Stanley-Laman Group, Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 22, 2024), Stanley-Laman Group, Ltd. reported 290 stock positions worth $780.7 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 8.9% of the portfolio, followed by Microsoft (MSFT, 2.0%) and Grandstand (GRSD, 1.7%). Compared with Q2 2024, it opened 37 new positions, sold out of 17, added to 105 and reduced 69. The biggest buy was a new position in Snowflake (SNOW) and the biggest sale an exit from Insulet (PODD).
- Most Recent 13F
- Q2 2026
- Location
- Berwyn, PA
- CIK
- 0001601489
- Portfolio Value
- $780.7M (Q3 2024)
- SEC Filing
- 0001376474-24-000608 ↗ filed Oct 22, 2024
Holdings Value
Holdings 290 stocks · $780.7M
| BRK.A Berkshire Hathaway Inc. Class A | 8.85% | 100 | $69.1M | No change |
| MSFT Microsoft Corp. | 2.00% | 36,306 | $15.6M | Reduce -3.5% |
| GRSD Grandstand Ltd. filed as GAMBLING COM GROUP LIMITED | 1.73% | 1,344,673 | $13.5M | No change |
| CCJ Cameco Corp. | 1.67% | 273,739 | $13.1M | Add +9.3% |
| LIN Linde PLC | 1.47% | 24,087 | $11.5M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 1.35% | 63,699 | $10.6M | Add +77.6% |
| AAPL Apple Inc. | 1.29% | 43,357 | $10.1M | Add +0.9% |
| RTX RTX Corp. | 1.06% | 68,293 | $8.3M | Reduce -13.2% |
| PRESTIGE ESTATES PROJECTS | 0.98% | 346,091 | $7.6M | Reduce -14.8% |
| NVDA Nvidia Corp. | 0.94% | 60,691 | $7.4M | Add +6.8% |
| IFOEF Info Edge (india) Limited | 0.94% | 76,437 | $7.4M | Reduce -6.1% |
| ETR Entergy Corp. | 0.93% | 55,263 | $7.3M | Add +2.8% |
| LNTH Lantheus Holdings Inc. | 0.92% | 65,336 | $7.2M | Reduce -14.4% |
| SNOW Snowflake Inc. | 0.92% | 62,383 | $7.2M | New |
| PH Parker Hannifin Corp. | 0.91% | 11,304 | $7.1M | Reduce -3.1% |
| ETERNAL LTD filed as ZOMATO LTD INR 1.0 | 0.91% | 2,173,513 | $7.1M | Reduce -20.9% |
| FRSH Freshworks Inc. Class A | 0.90% | 611,509 | $7.0M | Reduce -15.0% |
| AMZN Amazon.com Inc. | 0.85% | 35,620 | $6.6M | Add +254.6% |
| ESTC Elastic NV | 0.83% | 84,797 | $6.5M | New |
| EXAS Exact Sciences Corp. | 0.82% | 93,550 | $6.4M | Reduce -13.7% |
| TEAM Atlassian Corp. Class A | 0.77% | 38,072 | $6.0M | New |
| S Sentinelone Inc. Class A | 0.77% | 252,095 | $6.0M | Reduce -12.6% |
| CXM Sprinklr Inc. Class A | 0.77% | 774,578 | $6.0M | Reduce -16.4% |
| BL Blackline Inc. | 0.77% | 108,543 | $6.0M | Reduce -14.2% |
| APPN Appian Corp. Class A | 0.76% | 174,875 | $6.0M | Reduce -11.8% |
| COST Costco Wholesale Corp. | 0.76% | 6,703 | $5.9M | Reduce -10.7% |
| BHARAT ELECTRONICS LTD | 0.75% | 1,726,096 | $5.9M | Reduce -18.8% |
