# Stanley-Laman Group, Ltd.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1601489. Source: https://holderbook.com/funds/1601489-stanley-laman-group-ltd/

- Reported value: $984.2M
- Positions: 298
- Weight of the ten largest: 20.4%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $27.6M | 63,629 | 2.8% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $26.7M | 74,676 | 2.7% | 31 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $22.8M | 75,444 | 2.3% | 4 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $22.2M | 38,205 | 2.3% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $18.5M | 77,572 | 1.9% | 11 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $18.1M | 9,077 | 1.8% | 11 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $17.9M | 15,486 | 1.8% | 2 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $16.3M | 45,843 | 1.7% | 4 |
| COHU INC | [COHU](https://holderbook.com/stocks/COHU/) | $15.3M | 206,620 | 1.6% | 4 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $15.2M | 80,359 | 1.5% | 25 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $14.9M | 74,661 | 1.5% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $14.7M | 30,805 | 1.5% | 8 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $14.2M | 19,689 | 1.4% | 14 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $13.4M | 35,446 | 1.4% | 12 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $13.2M | 129,588 | 1.3% | 22 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $12.7M | 9,172 | 1.3% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $12.3M | 42,512 | 1.2% | 31 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $11.8M | 39,579 | 1.2% | 10 |
| ENTERGY CORP NEW | [ETR](https://holderbook.com/stocks/ETR/) | $11.0M | 95,769 | 1.1% | 14 |
| ONTO INNOVATION INC | [ONTO](https://holderbook.com/stocks/ONTO/) | $11.0M | 29,021 | 1.1% | 5 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $10.9M | 29,242 | 1.1% | 26 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $10.4M | 61,293 | 1.1% | 4 |
| LINDE PLC | [LINXXXX](https://holderbook.com/stocks/LINXXXX/) | $10.4M | 19,948 | 1.1% | 31 |
| TETRA TECHNOLOGIES INC DEL | [TTI](https://holderbook.com/stocks/TTI/) | $10.1M | 890,023 | 1.0% | 15 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $9.8M | 20,153 | 1.0% | 1 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $9.6M | 28,634 | 1.0% | 4 |
| JABIL INC | [JBL](https://holderbook.com/stocks/JBL/) | $9.4M | 24,410 | 1.0% | 9 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $8.5M | 8,763 | 0.9% | 1 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $8.5M | 187,381 | 0.9% | 2 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $8.1M | 6,747 | 0.8% | 24 |
| AAR CORP | [AIR](https://holderbook.com/stocks/AIR/) | $8.1M | 56,346 | 0.8% | 19 |
| VALARIS LTD | [VAL](https://holderbook.com/stocks/VAL/) | $7.6M | 104,946 | 0.8% | 10 |
| LANTHEUS HLDGS INC | [LNTH](https://holderbook.com/stocks/LNTH/) | $7.5M | 67,964 | 0.8% | 11 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $7.4M | 71,877 | 0.8% | 31 |
| TAKE-TWO INTERACTIVE SOFTWAR | [TTWO](https://holderbook.com/stocks/TTWO/) | $7.1M | 28,352 | 0.7% | 23 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $7.0M | 10,228 | 0.7% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $6.7M | 13,121 | 0.7% | 19 |
