Stanley-Laman Group, Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Stanley-Laman Group, Ltd. reported 282 stock positions worth $673.1 million. Its top holding was Microsoft (MSFT) at 2.1% of the portfolio, followed by Cameco (CCJ, 1.9%) and RTX (RTX, 1.4%). Compared with Q1 2025, it opened 28 new positions, sold out of 27, added to 60 and reduced 115. The biggest buy was a new position in Ambarella (AMBA) and the biggest sale an exit from Zscaler (ZS).
- Most Recent 13F
- Q2 2026
- Location
- Berwyn, PA
- CIK
- 0001601489
- Portfolio Value
- $673.1M (Q2 2025)
- SEC Filing
- 0001376474-25-000679 ↗ filed Jul 29, 2025
Holdings Value
Holdings 282 stocks · $673.1M
| MSFT Microsoft Corp. | 2.12% | 28,703 | $14.3M | Reduce -11.4% |
| CCJ Cameco Corp. | 1.95% | 176,809 | $13.1M | Reduce -25.2% |
| RTX RTX Corp. | 1.40% | 64,552 | $9.4M | Reduce -8.7% |
| LIN Linde PLC | 1.38% | 19,755 | $9.3M | Reduce -6.6% |
| ETR Entergy Corp. | 1.16% | 93,937 | $7.8M | Reduce -7.5% |
| AAPL Apple Inc. | 1.10% | 36,191 | $7.4M | Reduce -7.0% |
| FRSH Freshworks Inc. Class A | 1.10% | 496,264 | $7.4M | Reduce -9.6% |
| DDOG Datadog Inc. Class A | 1.09% | 54,851 | $7.4M | Reduce -10.4% |
| AMBA Ambarella Inc. | 1.09% | 111,164 | $7.3M | New |
| AMZN Amazon.com Inc. | 1.08% | 33,044 | $7.2M | Add +27.8% |
| MDB Mongodb Inc. | 1.01% | 32,316 | $6.8M | Reduce -9.7% |
| ETERNAL LTD | 0.99% | 2,173,513 | $6.7M | No change |
| PRESTIGE ESTATES PROJECTS | 0.99% | 346,091 | $6.7M | No change |
| RMBS Rambus Inc. | 0.98% | 103,312 | $6.6M | New |
| INTU Intuit Inc. | 0.97% | 8,313 | $6.5M | Reduce -4.1% |
| DT Dynatrace Inc. | 0.97% | 118,421 | $6.5M | Reduce -8.2% |
| BHARAT ELECTRONICS LTD | 0.97% | 1,326,096 | $6.5M | No change |
| TEAM Atlassian Corp. Class A | 0.94% | 31,311 | $6.4M | Reduce -10.0% |
| S Sentinelone Inc. Class A | 0.94% | 347,518 | $6.4M | Reduce -10.3% |
| TWLO Twilio Inc. Class A | 0.91% | 49,014 | $6.1M | New |
| TENB Tenable Holdings Inc. | 0.90% | 179,367 | $6.1M | New |
| GOOGL Alphabet Inc. Class A | 0.90% | 34,302 | $6.0M | Reduce -6.1% |
| NVDA Nvidia Corp. | 0.90% | 38,144 | $6.0M | Reduce -2.8% |
| ESTC Elastic NV | 0.89% | 70,791 | $6.0M | Reduce -9.9% |
| CIEN Ciena Corp. | 0.88% | 73,076 | $5.9M | New |
| APPF Appfolio Inc. Class A | 0.88% | 25,615 | $5.9M | New |
| SNOW Snowflake Inc. | 0.86% | 25,935 | $5.8M | Reduce -54.5% |
| HDFC BANK LIMITED | 0.85% | 245,280 | $5.7M | No change |
| TER Teradyne Inc. | 0.83% | 62,090 | $5.6M | New |
| CFLT Confluent Inc. Class A | 0.82% | 221,187 | $5.5M | Reduce -9.6% |
