Stanley-Laman Group, Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Stanley-Laman Group, Ltd. reported 281 stock positions worth $649.7 million. Its top holding was Microsoft (MSFT) at 1.9% of the portfolio, followed by Okta (OKTA, 1.5%) and Linde (LIN, 1.5%). Compared with Q4 2024, it opened 37 new positions, sold out of 37, added to 93 and reduced 84. The biggest buy was a new position in Datadog Class A (DDOG) and the biggest sale Grandstand (GRSD, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- Berwyn, PA
- CIK
- 0001601489
- Portfolio Value
- $649.7M (Q1 2025)
- SEC Filing
- 0001376474-25-000349 ↗ filed Apr 16, 2025
Holdings Value
Holdings 281 stocks · $649.7M
| MSFT Microsoft Corp. | 1.87% | 32,391 | $12.2M | Reduce -1.2% |
| OKTA Okta Inc. | 1.54% | 95,004 | $10.0M | Add +63.5% |
| LIN Linde PLC | 1.52% | 21,154 | $9.9M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 1.51% | 19,035 | $9.8M | Reduce -48.2% |
| CCJ Cameco Corp. | 1.50% | 236,235 | $9.7M | Add +0.6% |
| RTX RTX Corp. | 1.44% | 70,696 | $9.4M | Reduce -0.5% |
| ETR Entergy Corp. | 1.34% | 101,591 | $8.7M | Reduce -2.9% |
| AAPL Apple Inc. | 1.33% | 38,929 | $8.6M | Reduce -5.7% |
| SNOW Snowflake Inc. | 1.28% | 57,046 | $8.3M | Reduce -0.8% |
| ZS Zscaler Inc. | 1.27% | 41,575 | $8.2M | Add +81.9% |
| FRSH Freshworks Inc. Class A | 1.19% | 549,186 | $7.7M | Reduce -1.7% |
| PATH Uipath Inc. Class A | 1.17% | 736,960 | $7.6M | Add +111.8% |
| TEAM Atlassian Corp. Class A | 1.14% | 34,790 | $7.4M | Reduce -1.6% |
| S Sentinelone Inc. Class A | 1.08% | 387,640 | $7.0M | Add +84.2% |
| ESTC Elastic NV | 1.08% | 78,581 | $7.0M | Reduce -1.2% |
| MDB Mongodb Inc. | 0.97% | 35,767 | $6.3M | Add +10.7% |
| DT Dynatrace Inc. | 0.94% | 128,993 | $6.1M | Add +998.6% |
| DDOG Datadog Inc. Class A | 0.93% | 61,207 | $6.1M | New |
| HUBS HubSpot Inc. | 0.93% | 10,585 | $6.0M | Add +745.5% |
| LNTH Lantheus Holdings Inc. | 0.91% | 60,406 | $5.9M | Reduce -1.4% |
| CXM Sprinklr Inc. Class A | 0.89% | 689,610 | $5.8M | Add +12.7% |
| CFLT Confluent Inc. Class A | 0.88% | 244,531 | $5.7M | Add +94.3% |
| MCK McKesson Corp. | 0.87% | 8,428 | $5.7M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.87% | 36,527 | $5.6M | Reduce -38.0% |
| MA Mastercard Inc. Class A | 0.85% | 10,078 | $5.5M | Reduce -6.4% |
| CVS CVS Health Corp. | 0.83% | 79,527 | $5.4M | Reduce -1.4% |
| INTU Intuit Inc. | 0.82% | 8,669 | $5.3M | Add +502.0% |
| HDFC BANK LIMITED | 0.81% | 245,280 | $5.2M | No change |
| OSIS Osi Systems Inc. | 0.79% | 26,329 | $5.1M | Reduce -10.1% |
