Stanley-Laman Group, Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 18, 2024), Stanley-Laman Group, Ltd. reported 270 stock positions worth $756.3 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 8.1% of the portfolio, followed by Microsoft (MSFT, 2.2%) and Insulet (PODD, 1.8%). Compared with Q1 2024, it opened 40 new positions, sold out of 17, added to 95 and reduced 57. The biggest buy was a new position in Freshworks Class A (FRSH) and the biggest sale an exit from Hashicorp Class A (HCP).
- Most Recent 13F
- Q2 2026
- Location
- Berwyn, PA
- CIK
- 0001601489
- Portfolio Value
- $756.3M (Q2 2024)
- SEC Filing
- 0001376474-24-000327 ↗ filed Jul 18, 2024
Holdings Value
Holdings 270 stocks · $756.3M
| BRK.A Berkshire Hathaway Inc. Class A | 8.10% | 100 | $61.2M | No change |
| MSFT Microsoft Corp. | 2.22% | 37,624 | $16.8M | Add +1.5% |
| PODD Insulet Corp. | 1.78% | 66,681 | $13.5M | Reduce -8.8% |
| CCJ Cameco Corp. | 1.63% | 250,507 | $12.3M | Reduce -2.3% |
| GRSD Grandstand Ltd. filed as GAMBLING COM GROUP LIMITED | 1.46% | 1,344,673 | $11.1M | No change |
| LIN Linde PLC | 1.44% | 24,857 | $10.9M | Add +3.9% |
| PRESTIGE ESTATES PROJECTS | 1.22% | 406,091 | $9.2M | No change |
| MNDY Monday.com Ltd. | 1.21% | 37,945 | $9.1M | Reduce -8.3% |
| FRSH Freshworks Inc. Class A | 1.21% | 719,687 | $9.1M | New |
| AAPL Apple Inc. | 1.20% | 42,964 | $9.0M | Add +5.9% |
| CXM Sprinklr Inc. Class A | 1.18% | 925,990 | $8.9M | Reduce -9.9% |
| RTX RTX Corp. | 1.04% | 78,687 | $7.9M | Add +3.4% |
| FROG Jfrog Ltd. | 1.04% | 210,171 | $7.9M | Reduce -9.2% |
| BHARAT ELECTRONICS LTD | 1.03% | 2,126,096 | $7.8M | No change |
| NVDA Nvidia Corp. | 0.93% | 56,808 | $7.0M | Add +4.3% |
| SMAR Smartsheet Inc. Class A | 0.92% | 158,448 | $7.0M | Reduce -9.1% |
| OKTA Okta Inc. | 0.89% | 72,231 | $6.8M | Reduce -10.8% |
| IFOEF Info Edge (india) Limited | 0.88% | 81,437 | $6.6M | No change |
| ETERNAL LTD filed as ZOMATO LTD INR 1.0 | 0.87% | 2,748,513 | $6.6M | No change |
| GOOGL Alphabet Inc. Class A | 0.86% | 35,874 | $6.5M | Add +7.8% |
| COST Costco Wholesale Corp. | 0.84% | 7,503 | $6.4M | Add +2.0% |
| PD Pagerduty Inc. | 0.81% | 268,748 | $6.2M | Reduce -10.7% |
| INSP Inspire Medical Systems Inc. | 0.81% | 46,025 | $6.2M | Reduce -8.7% |
| LNTH Lantheus Holdings Inc. | 0.81% | 76,347 | $6.1M | Add +0.4% |
| BL Blackline Inc. | 0.81% | 126,501 | $6.1M | Reduce -9.6% |
| APPN Appian Corp. Class A | 0.81% | 198,229 | $6.1M | Reduce -7.6% |
| S Sentinelone Inc. Class A | 0.80% | 288,295 | $6.1M | Reduce -10.3% |
