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Stanley-Laman Group, Ltd. 13F holdings

Filed 2026-08-05 · Stanley-Laman Group, Ltd. · 298 positions · $984.2M

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TickerCompanySharesValue% of portfolio
LRCXLAM RESH CORP63.6K$27.6M2.8%
GOOGLALPHABET INC CLASS A74.7K$26.7M2.7%
KLACKLA CORP75.4K$22.8M2.3%
AMDADVANCED MICRO DEVICES I38.2K$22.2M2.3%
AMZNAMAZON.COM INC77.6K$18.5M1.9%
ASMLASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS9.1K$18.1M1.8%
MUMICRON TECHNOLOGY INC15.5K$17.9M1.8%
ARMARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS45.8K$16.3M1.7%
COHUCOHU INC206.6K$15.3M1.6%
RTXRTX CORP80.4K$15.2M1.5%
NVDANVIDIA CORP74.7K$14.9M1.5%
TSMTAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS30.8K$14.7M1.5%
AMATAPPLIED MATLS INC19.7K$14.2M1.4%
AVGOBROADCOM INC35.4K$13.4M1.4%
CCJCAMECO CORP F129.6K$13.2M1.3%
MPWRMONOLITHIC PWR SYS INC9.2K$12.7M1.3%
AAPLAPPLE INC42.5K$12.3M1.2%
MRVLMARVELL TECHNOLOGY INC39.6K$11.8M1.2%
ETRENTERGY CORP NEW95.8K$11.0M1.1%
ONTOONTO INNOVATION INC29.0K$11.0M1.1%
MSFTMICROSOFT CORP29.2K$10.9M1.1%
ANETARISTA NETWORKS INC61.3K$10.4M1.1%
LINLINDE PLC F19.9K$10.4M1.1%
TTITETRA TECHNOLOGIES INC D890.0K$10.1M1.0%
TERTERADYNE INC20.2K$9.8M1.0%
VRTVERTIV HLDGS CO CLASS A28.6K$9.6M1.0%
JBLJABIL INC24.4K$9.4M1.0%
STXSEAGATE TECHNOLOGY H F8.8K$8.5M0.9%
HPEHEWLETT PACKARD ENTERPRI187.4K$8.5M0.9%
LLYELI LILLY AND CO6.7K$8.1M0.8%
AIRAAR CORP56.3K$8.1M0.8%
—VALARIS LTD F104.9K$7.6M0.8%
LNTHLANTHEUS HLDGS INC68.0K$7.5M0.8%
CVSCVS HEALTH CORP71.9K$7.4M0.8%
TTWOTAKE-TWO INTERACTIVE SOF28.4K$7.1M0.7%
VOOVANGUARD S&P 500 ETF10.2K$7.0M0.7%
MAMASTERCARD INC CLASS A13.1K$6.7M0.7%
SNXTD SYNNEX CORP23.9K$6.4M0.6%
BABOEING CO29.1K$6.3M0.6%
FNFABRINET F11.2K$6.3M0.6%
PHPARKER-HANNIFIN CORP6.4K$6.3M0.6%
—WEATHERFORD INTL PLC F76.4K$6.2M0.6%
CORTCORCEPT THERAPEUTICS INC68.2K$5.9M0.6%
VLOVALERO ENERGY CORP NEW21.7K$5.7M0.6%
CFGCITIZENS FINL GROUP INC78.9K$5.5M0.6%
GSKGSK PLC ADR F105.1K$5.5M0.6%
IBKRINTERACTIVE BROKERS GROU CLASS A62.8K$5.5M0.6%
SLBSLB LIMITED F116.2K$5.4M0.5%
KNXKNIGHT-SWIFT TRANSN HLDG CLASS A68.0K$5.3M0.5%
ADMARCHER-DANIELS MIDLAND C69.2K$5.3M0.5%
CATCATERPILLAR INC4.8K$5.2M0.5%
ARANTERO RES CORP145.5K$5.1M0.5%
CAECAE INC F196.5K$4.9M0.5%
FNBF N B CORP PA255.2K$4.9M0.5%
IONSIONIS PHARMACEUTICALS IN60.8K$4.8M0.5%
COSTCOSTCO WHSL CORP NEW5.1K$4.8M0.5%
—PRESTIGE ESTATES PROJECTS INR 10.0290.3K$4.8M0.5%
NXPINXP SEMICONDUCTORS N V F17.0K$4.8M0.5%
KEXKIRBY CORP34.6K$4.7M0.5%
AXSMAXSOME THERAPEUTICS INC.19.2K$4.7M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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