| MA Mastercard Inc. Class A | 0.75% | 11,847 | $5.9M | Add +8.1% |
| FLR Fluor Corp. | 0.75% | 122,001 | $5.8M | Add +6.4% |
| JBL Jabil Inc. | 0.69% | 44,808 | $5.4M | Add +23.8% |
| TTWO Take-Two Interactive Softwre | 0.69% | 34,921 | $5.4M | Add +5.6% |
| GSK GSK PLC-Spon ADR | 0.68% | 130,460 | $5.3M | Add +21.7% |
| STX Seagate Technology Holdings | 0.68% | 48,500 | $5.3M | New |
| FROG Jfrog Ltd. | 0.68% | 182,419 | $5.3M | Reduce -13.2% |
| AMAT Applied Materials Inc. | 0.67% | 25,897 | $5.2M | Add +6.8% |
| PCTY Paylocity Holding Corp. | 0.67% | 31,670 | $5.2M | Reduce -14.0% |
| PATH Uipath Inc. Class A | 0.66% | 402,655 | $5.2M | Reduce -6.9% |
| OWL Blue Owl Capital Inc. | 0.66% | 265,944 | $5.1M | Add +3.0% |
| HDFC BANK LIMITED | 0.65% | 245,280 | $5.1M | No change |
| QCOM Qualcomm Inc. | 0.65% | 29,740 | $5.1M | Add +9.9% |
| LMT Lockheed Martin Corp. | 0.65% | 8,622 | $5.0M | Reduce -1.2% |
| CG The Carlyle Group Inc. | 0.64% | 116,851 | $5.0M | Add +7.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.64% | 64,491 | $5.0M | Add +3.5% |
| AIR Aar Corp. | 0.63% | 75,722 | $4.9M | Add +7.1% |
| PAYC Paycom Software Inc. | 0.62% | 29,226 | $4.9M | Reduce -13.3% |
| LARSEN & TOUBRO LTD | 0.62% | 110,000 | $4.8M | No change |
| WM Waste Management Inc. | 0.62% | 23,175 | $4.8M | Reduce -3.1% |
| NXPI NXP Semiconductors NV | 0.61% | 20,002 | $4.8M | Add +2.6% |
| MCK McKesson Corp. | 0.61% | 9,636 | $4.8M | Add +2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.61% | 40,342 | $4.7M | Reduce -8.6% |
| HON Honeywell International Inc. | 0.60% | 22,632 | $4.7M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.60% | 5,280 | $4.7M | Reduce -1.9% |
| HLIT Harmonic Inc. | 0.60% | 319,611 | $4.7M | Add +5.5% |
| OKTA Okta Inc. | 0.60% | 62,502 | $4.6M | Reduce -13.5% |
| KEX Kirby Corp. | 0.59% | 37,885 | $4.6M | Reduce -8.2% |
| PTC PTC Inc. | 0.59% | 25,515 | $4.6M | Add +6.0% |
| ADP Automatic Data Processing | 0.58% | 16,281 | $4.5M | Add +9.0% |
| SF Stifel Financial Corp. | 0.58% | 47,895 | $4.5M | Add +4.3% |
| ZS Zscaler Inc. | 0.57% | 26,157 | $4.5M | Reduce -14.1% |
| COR Cencora Inc. | 0.57% | 19,754 | $4.4M | Add +2.1% |
| PD Pagerduty Inc. | 0.56% | 237,799 | $4.4M | Reduce -11.5% |
| SNA Snap-on Inc. | 0.56% | 15,081 | $4.4M | Add +2.0% |
| TTI Tetra Technologies Inc. | 0.56% | 1,401,932 | $4.3M | Add +57.9% |
| NBIX Neurocrine Biosciences Inc. | 0.55% | 37,531 | $4.3M | Add +36.8% |
| LHX L3HARRIS Technologies Inc. | 0.55% | 18,175 | $4.3M | Add +0.6% |
