Stanley-Laman Group, Ltd.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 17, 2024), Stanley-Laman Group, Ltd. reported 247 stock positions worth $775.8 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 8.2% of the portfolio, followed by Microsoft (MSFT, 2.0%) and Sprinklr Class A (CXM, 1.6%). Compared with Q4 2023, it opened 25 new positions, sold out of 10, added to 76 and reduced 63. The biggest buy was a new position in Insulet (PODD) and the biggest sale an exit from Shockwave Medical (SWAV).
- Most Recent 13F
- Q2 2026
- Location
- Berwyn, PA
- CIK
- 0001601489
- Portfolio Value
- $775.8M (Q1 2024)
- SEC Filing
- 0001376474-24-000173 ↗ filed Apr 17, 2024
Holdings Value
Holdings 247 stocks · $775.8M
| BRK.A Berkshire Hathaway Inc. Class A | 8.18% | 100 | $63.4M | No change |
| MSFT Microsoft Corp. | 2.01% | 37,075 | $15.6M | Add +3.8% |
| CXM Sprinklr Inc. Class A | 1.63% | 1,028,347 | $12.6M | Reduce -1.7% |
| PODD Insulet Corp. | 1.62% | 73,158 | $12.5M | New |
| GRSD Grandstand Ltd. filed as GAMBLING COM GROUP LIMITED | 1.58% | 1,344,673 | $12.3M | No change |
| HCP Hashicorp Inc. Class A | 1.45% | 418,613 | $11.3M | Add +0.1% |
| LIN Linde PLC | 1.43% | 23,931 | $11.1M | Add +3.4% |
| CCJ Cameco Corp. | 1.43% | 256,360 | $11.1M | Reduce -8.9% |
| INSP Inspire Medical Systems Inc. | 1.40% | 50,412 | $10.8M | Reduce -1.3% |
| FROG Jfrog Ltd. | 1.32% | 231,366 | $10.2M | Reduce -1.6% |
| MNDY Monday.com Ltd. | 1.20% | 41,385 | $9.3M | Reduce -1.0% |
| BL Blackline Inc. | 1.17% | 139,952 | $9.0M | Reduce -0.3% |
| APPN Appian Corp. Class A | 1.10% | 214,479 | $8.6M | Add +1.5% |
| OKTA Okta Inc. | 1.09% | 80,950 | $8.5M | Reduce -1.6% |
| EXAS Exact Sciences Corp. | 1.06% | 118,690 | $8.2M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.98% | 9,821 | $7.6M | Reduce -17.4% |
| S Sentinelone Inc. Class A | 0.97% | 321,441 | $7.5M | Reduce -3.7% |
| PATH Uipath Inc. Class A | 0.97% | 330,424 | $7.5M | Reduce -1.5% |
| RTX RTX Corp. | 0.96% | 76,075 | $7.4M | Add +7.4% |
| PAYC Paycom Software Inc. | 0.94% | 36,542 | $7.3M | Add +0.6% |
| VNM Vaneck Vietnam ETF | 0.90% | 503,817 | $7.0M | New |
| AAPL Apple Inc. | 0.90% | 40,557 | $7.0M | Add +3.9% |
| BILL Bill Holdings Inc. | 0.89% | 99,918 | $6.9M | Add +0.8% |
| PCTY Paylocity Holding Corp. | 0.88% | 39,821 | $6.8M | Reduce -0.0% |
| SDGR Schrodinger Inc. | 0.88% | 253,354 | $6.8M | Add +2.3% |
| PD Pagerduty Inc. | 0.88% | 301,041 | $6.8M | Reduce -0.5% |
| SMAR Smartsheet Inc. Class A | 0.87% | 174,346 | $6.7M | Add +0.6% |
| PH Parker Hannifin Corp. | 0.85% | 11,838 | $6.6M | Add +5.9% |
| GTM Zoominfo Technologies Inc. | 0.84% | 405,999 | $6.5M | Reduce -0.3% |
| ZS Zscaler Inc. | 0.82% | 33,193 | $6.4M | Reduce -2.5% |
| ETERNAL LTD filed as ZOMATO LTD INR 1.0 | 0.77% | 2,748,513 | $6.0M | No change |
