Stanley-Laman Group, Ltd. Top Holdings and 13F Report (2024)

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About Stanley-Laman Group, Ltd.

Investment Activity

Stanley-Laman Group, Ltd. has $713.20 million in total holdings as of March 31, 2024.
Stanley-Laman Group, Ltd. owns shares of 250 different stocks, but just 102 companies or ETFs make up 80% of its holdings.
Approximately 11.77% of the portfolio was purchased this quarter.
About 7.08% of the portfolio was sold this quarter.
This quarter, Stanley-Laman Group, Ltd. has purchased 235 new stocks and bought additional shares in 78 stocks.
Stanley-Laman Group, Ltd. sold shares of 63 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Microsoft: $15,598,058
Sprinklr: $12,617,818
Insulet: $12,539,281
Gambling.com Group: $12,276,864
HashiCorp: $11,281,620

Largest New Holdings this Quarter

Insulet: $12,539,281 Holding
VanEck VietnamETF: $7,003,056 Holding
Valaris: $4,396,764 Holding
Marvell Technology: $3,972,966 Holding
Las Vegas Sands: $3,245,467 Holding

Largest Purchases this Quarter

Insulet: 73,158 shares (about $12.54M)
VanEck VietnamETF: 503,817 shares (about $7.00M)
Valaris: 58,421 shares (about $4.40M)
Marvell Technology: 56,052 shares (about $3.97M)
Alphabet: 26,053 shares (about $3.93M)