| ETERNAL LTD | 0.79% | 2,173,513 | $5.1M | No change |
| COR Cencora Inc. | 0.79% | 18,345 | $5.1M | Reduce -6.9% |
| WM Waste Management Inc. | 0.78% | 21,999 | $5.1M | Reduce -4.8% |
| PH Parker Hannifin Corp. | 0.77% | 8,200 | $5.0M | Reduce -13.7% |
| CAE Cae Inc. | 0.76% | 202,044 | $5.0M | Reduce -12.8% |
| TTWO Take-Two Interactive Softwre | 0.76% | 23,842 | $4.9M | Reduce -32.4% |
| COST Costco Wholesale Corp. | 0.76% | 5,223 | $4.9M | Reduce -8.1% |
| AMZN Amazon.com Inc. | 0.76% | 25,867 | $4.9M | Reduce -23.5% |
| KVYO Klaviyo Inc. Class A | 0.75% | 160,177 | $4.8M | New |
| PRESTIGE ESTATES PROJECTS | 0.74% | 346,091 | $4.8M | No change |
| BL Blackline Inc. | 0.74% | 98,879 | $4.8M | Add +6.0% |
| GSK GSK PLC-Spon ADR | 0.74% | 123,532 | $4.8M | Add +15.2% |
| TTI Tetra Technologies Inc. | 0.73% | 1,415,907 | $4.8M | Add +2.3% |
| AON Aon PLC Class A | 0.73% | 11,818 | $4.7M | Reduce -4.2% |
| BHARAT ELECTRONICS LTD | 0.72% | 1,326,096 | $4.7M | Reduce -23.2% |
| IFOEF Info Edge (india) Limited | 0.71% | 55,437 | $4.6M | Reduce -27.5% |
| VAL Valaris Ltd. | 0.70% | 116,560 | $4.6M | Add +40.9% |
| APPN Appian Corp. Class A | 0.70% | 158,675 | $4.6M | Add +11.1% |
| LLY Eli Lilly & Co. | 0.69% | 5,462 | $4.5M | Add +3.5% |
| ADP Automatic Data Processing | 0.68% | 14,381 | $4.4M | Reduce -11.0% |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.68% | 90,814 | $4.4M | Reduce -1.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.67% | 58,849 | $4.3M | Add +19.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.66% | 35,393 | $4.3M | Reduce -11.5% |
| NVDA Nvidia Corp. | 0.65% | 39,243 | $4.3M | Reduce -34.7% |
| HIG Hartford Insurance Group Inc. | 0.65% | 34,294 | $4.2M | Reduce -0.9% |
| AIR Aar Corp. | 0.65% | 75,073 | $4.2M | Reduce -3.0% |
| HON Honeywell International Inc. | 0.65% | 19,818 | $4.2M | Reduce -12.6% |
| CVX Chevron Corp. | 0.64% | 24,716 | $4.1M | Reduce -3.5% |
| AMGN Amgen Inc. | 0.63% | 13,215 | $4.1M | Add +32.8% |
| LARSEN & TOUBRO LTD | 0.63% | 100,000 | $4.1M | Reduce -9.1% |
| SNA Snap-on Inc. | 0.63% | 12,070 | $4.1M | Reduce -4.9% |
| BA The Boeing Co. | 0.63% | 23,846 | $4.1M | Reduce -0.2% |
| NTNX Nutanix Inc. Class A | 0.62% | 57,905 | $4.0M | New |
| PTC PTC Inc. | 0.61% | 25,758 | $4.0M | Reduce -2.1% |
| ADM Archer-Daniels-Midland Co. | 0.61% | 82,102 | $3.9M | Add +5.7% |
| GXO Gxo Logistics Inc. | 0.61% | 100,761 | $3.9M | Add +72.0% |
| FLR Fluor Corp. | 0.60% | 109,493 | $3.9M | Reduce -1.8% |
| ELV Elevance Health Inc. | 0.60% | 8,955 | $3.9M | Add +9.1% |
