Stanley-Laman Group, Ltd. — 13F Holdings & Portfolio
CIK 1601489 · latest 13F-HR filed 2026-04-16
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$814.5M
Long-equity book
Holdings
295
Distinct positions
Period
2026-03-31
Filed 2026-04-16
Q/Q Activity
+32 / −43 / ↑125 / ↓87
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VERTIV HLDGS CO CLASS CLASS A$6.8M +1268.0%
- APPLIED MATLS INC$6.3M +1184.7%
- VALARIS LTD F$4.2M +68.6%
- NASDAQ INC$3.6M +619.5%
- LAM RESH CORP$2.9M +25.8%
Top Trims
- MICROSOFT CORP-$10.5M -49.1%
- PALO ALTO NETWORKS INC-$6.9M -83.3%
- SYNOPSYS INC-$5.7M -96.1%
- VANGUARD S&P 500 ETF-$2.9M -31.9%
- BHARAT ELECTRONICS LTD INR 1.0-$2.7M -49.7%
New Positions
- ANALOG DEVICES INC$6.0M
- HEWLETT PACKARD ENTERPRI$6.0M
- MICRON TECHNOLOGY INC$5.4M
- PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS$3.6M
- MARTEN TRANS LTD$3.6M
Exited Positions
- ORACLE CORP$5.8M
- CADENCE DESIGN SYS INC$5.4M
- CCC INTELLIGENT SOLUTION$4.2M
- LIVERAMP HLDGS INC$4.1M
- GODADDY INC CLASS CLASS A$3.0M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC CLASS CLASS A | GOOGL | 02079K305 | $21.9M | 2.68% | 76,004 | SH |
| 2 | AMAZON.COM INC | AMZN | 023135106 | $16.4M | 2.01% | 78,720 | SH |
| 3 | RTX CORP | RTX | 75513E101 | $15.9M | 1.95% | 82,179 | SH |
| 4 | CAMECO CORP F | CCJ | 13321L108 | $14.2M | 1.74% | 130,631 | SH |
| 5 | LAM RESH CORP | LRCX | 512807306 | $14.1M | 1.73% | 65,918 | SH |
| 6 | NVIDIA CORP | NVDA | 67066G104 | $13.5M | 1.66% | 77,462 | SH |
| 7 | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | ASML | N07059210 | $12.3M | 1.51% | 9,320 | SH |
| 8 | KLA CORP | KLAC | 482480100 | $11.4M | 1.41% | 7,773 | SH |
| 9 | BROADCOM INC | AVGO | 11135F101 | $11.1M | 1.37% | 35,938 | SH |
| 10 | ENTERGY CORP NEW | ETR | 29364G103 | $10.9M | 1.34% | 97,060 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $10.9M | 1.33% | 29,357 | SH |
| 12 | APPLE INC | AAPL | 037833100 | $10.8M | 1.33% | 42,686 | SH |
| 13 | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | TSM | 874039100 | $10.6M | 1.31% | 31,458 | SH |
| 14 | VALARIS LTD F | VAL | G9460G101 | $10.4M | 1.27% | 105,827 | SH |
| 15 | MONOLITHIC PWR SYS INC | MPWR | 609839105 | $10.3M | 1.27% | 9,438 | SH |
| 16 | LINDE PLC F | LIN | G5494J103 | $10.0M | 1.22% | 20,095 | SH |
| 17 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $8.0M | 0.99% | 17,459 | SH |
| 18 | ADVANCED MICRO DEVIC | AMD | 007903107 | $8.0M | 0.99% | 39,439 | SH |
| 19 | META PLATFORMS INC CLASS CLASS A | META | 30303M102 | $7.8M | 0.96% | 13,695 | SH |