| PH Parker Hannifin Corp. | 0.78% | 11,669 | $5.9M | Reduce -1.4% |
| ZS Zscaler Inc. | 0.77% | 30,446 | $5.9M | Reduce -8.3% |
| ETR Entergy Corp. | 0.76% | 53,752 | $5.8M | Add +3.2% |
| AMAT Applied Materials Inc. | 0.76% | 24,257 | $5.7M | Add +15.0% |
| MCK McKesson Corp. | 0.73% | 9,392 | $5.5M | Add +2.7% |
| PATH Uipath Inc. Class A | 0.73% | 432,464 | $5.5M | Add +30.9% |
| QCOM Qualcomm Inc. | 0.71% | 27,059 | $5.4M | Add +2.9% |
| NXPI NXP Semiconductors NV | 0.69% | 19,490 | $5.2M | Add +4.3% |
| AIR Aar Corp. | 0.68% | 70,714 | $5.1M | Reduce -1.2% |
| TTWO Take-Two Interactive Softwre | 0.68% | 33,057 | $5.1M | Reduce -0.0% |
| WM Waste Management Inc. | 0.68% | 23,927 | $5.1M | Add +4.6% |
| FLR Fluor Corp. | 0.66% | 114,662 | $5.0M | Reduce -3.8% |
| HDFC BANK LIMITED | 0.65% | 245,280 | $5.0M | No change |
| KEX Kirby Corp. | 0.65% | 41,271 | $4.9M | Reduce -1.2% |
| HON Honeywell International Inc. | 0.65% | 22,948 | $4.9M | Add +2.3% |
| LLY Eli Lilly & Co. | 0.64% | 5,383 | $4.9M | Reduce -45.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.64% | 62,329 | $4.9M | Add +4.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.64% | 44,125 | $4.9M | Add +4.9% |
| PCTY Paylocity Holding Corp. | 0.64% | 36,844 | $4.9M | Reduce -7.5% |
| MA Mastercard Inc. Class A | 0.64% | 10,958 | $4.8M | Add +3.5% |
| PAYC Paycom Software Inc. | 0.64% | 33,723 | $4.8M | Reduce -7.7% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.63% | 74,501 | $4.8M | Reduce -9.3% |
| BILL Bill Holdings Inc. | 0.63% | 90,860 | $4.8M | Reduce -9.1% |
| GTM Zoominfo Technologies Inc. | 0.63% | 371,526 | $4.7M | Reduce -8.5% |
| LARSEN & TOUBRO LTD | 0.62% | 110,000 | $4.7M | No change |
| VOO Vanguard S&P 500 ETF | 0.61% | 9,284 | $4.6M | Add +50.1% |
| OWL Blue Owl Capital Inc. | 0.61% | 258,310 | $4.6M | Add +4.5% |
| EXAS Exact Sciences Corp. | 0.61% | 108,418 | $4.6M | Reduce -8.7% |
| CFLT Confluent Inc. Class A | 0.59% | 152,055 | $4.5M | Reduce -7.6% |
| SDGR Schrodinger Inc. | 0.59% | 231,224 | $4.5M | Reduce -8.7% |
| BA The Boeing Co. | 0.59% | 24,557 | $4.5M | Reduce -3.1% |
| FANG Diamondback Energy Inc. | 0.59% | 22,272 | $4.5M | Add +5.0% |
| RLNJF Reliance Industries Ltd. | 0.59% | 118,000 | $4.4M | No change |
| PTC PTC Inc. | 0.58% | 24,060 | $4.4M | Reduce -0.7% |
| CG The Carlyle Group Inc. | 0.58% | 108,707 | $4.4M | Add +0.9% |
| COR Cencora Inc. | 0.58% | 19,353 | $4.4M | Add +4.6% |
| VAL Valaris Ltd. | 0.58% | 58,489 | $4.4M | Add +0.1% |