| JBL Jabil Inc. | 0.60% | 28,514 | $3.9M | Reduce -18.3% |
| NXPI NXP Semiconductors NV | 0.60% | 20,350 | $3.9M | Add +6.5% |
| KEX Kirby Corp. | 0.59% | 37,935 | $3.8M | Reduce -2.2% |
| CG The Carlyle Group Inc. | 0.59% | 87,617 | $3.8M | Reduce -17.7% |
| CCC CCC Intelligent Solutions Ho | 0.58% | 420,626 | $3.8M | New |
| LHX L3HARRIS Technologies Inc. | 0.57% | 17,663 | $3.7M | Add +2.7% |
| SDGR Schrodinger Inc. | 0.57% | 186,980 | $3.7M | Add +17.3% |
| LMT Lockheed Martin Corp. | 0.56% | 8,212 | $3.7M | Add +3.7% |
| BRKR Bruker Corp. | 0.56% | 87,736 | $3.7M | Reduce -1.6% |
| NBIX Neurocrine Biosciences Inc. | 0.56% | 32,659 | $3.6M | Reduce -22.5% |
| HCSG Healthcare Services Group | 0.55% | 356,578 | $3.6M | Reduce -0.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.54% | 84,220 | $3.5M | Add +7.0% |
| RLNJF Reliance Industries Ltd. | 0.54% | 236,000 | $3.5M | No change |
| CPRX Catalyst Pharmaceuticals Inc. | 0.54% | 144,428 | $3.5M | New |
| SYY Sysco Corp. | 0.54% | 46,459 | $3.5M | Add +1.4% |
| WTTR Select Water Solutions Inc. | 0.54% | 331,912 | $3.5M | Reduce -4.0% |
| UNP Union Pacific Corp. | 0.53% | 14,641 | $3.5M | Reduce -10.3% |
| VLO Valero Energy Corp. | 0.53% | 26,115 | $3.4M | Reduce -4.1% |
| QCOM Qualcomm Inc. | 0.53% | 22,295 | $3.4M | Reduce -21.4% |
| FANG Diamondback Energy Inc. | 0.53% | 21,345 | $3.4M | Reduce -5.2% |
| BILL Bill Holdings Inc. | 0.52% | 73,102 | $3.4M | Reduce -1.3% |
| OWL Blue Owl Capital Inc. | 0.51% | 166,692 | $3.3M | Reduce -5.5% |
| SF Stifel Financial Corp. | 0.51% | 35,079 | $3.3M | Reduce -5.1% |
| BCLTF Biocon Ltd. | 0.49% | 800,000 | $3.2M | No change |
| WFRD Weatherford International PL | 0.49% | 59,149 | $3.2M | Add +52.1% |
| SPSC SPS Commerce Inc. | 0.49% | 23,753 | $3.2M | New |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.48% | 70,570 | $3.1M | Add +0.9% |
| IBKR Interactive Brokers Gro Class A | 0.48% | 18,859 | $3.1M | Reduce -16.1% |
| SCI Service Corp. International | 0.47% | 37,930 | $3.0M | Reduce -5.4% |
| PUMP Propetro Holding Corp. | 0.46% | 404,770 | $3.0M | Reduce -11.7% |
| RAMP Liveramp Holdings Inc. | 0.45% | 112,273 | $2.9M | Add +43.6% |
| MTRX Matrix Service Co. | 0.45% | 235,308 | $2.9M | Reduce -25.6% |
| PTEN Patterson-Uti Energy Inc. | 0.45% | 351,781 | $2.9M | Add +9.9% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $157K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LGHMF LG H&H-PRF | COM | 1,900 | $157K | No change |
Total filed on the 13F, all lines: $649.9M.
