EdgeMarket › What Stanley-Laman Group, Ltd. reported owning

What Stanley-Laman Group, Ltd. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

814.5M

Positions

294

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
GOOGL
Alphabet Inc.
21.9M2.7%76.0K344.82+73.0%
AMZN
AMAZON COM INC
16.4M2.0%78.7K258.63+15.6%
RTX
RTX Corp
15.9M1.9%82.2K209.91+34.1%
CCJ
CAMECO CORP
14.2M1.7%130.6K102.51+45.5%
LRCX
LAM RESEARCH CORP
14.1M1.7%65.9K314.00+216.7%
NVDA
NVIDIA CORP
13.5M1.7%77.5K214.72+22.4%
ASML
ASML HOLDING NV
13.0M1.6%13.7K1,763.76+135.3%
KLAC
KLA CORP
11.4M1.4%7.8K183.99+109.5%
AVGO
Broadcom Inc.
11.1M1.4%35.9K368.45+26.5%
ETR
ENTERGY CORP /DE/
10.9M1.3%97.1K104.62+16.5%
MSFT
MICROSOFT CORP
10.9M1.3%29.4K483.24-4.4%
AAPL
Apple Inc.
10.8M1.3%42.7K309.35+36.9%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
10.6M1.3%31.5K418.95+83.3%
VAL
Valaris Ltd
10.4M1.3%105.8K87.76+94.9%
MPWR
MONOLITHIC POWER SYSTEMS, INC.
10.3M1.3%9.4K1,316.28+59.3%
LIN
LINDE PLC
10.0M1.2%20.1K487.57+1.1%
ISRG
INTUITIVE SURGICAL INC
8.0M1.0%17.5K378.81-21.2%
AMD
ADVANCED MICRO DEVICES INC
8.0M1.0%39.4K473.25+186.5%
META
Meta Platforms, Inc.
7.8M1.0%13.7K549.90-26.5%
ANET
Arista Networks, Inc.
7.7M0.9%63.0K188.65+43.5%
TTI
TETRA TECHNOLOGIES INC
7.6M0.9%896.8K7.19+74.9%
VRT
Vertiv Holdings Co
7.3M0.9%29.3K261.95+105.4%
WFRD
Weatherford International plc
7.3M0.9%76.9K90.51+60.6%
ARM
ARM HOLDINGS PLC /UK
7.1M0.9%47.2K243.32+85.5%
AMAT
APPLIED MATERIALS INC /DE
6.9M0.8%20.1K492.32+205.9%
MA
Mastercard Inc
6.5M0.8%13.1K580.63-2.0%
JBL
JABIL INC
6.5M0.8%24.6K313.21+53.5%
LNTH
Lantheus Holdings, Inc.
6.5M0.8%85.5K99.97+78.1%
COHU
COHU INC
6.4M0.8%209.0K54.37+178.4%
OLN
OLIN Corp
6.4M0.8%214.7K18.40-13.5%
LLY
ELI LILLY & Co
6.2M0.8%6.8K1,255.40+78.0%
AIR
AAR CORP
6.2M0.8%56.6K134.82+87.9%
AR
ANTERO RESOURCES Corp
6.2M0.8%145.7K37.94+24.1%
VOO
Vanguard S&P 500 ETF
6.1M0.7%10.2K703.71+20.0%
ONTO
ONTO INNOVATION INC.
6.0M0.7%29.3K293.33+176.9%
ADI
ANALOG DEVICES INC
6.0M0.7%18.9K373.09+52.4%
SLB
SLB LIMITED/NV
6.0M0.7%116.8K53.87+61.5%
HPE
Hewlett Packard Enterprise Co
6.0M0.7%252.0K53.45+154.0%
BA
BOEING CO
5.8M0.7%29.2K214.20-5.1%
GSK
GSK plc
5.8M0.7%105.2K52.41+30.8%
LHX
L3HARRIS TECHNOLOGIES, INC. /DE/
5.8M0.7%16.8K266.73-3.4%
UUUU
ENERGY FUELS INC
5.8M0.7%315.1K15.14+77.5%
PTEN
PATTERSON UTI ENERGY INC
5.7M0.7%530.6K12.34+133.3%
ALB
ALBEMARLE CORP
5.7M0.7%31.9K143.25+83.4%
PH
Parker-Hannifin Corp
5.7M0.7%6.4K1,001.74+34.8%
TTWO
TAKE TWO INTERACTIVE SOFTWARE INC
5.6M0.7%28.5K239.62+4.8%
NXE
NexGen Energy Ltd.
5.6M0.7%479.4K10.86+68.1%
VLO
VALERO ENERGY CORP/TX
5.5M0.7%22.2K348.86+148.3%
RRC
RANGE RESOURCES CORP
5.4M0.7%119.3K41.06+24.1%
MU
MICRON TECHNOLOGY INC
5.4M0.7%15.9K966.78+724.8%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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