| VLO Valero Energy Corp. | 0.57% | 27,274 | $4.3M | Add +5.0% |
| ELV Elevance Health Inc. | 0.56% | 7,826 | $4.2M | Add +4.8% |
| CYIENT LTD INR 5.0 | 0.56% | 191,241 | $4.2M | No change |
| CVX Chevron Corp. | 0.55% | 26,507 | $4.1M | Add +5.3% |
| GSK GSK PLC-Spon ADR | 0.55% | 107,167 | $4.1M | Add +1017.6% |
| ASAN Asana Inc. Class A | 0.54% | 293,037 | $4.1M | Reduce -10.7% |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.54% | 86,249 | $4.1M | Add +0.8% |
| LMT Lockheed Martin Corp. | 0.54% | 8,729 | $4.1M | Add +4.9% |
| LHX L3HARRIS Technologies Inc. | 0.54% | 18,071 | $4.1M | Add +5.4% |
| MRVL Marvell Technology Inc. | 0.54% | 58,006 | $4.1M | Add +3.5% |
| NOV Nov Inc. | 0.53% | 212,026 | $4.0M | New |
| VRNT Verint Systems Inc. | 0.53% | 124,470 | $4.0M | Add +0.4% |
| JBL Jabil Inc. | 0.52% | 36,189 | $3.9M | New |
| CIVI Civitas Resources Inc. | 0.52% | 56,905 | $3.9M | Reduce -2.6% |
| CAE Cae Inc. | 0.52% | 210,223 | $3.9M | Add +20.1% |
| SF Stifel Financial Corp. | 0.51% | 45,926 | $3.9M | Add +6.8% |
| SNA Snap-on Inc. | 0.51% | 14,780 | $3.9M | Reduce -2.9% |
| AOS Smith (a.o.) Corp. | 0.50% | 46,364 | $3.8M | Reduce -3.8% |
| NBIX Neurocrine Biosciences Inc. | 0.50% | 27,443 | $3.8M | New |
| FIVN FIVE9 Inc. | 0.49% | 84,280 | $3.7M | Reduce -7.5% |
| AON Aon PLC Class A | 0.48% | 12,385 | $3.6M | Add +31.0% |
| HCSG Healthcare Services Group | 0.48% | 343,455 | $3.6M | Add +1.7% |
| UNP Union Pacific Corp. | 0.47% | 15,828 | $3.6M | Add +5.8% |
| PUMP Propetro Holding Corp. | 0.47% | 412,752 | $3.6M | Add +0.7% |
| GXO Gxo Logistics Inc. | 0.47% | 70,825 | $3.6M | Reduce -2.1% |
| HLIT Harmonic Inc. | 0.47% | 303,053 | $3.6M | Reduce -2.1% |
| ADP Automatic Data Processing | 0.47% | 14,942 | $3.6M | Add +5.7% |
| WTTR Select Water Solutions Inc. | 0.47% | 329,255 | $3.5M | Add +7.3% |
| ADM Archer-Daniels-Midland Co. | 0.46% | 58,095 | $3.5M | Add +3.6% |
| CIEN Ciena Corp. | 0.46% | 72,214 | $3.5M | Reduce -3.2% |
| SYY Sysco Corp. | 0.46% | 48,609 | $3.5M | Add +3.4% |
| SCHW Schwab (charles) Corp. | 0.46% | 46,984 | $3.5M | Reduce -9.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.45% | 72,545 | $3.4M | Add +0.2% |
| LYB Lyondellbasell Indu Class A | 0.45% | 35,311 | $3.4M | Add +3.8% |
| BCLTF Biocon Ltd. | 0.45% | 800,000 | $3.4M | No change |
| AMGN Amgen Inc. | 0.44% | 10,736 | $3.4M | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $210K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LGHMF LG H&H-PRF | COM | 1,900 | $210K | No change |
Total filed on the 13F, all lines: $756.5M.
