Stanley-Laman Group, Ltd.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Stanley-Laman Group, Ltd. reported 250 stock positions worth $701.6 million. Its top holding was Microsoft (MSFT) at 3.0% of the portfolio, followed by Alphabet Class A (GOOGL, 2.5%) and Amazon.com (AMZN, 2.1%). Compared with Q2 2025, it opened 49 new positions, sold out of 81, added to 39 and reduced 94. The biggest buy was Alphabet Class A (GOOGL, shares +113%) and the biggest sale an exit from Freshworks Class A (FRSH).
- Most Recent 13F
- Q2 2026
- Location
- Berwyn, PA
- CIK
- 0001601489
- Portfolio Value
- $701.6M (Q3 2025)
- SEC Filing
- 0001376474-25-000855 ↗ filed Oct 22, 2025
Holdings Value
Holdings 250 stocks · $701.6M
| MSFT Microsoft Corp. | 2.98% | 40,405 | $20.9M | Add +40.8% |
| GOOGL Alphabet Inc. Class A | 2.54% | 73,217 | $17.8M | Add +113.5% |
| AMZN Amazon.com Inc. | 2.15% | 68,594 | $15.1M | Add +107.6% |
| NVDA Nvidia Corp. | 1.96% | 73,790 | $13.8M | Add +93.5% |
| CCJ Cameco Corp. | 1.85% | 154,824 | $13.0M | Reduce -12.4% |
| AVGO Broadcom Inc. | 1.62% | 34,385 | $11.3M | Add +132.4% |
| RTX RTX Corp. | 1.52% | 63,558 | $10.6M | Reduce -1.5% |
| ASML ASML Holding NV-NY Reg SHS | 1.37% | 13,537 | $9.6M | Add +179.2% |
| META Meta Platforms Inc. Class A | 1.36% | 12,955 | $9.5M | Add +579.3% |
| AAPL Apple Inc. | 1.31% | 36,027 | $9.2M | Reduce -0.5% |
| ANET Arista Networks Inc. | 1.27% | 61,078 | $8.9M | New |
| LRCX Lam Research Corp. | 1.25% | 65,637 | $8.8M | New |
| LIN Linde PLC | 1.23% | 18,195 | $8.6M | Reduce -7.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.22% | 30,715 | $8.6M | Add +1028.0% |
| MPWR Monolithic Power Systems Inc. | 1.21% | 9,235 | $8.5M | New |
| ORCL Oracle Corp. | 1.20% | 29,937 | $8.4M | Add +1438.4% |
| ETR Entergy Corp. | 1.19% | 89,460 | $8.3M | Reduce -4.8% |
| KLAC KLA Corp. | 1.17% | 7,627 | $8.2M | New |
| TTI Tetra Technologies Inc. | 1.05% | 1,285,978 | $7.4M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 0.99% | 34,147 | $7.0M | New |
| UUUU Energy Fuels Inc. | 0.97% | 445,120 | $6.8M | Reduce -37.7% |
| SNPS Synopsys Inc. | 0.91% | 12,877 | $6.4M | Add +542.9% |
| ARM Arm Holdings PLC-ADR | 0.89% | 43,952 | $6.2M | New |
| AMD Advanced Micro Devices | 0.88% | 38,274 | $6.2M | New |
| CDNS Cadence Design SYS Inc. | 0.88% | 17,585 | $6.2M | New |
| ISRG Intuitive Surgical Inc. | 0.86% | 13,456 | $6.0M | Add +2091.5% |
| ETERNAL LTD | 0.84% | 1,600,000 | $5.9M | Reduce -26.4% |
| INTU Intuit Inc. | 0.81% | 8,364 | $5.7M | Add +0.6% |
| VAL Valaris Ltd. | 0.81% | 116,959 | $5.7M | Reduce -1.1% |
| BHARAT ELECTRONICS LTD | 0.81% | 1,250,000 | $5.7M | Reduce -5.7% |
| TTWO Take-Two Interactive Softwre | 0.80% | 21,672 | $5.6M | Reduce -0.8% |
| PRESTIGE ESTATES PROJECTS | 0.78% | 323,091 | $5.5M | Reduce -6.7% |
| CAE Cae Inc. | 0.78% | 184,307 | $5.5M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.76% | 8,680 | $5.3M | Reduce -3.3% |
| HDFC BANK LIMITED | 0.75% | 490,560 | $5.3M | Add +100.0% |
| AIR Aar Corp. | 0.75% | 58,425 | $5.2M | Reduce -15.0% |
| MA Mastercard Inc. Class A | 0.74% | 9,107 | $5.2M | Add +0.0% |
| CVS CVS Health Corp. | 0.72% | 66,776 | $5.0M | Reduce -0.7% |
| BA The Boeing Co. | 0.71% | 23,160 | $5.0M | Reduce -1.6% |
| CG The Carlyle Group Inc. | 0.71% | 79,636 | $5.0M | Reduce -1.7% |