Largest Sales this Quarter

Booking: 1,539 shares (about $5.58M)
Analog Devices: 17,141 shares (about $3.39M)
Abbott Laboratories: 27,868 shares (about $3.17M)
Eli Lilly and Company: 2,073 shares (about $1.61M)
Cameco: 25,050 shares (about $1.09M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$15,598,058	$565,863 ▲	3.8%	37,075	2.2%	Computer and Technology
CXM Sprinklr	$12,617,818	$212,590 ▼	-1.7%	1,028,347	1.8%	Business Services
PODD Insulet	$12,539,281	$12,539,281 ▲	New Holding	73,158	1.8%	Medical
GAMB Gambling.com Group	$12,276,864		0.0%	1,344,673	1.7%	Business Services
HCP HashiCorp	$11,281,620	$8,867 ▲	0.1%	418,613	1.6%	Computer and Technology
LINDE PLC F	$11,111,642	$366,813 ▲	3.4%	23,931	1.6%	COM
CCJ Cameco	$11,105,515	$1,085,166 ▼	-8.9%	256,360	1.6%	Basic Materials
INSP Inspire Medical Systems	$10,827,993	$137,251 ▼	-1.3%	50,412	1.5%	Medical
FROG JFrog	$10,231,005	$162,155 ▼	-1.6%	231,366	1.4%	Computer and Technology
MNDY monday.com	$9,347,630	$98,028 ▼	-1.0%	41,385	1.3%	Computer and Technology
BL BlackLine	$9,038,100	$25,897 ▼	-0.3%	139,952	1.3%	Computer and Technology
APPN Appian	$8,568,436	$129,877 ▲	1.5%	214,479	1.2%	Computer and Technology
OKTA Okta	$8,468,989	$138,203 ▼	-1.6%	80,950	1.2%	Computer and Technology
EXAS Exact Sciences	$8,196,731	$37,983 ▼	-0.5%	118,690	1.1%	Medical
LLY Eli Lilly and Company	$7,640,378	$1,612,718 ▼	-17.4%	9,821	1.1%	Medical
S SentinelOne	$7,492,790	$284,708 ▼	-3.7%	321,441	1.1%	Computer and Technology
PATH UiPath	$7,490,712	$114,211 ▼	-1.5%	330,424	1.1%	Business Services
RTX RTX	$7,419,621	$512,132 ▲	7.4%	76,075	1.0%	Aerospace
PAYC Paycom Software	$7,272,223	$42,190 ▲	0.6%	36,542	1.0%	Computer and Technology
VNM VanEck VietnamETF	$7,003,056	$7,003,056 ▲	New Holding	503,817	1.0%	ETF
AAPL Apple	$6,954,729	$260,822 ▲	3.9%	40,557	1.0%	Computer and Technology
BILL BILL	$6,866,365	$52,846 ▲	0.8%	99,918	1.0%	Computer and Technology
PCTY Paylocity	$6,843,637	$859 ▼	0.0%	39,821	1.0%	Computer and Technology
SDGR Schrödinger	$6,840,558	$150,849 ▲	2.3%	253,354	1.0%	Medical
PD PagerDuty	$6,827,610	$32,954 ▼	-0.5%	301,041	1.0%	Computer and Technology
SMAR Smartsheet	$6,712,321	$39,116 ▲	0.6%	174,346	0.9%	Computer and Technology
PH Parker-Hannifin	$6,579,442	$369,045 ▲	5.9%	11,838	0.9%	Industrial Products
ZI ZoomInfo Technologies	$6,508,164	$17,184 ▼	-0.3%	405,999	0.9%	Computer and Technology
ZS Zscaler	$6,393,968	$165,084 ▼	-2.5%	33,193	0.9%	Computer and Technology
ZOMATO LTD INR 1.0	$6,009,308		0.0%	2,748,513	0.8%	COM
PRESTIGE ESTATES PROJECTS INR 10.0	$5,721,135	$626,930 ▼	-9.9%	406,091	0.8%	COM
FIVN Five9	$5,657,351	$21,925 ▲	0.4%	91,086	0.8%	Computer and Technology
ETR Entergy	$5,504,343	$401,901 ▲	7.9%	52,085	0.8%	Utilities
INFO EDGE INDIA LTD INR 10.0	$5,460,851		0.0%	81,437	0.8%	COM
COST Costco Wholesale	$5,388,494	$453,498 ▲	9.2%	7,355	0.8%	Retail/Wholesale
BHARAT ELECTRONICS LTD INR 1.0	$5,136,637	$483,199 ▼	-8.6%	2,126,096	0.7%	COM
MA Mastercard	$5,099,345	$317,355 ▼	-5.9%	10,589	0.7%	Business Services
ASAN Asana	$5,084,562	$50,451 ▼	-1.0%	328,248	0.7%	Computer and Technology
CG The Carlyle Group	$5,053,668	$393,810 ▲	8.5%	107,731	0.7%	Finance
FLR Fluor	$5,036,774	$870,672 ▼	-14.7%	119,129	0.7%	Construction
GOOGL Alphabet	$5,024,309	$3,932,179 ▲	360.0%	33,289	0.7%	Computer and Technology
CFLT Confluent	$5,022,097	$25,698 ▲	0.5%	164,551	0.7%	Business Services
LARSEN plus TOUBRO LTD INR 2.0	$4,964,228	$676,940 ▼	-12.0%	110,000	0.7%	COM
NVDA NVIDIA	$4,919,884	$359,617 ▲	7.9%	5,445	0.7%	Computer and Technology
TTWO Take-Two Interactive Software	$4,909,525	$313,314 ▲	6.8%	33,063	0.7%	Consumer Discretionary
MCK McKesson	$4,909,493	$383,311 ▲	8.5%	9,145	0.7%	Medical
BA Boeing	$4,890,946	$351,049 ▲	7.7%	25,343	0.7%	Aerospace
WM Waste Management	$4,877,085	$21,315 ▼	-0.4%	22,881	0.7%	Business Services
LNTH Lantheus	$4,733,601	$1,036,296 ▲	28.0%	76,054	0.7%	Medical
OWL Blue Owl Capital	$4,660,404	$12,995 ▼	-0.3%	247,105	0.7%	Finance
NXPI NXP Semiconductors	$4,628,591	$53,518 ▼	-1.1%	18,681	0.6%	Computer and Technology
