Stanley-Laman Group, Ltd.

Est. AUM

$814.4M

13F long equity, this entity only

Positions

295

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC CLASS CLASS A	CAP STK CL A	$21.9M	76004	2.68%	SOLE
2	AMAZON.COM INC	COM	$16.4M	78720	2.01%	SOLE
3	RTX CORP	COM	$15.9M	82179	1.95%	SOLE
4	CAMECO CORP F	COM	$14.2M	130631	1.74%	SOLE
5	LAM RESH CORP	COM NEW	$14.1M	65918	1.73%	SOLE
6	NVIDIA CORP	COM	$13.5M	77462	1.66%	SOLE
7	KLA CORP	COM NEW	$11.4M	7773	1.41%	SOLE
8	BROADCOM INC	COM	$11.1M	35938	1.37%	SOLE
9	ENTERGY CORP NEW	COM	$10.9M	97060	1.34%	SOLE
10	MICROSOFT CORP	COM	$10.9M	29357	1.33%	SOLE
11	APPLE INC	COM	$10.8M	42686	1.33%	SOLE
12	TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS	SPONSORED ADR	$10.6M	31458	1.31%	SOLE
13	VALARIS LTD F	CL A	$10.4M	105827	1.27%	SOLE
14	MONOLITHIC PWR SYS INC	COM	$10.3M	9438	1.27%	SOLE
15	LINDE PLC F	COM	$10.0M	20095	1.22%	SOLE
16	INTUITIVE SURGICAL INC	COM NEW	$8.0M	17459	0.99%	SOLE
17	ADVANCED MICRO DEVIC	COM	$8.0M	39439	0.99%	SOLE
18	META PLATFORMS INC CLASS CLASS A	CL A	$7.8M	13695	0.96%	SOLE
19	ARISTA NETWORKS INC	COM SHS	$7.7M	62979	0.95%	SOLE
20	TETRA TECHNOLOGIES INC D	COM	$7.6M	896815	0.94%	SOLE
21	VERTIV HLDGS CO CLASS CLASS A	COM CL A	$7.3M	29302	0.90%	SOLE
22	WEATHERFORD INTL PLC F	ORD SHS	$7.3M	76932	0.89%	SOLE
23	ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS	SPONSORED ADR	$7.1M	47189	0.88%	SOLE
24	APPLIED MATLS INC	COM	$6.9M	20141	0.85%	SOLE
25	MASTERCARD INC CLASS CLASS A	CL A	$6.5M	13092	0.80%	SOLE
26	JABIL INC	COM	$6.5M	24612	0.80%	SOLE
27	LANTHEUS HLDGS INC	COM	$6.5M	85474	0.80%	SOLE
28	COHU INC	COM	$6.4M	209012	0.79%	SOLE
29	OLIN CORP	COM PAR $1	$6.4M	214704	0.78%	SOLE
30	ELI LILLY AND CO	COM	$6.2M	6787	0.77%	SOLE
31	AAR CORP	COM	$6.2M	56628	0.76%	SOLE
32	ANTERO RES CORP	COM	$6.2M	145748	0.76%	SOLE
33	VANGUARD S&P 500 ETF	S&P 500 ETF SHS	$6.1M	10215	0.75%	SOLE
34	ONTO INNOVATION INC	COM	$6.0M	29337	0.74%	SOLE
35	ANALOG DEVICES INC	COM	$6.0M	18890	0.74%	SOLE
36	SLB LIMITED F	COM STK	$6.0M	116845	0.74%	SOLE
37	HEWLETT PACKARD ENTERPRI	COM	$6.0M	251974	0.74%	SOLE
38	BOEING CO	COM	$5.8M	29196	0.71%	SOLE
39	GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS	SPONSORED ADR	$5.8M	105176	0.71%	SOLE
40	L3HARRIS TECHNOLOGIES IN	COM	$5.8M	16758	0.71%	SOLE
41	ENERGY FUELS INC F	COM	$5.8M	315085	0.71%	SOLE
42	PATTERSON-UTI ENERGY INC	COM	$5.7M	530634	0.71%	SOLE
43	ALBEMARLE CORP	COM	$5.7M	31919	0.70%	SOLE
44	PARKER-HANNIFIN CORP	COM	$5.7M	6388	0.70%	SOLE
45	TAKE-TWO INTERACTIVE SOF	COM	$5.6M	28452	0.69%	SOLE
46	NEXGEN ENERGY LTD F	COM	$5.6M	479439	0.68%	SOLE
47	VALERO ENERGY CORP NEW	COM	$5.5M	22225	0.67%	SOLE
48	RANGE RES CORP	COM	$5.4M	119326	0.66%	SOLE
49	MICRON TECHNOLOGY INC	COM	$5.4M	15881	0.66%	SOLE
50	MCKESSON CORP	COM	$5.3M	6132	0.65%	SOLE

1–50 of 294

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.