| CCC CCC Intelligent Solutions Ho | 0.71% | 544,288 | $5.0M | Add +11.4% |
| JBL Jabil Inc. | 0.70% | 22,647 | $4.9M | Reduce -1.0% |
| WFRD Weatherford International PL | 0.70% | 71,277 | $4.9M | Reduce -1.1% |
| LHX L3HARRIS Technologies Inc. | 0.69% | 15,793 | $4.8M | Reduce -2.8% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.63% | 52,677 | $4.4M | Reduce -18.4% |
| PH Parker Hannifin Corp. | 0.63% | 5,818 | $4.4M | Reduce -20.9% |
| OSIS Osi Systems Inc. | 0.62% | 17,547 | $4.4M | Reduce -14.3% |
| MCK McKesson Corp. | 0.62% | 5,647 | $4.4M | Add +0.4% |
| NTNX Nutanix Inc. Class A | 0.62% | 58,079 | $4.3M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.61% | 4,649 | $4.3M | Reduce -0.8% |
| ONTO Onto Innovation Inc. | 0.61% | 33,233 | $4.3M | Reduce -38.4% |
| HIG Hartford Insurance Group Inc. | 0.60% | 31,743 | $4.2M | Reduce -0.7% |
| MRVL Marvell Technology Inc. | 0.60% | 50,215 | $4.2M | Reduce -1.0% |
| GSK GSK PLC-Spon ADR | 0.60% | 97,063 | $4.2M | Reduce -0.8% |
| WM Waste Management Inc. | 0.59% | 18,825 | $4.2M | Reduce -8.1% |
| LARSEN & TOUBRO LTD | 0.59% | 100,000 | $4.1M | No change |
| IBKR Interactive Brokers Gro Class A | 0.59% | 59,973 | $4.1M | Reduce -13.3% |
| PTC PTC Inc. | 0.59% | 20,282 | $4.1M | Reduce -14.3% |
| IFOEF Info Edge India Ltd. | 0.58% | 277,185 | $4.1M | No change |
| LNTH Lantheus Holdings Inc. | 0.58% | 79,686 | $4.1M | Add +38.7% |
| ADM Archer-Daniels-Midland Co. | 0.57% | 66,675 | $4.0M | Reduce -11.6% |
| WTTR Select Water Solutions Inc. | 0.57% | 371,073 | $4.0M | Reduce -2.0% |
| NXE Nexgen Energy Ltd. | 0.56% | 441,775 | $4.0M | Reduce -2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 27,327 | $3.9M | Reduce -2.7% |
| VLO Valero Energy Corp. | 0.56% | 23,044 | $3.9M | Reduce -3.7% |
| COR Cencora Inc. | 0.56% | 12,522 | $3.9M | Reduce -12.3% |
| NXPI NXP Semiconductors NV | 0.56% | 17,177 | $3.9M | Reduce -5.0% |
| GXO Gxo Logistics Inc. | 0.55% | 72,486 | $3.8M | Reduce -27.8% |
| FNB FNB Corp. | 0.54% | 235,229 | $3.8M | Reduce -0.3% |
| ADP Automatic Data Processing | 0.54% | 12,796 | $3.8M | Reduce -2.8% |
| SNA Snap-on Inc. | 0.53% | 10,734 | $3.7M | Reduce -2.9% |
| GDDY GoDaddy Inc. Class A | 0.53% | 27,112 | $3.7M | New |
| SNX TD Synnex Corp. | 0.53% | 22,651 | $3.7M | Reduce -11.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.53% | 48,315 | $3.7M | Reduce -5.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.53% | 107,642 | $3.7M | Add +29.4% |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.53% | 57,917 | $3.7M | Reduce -29.8% |
| SBSW Sibanye-Stillwater Ltd.-ADR | 0.52% | 327,345 | $3.7M | New |
| RAMP Liveramp Holdings Inc. | 0.52% | 134,518 | $3.7M | Reduce -0.9% |
| RLNJF Reliance Industries Ltd. | 0.52% | 236,000 | $3.6M | No change |
| SF Stifel Financial Corp. | 0.52% | 31,907 | $3.6M | Reduce -2.7% |
| NBIX Neurocrine Biosciences Inc. | 0.51% | 25,354 | $3.6M | Reduce -40.4% |
| HON Honeywell International Inc. | 0.50% | 16,651 | $3.5M | Reduce -6.9% |
| LMT Lockheed Martin Corp. | 0.50% | 7,006 | $3.5M | Reduce -8.7% |
| AON Aon PLC Class A | 0.49% | 9,600 | $3.4M | Reduce -11.9% |
| HCSG Healthcare Services Group | 0.49% | 202,557 | $3.4M | Reduce -25.8% |
| CVX Chevron Corp. | 0.49% | 21,931 | $3.4M | Reduce -3.1% |
| ALB Albemarle Corp. | 0.48% | 41,850 | $3.4M | New |