| PRESTIGE ESTATES PROJECTS | 0.74% | 406,091 | $5.7M | Reduce -9.9% |
| FIVN FIVE9 Inc. | 0.73% | 91,086 | $5.7M | Add +0.4% |
| ETR Entergy Corp. | 0.71% | 52,085 | $5.5M | Add +7.9% |
| IFOEF Info Edge (india) Limited | 0.70% | 81,437 | $5.5M | No change |
| COST Costco Wholesale Corp. | 0.69% | 7,355 | $5.4M | Add +9.2% |
| BHARAT ELECTRONICS LTD | 0.66% | 2,126,096 | $5.1M | Reduce -8.6% |
| MA Mastercard Inc. Class A | 0.66% | 10,589 | $5.1M | Reduce -5.9% |
| ASAN Asana Inc. Class A | 0.66% | 328,248 | $5.1M | Reduce -1.0% |
| CG The Carlyle Group Inc. | 0.65% | 107,731 | $5.1M | Add +8.4% |
| FLR Fluor Corp. | 0.65% | 119,129 | $5.0M | Reduce -14.7% |
| GOOGL Alphabet Inc. Class A | 0.65% | 33,289 | $5.0M | Add +360.1% |
| CFLT Confluent Inc. Class A | 0.65% | 164,551 | $5.0M | Add +0.5% |
| LARSEN & TOUBRO LTD | 0.64% | 110,000 | $5.0M | Reduce -12.0% |
| NVDA Nvidia Corp. | 0.63% | 5,445 | $4.9M | Add +7.9% |
| TTWO Take-Two Interactive Softwre | 0.63% | 33,063 | $4.9M | Add +6.8% |
| MCK McKesson Corp. | 0.63% | 9,145 | $4.9M | Add +8.5% |
| BA The Boeing Co. | 0.63% | 25,343 | $4.9M | Add +7.7% |
| WM Waste Management Inc. | 0.63% | 22,881 | $4.9M | Reduce -0.4% |
| LNTH Lantheus Holdings Inc. | 0.61% | 76,054 | $4.7M | Add +28.0% |
| OWL Blue Owl Capital Inc. | 0.60% | 247,105 | $4.7M | Reduce -0.3% |
| NXPI NXP Semiconductors NV | 0.60% | 18,681 | $4.6M | Reduce -1.1% |
| HON Honeywell International Inc. | 0.59% | 22,428 | $4.6M | Reduce -1.6% |
| CYIENT LTD INR 5.0 | 0.59% | 191,241 | $4.6M | Reduce -13.2% |
| PTC PTC Inc. | 0.59% | 24,225 | $4.6M | Reduce -5.6% |
| SNA Snap-on Inc. | 0.58% | 15,224 | $4.5M | Reduce -0.4% |
| COR Cencora Inc. | 0.58% | 18,495 | $4.5M | Reduce -4.7% |
| QCOM Qualcomm Inc. | 0.57% | 26,309 | $4.5M | Add +8.5% |
| CHX Championx Corp. | 0.57% | 124,066 | $4.5M | Add +12.1% |
| CIVI Civitas Resources Inc. | 0.57% | 58,434 | $4.4M | Add +32.4% |
| VLO Valero Energy Corp. | 0.57% | 25,969 | $4.4M | Add +0.4% |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.57% | 85,562 | $4.4M | Add +9.0% |
| VAL Valaris Ltd. | 0.57% | 58,421 | $4.4M | New |
| AMAT Applied Materials Inc. | 0.56% | 21,092 | $4.3M | Add +8.4% |
| GPN Global Payments Inc. | 0.56% | 32,441 | $4.3M | Add +8.7% |
| AOS Smith (a.o.) Corp. | 0.56% | 48,181 | $4.3M | Reduce -0.4% |
| AIR Aar Corp. | 0.55% | 71,550 | $4.3M | Add +9.8% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.55% | 82,116 | $4.3M | Reduce -18.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.55% | 42,065 | $4.3M | Add +0.9% |
| HDFC BANK LIMITED | 0.55% | 245,280 | $4.3M | No change |
| HCSG Healthcare Services Group | 0.54% | 337,639 | $4.2M | Add +29.6% |
| RLNJF Reliance Industries Ltd. | 0.54% | 118,000 | $4.2M | No change |
