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CIK: 0001601489
Total reported value
$984.2M
$984.2M
251 檔
8.2%
During the Q3 2025 filing period, Stanley-Laman Group, Ltd. (CIK: 0001601489) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $984.2M across 251 reported positions.
Stanley-Laman Group, Ltd. executed strategic sector rebalancing during Q3 2025, establishing 14 new positions while fully exiting 22 holdings and trimming 3 positions.
Showing top 200 holdings (of 251 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.98% | -0.22% | +40.77% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.54% | +0.03% | +113.45% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | -0.13% | +107.58% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.96% | -0.14% | +93.45% | |
| 5 | CCJ | Cameco CORP | Stock-Energy | 1.85% | -0.40% | -12.43% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | -0.01% | +132.39% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 1.52% | -0.40% | -1.54% | |
| 8 | ASML | ASML Holding N.V. | Stock-Tech | 1.37% | +0.23% | +179.17% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.91% | +579.34% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.31% | -0.08% | -0.45% | |
| 11 | ANET | Arista Networks Inc | Stock-Tech | 1.27% | +0.11% | — | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 1.25% | +1.07% | — | |
| 13 | LIN | Linde plc | Stock-Materials | 1.23% | -0.17% | -7.90% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.22% | +0.18% | +1027.98% | |
| 15 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.21% | +0.02% | — | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.20% | — | +1438.39% | |
| 17 | ETR | Entergy CORP | Stock-Utilities | 1.19% | -0.22% | -4.77% | |
| 18 | KLAC | Kla CORP | Stock-Tech | 1.17% | +0.90% | — | |
| 19 | TTI | Tetra Technologies Inc | Stock-Other | 1.05% | +0.08% | -0.65% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.99% | +0.12% | — | |
| 21 | UUUU | Energy Fuels Inc | Stock-Energy | 0.97% | -0.25% | -37.69% | |
| 22 | SNPS | Synopsys Inc | Stock-Tech | 0.91% | — | +542.89% | |
| 23 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.89% | +0.77% | — | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.88% | +1.26% | — | |
| 25 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.88% | — | — | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.86% | -0.87% | +2091.53% | |
| 27 | ✓ | Zomato LTD Inr 1.0 | Stock-Other | 0.84% | -0.01% | -26.39% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.81% | -0.38% | EXIT | |
| 29 | VAL | Valaris Limited | Stock-Energy | 0.81% | -0.50% | -1.07% | |
| 30 | ✓ | Bharat Electronics LTD Inr 1.0 | Stock-Other | 0.81% | -0.12% | -5.74% | |
| 31 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.80% | +0.03% | -0.79% | |
| 32 | ✓ | Prestige Estates Projects Inr 10.0 | Stock-Other | 0.78% | +0.02% | -6.65% | |
| 33 | CAE | Cae Inc | Stock-Other | 0.78% | -0.13% | -0.08% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.04% | -3.27% | |
| 35 | ✓ | Hdfc Bank LTD Inr 1.0 | Stock-Other | 0.75% | -0.05% | +100.00% | |
| 36 | AIR | Aar CORP | Stock-Industrials | 0.75% | +0.06% | -15.04% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | -0.12% | +0.04% | |
| 38 | CVS | Cvs Health CORP | Stock-Healthcare | 0.72% | +0.12% | -0.71% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.71% | -0.07% | -1.57% | |
| 40 | CG | Carlyle Group Inc/the | Stock-Financials | 0.71% | -0.38% | EXIT | |
| 41 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 0.71% | — | +11.39% | |
| 42 | JBL | Jabil Inc | Stock-Tech | 0.70% | +0.16% | -0.98% | |
| 43 | WFRD | Weatherford International plc | Stock-Energy | 0.70% | -0.26% | -1.14% | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.69% | -0.27% | -2.79% | |
| 45 | P | Everpure Inc-a | Stock-Tech | 0.63% | +0.03% | -18.37% | |