| AMGN Amgen Inc. | 0.47% | 11,741 | $3.3M | Reduce -4.0% |
| COHU Cohu Inc. | 0.44% | 152,943 | $3.1M | New |
| UNP Union Pacific Corp. | 0.44% | 12,987 | $3.1M | Reduce -3.1% |
| FLR Fluor Corp. | 0.42% | 70,654 | $3.0M | Reduce -21.2% |
| SLI Standard Lithium Ltd. | 0.41% | 863,238 | $2.9M | New |
| LLY Eli Lilly & Co. | 0.41% | 3,800 | $2.9M | Reduce -4.3% |
| KEX Kirby Corp. | 0.40% | 34,001 | $2.8M | Reduce -0.7% |
| ZETA Zeta Global Holdings Corp. Class A | 0.40% | 142,615 | $2.8M | New |
| SCI Service Corp. International | 0.40% | 33,805 | $2.8M | Reduce -2.8% |
| AOS Smith (a.o.) Corp. | 0.40% | 38,303 | $2.8M | Reduce -2.9% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.40% | 142,684 | $2.8M | Reduce -0.9% |
| MTRX Matrix Service Co. | 0.39% | 211,280 | $2.8M | Reduce -3.4% |
| FANG Diamondback Energy Inc. | 0.39% | 19,023 | $2.7M | Reduce -2.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $156K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LGHMF LG H&H-PRF | COM | 1,900 | $156K | No change |
Total filed on the 13F, all lines: $701.8M.
Portfolio Sells Q2 2025 → Q3 2025
| FRSH Freshworks Inc. Class A | Sold out | 0.00% | −1.10 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −1.09 |
| AMBA Ambarella Inc. | Sold out | 0.00% | −1.09 |
| MDB Mongodb Inc. | Sold out | 0.00% | −1.01 |
| RMBS Rambus Inc. | Sold out | 0.00% | −0.98 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.97 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.94 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.94 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.91 |
| TENB Tenable Holdings Inc. | Sold out | 0.00% | −0.90 |
| ESTC Elastic NV | Sold out | 0.00% | −0.89 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.88 |
| APPF Appfolio Inc. Class A | Sold out | 0.00% | −0.88 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.86 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.83 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.82 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.80 |
| KVYO Klaviyo Inc. Class A | Sold out | 0.00% | −0.71 |
| APPN Appian Corp. Class A | Sold out | 0.00% | −0.64 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.63 |
| BRKR Bruker Corp. | Sold out | 0.00% | −0.61 |
| SPSC SPS Commerce Inc. | Sold out | 0.00% | −0.58 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.52 |
| HANWHA AEROSPACE CO LTD KRW 5000.0 | Sold out | 0.00% | −0.49 |
| PUMP Propetro Holding Corp. | Sold out | 0.00% | −0.45 |
| ELV Elevance Health Inc. | Reduce -92.0% | 0.03% | −0.45 |
| BURL Burlington Stores Inc. | Sold out | 0.00% | −0.38 |
| NBIX Neurocrine Biosciences Inc. | Reduce -40.4% | 0.51% | −0.29 |
| FLR Fluor Corp. | Reduce -21.2% | 0.42% | −0.26 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.25 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.25 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -64.3% | 0.11% | −0.24 |
| PRESTIGE ESTATES PROJECTS | Reduce -6.7% | 0.78% | −0.21 |
| ONTO Onto Innovation Inc. | Reduce -38.4% | 0.61% | −0.20 |
| AL Sumisho Air Lease Corp. | Reduce -29.8% | 0.53% | −0.19 |
| GXO Gxo Logistics Inc. | Reduce -27.8% | 0.55% | −0.18 |
| KEX Kirby Corp. | Reduce -0.7% | 0.40% | −0.17 |
| BHARAT ELECTRONICS LTD | Reduce -5.7% | 0.81% | −0.16 |
| ETERNAL LTD | Reduce -26.4% | 0.84% | −0.16 |