| UUUU Energy Fuels Inc. | 0.55% | 785,521 | $4.3M | Add +65.2% |
| AON Aon PLC Class A | 0.55% | 12,438 | $4.3M | Add +0.4% |
| CYIENT LTD INR 5.0 | 0.55% | 191,241 | $4.3M | No change |
| NABL N-Able Inc. | 0.54% | 324,864 | $4.2M | Add +52.9% |
| CAE Cae Inc. | 0.54% | 224,392 | $4.2M | Add +6.7% |
| MRVL Marvell Technology Inc. | 0.54% | 58,303 | $4.2M | Add +0.5% |
| BILL Bill Holdings Inc. | 0.54% | 79,365 | $4.2M | Reduce -12.7% |
| AMD Advanced Micro Devices | 0.53% | 25,432 | $4.2M | Add +1210.9% |
| RLNJF Reliance Industries Ltd. | 0.53% | 118,000 | $4.2M | No change |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.52% | 90,109 | $4.1M | Add +4.5% |
| NOV Nov Inc. | 0.52% | 254,118 | $4.1M | Add +19.9% |
| AOS Smith (a.o.) Corp. | 0.52% | 45,015 | $4.0M | Reduce -2.9% |
| CIVI Civitas Resources Inc. | 0.51% | 78,870 | $4.0M | Add +38.6% |
| UNP Union Pacific Corp. | 0.51% | 16,203 | $4.0M | Add +2.4% |
| CVX Chevron Corp. | 0.51% | 27,019 | $4.0M | Add +1.9% |
| ELV Elevance Health Inc. | 0.50% | 7,560 | $3.9M | Reduce -3.4% |
| OSIS Osi Systems Inc. | 0.50% | 25,774 | $3.9M | Add +22.8% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.50% | 77,712 | $3.9M | Add +4.3% |
| HCSG Healthcare Services Group | 0.50% | 347,581 | $3.9M | Add +1.2% |
| FANG Diamondback Energy Inc. | 0.50% | 22,512 | $3.9M | Add +1.1% |
| HIG Hartford Insurance Group Inc. | 0.50% | 32,955 | $3.9M | Add +3.9% |
| GXO Gxo Logistics Inc. | 0.50% | 74,348 | $3.9M | Add +5.0% |
| MTRX Matrix Service Co. | 0.50% | 335,444 | $3.9M | Add +2.7% |
| VAL Valaris Ltd. | 0.49% | 69,202 | $3.9M | Add +18.3% |
| BA The Boeing Co. | 0.49% | 24,981 | $3.8M | Add +1.7% |
| WTTR Select Water Solutions Inc. | 0.49% | 340,382 | $3.8M | Add +3.4% |
| VLO Valero Energy Corp. | 0.48% | 27,887 | $3.8M | Add +2.3% |
| SYY Sysco Corp. | 0.48% | 47,661 | $3.7M | Reduce -1.9% |
| SDGR Schrodinger Inc. | 0.47% | 197,668 | $3.7M | Reduce -14.5% |
| AMGN Amgen Inc. | 0.45% | 10,973 | $3.5M | Add +2.2% |
| UPS United Parcel Service Class B | 0.45% | 25,916 | $3.5M | Add +14.3% |
| GTM Zoominfo Technologies Inc. | 0.45% | 341,650 | $3.5M | Reduce -8.0% |
| IBKR Interactive Brokers Gro Class A | 0.45% | 25,067 | $3.5M | New |
| DOW Dow Inc. | 0.45% | 63,875 | $3.5M | Add +22.8% |
| TXT Textron Inc. | 0.45% | 39,323 | $3.5M | Add +1.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $233K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LGHMF LG H&H-PRF | COM | 1,900 | $233K | No change |
Total filed on the 13F, all lines: $781.0M.