| TD SYNNEX CORPORATION | [SNX](https://holderbook.com/stocks/SNX/) | $6.4M | 23,891 | 0.6% | 12 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $6.3M | 29,083 | 0.6% | 23 |
| FABRINET | [FN](https://holderbook.com/stocks/FN/) | $6.3M | 11,181 | 0.6% | 1 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $6.3M | 6,393 | 0.6% | 31 |
| WEATHERFORD INTL PLC | [WFRD](https://holderbook.com/stocks/WFRD/) | $6.2M | 76,412 | 0.6% | 7 |
| CORCEPT THERAPEUTICS INC | [CORT](https://holderbook.com/stocks/CORT/) | $5.9M | 68,196 | 0.6% | 4 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $5.7M | 21,707 | 0.6% | 22 |
| CITIZENS FINL GROUP INC | [CFG](https://holderbook.com/stocks/CFG/) | $5.5M | 78,867 | 0.6% | 3 |
| GSK PLC | [GSK](https://holderbook.com/stocks/GSK/) | $5.5M | 105,124 | 0.6% | 11 |
| INTERACTIVE BROKERS GROUP IN | [IBKR](https://holderbook.com/stocks/IBKR/) | $5.5M | 62,757 | 0.6% | 8 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $5.4M | 116,171 | 0.5% | 16 |
| KNIGHT-SWIFT TRANSN HLDGS IN | [KNX](https://holderbook.com/stocks/KNX/) | $5.3M | 68,006 | 0.5% | 7 |
| ARCHER DANIELS MIDLAND CO | [ADM](https://holderbook.com/stocks/ADM/) | $5.3M | 69,210 | 0.5% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $5.2M | 4,839 | 0.5% | 4 |
| ANTERO RESOURCES CORP | [AR](https://holderbook.com/stocks/AR/) | $5.1M | 145,470 | 0.5% | 4 |
| CAE INC | [CAE](https://holderbook.com/stocks/CAE/) | $4.9M | 196,476 | 0.5% | 11 |
| F N B CORP | [FNB](https://holderbook.com/stocks/FNB/) | $4.9M | 255,191 | 0.5% | 5 |
| IONIS PHARMACEUTICALS INC | [IONS](https://holderbook.com/stocks/IONS/) | $4.8M | 60,842 | 0.5% | 4 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $4.8M | 5,135 | 0.5% | 26 |
| PRESTIGE ESTATES PROJECTS INR 10.0 | - | $4.8M | 290,322 | 0.5% | 19 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $4.8M | 16,983 | 0.5% | 11 |
| KIRBY CORP | [KEX](https://holderbook.com/stocks/KEX/) | $4.7M | 34,649 | 0.5% | 18 |
| AXSOME THERAPEUTICS INC | [AXSM](https://holderbook.com/stocks/AXSM/) | $4.7M | 19,170 | 0.5% | 4 |
| MARTEN TRANS LTD | [MRTN](https://holderbook.com/stocks/MRTN/) | $4.7M | 270,445 | 0.5% | 2 |
| EVERPURE INC | [P](https://holderbook.com/stocks/P/) | $4.7M | 59,266 | 0.5% | 15 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $4.6M | 6,143 | 0.5% | 14 |
| NEUROCRINE BIOSCIENCES INC | [NBIX](https://holderbook.com/stocks/NBIX/) | $4.6M | 27,446 | 0.5% | 9 |
| ZETA GLOBAL HOLDINGS CORP | [ZETA](https://holderbook.com/stocks/ZETA/) | $4.6M | 232,253 | 0.5% | 4 |
| ENERGY FUELS INC | [UUUU](https://holderbook.com/stocks/UUUU/) | $4.5M | 313,524 | 0.5% | 10 |
| SNAP ON INC | [SNA](https://holderbook.com/stocks/SNA/) | $4.5M | 11,259 | 0.5% | 24 |
| SELECT WATER SOLUTIONS INC | [WTTR](https://holderbook.com/stocks/WTTR/) | $4.5M | 226,325 | 0.5% | 12 |
| HARTFORD INSURANCE GROUP INC | [HIG](https://holderbook.com/stocks/HIG/) | $4.5M | 34,075 | 0.5% | 10 |
| RANGE RES CORP | [RRC](https://holderbook.com/stocks/RRC/) | $4.5M | 120,781 | 0.5% | 3 |