HON Honeywell International	$4,603,347	$74,711 ▼	-1.6%	22,428	0.6%	Multi-Sector Conglomerates
CYIENT LTD INR 5.0	$4,577,608	$694,154 ▼	-13.2%	191,241	0.6%	COM
PTC PTC	$4,577,072	$271,885 ▼	-5.6%	24,225	0.6%	Computer and Technology
SNA Snap-on	$4,509,653	$16,588 ▼	-0.4%	15,224	0.6%	Consumer Discretionary
COR Cencora	$4,494,100	$222,336 ▼	-4.7%	18,495	0.6%	Medical
QCOM QUALCOMM	$4,454,114	$347,912 ▲	8.5%	26,309	0.6%	Computer and Technology
CHX ChampionX	$4,452,729	$480,244 ▲	12.1%	124,066	0.6%	Construction
CIVI Civitas Resources	$4,435,691	$1,085,049 ▲	32.4%	58,434	0.6%	Oils/Energy
VLO Valero Energy	$4,432,649	$16,728 ▲	0.4%	25,969	0.6%	Oils/Energy
AL Air Lease	$4,401,309	$363,269 ▲	9.0%	85,562	0.6%	Transportation
VAL Valaris	$4,396,764	$4,396,764 ▲	New Holding	58,421	0.6%	Oils/Energy
AMAT Applied Materials	$4,349,803	$336,155 ▲	8.4%	21,092	0.6%	Computer and Technology
GPN Global Payments	$4,336,064	$347,382 ▲	8.7%	32,441	0.6%	Business Services
AOS A. O. Smith	$4,310,272	$18,339 ▼	-0.4%	48,181	0.6%	Industrial Products
AIR AAR	$4,283,699	$383,108 ▲	9.8%	71,550	0.6%	Aerospace
PSTG Pure Storage	$4,269,211	$939,771 ▼	-18.0%	82,116	0.6%	Computer and Technology
TJX TJX Companies	$4,266,232	$37,931 ▲	0.9%	42,065	0.6%	Retail/Wholesale
HDFC BANK LTD INR 1.0	$4,258,157		0.0%	245,280	0.6%	COM
HCSG Healthcare Services Group	$4,213,735	$961,235 ▲	29.6%	337,639	0.6%	Business Services
RELIANCE INDUSTRIES LTD INR 10.0	$4,204,437		0.0%	118,000	0.6%	COM
FANG Diamondback Energy	$4,201,997	$10,899 ▲	0.3%	21,204	0.6%	Oils/Energy
HLIT Harmonic	$4,162,502	$395,176 ▲	10.5%	309,710	0.6%	Computer and Technology
VRNT Verint Systems	$4,110,335	$372,374 ▲	10.0%	123,992	0.6%	Computer and Technology
MTRX Matrix Service	$4,085,557	$297,553 ▼	-6.8%	313,550	0.6%	Oils/Energy
AZN AstraZeneca	$4,041,559	$28,794 ▲	0.7%	59,654	0.6%	Medical
UNH UnitedHealth Group	$4,031,805	$306,714 ▲	8.2%	8,150	0.6%	Medical
KEX Kirby	$3,981,612	$361,453 ▲	10.0%	41,771	0.6%	Transportation
MRVL Marvell Technology	$3,972,966	$3,972,966 ▲	New Holding	56,052	0.6%	Business Services
CVX Chevron	$3,968,738		0.0%	25,160	0.6%	Oils/Energy
SLB Schlumberger	$3,966,874	$400,332 ▲	11.2%	72,375	0.6%	Oils/Energy
STE STERIS	$3,914,791	$348,921 ▲	9.8%	17,413	0.5%	Medical
GXO GXO Logistics	$3,887,547	$1,389,266 ▲	55.6%	72,313	0.5%	Transportation
ELV Elevance Health	$3,872,985	$20,223 ▼	-0.5%	7,469	0.5%	Medical
SYY Sysco	$3,816,028	$10,310 ▼	-0.3%	47,007	0.5%	Consumer Staples
LMT Lockheed Martin	$3,785,428	$15,466 ▼	-0.4%	8,322	0.5%	Aerospace
SCHW Charles Schwab	$3,748,675	$1,881 ▲	0.1%	51,820	0.5%	Finance
NXE NexGen Energy	$3,704,223	$256,115 ▲	7.4%	476,734	0.5%	Basic Materials
CIEN Ciena	$3,690,157	$72,098 ▼	-1.9%	74,624	0.5%	Computer and Technology
UNP Union Pacific	$3,677,898	$24,347 ▼	-0.7%	14,955	0.5%	Transportation
TXT Textron	$3,674,023	$313,499 ▲	9.3%	38,299	0.5%	Aerospace
LHX L3Harris Technologies	$3,652,348	$47,522 ▼	-1.3%	17,139	0.5%	Aerospace
PLD Prologis	$3,628,971	$10,418 ▼	-0.3%	27,868	0.5%	Finance
CAE CAE	$3,612,021	$1,898,839 ▲	110.8%	175,001	0.5%	Aerospace
ULTA Ulta Beauty	$3,607,349	$421,441 ▲	13.2%	6,899	0.5%	Retail/Wholesale
TGT Target	$3,571,701	$36,328 ▲	1.0%	20,155	0.5%	Retail/Wholesale
ADP Automatic Data Processing	$3,531,823	$9,990 ▼	-0.3%	14,142	0.5%	Business Services
ADM Archer-Daniels-Midland	$3,521,272	$165,380 ▲	4.9%	56,062	0.5%	Consumer Staples
LYB LyondellBasell Industries	$3,479,975	$2,557 ▲	0.1%	34,024	0.5%	Basic Materials
TTI TETRA Technologies	$3,448,175	$324,670 ▲	10.4%	778,369	0.5%	Oils/Energy

Showing largest 100 holdings. View all holdings.

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Stanley-Laman Group, Ltd. Top Holdings and 13F Report (2024)

About Stanley-Laman Group, Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Stanley-Laman Group, Ltd. Top Holdings and 13F Report (2024)

About Stanley-Laman Group, Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStanley-Laman Group, Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information