Portfolio Sells Q2 2024 → Q3 2024
| PODD Insulet Corp. | Sold out | 0.00% | −1.78 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −1.21 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −0.92 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.81 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.46 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.46 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.43 |
| CXM Sprinklr Inc. Class A | Reduce -16.4% | 0.77% | −0.41 |
| FROG Jfrog Ltd. | Reduce -13.2% | 0.68% | −0.36 |
| FRSH Freshworks Inc. Class A | Reduce -15.0% | 0.90% | −0.31 |
| OKTA Okta Inc. | Reduce -13.5% | 0.60% | −0.30 |
| BHARAT ELECTRONICS LTD | Reduce -18.8% | 0.75% | −0.28 |
| PD Pagerduty Inc. | Reduce -11.5% | 0.56% | −0.25 |
| PRESTIGE ESTATES PROJECTS | Reduce -14.8% | 0.98% | −0.24 |
| CFLT Confluent Inc. Class A | Reduce -9.6% | 0.36% | −0.23 |
| MSFT Microsoft Corp. | Reduce -3.5% | 2.00% | −0.22 |
| FIVN FIVE9 Inc. | Reduce -7.5% | 0.29% | −0.20 |
| ZS Zscaler Inc. | Reduce -14.1% | 0.57% | −0.20 |
| DRAGON CAP ETF DCVFMVN DIAMOND | Sold out | 0.00% | −0.19 |
| VOO Vanguard S&P 500 ETF | Reduce -30.2% | 0.44% | −0.18 |
| GTM Zoominfo Technologies Inc. | Reduce -8.0% | 0.45% | −0.18 |
| ASAN Asana Inc. Class A | Reduce -10.8% | 0.39% | −0.15 |
| KRISHNA INSTITUTE OF INR 10.0 144A | Sold out | 0.00% | −0.14 |
| SDGR Schrodinger Inc. | Reduce -14.5% | 0.47% | −0.12 |
| SAMSUNG SDI CO LTD | Sold out | 0.00% | −0.10 |
| BILL Bill Holdings Inc. | Reduce -12.7% | 0.54% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -10.7% | 0.76% | −0.08 |
| HUBS HubSpot Inc. | Reduce -37.5% | 0.09% | −0.07 |
| ANJOY FOODS GROUP CO LTD-A | Sold out | 0.00% | −0.07 |
| PATH Uipath Inc. Class A | Reduce -6.9% | 0.66% | −0.07 |
| BLBLF Bilibili Inc. Class Z | Sold out | 0.00% | −0.06 |
| KEX Kirby Corp. | Reduce -8.2% | 0.59% | −0.06 |
| WM Waste Management Inc. | Reduce -3.1% | 0.62% | −0.06 |
| ELV Elevance Health Inc. | Reduce -3.4% | 0.50% | −0.06 |
| BEIJING ROBOROCK TECHNOLOG-A | Sold out | 0.00% | −0.06 |
| HKXCF Hong Kong Exchanges & Clear | Reduce -48.5% | 0.11% | −0.06 |
| HANWHA AEROSPACE CO LTD KRW 5000.0 | Reduce -37.0% | 0.18% | −0.06 |
| VIETNAM CONTAINER SHIPPING | Sold out | 0.00% | −0.05 |
| HON Honeywell International Inc. | Reduce -1.4% | 0.60% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -1.9% | 0.60% | −0.05 |
| APPN Appian Corp. Class A | Reduce -11.8% | 0.76% | −0.04 |
| BL Blackline Inc. | Reduce -14.2% | 0.77% | −0.04 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.04 |
| BRZE Braze Inc. Class A | Reduce -33.5% | 0.05% | −0.04 |
| ASPEED TECHNOLOGY INC | Reduce -11.1% | 0.14% | −0.04 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.04 |
| TJX TJX Companies Inc. | Reduce -8.6% | 0.61% | −0.04 |
| ADM Archer-Daniels-Midland Co. | Reduce -3.0% | 0.43% | −0.03 |