| FANG Diamondback Energy Inc. | 0.54% | 21,204 | $4.2M | Add +0.3% |
| HLIT Harmonic Inc. | 0.54% | 309,710 | $4.2M | Add +10.5% |
| VRNT Verint Systems Inc. | 0.53% | 123,992 | $4.1M | Add +10.0% |
| MTRX Matrix Service Co. | 0.53% | 313,550 | $4.1M | Reduce -6.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.52% | 59,654 | $4.0M | Add +0.7% |
| UNH Unitedhealth Group Inc. | 0.52% | 8,150 | $4.0M | Add +8.2% |
| KEX Kirby Corp. | 0.51% | 41,771 | $4.0M | Add +10.0% |
| MRVL Marvell Technology Inc. | 0.51% | 56,052 | $4.0M | New |
| CVX Chevron Corp. | 0.51% | 25,160 | $4.0M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.51% | 72,375 | $4.0M | Add +11.2% |
| STE Steris PLC | 0.50% | 17,413 | $3.9M | Add +9.8% |
| GXO Gxo Logistics Inc. | 0.50% | 72,313 | $3.9M | Add +55.6% |
| ELV Elevance Health Inc. | 0.50% | 7,469 | $3.9M | Reduce -0.5% |
| SYY Sysco Corp. | 0.49% | 47,007 | $3.8M | Reduce -0.3% |
| LMT Lockheed Martin Corp. | 0.49% | 8,322 | $3.8M | Reduce -0.4% |
| SCHW Schwab (charles) Corp. | 0.48% | 51,820 | $3.7M | Add +0.1% |
| NXE Nexgen Energy Ltd. | 0.48% | 476,734 | $3.7M | Add +7.4% |
| CIEN Ciena Corp. | 0.48% | 74,624 | $3.7M | Reduce -1.9% |
| UNP Union Pacific Corp. | 0.47% | 14,955 | $3.7M | Reduce -0.7% |
| TXT Textron Inc. | 0.47% | 38,299 | $3.7M | Add +9.3% |
| LHX L3HARRIS Technologies Inc. | 0.47% | 17,139 | $3.7M | Reduce -1.3% |
| PLD Prologis Inc. | 0.47% | 27,868 | $3.6M | Reduce -0.3% |
| CAE Cae Inc. | 0.47% | 175,001 | $3.6M | Add +110.8% |
| ULTA Ulta Beauty Inc. | 0.47% | 6,899 | $3.6M | Add +13.2% |
| TGT Target Corp. | 0.46% | 20,155 | $3.6M | Add +1.0% |
| ADP Automatic Data Processing | 0.46% | 14,142 | $3.5M | Reduce -0.3% |
| ADM Archer-Daniels-Midland Co. | 0.45% | 56,062 | $3.5M | Add +4.9% |
| LYB Lyondellbasell Indu Class A | 0.45% | 34,024 | $3.5M | Add +0.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $237K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LGHMF LG H&H-PRF | COM | 1,900 | $237K | No change |
Total filed on the 13F, all lines: $776.0M.
Portfolio Sells Q4 2023 → Q1 2024
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −1.28 |
| BKNG Booking Holdings Inc. | Reduce -96.1% | 0.03% | −0.77 |
| ENS Enersys | Sold out | 0.00% | −0.51 |
| ADI Analog Devices Inc. | Reduce -92.5% | 0.04% | −0.48 |
| ABT Abbott Laboratories | Reduce -73.5% | 0.15% | −0.44 |
| MGA Magna International Inc. | Sold out | 0.00% | −0.44 |
| CPE Callon Petroleum Co. | Sold out | 0.00% | −0.41 |
| BYD Boyd Gaming Corp. | Sold out | 0.00% | −0.40 |
| S Sentinelone Inc. Class A | Reduce -3.7% | 0.97% | −0.33 |
| CCJ Cameco Corp. | Reduce -8.9% | 1.43% | −0.28 |
| CYIENT LTD INR 5.0 | Reduce -13.2% | 0.59% | −0.26 |
| ZS Zscaler Inc. | Reduce -2.5% | 0.82% | −0.24 |
| ASAN Asana Inc. Class A | Reduce -1.0% | 0.66% | −0.24 |