Portfolio Sells Q4 2024 → Q1 2025
| GRSD Grandstand Ltd. | Reduce -83.8% | 0.33% | −1.74 |
| VOO Vanguard S&P 500 ETF | Reduce -48.2% | 1.51% | −1.28 |
| PCTY Paylocity Holding Corp. | Sold out | 0.00% | −0.81 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.77 |
| GOOGL Alphabet Inc. Class A | Reduce -38.0% | 0.87% | −0.70 |
| ASAN Asana Inc. Class A | Sold out | 0.00% | −0.69 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −0.69 |
| NSSC Napco Security Technologies | Sold out | 0.00% | −0.52 |
| AMAT Applied Materials Inc. | Reduce -89.2% | 0.06% | −0.51 |
| PD Pagerduty Inc. | Sold out | 0.00% | −0.50 |
| NVDA Nvidia Corp. | Reduce -34.7% | 0.65% | −0.48 |
| CIVI Civitas Resources Inc. | Sold out | 0.00% | −0.47 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.46 |
| GTM Zoominfo Technologies Inc. | Sold out | 0.00% | −0.41 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.41 |
| IFOEF Info Edge (india) Limited | Reduce -27.5% | 0.71% | −0.38 |
| BILL Bill Holdings Inc. | Reduce -1.3% | 0.52% | −0.36 |
| FIVN FIVE9 Inc. | Sold out | 0.00% | −0.36 |
| NABL N-Able Inc. | Sold out | 0.00% | −0.34 |
| PVH PVH Corp. | Sold out | 0.00% | −0.33 |
| MRVL Marvell Technology Inc. | Reduce -8.3% | 0.38% | −0.30 |
| AMZN Amazon.com Inc. | Reduce -23.5% | 0.76% | −0.28 |
| NBIX Neurocrine Biosciences Inc. | Reduce -22.5% | 0.56% | −0.25 |
| SBI LIFE INSURANCE CO LTD | Sold out | 0.00% | −0.22 |
| BRKR Bruker Corp. | Reduce -1.6% | 0.56% | −0.17 |
| FLR Fluor Corp. | Reduce -1.8% | 0.60% | −0.17 |
| CG The Carlyle Group Inc. | Reduce -17.7% | 0.59% | −0.17 |
| BAIDF Baidu Inc. Class A-HKD | Sold out | 0.00% | −0.16 |
| DRAGON CAP ETF DCVFMVN DIAMOND | Sold out | 0.00% | −0.16 |
| HLIT Harmonic Inc. | Reduce -6.9% | 0.44% | −0.16 |
| TTWO Take-Two Interactive Softwre | Reduce -32.4% | 0.76% | −0.15 |
| PUMP Propetro Holding Corp. | Reduce -11.7% | 0.46% | −0.14 |
| NXE Nexgen Energy Ltd. | Reduce -2.3% | 0.34% | −0.13 |
| AAPL Apple Inc. | Reduce -5.7% | 1.33% | −0.12 |
| KHANG DIEN HOUSE TRADING AND | Sold out | 0.00% | −0.12 |
| BHARAT ELECTRONICS LTD | Reduce -23.2% | 0.72% | −0.11 |
| JBL Jabil Inc. | Reduce -18.3% | 0.60% | −0.11 |
| TXT Textron Inc. | Reduce -27.2% | 0.33% | −0.11 |
| WTTR Select Water Solutions Inc. | Reduce -4.0% | 0.54% | −0.11 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.09 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.09 |
| QCOM Qualcomm Inc. | Reduce -21.4% | 0.53% | −0.08 |
| SRE Sempra | Sold out | 0.00% | −0.08 |
| PH Parker Hannifin Corp. | Reduce -13.7% | 0.77% | −0.08 |
| MTRX Matrix Service Co. | Reduce -25.6% | 0.45% | −0.08 |
| IBKR Interactive Brokers Gro Class A | Reduce -16.1% | 0.48% | −0.08 |
| FRSH Freshworks Inc. Class A | Reduce -1.7% | 1.19% | −0.08 |
| HON Honeywell International Inc. | Reduce -12.6% | 0.65% | −0.07 |
| TEAM Atlassian Corp. Class A | Reduce -1.6% | 1.14% | −0.07 |
