Stanley-Laman Group, Ltd. — 13F Holdings & Portfolio
CIK 1601489 · latest 13F-HR filed 2026-08-05
Stanley-Laman Group, Ltd. manages $984.2M in 13F-reported U.S. long-equity assets across 298 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LRCX (2.80%), GOOGL (2.71%), KLAC (2.31%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 33 new positions, exited 29, added to 164, and trimmed 57.
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.
SUITE 295
BERWYN, PA 19312
$984.2M
Long-equity book
298
Distinct positions
2026-06-30
Filed 2026-08-05
+33 / −29 / ↑164 / ↓57
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ADVANCED MICRO DEVICES I$14.2M +176.6%
- LAM RESH CORP$13.5M +95.8%
- MICRON TECHNOLOGY INC$12.5M +233.2%
- KLA CORP$11.3M +98.9%
- ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS$9.1M +127.7%
Top Trims
- META PLATFORMS INC CLASS A-$7.3M -93.6%
- INTUITIVE SURGICAL INC-$6.8M -85.0%
- VALARIS LTD F-$2.8M -26.6%
- OLIN CORP-$2.1M -33.2%
- RELIANCE INDUSTRIES LTD INR 10.0-$2.0M -59.3%
New Positions
- TERADYNE INC$9.8M
- SEAGATE TECHNOLOGY H F$8.5M
- FABRINET F$6.3M
- BELDEN INC NEW$4.3M
- REGAL REXNORD CORP$4.1M
Exited Positions
- ANALOG DEVICES INC$6.0M
- PTC INC$3.9M
- CATALYST PHARMACEUTICALS$3.8M
- INTUIT$3.1M
- CARLYLE GROUP INC$3.1M
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 | LAM RESH CORP | LRCX | 512807306 | $27.6M | 2.80% | 63,629 | SH |
| 2 | ALPHABET INC CLASS A | GOOGL | 02079K305 | $26.7M | 2.71% | 74,676 | SH |
| 3 | KLA CORP | KLAC | 482480100 | $22.8M | 2.31% | 75,444 | SH |
| 4 | ADVANCED MICRO DEVICES I | AMD | 007903107 | $22.2M | 2.25% | 38,205 | SH |
| 5 | AMAZON.COM INC | AMZN | 023135106 | $18.5M | 1.88% | 77,572 | SH |
| 6 | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | ASML | N07059210 | $18.1M | 1.83% | 9,077 | SH |
| 7 | MICRON TECHNOLOGY INC | MU | 595112103 | $17.9M | 1.82% | 15,486 | SH |
| 8 | ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | ARM | 042068205 | $16.3M | 1.65% | 45,843 | SH |
| 9 | COHU INC | COHU | 192576106 | $15.3M | 1.55% | 206,620 | SH |
| 10 | RTX CORP | RTX | 75513E101 | $15.2M | 1.55% | 80,359 | SH |
| 11 | NVIDIA CORP | NVDA | 67066G104 | $14.9M | 1.52% | 74,661 | SH |
| 12 | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | TSM | 874039100 | $14.7M | 1.49% | 30,805 | SH |
| 13 | APPLIED MATLS INC | AMAT | 038222105 | $14.2M | 1.45% | 19,689 | SH |
| 14 | BROADCOM INC | AVGO | 11135F101 | $13.4M | 1.36% | 35,446 | SH |
| 15 | CAMECO CORP F | CCJ | 13321L108 | $13.2M | 1.34% | 129,588 | SH |
| 16 | MONOLITHIC PWR SYS INC | MPWR | 609839105 | $12.7M | 1.29% | 9,172 | SH |
| 17 | APPLE INC | AAPL | 037833100 | $12.3M | 1.25% | 42,512 | SH |