Portfolio Sells Q1 2024 → Q2 2024
| HCP Hashicorp Inc. Class A | Sold out | 0.00% | −1.45 |
| VNM Vaneck Vietnam ETF | Sold out | 0.00% | −0.90 |
| INSP Inspire Medical Systems Inc. | Reduce -8.7% | 0.81% | −0.58 |
| CHX Championx Corp. | Sold out | 0.00% | −0.57 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.56 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.52 |
| STE Steris PLC | Sold out | 0.00% | −0.50 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.47 |
| EXAS Exact Sciences Corp. | Reduce -8.7% | 0.61% | −0.45 |
| CXM Sprinklr Inc. Class A | Reduce -9.9% | 1.18% | −0.45 |
| BL Blackline Inc. | Reduce -9.6% | 0.81% | −0.35 |
| LLY Eli Lilly & Co. | Reduce -45.2% | 0.64% | −0.34 |
| PAYC Paycom Software Inc. | Reduce -7.7% | 0.64% | −0.30 |
| APPN Appian Corp. Class A | Reduce -7.6% | 0.81% | −0.30 |
| SDGR Schrodinger Inc. | Reduce -8.7% | 0.59% | −0.29 |
| FROG Jfrog Ltd. | Reduce -9.2% | 1.04% | −0.28 |
| BILL Bill Holdings Inc. | Reduce -9.1% | 0.63% | −0.25 |
| PCTY Paylocity Holding Corp. | Reduce -7.5% | 0.64% | −0.24 |
| FIVN FIVE9 Inc. | Reduce -7.5% | 0.49% | −0.24 |
| GMKPF Glenmark Pharmaceuticals Ltd. | Sold out | 0.00% | −0.22 |
| GTM Zoominfo Technologies Inc. | Reduce -8.5% | 0.63% | −0.21 |
| OKTA Okta Inc. | Reduce -10.8% | 0.89% | −0.20 |
| S Sentinelone Inc. Class A | Reduce -10.3% | 0.80% | −0.16 |
| JOLCF Joinn Laboratories China C-H | Sold out | 0.00% | −0.14 |
| SGQIF Shanghai International Air-A | Reduce -87.5% | 0.02% | −0.14 |
| ASAN Asana Inc. Class A | Reduce -10.7% | 0.54% | −0.11 |
| HMCTF Hainan Meilan Internationa-H | Sold out | 0.00% | −0.10 |
| SHANDONG SINOCERA FUNCTION-A | Reduce -64.4% | 0.05% | −0.09 |
| SNA Snap-on Inc. | Reduce -2.9% | 0.51% | −0.07 |
| PH Parker Hannifin Corp. | Reduce -1.4% | 0.78% | −0.07 |
| PD Pagerduty Inc. | Reduce -10.7% | 0.81% | −0.07 |
| HLIT Harmonic Inc. | Reduce -2.1% | 0.47% | −0.06 |
| AOS Smith (a.o.) Corp. | Reduce -3.8% | 0.50% | −0.05 |
| DASTY Dassault Systemes S-Spon ADR | Reduce -41.1% | 0.06% | −0.05 |
| CFLT Confluent Inc. Class A | Reduce -7.6% | 0.59% | −0.05 |
| CIVI Civitas Resources Inc. | Reduce -2.6% | 0.52% | −0.05 |
| HRSHF Haier Smart Home Co. Ltd. Class H | Sold out | 0.00% | −0.05 |
| ZS Zscaler Inc. | Reduce -8.3% | 0.77% | −0.05 |
| AIRPORTS CORP OF VIETNAM JSC | Sold out | 0.00% | −0.05 |
| IP International Paper Co. | Reduce -50.0% | 0.06% | −0.04 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.04 |
| BA The Boeing Co. | Reduce -3.1% | 0.59% | −0.04 |
| HXSCF SK Hynix Inc. | Reduce -40.0% | 0.14% | −0.04 |
| HUBS HubSpot Inc. | Reduce -15.1% | 0.16% | −0.04 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.04 |
| TSYHF Travelsky Technology Ltd. Class H | Reduce -15.4% | 0.17% | −0.03 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.03 |