| NEXGEN ENERGY LTD | [NXE](https://holderbook.com/stocks/NXE/) | $4.5M | 478,145 | 0.5% | 15 |
| ZOMATO LTD INR 1.0 | - | $4.5M | 1,600,000 | 0.5% | 16 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $4.5M | 23,593 | 0.5% | 12 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $4.4M | 19,874 | 0.5% | 26 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $4.4M | 12,227 | 0.4% | 9 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $4.4M | 15,001 | 0.4% | 18 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $4.3M | 28,674 | 0.4% | 30 |
| SAMSUNG ELECTRONICS CO LT KRW 100.0 | - | $4.3M | 20,000 | 0.4% | 31 |
| LARSEN plus TOUBRO LTD INR 2.0 | - | $4.3M | 98,141 | 0.4% | 17 |
| OLIN CORP | [OLN](https://holderbook.com/stocks/OLN/) | $4.3M | 215,050 | 0.4% | 3 |
| BELDEN INC | [BDC](https://holderbook.com/stocks/BDC/) | $4.3M | 35,469 | 0.4% | 1 |
| PATTERSON-UTI ENERGY INC | [PTEN](https://holderbook.com/stocks/PTEN/) | $4.2M | 459,416 | 0.4% | 12 |
| ALBEMARLE CORP | [ALB](https://holderbook.com/stocks/ALB/) | $4.1M | 30,710 | 0.4% | 4 |
| HDFC BANK LTD INR 1.0 | - | $4.1M | 490,560 | 0.4% | 12 |
| EOPTOLINK TECHNOLOGY INC LT CNY 1.0 | - | $4.1M | 45,820 | 0.4% | 3 |
| OSI SYSTEMS INC | [OSIS](https://holderbook.com/stocks/OSIS/) | $4.1M | 18,722 | 0.4% | 10 |
| REGAL REXNORD CORPORATION | [RRX](https://holderbook.com/stocks/RRX/) | $4.1M | 17,085 | 0.4% | 1 |
| GXO LOGISTICS INCORPORATED | [GXO](https://holderbook.com/stocks/GXO/) | $4.0M | 79,094 | 0.4% | 11 |
| FLUOR CORP | [FLR](https://holderbook.com/stocks/FLR/) | $4.0M | 76,417 | 0.4% | 19 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $3.9M | 36,648 | 0.4% | 23 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $3.9M | 23,466 | 0.4% | 26 |
| ASPEED TECHNOLOGY INC TWD 10.0 | - | $3.9M | 7,500 | 0.4% | 12 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $3.9M | 14,192 | 0.4% | 26 |
| AVIENT CORPORATION | [AVNT](https://holderbook.com/stocks/AVNT/) | $3.7M | 100,699 | 0.4% | 3 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $3.7M | 7,284 | 0.4% | 31 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $3.7M | 13,057 | 0.4% | 14 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $3.6M | 17,853 | 0.4% | 1 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $3.6M | 12,194 | 0.4% | 1 |
| DIAMONDBACK ENERGY INC | [FANG](https://holderbook.com/stocks/FANG/) | $3.5M | 20,147 | 0.4% | 17 |
| STIFEL FINL CORP | [SF](https://holderbook.com/stocks/SF/) | $3.5M | 50,151 | 0.4% | 12 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +22.2% | +14.8% | +7.4% | 88% |
| Q1 2026 | +3.2% | -4.6% | +7.8% | 86% |
| Q4 2025 | +4.0% | +2.4% | +1.7% | 84% |
| Q3 2025 | +8.0% | +7.8% | +0.2% | 82% |
| Q2 2025 | +10.6% | +10.5% | +0.2% | 85% |
| Q1 2025 | -6.3% | -4.6% | -1.8% | 84% |
| Q4 2024 | +4.2% | +2.1% | +2.0% | 83% |
| Q3 2024 | +2.4% | +5.4% | -3.1% | 83% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $984.2M | 298 |
| Q1 2026 | $814.5M | 294 |
| Q4 2025 | $786.9M | 305 |
| Q3 2025 | $701.8M | 251 |
| Q2 2025 | $673.3M | 283 |
| Q1 2025 | $649.9M | 282 |
| Q4 2024 | $712.1M | 282 |
| Q3 2024 | $712.5M | 291 |
| Q2 2024 | $695.9M | 271 |
| Q1 2024 | $713.2M | 248 |
| Q4 2023 | $653.6M | 233 |
| Q3 2023 | $586.0M | 232 |