| ONTO Onto Innovation Inc. | 0.81% | 53,948 | $5.4M | New |
| CAE Cae Inc. | 0.80% | 184,450 | $5.4M | Reduce -8.7% |
| HUBS HubSpot Inc. | 0.80% | 9,654 | $5.4M | Reduce -8.8% |
| NBIX Neurocrine Biosciences Inc. | 0.79% | 42,521 | $5.3M | Add +30.2% |
| TTWO Take-Two Interactive Softwre | 0.79% | 21,844 | $5.3M | Reduce -8.4% |
| PH Parker Hannifin Corp. | 0.76% | 7,357 | $5.1M | Reduce -10.3% |
| MA Mastercard Inc. Class A | 0.76% | 9,103 | $5.1M | Reduce -9.7% |
| VOO Vanguard S&P 500 ETF | 0.76% | 8,973 | $5.1M | Reduce -52.9% |
| JBL Jabil Inc. | 0.74% | 22,872 | $5.0M | Reduce -19.8% |
| VAL Valaris Ltd. | 0.74% | 118,230 | $5.0M | Add +1.4% |
| BA The Boeing Co. | 0.73% | 23,529 | $4.9M | Reduce -1.3% |
| GXO Gxo Logistics Inc. | 0.73% | 100,364 | $4.9M | Reduce -0.4% |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.72% | 82,444 | $4.8M | Reduce -9.2% |
| KVYO Klaviyo Inc. Class A | 0.71% | 143,230 | $4.8M | Reduce -10.6% |
| IFOEF Info Edge India Ltd. | 0.71% | 277,185 | $4.8M | New |
| AIR Aar Corp. | 0.70% | 68,767 | $4.7M | Reduce -8.4% |
| LNTH Lantheus Holdings Inc. | 0.70% | 57,457 | $4.7M | Reduce -4.9% |
| WM Waste Management Inc. | 0.70% | 20,474 | $4.7M | Reduce -6.9% |
| COST Costco Wholesale Corp. | 0.69% | 4,688 | $4.6M | Reduce -10.2% |
| CVS CVS Health Corp. | 0.69% | 67,253 | $4.6M | Reduce -15.4% |
| OSIS Osi Systems Inc. | 0.68% | 20,488 | $4.6M | Reduce -22.2% |
| FLR Fluor Corp. | 0.68% | 89,696 | $4.6M | Reduce -18.1% |
| CCC CCC Intelligent Solutions Ho | 0.68% | 488,634 | $4.6M | Add +16.2% |
| RAMP Liveramp Holdings Inc. | 0.67% | 135,800 | $4.5M | Add +21.0% |
| NTNX Nutanix Inc. Class A | 0.66% | 58,284 | $4.5M | Add +0.7% |
| TTI Tetra Technologies Inc. | 0.65% | 1,294,410 | $4.3M | Reduce -8.6% |
| APPN Appian Corp. Class A | 0.64% | 143,832 | $4.3M | Reduce -9.3% |
| COR Cencora Inc. | 0.64% | 14,286 | $4.3M | Reduce -22.1% |
| LARSEN & TOUBRO LTD | 0.64% | 100,000 | $4.3M | No change |
| OKTA Okta Inc. | 0.63% | 42,600 | $4.3M | Reduce -55.2% |
| CG The Carlyle Group Inc. | 0.62% | 81,038 | $4.2M | Reduce -7.5% |
| HON Honeywell International Inc. | 0.62% | 17,885 | $4.2M | Reduce -9.8% |
| RLNJF Reliance Industries Ltd. | 0.61% | 236,000 | $4.1M | No change |
| MCK McKesson Corp. | 0.61% | 5,624 | $4.1M | Reduce -33.3% |
| BRKR Bruker Corp. | 0.61% | 99,890 | $4.1M | Add +13.8% |
| UUUU Energy Fuels Inc. | 0.61% | 714,322 | $4.1M | Add +1.6% |
| HCSG Healthcare Services Group | 0.61% | 272,789 | $4.1M | Reduce -23.5% |