| 18 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $11.8M | 1.20% | 39,579 | SH |
| 19 | ENTERGY CORP NEW | ETR | 29364G103 | $11.0M | 1.12% | 95,769 | SH |
| 20 | ONTO INNOVATION INC | ONTO | 683344105 | $11.0M | 1.12% | 29,021 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $10.9M | 1.11% | 29,242 | SH |
| 22 | ARISTA NETWORKS INC | ANET | 040413205 | $10.4M | 1.06% | 61,293 | SH |
| 23 | LINDE PLC F | LIN | G5494J103 | $10.4M | 1.05% | 19,948 | SH |
| 24 | TETRA TECHNOLOGIES INC D | TTI | 88162F105 | $10.1M | 1.02% | 890,023 | SH |
| 25 | TERADYNE INC | TER | 880770102 | $9.8M | 0.99% | 20,153 | SH |
| 26 | VERTIV HLDGS CO CLASS A | VRT | 92537N108 | $9.6M | 0.97% | 28,634 | SH |
| 27 | JABIL INC | JBL | 466313103 | $9.4M | 0.96% | 24,410 | SH |
| 28 | SEAGATE TECHNOLOGY H F | STX | G7997R103 | $8.5M | 0.86% | 8,763 | SH |
| 29 | HEWLETT PACKARD ENTERPRI | HPE | 42824C109 | $8.5M | 0.86% | 187,381 | SH |
| 30 | ELI LILLY AND CO | LLY | 532457108 | $8.1M | 0.82% | 6,747 | SH |
| 31 | AAR CORP | AIR | 000361105 | $8.1M | 0.82% | 56,346 | SH |
| 32 | VALARIS LTD F | VAL | G9460G101 | $7.6M | 0.77% | 104,946 | SH |
| 33 | LANTHEUS HLDGS INC | LNTH | 516544103 | $7.5M | 0.77% | 67,964 | SH |
| 34 | CVS HEALTH CORP | CVS | 126650100 | $7.4M | 0.76% | 71,877 | SH |
| 35 | TAKE-TWO INTERACTIVE SOF | TTWO | 874054109 | $7.1M | 0.72% | 28,352 | SH |
| 36 | VANGUARD S&P 500 ETF | VOO | 922908363 | $7.0M | 0.71% | 10,228 | SH |
| 37 | MASTERCARD INC CLASS A | MA | 57636Q104 | $6.7M | 0.68% | 13,121 | SH |
| 38 | TD SYNNEX CORP | SNX | 87162W100 | $6.4M | 0.65% | 23,891 | SH |
| 39 | BOEING CO | BA | 097023105 | $6.3M | 0.64% | 29,083 | SH |
| 40 | FABRINET F | FN | G3323L100 | $6.3M | 0.64% | 11,181 | SH |
| 41 | PARKER-HANNIFIN CORP | PH | 701094104 | $6.3M | 0.64% | 6,393 | SH |
| 42 | WEATHERFORD INTL PLC F | WFRD | G48833118 | $6.2M | 0.63% | 76,412 | SH |
| 43 | CORCEPT THERAPEUTICS INC | CORT | 218352102 | $5.9M | 0.60% | 68,196 | SH |
| 44 | VALERO ENERGY CORP NEW | VLO | 91913Y100 | $5.7M | 0.57% | 21,707 | SH |
| 45 | CITIZENS FINL GROUP INC | CFG | 174610105 | $5.5M | 0.56% | 78,867 | SH |
| 46 | GSK PLC ADR F | GSK | 37733W204 | $5.5M | 0.56% | 105,124 | SH |
| 47 | INTERACTIVE BROKERS GROU CLASS A | IBKR | 45841N107 | $5.5M | 0.55% | 62,757 | SH |
| 48 | SLB LIMITED F | SLB | 806857108 | $5.4M | 0.55% | 116,171 | SH |
| 49 | KNIGHT-SWIFT TRANSN HLDG CLASS A | KNX | 499049104 | $5.3M | 0.54% | 68,006 | SH |
| 50 | ARCHER-DANIELS MIDLAND C | ADM | 039483102 | $5.3M | 0.54% | 69,210 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | $984.2M | 298 | 0001376474-26-000532 |
| 2026-03-31 | 2026-04-16 | $814.5M | 295 | 0001376474-26-000292 |
| 2025-12-31 | 2026-01-23 | $786.9M | 306 | 0001376474-26-000069 |