| SHANDONG SINOCERA FUNCTION-A | Reduce -66.1% | 0.02% | −0.03 |
| NCNO Ncino Inc. | Reduce -29.3% | 0.07% | −0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| SNOW Snowflake Inc. | New | 0.92% | +0.92 |
| ESTC Elastic NV | New | 0.83% | +0.83 |
| TEAM Atlassian Corp. Class A | New | 0.77% | +0.77 |
| STX Seagate Technology Holdings | New | 0.68% | +0.68 |
| AMZN Amazon.com Inc. | Add +254.6% | 0.85% | +0.59 |
| AMD Advanced Micro Devices | Add +1210.9% | 0.53% | +0.49 |
| GOOGL Alphabet Inc. Class A | Add +77.6% | 1.35% | +0.49 |
| IBKR Interactive Brokers Gro Class A | New | 0.45% | +0.45 |
| MU Micron Technology Inc. | New | 0.44% | +0.44 |
| ABNB Airbnb Inc. Class A | New | 0.44% | +0.44 |
| DRAGON CAP ETF DCVFMVN DIAMOND | New | 0.20% | +0.20 |
| KRISHNA INSTITUTE OF MEDICAL | New | 0.18% | +0.18 |
| UUUU Energy Fuels Inc. | Add +65.2% | 0.55% | +0.17 |
| ETR Entergy Corp. | Add +2.8% | 0.93% | +0.17 |
| JBL Jabil Inc. | Add +23.8% | 0.69% | +0.17 |
| TTI Tetra Technologies Inc. | Add +57.9% | 0.56% | +0.15 |
| AXIS BANK LTD | Add +88.9% | 0.32% | +0.14 |
| GSK GSK PLC-Spon ADR | Add +21.7% | 0.68% | +0.14 |
| FPT CORP | Add +184.1% | 0.19% | +0.13 |
| HLIT Harmonic Inc. | Add +5.5% | 0.60% | +0.12 |
| OSIS Osi Systems Inc. | Add +22.8% | 0.50% | +0.12 |
| NABL N-Able Inc. | Add +52.9% | 0.54% | +0.12 |
| VIETNAM JS COMMERCIAL BANK F | New | 0.12% | +0.12 |
| MA Mastercard Inc. Class A | Add +8.1% | 0.75% | +0.11 |
| KHANG DIEN HOUSE TRADING AND | New | 0.11% | +0.11 |
| ADP Automatic Data Processing | Add +9.0% | 0.58% | +0.11 |
| AAPL Apple Inc. | Add +0.9% | 1.29% | +0.10 |
| FLR Fluor Corp. | Add +6.4% | 0.75% | +0.09 |
| DOW Dow Inc. | Add +22.8% | 0.45% | +0.08 |
| HIG Hartford Insurance Group Inc. | Add +3.9% | 0.50% | +0.07 |
| VINH HOAN CORP | Add +105.6% | 0.14% | +0.07 |
| HA DO JSC | New | 0.07% | +0.07 |
| AON Aon PLC Class A | Add +0.4% | 0.55% | +0.07 |
| AXP American Express Co. | New | 0.07% | +0.07 |
| CG The Carlyle Group Inc. | Add +7.5% | 0.64% | +0.07 |
| MTRX Matrix Service Co. | Add +2.7% | 0.50% | +0.07 |
| CMC CORP | Add +139.9% | 0.13% | +0.07 |
| SF Stifel Financial Corp. | Add +4.3% | 0.58% | +0.07 |
| TNG INVESTMENT & TRADING JSC | Add +486.7% | 0.08% | +0.06 |
| POONGSAN CORP | Add +100.0% | 0.12% | +0.06 |
| GEMADEPT GROUP CORP | Add +100.0% | 0.12% | +0.06 |
| MASAN GROUP CORP | Add +87.5% | 0.12% | +0.06 |
| MDLZ Mondelez International Inc. Class A | New | 0.06% | +0.06 |
| NBIX Neurocrine Biosciences Inc. | Add +36.8% | 0.55% | +0.05 |
| OWL Blue Owl Capital Inc. | Add +3.0% | 0.66% | +0.05 |
| CTSH Cognizant Tech Solutions-A | New | 0.05% | +0.05 |
| SNA Snap-on Inc. | Add +2.0% | 0.56% | +0.05 |
| CCJ Cameco Corp. | Add +9.3% | 1.67% | +0.04 |
| PETROVIETNAM TECHNICAL SERVI | Add +80.0% | 0.10% | +0.04 |
| UPS United Parcel Service Class B | Add +14.3% | 0.45% | +0.04 |
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 |