| AVGO Broadcom Inc. | 0.61% | 14,796 | $4.1M | Reduce -4.4% |
| PTC PTC Inc. | 0.61% | 23,665 | $4.1M | Reduce -8.1% |
| LHX L3HARRIS Technologies Inc. | 0.61% | 16,247 | $4.1M | Reduce -8.0% |
| ADP Automatic Data Processing | 0.60% | 13,165 | $4.1M | Reduce -8.5% |
| HIG Hartford Insurance Group Inc. | 0.60% | 31,974 | $4.1M | Reduce -6.8% |
| ADM Archer-Daniels-Midland Co. | 0.59% | 75,383 | $4.0M | Reduce -8.2% |
| NXPI NXP Semiconductors NV | 0.59% | 18,072 | $3.9M | Reduce -11.2% |
| MRVL Marvell Technology Inc. | 0.58% | 50,700 | $3.9M | Add +25.6% |
| SPSC SPS Commerce Inc. | 0.58% | 28,639 | $3.9M | Add +20.6% |
| AON Aon PLC Class A | 0.58% | 10,903 | $3.9M | Reduce -7.7% |
| KEX Kirby Corp. | 0.58% | 34,241 | $3.9M | Reduce -9.7% |
| IBKR Interactive Brokers Gro Class A | 0.57% | 69,162 | $3.8M | Reduce -8.3% |
| GSK GSK PLC-Spon ADR | 0.56% | 97,844 | $3.8M | Reduce -20.8% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.55% | 64,532 | $3.7M | Reduce -8.6% |
| WFRD Weatherford International PL | 0.54% | 72,097 | $3.6M | Add +21.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.53% | 51,003 | $3.6M | Reduce -13.3% |
| LMT Lockheed Martin Corp. | 0.53% | 7,670 | $3.6M | Reduce -6.6% |
| SYY Sysco Corp. | 0.52% | 45,852 | $3.5M | Reduce -1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 28,087 | $3.5M | Reduce -20.6% |
| SNX TD Synnex Corp. | 0.51% | 25,529 | $3.5M | Reduce -4.0% |
| FNB FNB Corp. | 0.51% | 235,932 | $3.4M | New |
| SNA Snap-on Inc. | 0.51% | 11,054 | $3.4M | Reduce -8.4% |
| AMGN Amgen Inc. | 0.51% | 12,234 | $3.4M | Reduce -7.4% |
| SF Stifel Financial Corp. | 0.51% | 32,783 | $3.4M | Reduce -6.5% |
| HANWHA AEROSPACE CO LTD KRW 5000.0 | 0.49% | 5,301 | $3.3M | No change |
| WTTR Select Water Solutions Inc. | 0.49% | 378,774 | $3.3M | Add +14.1% |
| CVX Chevron Corp. | 0.48% | 22,644 | $3.2M | Reduce -8.4% |
| ELV Elevance Health Inc. | 0.48% | 8,302 | $3.2M | Reduce -7.3% |
| VLO Valero Energy Corp. | 0.48% | 23,940 | $3.2M | Reduce -8.3% |
| NXE Nexgen Energy Ltd. | 0.47% | 451,054 | $3.1M | Reduce -8.5% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.46% | 144,019 | $3.1M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.46% | 3,969 | $3.1M | Reduce -27.3% |
| UNP Union Pacific Corp. | 0.46% | 13,400 | $3.1M | Reduce -8.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $185K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LGHMF LG H&H-PRF | COM | 1,900 | $185K | No change |
Total filed on the 13F, all lines: $673.3M.