| 46 | PH | Parker Hannifin CORP | Stock-Industrials | 0.63% | -0.06% | -20.92% | |
| 47 | OSIS | Osi Systems Inc | Stock-Tech | 0.62% | -0.19% | -14.35% | |
| 48 | MCK | Mckesson CORP | Stock-Healthcare | 0.62% | -0.18% | +0.41% | |
| 49 | NTNX | Nutanix Inc - A | Stock-Tech | 0.62% | — | -0.35% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.14% | -0.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.7% | +113.45% | Add |
| 2 | AMZN | Amazon.com Inc | +1.4% | +107.58% | Add |
| 3 | NVDA | Nvidia CORP | +1.3% | +93.45% | Add |
| 4 | AVGO | Broadcom Inc | +1.2% | +132.39% | Add |
| 5 | ASML | ASML Holding N.V. | +1.2% | +179.17% | Add |
| 6 | ORCL | Oracle CORP | +1.1% | +1438.39% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +1.1% | +1027.98% | Add |
| 8 | MSFT | Microsoft CORP | +1.1% | +40.77% | Add |
| 9 | META | Meta Platforms Inc-class A | +1.1% | +579.34% | Add |
| 10 | ISRG | Intuitive Surgical Inc | +0.8% | +2091.53% | Add |
| 11 | SNPS | Synopsys Inc | +0.8% | +542.89% | Add |
| 12 | UUUU | Energy Fuels Inc | +0.6% | -37.69% | Trim |
| 13 | ELV | Elevance Health Inc | -0.6% | -91.98% | Trim |
| 14 | VOO | Vanguard S&p 500 ETF | -0.8% | -3.27% | Trim |
| 15 | OKTA | Okta Inc | — | EXIT | Sold out |
| 16 | ANET | Arista Networks Inc | — | NEW | New buy |
| 17 | LRCX | Lam Research CORP | — | NEW | New buy |
| 18 | MPWR | Monolithic Power Systems Inc | — | NEW | New buy |
| 19 | SNOW | Snowflake Inc | — | EXIT | Sold out |
| 20 | ZS | Zscaler Inc | — | EXIT | Sold out |
| 21 | KLAC | Kla CORP | — | NEW | New buy |
| 22 | FRSH | Freshworks Inc-cl A | — | EXIT | Sold out |
| 23 | PATH | Uipath Inc - Class A | — | EXIT | Sold out |
| 24 | TEAM | Atlassian Corp-cl A | — | EXIT | Sold out |
| 25 | S | Sentinelone Inc -class A | — | EXIT | Sold out |
| 26 | VOO | Vanguard S&P 500 ETF | — | EXIT | Sold out |
| 27 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 28 | MDB | Mongodb Inc | — | EXIT | Sold out |
| 29 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 30 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 31 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 32 | DT | Dynatrace Inc | — | EXIT | Sold out |
| 33 | DDOG | Datadog Inc - Class A | — | EXIT | Sold out |
| 34 | HUBS | Hubspot Inc | — | EXIT | Sold out |
| 35 | CXM | Sprinklr Inc-a | — | EXIT | Sold out |
| 36 | 8QR | Confluent Inc-class A | — | EXIT | Sold out |
| 37 | KVYO | Klaviyo Inc-a | — | EXIT | Sold out |
| 38 | BL | Blackline Inc | — | EXIT | Sold out |
| 39 | ✓ | Info Edge India LTD Inr 10.0 | — | EXIT | Sold out |
| 40 | APPN | Appian Corp-a | — | EXIT | Sold out |
| 41 | ONTO | Onto Innovation Inc | — | NEW | New buy |
| 42 | ✓ | Info Edge India LTD Inr 2.0 | — | NEW | New buy |
| 43 | FNB | Fnb CORP | — | NEW | New buy |
| 44 | GDDY | Godaddy Inc - Class A | — | NEW | New buy |
| 45 | SDGR | Schrodinger Inc | — | EXIT | Sold out |
| 46 | SBSW | Sibanye-stillwater Ltd-adr | — | NEW | New buy |
| 47 | BRKR | Bruker CORP | — | EXIT | Sold out |
| 48 | SYY | Sysco CORP | — | EXIT | Sold out |
| 49 | ALB | Albemarle CORP | — | NEW | New buy |
| 50 | BILL | Bill Holdings Inc | — | 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 251 disclosed positions in Q3 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, GOOGL, AMZN) accounted for 8.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
ANET
市值: $8.9M
Top Position Liquidated / Trimmed
OKTA
前期市值: $10.0M
During Q3 2025, Stanley-Laman Group, Ltd.'s top holdings by market value included MSFT (3.0%)、GOOGL (2.5%)、AMZN (2.1%). The largest single position, MSFT, represented 3.0% of total portfolio value.
In Q3 2025, Stanley-Laman Group, Ltd. made 50 total portfolio adjustments, initiating 14 new buys, adding to 11 positions, trimming 3 holdings, and fully liquidating 22 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.
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