01%	+5.7%	Q1 2024
AZNAstrazeneca PLC	$4.61M	0.59%	Not reported	+3.7%	Q4 2013
PTCPTC Inc.	$4.59M	0.58%	0.02%	+29.9%	Q4 2021
COHUCohu Inc	$4.55M	0.58%	0.39%	+27.9%	Q1 2020

Q3 2025Reported Oct 22, 2025160 positions
MSFTMicrosoft Corp	$20.9M	2.98%	0.00%	+40.8%	Q1 2014
GOOGLAlphabet Inc.	$17.8M	2.54%	0.00%	+113.5%	Q2 2018
AMZNAmazon Com Inc	$15.1M	2.15%	0.00%	+107.6%	Q4 2014
NVDANvidia Corp	$13.8M	1.96%	0.00%	+93.5%	Q4 2018
CCJCameco Corp	$13M	1.85%	0.04%	-12.4%	Q1 2021
AVGOBroadcom Inc.	$11.3M	1.62%	0.00%	+132.4%	Q4 2022
RTXRTX Corp	$10.6M	1.52%	0.00%	-1.5%	Q2 2020
ASMLAsml Holding NV	$9.62M	1.37%	0.00%	+179.2%	Q1 2021
METAMeta Platforms, Inc.	$9.51M	1.36%	Not reported	+579.3%	Q4 2013
AAPLApple Inc.	$9.17M	1.31%	0.00%	-0.5%	Q4 2013
ANETArista Networks, Inc.	$8.9M	1.27%	0.00%	Not reported	Q1 2018
LRCXLam Research Corp	$8.79M	1.25%	0.01%	Not reported	Q1 2021
LINLinde PLC	$8.64M	1.23%	0.00%	-7.9%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.58M	1.22%	0.00%	+1028.0%	Q3 2024
MPWRMonolithic Power Systems, Inc.	$8.5M	1.21%	0.02%	Not reported	Q2 2016
ORCLOracle Corp	$8.42M	1.20%	0.00%	+1438.4%	Q1 2014
ETREntergy Corp	$8.34M	1.19%	0.02%	-4.8%	Q1 2023
KLACKla Corp	$8.23M	1.17%	0.01%	Not reported	Q2 2018
TTITetra Technologies Inc	$7.39M	1.05%	0.96%	-0.7%	Q4 2022
PANWPalo Alto Networks Inc	$6.95M	0.99%	0.01%	Not reported	Q1 2017
UUUUEnergy Fuels Inc	$6.83M	0.97%	0.19%	-37.7%	Q1 2024
SNPSSynopsys Inc	$6.35M	0.91%	0.01%	+542.9%	Q1 2020
ARMArm Holdings PLC	$6.22M	0.89%	0.00%	New	Q3 2025
AMDAdvanced Micro Devices Inc	$6.19M	0.88%	0.00%	Not reported	Q2 2020
CDNSCadence Design Systems Inc	$6.18M	0.88%	0.01%	Not reported	Q2 2016
ISRGIntuitive Surgical Inc	$6.02M	0.86%	0.00%	+2091.5%	Q2 2019
INTUIntuit Inc.	$5.71M	0.81%	0.00%	+0.6%	Q3 2016
VALValaris Ltd	$5.7M	0.81%	0.17%	-1.1%	Q1 2024
TTWOTake Two Interactive Software Inc	$5.6M	0.80%	0.01%	-0.8%	Q4 2020
CAECae Inc	$5.46M	0.78%	0.06%	-0.1%	Q4 2023
AIRAar Corp	$5.24M	0.75%	0.16%	-15.0%	Q4 2021
MAMastercard Inc	$5.18M	0.74%	0.00%	0.0%	Q1 2020
CVSCVS HEALTH Corp	$5.03M	0.72%	0.01%	-0.7%	Q1 2014
BABoeing Co	$5M	0.71%	0.00%	-1.6%	Q4 2013
CGCarlyle Group Inc.	$4.99M	0.71%	0.02%	-1.7%	Q2 2022
CCCCCC Intelligent Solutions Holdings Inc.	$4.96M	0.71%	0.08%	+11.4%	Q1 2025
JBLJabil Inc	$4.92M	0.70%	0.02%	-1.0%	Q2 2020
WFRDWeatherford International plc	$4.88M	0.69%	0.10%	-1.1%	Q4 2024
LHXL3harris Technologies, Inc.	$4.82M	0.69%	0.01%	-2.8%	Q3 2019
PEverpure, Inc.	$4.41M	0.63%	0.02%	-18.4%	Q2 2019
PHParker-Hannifin Corp	$4.41M	0.63%	0.00%	-20.9%	Q2 2018
OSISOsi Systems Inc	$4.37M	0.62%	0.10%	-14.4%	Q1 2024
MCKMckesson Corp	$4.36M	0.62%	0.00%	+0.4%	Q1 2016
NTNXNutanix, Inc.	$4.32M	0.62%	0.02%	-0.4%	Q1 2025
COSTCostco Wholesale Corp	$4.3M	0.61%	0.00%	-0.8%	Q1 2014
ONTOOnto Innovation Inc.	$4.29M	0.61%	0.07%	-38.4%	Q4 2021
HIGHartford Insurance Group, Inc.	$4.23M	0.60%	0.01%	-0.7%	Q1 2024
MRVLMarvell Technology, Inc.	$4.22M	0.60%	0.01%	-1.0%	Q1 2024
GSKGSK plc	$4.19M	0.60%	0.00%	-0.8%	Q4 2013
WMWaste Management Inc	$4.16M	0.59%	0.00%	-8.1%	Q1 2020

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