| VIETNAM DAIRY PRODUCTS JSC | Reduce -44.0% | 0.10% | −0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| DDOG Datadog Inc. Class A | New | 0.93% | +0.93 |
| OKTA Okta Inc. | Add +63.5% | 1.54% | +0.90 |
| DT Dynatrace Inc. | Add +998.6% | 0.94% | +0.85 |
| HUBS HubSpot Inc. | Add +745.5% | 0.93% | +0.81 |
| KVYO Klaviyo Inc. Class A | New | 0.75% | +0.75 |
| INTU Intuit Inc. | Add +502.0% | 0.82% | +0.69 |
| ZS Zscaler Inc. | Add +81.9% | 1.27% | +0.69 |
| NTNX Nutanix Inc. Class A | New | 0.62% | +0.62 |
| CCC CCC Intelligent Solutions Ho | New | 0.58% | +0.58 |
| PATH Uipath Inc. Class A | Add +111.8% | 1.17% | +0.55 |
| CPRX Catalyst Pharmaceuticals Inc. | New | 0.54% | +0.54 |
| SPSC SPS Commerce Inc. | New | 0.49% | +0.49 |
| S Sentinelone Inc. Class A | Add +84.2% | 1.08% | +0.43 |
| CFLT Confluent Inc. Class A | Add +94.3% | 0.88% | +0.39 |
| IBN Icici Bank Ltd.-Spon ADR | New | 0.34% | +0.34 |
| RDY Dr. Reddy's Laboratories-ADR | New | 0.28% | +0.28 |
| LIN Linde PLC | Add +0.5% | 1.52% | +0.28 |
| AMGN Amgen Inc. | Add +32.8% | 0.63% | +0.27 |
| SYNGENE INTERNATIONAL LTD | New | 0.26% | +0.26 |
| GXO Gxo Logistics Inc. | Add +72.0% | 0.61% | +0.25 |
| INDA iShares MSCI India ETF | New | 0.24% | +0.24 |
| GSK GSK PLC-Spon ADR | Add +15.2% | 0.74% | +0.23 |
| AZN Astrazeneca PLC-Spons ADR | Add +19.5% | 0.67% | +0.21 |
| MCK McKesson Corp. | Add +0.0% | 0.87% | +0.20 |
| VAL Valaris Ltd. | Add +40.9% | 0.70% | +0.19 |
| ELV Elevance Health Inc. | Add +9.1% | 0.60% | +0.17 |
| CXM Sprinklr Inc. Class A | Add +12.7% | 0.89% | +0.16 |
| SDGR Schrodinger Inc. | Add +17.3% | 0.57% | +0.14 |
| MOBILE WORLD INVESTMENT CORP | Add +140.0% | 0.21% | +0.13 |
| ZETRIX AI BHD MYR 0.1 | New | 0.13% | +0.13 |
| LLY Eli Lilly & Co. | Add +3.5% | 0.69% | +0.12 |
| RAMP Liveramp Holdings Inc. | Add +43.6% | 0.45% | +0.12 |
| SLB SLB Ltd. | Add +7.0% | 0.54% | +0.12 |
| EDV Vanguard Extended Dur Treas | New | 0.11% | +0.11 |
| PHU NHUAN JEWELRY JSC | Add +221.3% | 0.15% | +0.10 |
| WFRD Weatherford International PL | Add +52.1% | 0.49% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +15.9% | 0.19% | +0.10 |
| TMKNF Timken India Limited | Add +47.4% | 0.31% | +0.09 |
| META Meta Platforms Inc. Class A | Add +43.0% | 0.25% | +0.09 |
| SPGI S&P Global Inc. | Add +185.8% | 0.13% | +0.09 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.07% | +0.07 |
| PTEN Patterson-Uti Energy Inc. | Add +9.9% | 0.45% | +0.07 |
| PLD Prologis Inc. | Add +4.1% | 0.42% | +0.07 |
| PSA Public Storage | New | 0.06% | +0.06 |
| LHX L3HARRIS Technologies Inc. | Add +2.7% | 0.57% | +0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.06% | +0.06 |
| CMC CORP | Add +67.0% | 0.20% | +0.06 |
| ADM Archer-Daniels-Midland Co. | Add +5.7% | 0.61% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +1.7% | 0.44% | +0.05 |
| CB Chubb Ltd. | 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 |