Portfolio Sells Q1 2025 → Q2 2025
| ZS Zscaler Inc. | Sold out | 0.00% | −1.27 |
| PATH Uipath Inc. Class A | Reduce -82.0% | 0.25% | −0.92 |
| OKTA Okta Inc. | Reduce -55.2% | 0.63% | −0.91 |
| CXM Sprinklr Inc. Class A | Sold out | 0.00% | −0.89 |
| VOO Vanguard S&P 500 ETF | Reduce -52.9% | 0.76% | −0.75 |
| BL Blackline Inc. | Sold out | 0.00% | −0.74 |
| IFOEF Info Edge (india) Limited | Sold out | 0.00% | −0.71 |
| SDGR Schrodinger Inc. | Sold out | 0.00% | −0.57 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.52 |
| BCLTF Biocon Ltd. | Sold out | 0.00% | −0.49 |
| QCOM Qualcomm Inc. | Reduce -92.0% | 0.04% | −0.49 |
| HLIT Harmonic Inc. | Sold out | 0.00% | −0.44 |
| SNOW Snowflake Inc. | Reduce -54.5% | 0.86% | −0.42 |
| DOW Dow Inc. | Sold out | 0.00% | −0.37 |
| GRSD Grandstand Ltd. | Sold out | 0.00% | −0.33 |
| RDY Dr. Reddy's Laboratories-ADR | Sold out | 0.00% | −0.28 |
| MCK McKesson Corp. | Reduce -33.3% | 0.61% | −0.26 |
| LLY Eli Lilly & Co. | Reduce -27.3% | 0.46% | −0.23 |
| ALKEM LABORATORIES LTD | Sold out | 0.00% | −0.23 |
| AAPL Apple Inc. | Reduce -7.0% | 1.10% | −0.23 |
| LNTH Lantheus Holdings Inc. | Reduce -4.9% | 0.70% | −0.21 |
| TEAM Atlassian Corp. Class A | Reduce -10.0% | 0.94% | −0.19 |
| ESTC Elastic NV | Reduce -9.9% | 0.89% | −0.19 |
| GSK GSK PLC-Spon ADR | Reduce -20.8% | 0.56% | −0.18 |
| ETR Entergy Corp. | Reduce -7.5% | 1.16% | −0.18 |
| CVX Chevron Corp. | Reduce -8.4% | 0.48% | −0.15 |
| COR Cencora Inc. | Reduce -22.1% | 0.64% | −0.15 |
| TJX TJX Companies Inc. | Reduce -20.6% | 0.52% | −0.15 |
| AON Aon PLC Class A | Reduce -7.7% | 0.58% | −0.15 |
| PTEN Patterson-Uti Energy Inc. | Reduce -3.0% | 0.30% | −0.14 |
| S Sentinelone Inc. Class A | Reduce -10.3% | 0.94% | −0.14 |
| CVS CVS Health Corp. | Reduce -15.4% | 0.69% | −0.14 |
| LIN Linde PLC | Reduce -6.6% | 1.38% | −0.14 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -13.3% | 0.53% | −0.14 |
| JPM JPMorgan Chase & Co. | Reduce -38.7% | 0.31% | −0.13 |
| HUBS HubSpot Inc. | Reduce -8.8% | 0.80% | −0.13 |
| AMGN Amgen Inc. | Reduce -7.4% | 0.51% | −0.13 |
| FANG Diamondback Energy Inc. | Reduce -8.3% | 0.40% | −0.13 |
| SLB SLB Ltd. | Reduce -1.3% | 0.42% | −0.12 |
| ELV Elevance Health Inc. | Reduce -7.3% | 0.48% | −0.12 |
| SNA Snap-on Inc. | Reduce -8.4% | 0.51% | −0.12 |
| EDV Vanguard Extended Dur Treas | Sold out | 0.00% | −0.11 |
| LYB Lyondellbasell Indu Class A | Reduce -8.6% | 0.27% | −0.10 |
| OSIS Osi Systems Inc. | Reduce -22.2% | 0.68% | −0.10 |
| FRSH Freshworks Inc. Class A | Reduce -9.6% | 1.10% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -9.7% | 0.76% | −0.09 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.09 |
| WM Waste Management Inc. | Reduce -6.9% | 0.70% | −0.09 |
