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CIK: 0001601489
Total reported value
$984.2M
$984.2M
283 檔
5.5%
According to the latest 13F quarterly dataset, Stanley-Laman Group, Ltd. managed an equity portfolio of $984.2M at the end of Q2 2025, spanning 283 distinct U.S. exchange-listed positions.
Stanley-Laman Group, Ltd. executed strategic sector rebalancing during Q2 2025, establishing 13 new positions while fully exiting 12 holdings and trimming 15 positions.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | -0.22% | -11.39% | |
| 2 | CCJ | Cameco CORP | Stock-Energy | 1.95% | -0.40% | -25.16% | |
| 3 | RTX | Rtx CORP | Stock-Industrials | 1.40% | -0.40% | -8.69% | |
| 4 | LIN | Linde plc | Stock-Materials | 1.38% | -0.17% | -6.61% | |
| 5 | ETR | Entergy CORP | Stock-Utilities | 1.16% | -0.22% | -7.53% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.10% | -0.08% | -7.03% | |
| 7 | FRSH | Freshworks Inc-cl A | Stock-Other | 1.10% | — | -9.64% | |
| 8 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.09% | — | -10.38% | |
| 9 | AMBA | Ambarella, Inc. | Stock-Tech | 1.09% | — | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | -0.13% | +27.75% | |
| 11 | MDB | Mongodb Inc | Stock-Tech | 1.01% | — | -9.65% | |
| 12 | ✓ | Zomato LTD Inr 1.0 | Stock-Other | 0.99% | -0.01% | — | |
| 13 | ✓ | Prestige Estates Projects Inr 10.0 | Stock-Other | 0.99% | +0.02% | — | |
| 14 | RMBS | Rambus Inc | Stock-Tech | 0.98% | — | — | |
| 15 | INTU | Intuit Inc | Stock-Tech | 0.97% | -0.38% | EXIT | |
| 16 | DT | Dynatrace Inc | Stock-Tech | 0.97% | — | -8.20% | |
| 17 | ✓ | Bharat Electronics LTD Inr 1.0 | Stock-Other | 0.97% | -0.12% | — | |
| 18 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.94% | — | -10.00% | |
| 19 | S | Sentinelone Inc -class A | Stock-Tech | 0.94% | — | -10.35% | |
| 20 | TWLO | Twilio Inc - A | Stock-Tech | 0.91% | — | — | |
| 21 | TENB | Tenable Holdings Inc | Stock-Other | 0.90% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.03% | -6.09% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | -0.14% | -2.80% | |
| 24 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 0.89% | — | -9.91% | |
| 25 | CIEN | Ciena CORP | Stock-Tech | 0.88% | — | — | |
| 26 | APPF | Appfolio Inc - A | Stock-Tech | 0.88% | — | — | |
| 27 | SNOW | Snowflake Inc | Stock-Tech | 0.86% | — | -54.54% | |
| 28 | ✓ | Hdfc Bank LTD Inr 1.0 | Stock-Other | 0.85% | -0.05% | — | |
| 29 | TER | Teradyne Inc | Stock-Tech | 0.83% | +0.99% | NEW | |
| 30 | 8QR | Confluent Inc-class A | Stock-Other | 0.82% | — | -9.55% | |
| 31 | ONTO | Onto Innovation Inc | Stock-Tech | 0.81% | +0.38% | — | |
| 32 | CAE | Cae Inc | Stock-Other | 0.80% | -0.13% | -8.71% | |
| 33 | HUBS | Hubspot Inc | Stock-Tech | 0.80% | — | -8.80% | |
| 34 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.79% | +0.02% | +30.20% | |
| 35 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.79% | +0.03% | -8.38% | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.76% | -0.06% | -10.28% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.12% | -9.67% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.04% | -52.86% | |
| 39 | JBL | Jabil Inc | Stock-Tech | 0.74% | +0.16% | -19.79% | |
| 40 | VAL | Valaris Limited | Stock-Energy | 0.74% | -0.50% | +1.43% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.73% | -0.07% | -1.33% | |
| 42 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.73% | -0.10% | -0.39% | |
| 43 | AL | Air Lease CORP | Stock-Other | 0.72% | — | -9.22% | |
| 44 | KVYO | Klaviyo Inc-a | Stock-Other | 0.71% | — | -10.58% | |
| 45 | ✓ | Info Edge India LTD Inr 2.0 | Stock-Other | 0.71% | -0.06% | — | |
| 46 | AIR | Aar CORP | Stock-Industrials | 0.70% | +0.06% | -8.40% | |