| RAMP Liveramp Holdings Inc. | Reduce -0.9% | 0.52% | −0.15 |
| LIN Linde PLC | Reduce -7.9% | 1.23% | −0.15 |
| PH Parker Hannifin Corp. | Reduce -20.9% | 0.63% | −0.13 |
| HCSG Healthcare Services Group | Reduce -25.8% | 0.49% | −0.12 |
| HON Honeywell International Inc. | Reduce -6.9% | 0.50% | −0.12 |
| WM Waste Management Inc. | Reduce -8.1% | 0.59% | −0.10 |
| CCJ Cameco Corp. | Reduce -12.4% | 1.85% | −0.10 |
| VIETNAM DAIRY PRODUCTS JSC | Sold out | 0.00% | −0.09 |
| AON Aon PLC Class A | Reduce -11.9% | 0.49% | −0.09 |
| HXSCF SK Hynix Inc. | Reduce -49.9% | 0.11% | −0.09 |
| INFY Infosys Ltd.-SP ADR | Sold out | 0.00% | −0.08 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +113.5% | 2.54% | +1.64 |
| ANET Arista Networks Inc. | New | 1.27% | +1.27 |
| LRCX Lam Research Corp. | New | 1.25% | +1.25 |
| MPWR Monolithic Power Systems Inc. | New | 1.21% | +1.21 |
| ASML ASML Holding NV-NY Reg SHS | Add +179.2% | 1.37% | +1.19 |
| KLAC KLA Corp. | New | 1.17% | +1.17 |
| META Meta Platforms Inc. Class A | Add +579.3% | 1.36% | +1.15 |
| ORCL Oracle Corp. | Add +1438.4% | 1.20% | +1.14 |
| TSM Taiwan Semiconductor-SP ADR | Add +1028.0% | 1.22% | +1.13 |
| AMZN Amazon.com Inc. | Add +107.6% | 2.15% | +1.07 |
| NVDA Nvidia Corp. | Add +93.5% | 1.96% | +1.07 |
| AVGO Broadcom Inc. | Add +132.4% | 1.62% | +1.01 |
| PANW Palo Alto Networks Inc. | New | 0.99% | +0.99 |
| ARM Arm Holdings PLC-ADR | New | 0.89% | +0.89 |
| AMD Advanced Micro Devices | New | 0.88% | +0.88 |
| CDNS Cadence Design SYS Inc. | New | 0.88% | +0.88 |
| MSFT Microsoft Corp. | Add +40.8% | 2.98% | +0.86 |
| ISRG Intuitive Surgical Inc. | Add +2091.5% | 0.86% | +0.81 |
| SNPS Synopsys Inc. | Add +542.9% | 0.91% | +0.75 |
| GDDY GoDaddy Inc. Class A | New | 0.53% | +0.53 |
| SBSW Sibanye-Stillwater Ltd.-ADR | New | 0.52% | +0.52 |
| ALB Albemarle Corp. | New | 0.48% | +0.48 |
| COHU Cohu Inc. | New | 0.44% | +0.44 |
| SLI Standard Lithium Ltd. | New | 0.41% | +0.41 |
| ZETA Zeta Global Holdings Corp. Class A | New | 0.40% | +0.40 |
| AR Antero Resources Corp. | New | 0.38% | +0.38 |
| IONS Ionis Pharmaceuticals Inc. | New | 0.33% | +0.33 |
| AXSM Axsome Therapeutics Inc. | New | 0.30% | +0.30 |
| CORT Corcept Therapeutics Inc. | New | 0.29% | +0.29 |
| EZRA Reliance Global Group Inc. | New | 0.29% | +0.29 |
| BABA Alibaba Group Holding-SP ADR | New | 0.28% | +0.28 |
| EXE Expand Energy Corp. | New | 0.27% | +0.27 |
| WRD Weride Inc.-ADR | New | 0.22% | +0.22 |
| ICICI BANK LTD | New | 0.17% | +0.17 |
| GRAB Grab Holdings Ltd. Class A | New | 0.17% | +0.17 |
| BLOKS GROUP LTD | Add +1091.9% | 0.20% | +0.17 |
| LODHA DEVELOPERS LTD | New | 0.15% | +0.15 |
| HYEHF Hyundai Engineering & Constr | New | 0.11% | +0.11 |
| SLB SLB Ltd. | Add +29.4% | 0.53% | +0.11 |
| KOMICO LTD | New | 0.10% | +0.10 |
| LUPIN LTD | New | 0.09% | +0.09 |
| AME Ametek Inc. | New | 0.07% | +0.07 |
| VRT Vertiv Holdings Co. Class A | New | 0.07% | +0.07 |
| LINC Lincoln Educational Services | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | New | 0.07% | +0.07 |
| MTZ Mastec Inc. | New | 0.06% | +0.06 |
| PWR Quanta Services Inc. | New | 0.06% | +0.06 |
| ETN Eaton Corp. PLC | New | 0.06% | +0.06 |
| ABBNY Abb Ltd.-Spon ADR | New | 0.06% | +0.06 |
| MIELY Mitsubishi Electric-Unsp ADR | New | 0.06% | +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 |