| TTI Tetra Technologies Inc. | Reduce -8.6% | 0.65% | −0.09 |
| UPS United Parcel Service Class B | Reduce -9.0% | 0.36% | −0.09 |
Portfolio Buys Q1 2025 → Q2 2025
| AMBA Ambarella Inc. | New | 1.09% | +1.09 |
| RMBS Rambus Inc. | New | 0.98% | +0.98 |
| TWLO Twilio Inc. Class A | New | 0.91% | +0.91 |
| TENB Tenable Holdings Inc. | New | 0.90% | +0.90 |
| CIEN Ciena Corp. | New | 0.88% | +0.88 |
| APPF Appfolio Inc. Class A | New | 0.88% | +0.88 |
| TER Teradyne Inc. | New | 0.83% | +0.83 |
| ONTO Onto Innovation Inc. | New | 0.81% | +0.81 |
| IFOEF Info Edge India Ltd. | New | 0.71% | +0.71 |
| FNB FNB Corp. | New | 0.51% | +0.51 |
| DLF LTD | New | 0.44% | +0.44 |
| BURL Burlington Stores Inc. | New | 0.38% | +0.38 |
| AMZN Amazon.com Inc. | Add +27.8% | 1.08% | +0.32 |
| HBAN Huntington Bancshares Inc. | New | 0.30% | +0.30 |
| POONGSAN CORP | Add +50.0% | 0.42% | +0.30 |
| NBIX Neurocrine Biosciences Inc. | Add +30.2% | 0.79% | +0.24 |
| RAMP Liveramp Holdings Inc. | Add +21.0% | 0.67% | +0.21 |
| UUUU Energy Fuels Inc. | Add +1.6% | 0.61% | +0.21 |
| MRVL Marvell Technology Inc. | Add +25.6% | 0.58% | +0.20 |
| MMYT Makemytrip Ltd. | New | 0.15% | +0.15 |
| TAHYF Honeywell Automation India | New | 0.12% | +0.12 |
| DIGITIDE SOLUTIONS LTD | New | 0.11% | +0.11 |
| EUREKA FORBES LTD | New | 0.11% | +0.11 |
| SWIGGY LTD | New | 0.10% | +0.10 |
| CCC CCC Intelligent Solutions Ho | Add +16.2% | 0.68% | +0.10 |
| SPSC SPS Commerce Inc. | Add +20.6% | 0.58% | +0.09 |
| O Realty Income Corp. | Add +60.3% | 0.25% | +0.09 |
| KNX Knight-Swift Transportation | Add +22.2% | 0.44% | +0.07 |
| WFRD Weatherford International PL | Add +21.9% | 0.54% | +0.05 |
| BRKR Bruker Corp. | Add +13.8% | 0.61% | +0.05 |
| XOM Exxon Mobil Corp. | New | 0.04% | +0.04 |
| LEEOF Leeno Industrial Inc. | Add +400.0% | 0.14% | +0.04 |
| NTNX Nutanix Inc. Class A | Add +0.7% | 0.66% | +0.04 |
| SXT Sensient Technologies Corp. | New | 0.04% | +0.04 |
| VAL Valaris Ltd. | Add +1.4% | 0.74% | +0.04 |
| UDR Udr Inc. | New | 0.03% | +0.03 |
| GGG Graco Inc. | New | 0.03% | +0.03 |
| HA DO JSC | Add +52.8% | 0.11% | +0.03 |
| STE Steris PLC | New | 0.03% | +0.03 |
| HSY The Hershey Co. | Add +95.2% | 0.07% | +0.03 |
| MFC Manulife Financial Corp. | New | 0.03% | +0.03 |
| CINF Cincinnati Financial Corp. | New | 0.03% | +0.03 |
| ASIA COMMERCIAL BANK | New | 0.03% | +0.03 |
| SNPS Synopsys Inc. | Add +0.2% | 0.15% | +0.02 |
| BLUSPRING ENTERPRISES LTD | New | 0.02% | +0.02 |
| NDAQ Nasdaq Inc. | Add +2.7% | 0.12% | +0.02 |
| TRSBF 3SBIO Inc. | New | 0.02% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +4.4% | 0.10% | +0.01 |
| LH Labcorp Holdings Inc. | Add +18.4% | 0.04% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +5.6% | 0.11% | +0.01 |
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 |