| GTM Zoominfo Technologies Inc. | Reduce -0.3% | 0.84% | −0.23 |
| PATH Uipath Inc. Class A | Reduce -1.5% | 0.97% | −0.21 |
| EXAS Exact Sciences Corp. | Reduce -0.5% | 1.06% | −0.19 |
| PRESTIGE ESTATES PROJECTS | Reduce -9.9% | 0.74% | −0.17 |
| CXM Sprinklr Inc. Class A | Reduce -1.7% | 1.63% | −0.15 |
| KOH YOUNG TECHNOLOGY INC | Sold out | 0.00% | −0.14 |
| FLR Fluor Corp. | Reduce -14.7% | 0.65% | −0.12 |
| PD Pagerduty Inc. | Reduce -0.5% | 0.88% | −0.11 |
| KRISHNA INSTITUTE OF INR 10.0 144A | Reduce -41.0% | 0.14% | −0.11 |
| LARSEN & TOUBRO LTD | Reduce -12.0% | 0.64% | −0.11 |
| WNS WNS Holdings Ltd.-ADR | Sold out | 0.00% | −0.09 |
| GMKPF Glenmark Pharmaceuticals Ltd. | Reduce -28.6% | 0.22% | −0.08 |
| HON Honeywell International Inc. | Reduce -1.6% | 0.59% | −0.08 |
| BL Blackline Inc. | Reduce -0.3% | 1.17% | −0.07 |
| DOUZONE BIZON CO LTD KRW 500.0 | Sold out | 0.00% | −0.07 |
| INSP Inspire Medical Systems Inc. | Reduce -1.3% | 1.40% | −0.07 |
| L'OCCITANE INTERNATIONAL SA | Sold out | 0.00% | −0.07 |
| BHARAT ELECTRONICS LTD | Reduce -8.6% | 0.66% | −0.06 |
| PLD Prologis Inc. | Reduce -0.3% | 0.47% | −0.06 |
| HXSCF SK Hynix Inc. | Reduce -33.3% | 0.18% | −0.06 |
| RF Regions Financial Corp. | Reduce -66.3% | 0.03% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -55.2% | 0.04% | −0.06 |
| UNP Union Pacific Corp. | Reduce -0.7% | 0.47% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -0.4% | 0.49% | −0.05 |
| LHX L3HARRIS Technologies Inc. | Reduce -1.3% | 0.47% | −0.05 |
| PCTY Paylocity Holding Corp. | Reduce -0.0% | 0.88% | −0.05 |
| PFE Pfizer Inc. | Reduce -9.3% | 0.18% | −0.05 |
| PTC PTC Inc. | Reduce -5.6% | 0.59% | −0.04 |
| SNA Snap-on Inc. | Reduce -0.4% | 0.58% | −0.04 |
| DT Dynatrace Inc. | Reduce -0.7% | 0.13% | −0.04 |
| BRZE Braze Inc. Class A | Reduce -0.7% | 0.11% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -33.4% | 0.04% | −0.03 |
| V Visa Inc. Class A | Reduce -72.9% | 0.04% | −0.03 |
| SHENZHEN SUNLORD ELECTRONI-A | Sold out | 0.00% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -5.9% | 0.66% | −0.02 |
| BNY Bank of New York Mellon Corp. | Reduce -31.7% | 0.04% | −0.02 |
| NXPI NXP Semiconductors NV | Reduce -1.1% | 0.60% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| PODD Insulet Corp. | New | 1.62% | +1.62 |
| VNM Vaneck Vietnam ETF | New | 0.90% | +0.90 |
| VAL Valaris Ltd. | New | 0.57% | +0.57 |
| MRVL Marvell Technology Inc. | New | 0.51% | +0.51 |
| GOOGL Alphabet Inc. Class A | Add +360.1% | 0.65% | +0.50 |
| LVS Las Vegas Sands Corp. | New | 0.42% | +0.42 |
| AON Aon PLC Class A | New | 0.41% | +0.41 |
| HIG Hartford Insurance Group Inc. | New | 0.39% | +0.39 |
| UUUU Energy Fuels Inc. | New | 0.37% | +0.37 |
| OSIS Osi Systems Inc. | New | 0.37% | +0.37 |