| 20 | ARISTA NETWORKS INC | ANET | 040413205 | $7.7M | 0.95% | 62,979 | SH |
| 21 | TETRA TECHNOLOGIES INC D | TTI | 88162F105 | $7.6M | 0.94% | 896,815 | SH |
| 22 | VERTIV HLDGS CO CLASS CLASS A | VRT | 92537N108 | $7.3M | 0.90% | 29,302 | SH |
| 23 | WEATHERFORD INTL PLC F | WFRD | G48833118 | $7.3M | 0.89% | 76,932 | SH |
| 24 | ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | ARM | 042068205 | $7.1M | 0.88% | 47,189 | SH |
| 25 | APPLIED MATLS INC | AMAT | 038222105 | $6.9M | 0.85% | 20,141 | SH |
| 26 | MASTERCARD INC CLASS CLASS A | MA | 57636Q104 | $6.5M | 0.80% | 13,092 | SH |
| 27 | JABIL INC | JBL | 466313103 | $6.5M | 0.80% | 24,612 | SH |
| 28 | LANTHEUS HLDGS INC | LNTH | 516544103 | $6.5M | 0.80% | 85,474 | SH |
| 29 | COHU INC | COHU | 192576106 | $6.4M | 0.79% | 209,012 | SH |
| 30 | OLIN CORP | OLN | 680665205 | $6.4M | 0.78% | 214,704 | SH |
| 31 | ELI LILLY AND CO | LLY | 532457108 | $6.2M | 0.77% | 6,787 | SH |
| 32 | AAR CORP | AIR | 000361105 | $6.2M | 0.76% | 56,628 | SH |
| 33 | ANTERO RES CORP | AR | 03674X106 | $6.2M | 0.76% | 145,748 | SH |
| 34 | VANGUARD S&P 500 ETF | VOO | 922908363 | $6.1M | 0.75% | 10,215 | SH |
| 35 | ONTO INNOVATION INC | ONTO | 683344105 | $6.0M | 0.74% | 29,337 | SH |
| 36 | ANALOG DEVICES INC | ADI | 032654105 | $6.0M | 0.74% | 18,890 | SH |
| 37 | SLB LIMITED F | SLB | 806857108 | $6.0M | 0.74% | 116,845 | SH |
| 38 | HEWLETT PACKARD ENTERPRI | HPE | 42824C109 | $6.0M | 0.74% | 251,974 | SH |
| 39 | BOEING CO | BA | 097023105 | $5.8M | 0.71% | 29,196 | SH |
| 40 | GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS | GSK | 37733W204 | $5.8M | 0.71% | 105,176 | SH |
| 41 | L3HARRIS TECHNOLOGIES IN | LHX | 502431109 | $5.8M | 0.71% | 16,758 | SH |
| 42 | ENERGY FUELS INC F | UUUU | 292671708 | $5.8M | 0.71% | 315,085 | SH |
| 43 | PATTERSON-UTI ENERGY INC | PTEN | 703481101 | $5.7M | 0.71% | 530,634 | SH |
| 44 | ALBEMARLE CORP | ALB | 012653101 | $5.7M | 0.70% | 31,919 | SH |
| 45 | PARKER-HANNIFIN CORP | PH | 701094104 | $5.7M | 0.70% | 6,388 | SH |
| 46 | TAKE-TWO INTERACTIVE SOF | TTWO | 874054109 | $5.6M | 0.69% | 28,452 | SH |
| 47 | NEXGEN ENERGY LTD F | NXE | 65340P106 | $5.6M | 0.68% | 479,439 | SH |
| 48 | VALERO ENERGY CORP NEW | VLO | 91913Y100 | $5.5M | 0.67% | 22,225 | SH |
| 49 | RANGE RES CORP | RRC | 75281A109 | $5.4M | 0.66% | 119,326 | SH |
| 50 | MICRON TECHNOLOGY INC | MU | 595112103 | $5.4M | 0.66% | 15,881 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $814.5M | 295 | 0001376474-26-000292 |
| 2025-12-31 | 2026-01-23 | $786.9M | 306 | 0001376474-26-000069 |