| 47 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 0.70% | -0.03% | -4.88% | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.70% | -0.12% | -6.93% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.14% | -10.24% | |
| 50 | CVS | Cvs Health CORP | Stock-Healthcare | 0.69% | +0.12% | -15.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMBA | Ambarella, Inc. | +1.1% | NEW | New buy |
| 2 | RMBS | Rambus Inc | +1% | NEW | New buy |
| 3 | TWLO | Twilio Inc - A | +0.9% | NEW | New buy |
| 4 | TENB | Tenable Holdings Inc | +0.9% | NEW | New buy |
| 5 | CIEN | Ciena CORP | +0.9% | NEW | New buy |
| 6 | APPF | Appfolio Inc - A | +0.9% | NEW | New buy |
| 7 | TER | Teradyne Inc | +0.8% | NEW | New buy |
| 8 | ONTO | Onto Innovation Inc | +0.8% | NEW | New buy |
| 9 | ✓ | Info Edge India LTD Inr 2.0 | +0.7% | NEW | New buy |
| 10 | FNB | Fnb CORP | +0.5% | NEW | New buy |
| 11 | CCJ | Cameco CORP | +0.5% | -25.16% | Trim |
| 12 | ✓ | +0.4% | NEW | New buy | |
| 13 | BURL | Burlington Stores Inc | +0.4% | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | +0.3% | +27.75% | Add |
| 15 | HBAN | Huntington Bancshares Inc | +0.3% | NEW | New buy |
| 16 | ✓ | Poongsan CORP Krw 5000.0 | +0.3% | +50.00% | Add |
| 17 | MSFT | Microsoft CORP | +0.3% | -11.39% | Trim |
| 18 | ✓ | Prestige Estates Projects Inr 10.0 | +0.3% | — | Unchanged |
| 19 | ✓ | Bharat Electronics LTD Inr 1.0 | +0.3% | — | Unchanged |
| 20 | NVDA | Nvidia CORP | +0.3% | -2.80% | Trim |
| 21 | NBIX | Neurocrine Biosciences Inc | +0.2% | +30.20% | Add |
| 22 | RAMP | Liveramp Holdings Inc | +0.2% | +20.96% | Add |
| 23 | AVGO | Broadcom Inc | +0.2% | -4.41% | Trim |
| 24 | UUUU | Energy Fuels Inc | +0.2% | +1.62% | Add |
| 25 | ✓ | Zomato LTD Inr 1.0 | +0.2% | — | Unchanged |
| 26 | MRVL | Marvell Technology Inc | +0.2% | +25.63% | Add |
| 27 | DDOG | Datadog Inc - Class A | +0.2% | -10.38% | Trim |
| 28 | INTU | Intuit Inc | +0.2% | -4.11% | Trim |
| 29 | ✓ | -0.2% | — | Unchanged | |
| 30 | LNTH | Lantheus Holdings Inc | -0.2% | -4.88% | Trim |
| 31 | ✓ | Alkem Laboratories LTD Inr 2.0 | -0.2% | EXIT | Sold out |
| 32 | LLY | Eli Lilly & Co | -0.2% | -27.33% | Trim |
| 33 | AAPL | Apple Inc | -0.2% | -7.03% | Trim |
| 34 | MCK | Mckesson CORP | -0.3% | -33.27% | Trim |
| 35 | RDY | Dr. Reddy's Laboratories-adr | -0.3% | EXIT | Sold out |
| 36 | GAMB | Gambling.com Group Limited | -0.3% | EXIT | Sold out |
| 37 | DOW | Dow Inc | -0.4% | EXIT | Sold out |
| 38 | SNOW | Snowflake Inc | -0.4% | -54.54% | Trim |
| 39 | HLIT | Harmonic Inc | -0.4% | EXIT | Sold out |
| 40 | ✓ | Biocon LTD Inr5 | -0.5% | EXIT | Sold out |
| 41 | QCOM | Qualcomm Inc | -0.5% | -92.03% | Trim |
| 42 | BILL | Bill Holdings Inc | -0.5% | EXIT | Sold out |
| 43 | SDGR | Schrodinger Inc | -0.6% | EXIT | Sold out |
| 44 | ✓ | Info Edge India LTD Inr 10.0 | -0.7% | EXIT | Sold out |
| 45 | BL | Blackline Inc | -0.7% | EXIT | Sold out |
| 46 | VOO | Vanguard S&p 500 ETF | -0.8% | -52.86% | Trim |
| 47 | CXM | Sprinklr Inc-a | -0.9% | EXIT | Sold out |
| 48 | OKTA | Okta Inc | -0.9% | -55.16% | Trim |
| 49 | PATH | Uipath Inc - Class A | -0.9% | -81.97% | Trim |
| 50 | ZS | Zscaler Inc | -1.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Stanley-Laman Group, Ltd. reported a total U.S. public equity portfolio value of $984.2M across 283 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, CCJ, RTX) accounted for 5.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
AMBA
市值: $7.3M
Top Position Liquidated / Trimmed
ZS
前期市值: $8.2M
During Q2 2025, Stanley-Laman Group, Ltd.'s top holdings by market value included MSFT (2.1%)、CCJ (1.9%)、RTX (1.4%). The largest single position, MSFT, represented 2.1% of total portfolio value.
In Q2 2025, Stanley-Laman Group, Ltd. made 46 total portfolio adjustments, initiating 13 new buys, adding to 6 positions, trimming 15 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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