| BCLTF Biocon Ltd. | New | 0.33% | +0.33 |
| NABL N-Able Inc. | New | 0.28% | +0.28 |
| NVDA Nvidia Corp. | Add +7.9% | 0.63% | +0.28 |
| CAE Cae Inc. | Add +110.8% | 0.47% | +0.21 |
| HANWHA AEROSPACE CO LTD KRW 5000.0 | New | 0.20% | +0.20 |
| ICICI PRUDENTIAL LIFE INSURA | New | 0.19% | +0.19 |
| MSOGF Miniso Group Holding Ltd. | New | 0.18% | +0.18 |
| HCSG Healthcare Services Group | Add +29.6% | 0.54% | +0.16 |
| PUMP Propetro Holding Corp. | Add +73.1% | 0.43% | +0.15 |
| AXIS BANK LTD | New | 0.15% | +0.15 |
| CIVI Civitas Resources Inc. | Add +32.4% | 0.57% | +0.14 |
| PH Parker Hannifin Corp. | Add +5.9% | 0.85% | +0.12 |
| CHX Championx Corp. | Add +12.1% | 0.57% | +0.12 |
| AMAT Applied Materials Inc. | Add +8.4% | 0.56% | +0.11 |
| RTX RTX Corp. | Add +7.4% | 0.96% | +0.11 |
| MSFT Microsoft Corp. | Add +3.8% | 2.01% | +0.11 |
| CFLT Confluent Inc. Class A | Add +0.5% | 0.65% | +0.11 |
| AL Sumisho Air Lease Corp. | Add +9.0% | 0.57% | +0.10 |
| GXO Gxo Logistics Inc. | Add +55.6% | 0.50% | +0.10 |
| VRNT Verint Systems Inc. | Add +10.0% | 0.53% | +0.10 |
| VIETNAM DAIRY PRODUCTS JSC | New | 0.10% | +0.10 |
| PTEN Patterson-Uti Energy Inc. | Add +36.5% | 0.35% | +0.10 |
| VLO Valero Energy Corp. | Add +0.4% | 0.57% | +0.10 |
| KEX Kirby Corp. | Add +10.0% | 0.51% | +0.09 |
| LNTH Lantheus Holdings Inc. | Add +28.0% | 0.61% | +0.09 |
| LIN Linde PLC | Add +3.4% | 1.43% | +0.09 |
| MCK McKesson Corp. | Add +8.5% | 0.63% | +0.08 |
| CG The Carlyle Group Inc. | Add +8.4% | 0.65% | +0.08 |
| QCOM Qualcomm Inc. | Add +8.5% | 0.57% | +0.08 |
| FANG Diamondback Energy Inc. | Add +0.3% | 0.54% | +0.08 |
| TXT Textron Inc. | Add +9.3% | 0.47% | +0.08 |
| PDCLF Paradise Co. Ltd. | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | Add +9.2% | 0.69% | +0.07 |
| TGT Target Corp. | Add +1.0% | 0.46% | +0.06 |
| GTOFF Goto Gojek Tokopedia TBK PT | New | 0.06% | +0.06 |
| HCP Hashicorp Inc. Class A | Add +0.1% | 1.45% | +0.06 |
| DBMBF Fibra Macquarie Mexico | New | 0.05% | +0.05 |
| BEIJING ROBOROCK TECHNOLOG-A | New | 0.05% | +0.05 |
| COSMO FIRST LTD | Add +1141.6% | 0.05% | +0.05 |
| HANGCHA GROUP CO LTD-A | New | 0.05% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 298 | $984.2M | LRCX, GOOGL, KLAC, AMD, AMZN |
| Q1 2026 | 294 | $814.5M | GOOGL, AMZN, RTX, CCJ, LRCX |
| Q4 2025 | 305 | $786.9M | GOOGL, MSFT, AMZN, RTX, NVDA |
| Q3 2025 | 250 | $701.6M | MSFT, GOOGL, AMZN, NVDA, CCJ |
| Q2 2025 | 282 | $673.1M | MSFT, CCJ, RTX, LIN, ETR |
| Q1 2025 | 281 | $649.7M | MSFT, OKTA, LIN, VOO, CCJ |
| Q4 2024 | 281 | $712.0M | VOO, GRSD, MSFT, CCJ, GOOGL |
| Q3 2024 | 290 | $780.7M | BRK.A, MSFT, GRSD, CCJ, LIN |
| Q2 2024 | 270 | $756.3M | BRK.A, MSFT, PODD, CCJ, GRSD |
| Q1 2024 | 247 | $775.8M | BRK.A, MSFT, CXM, PODD, GRSD |