| NCNO Ncino Inc. | Reduce -10.7% | 0.10% | −0.03 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.03 |
| AMPL Amplitude Inc. Class A | Reduce -11.4% | 0.08% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| FRSH Freshworks Inc. Class A | New | 1.21% | +1.21 |
| NOV Nov Inc. | New | 0.53% | +0.53 |
| JBL Jabil Inc. | New | 0.52% | +0.52 |
| NBIX Neurocrine Biosciences Inc. | New | 0.50% | +0.50 |
| GSK GSK PLC-Spon ADR | Add +1017.6% | 0.55% | +0.49 |
| AMGN Amgen Inc. | New | 0.44% | +0.44 |
| AAPL Apple Inc. | Add +5.9% | 1.20% | +0.30 |
| NVDA Nvidia Corp. | Add +4.3% | 0.93% | +0.29 |
| INFZF Infosys Technologies Ltd. | New | 0.25% | +0.25 |
| VOO Vanguard S&P 500 ETF | Add +50.1% | 0.61% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +7.8% | 0.86% | +0.22 |
| MSFT Microsoft Corp. | Add +1.5% | 2.22% | +0.21 |
| LNTH Lantheus Holdings Inc. | Add +0.4% | 0.81% | +0.20 |
| AMAT Applied Materials Inc. | Add +15.0% | 0.76% | +0.20 |
| COST Costco Wholesale Corp. | Add +2.0% | 0.84% | +0.15 |
| INFY Infosys Ltd.-SP ADR | New | 0.15% | +0.15 |
| NABL N-Able Inc. | Add +25.7% | 0.43% | +0.14 |
| QCOM Qualcomm Inc. | Add +2.9% | 0.71% | +0.14 |
| AZN Astrazeneca PLC-Spons ADR | Add +4.5% | 0.64% | +0.12 |
| HINDUSTAN UNILEVER LTD | New | 0.12% | +0.12 |
| DCBO Docebo Inc. | New | 0.11% | +0.11 |
| WTTR Select Water Solutions Inc. | Add +7.3% | 0.47% | +0.10 |
| NXPI NXP Semiconductors NV | Add +4.3% | 0.69% | +0.10 |
| MCK McKesson Corp. | Add +2.7% | 0.73% | +0.09 |
| TJX TJX Companies Inc. | Add +4.9% | 0.64% | +0.09 |
| RTX RTX Corp. | Add +3.4% | 1.04% | +0.09 |
| AVGO Broadcom Inc. | Add +8.6% | 0.30% | +0.08 |
| SF Stifel Financial Corp. | Add +6.8% | 0.51% | +0.08 |
| AON Aon PLC Class A | Add +31.0% | 0.48% | +0.07 |
| QUANG NGAI SUGAR JSC | New | 0.07% | +0.07 |
| VIETNAM DAIRY PRODUCTS JSC | Add +78.5% | 0.17% | +0.07 |
| FPT CORP | New | 0.07% | +0.07 |
| CMC CORP | New | 0.07% | +0.07 |
| LHX L3HARRIS Technologies Inc. | Add +5.4% | 0.54% | +0.07 |
| VINH HOAN CORP | New | 0.07% | +0.07 |
| MOBILE WORLD INVESTMENT CORP | New | 0.06% | +0.06 |
| GEMADEPT GROUP CORP | New | 0.06% | +0.06 |
| HANGCHA GROUP CO LTD-A | Add +217.9% | 0.11% | +0.06 |
| BLBLF Bilibili Inc. Class Z | New | 0.06% | +0.06 |
| HKXCF Hong Kong Exchanges & Clear | Add +44.5% | 0.17% | +0.06 |
| DIGIWORLD CORP | New | 0.06% | +0.06 |
| HOA PHAT GROUP JSC | New | 0.06% | +0.06 |
| SAIGON BEER ALCOHOL BEVERAGE | New | 0.06% | +0.06 |
| MASAN GROUP CORP | New | 0.06% | +0.06 |
| ELV Elevance Health Inc. | Add +4.8% | 0.56% | +0.06 |
| POONGSAN CORP | New | 0.06% | +0.06 |
| GLW Corning Inc. | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | New | 0.06% | +0.06 |
| MILITARY COMMERCIAL JOINT | New | 0.06% | +0.06 |
| PTEN Patterson-Uti Energy Inc. | Add +30.8% | 0.41% | +0.06 |
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 |