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
814.5MPositions
294Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | 21.9M | 2.7% | 76.0K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 16.4M | 2.0% | 78.7K | 258.63 | +15.6% |
| RTX RTX Corp | 15.9M | 1.9% | 82.2K | 209.91 | +34.1% |
| CCJ CAMECO CORP | 14.2M | 1.7% | 130.6K | 102.51 | +45.5% |
| LRCX LAM RESEARCH CORP | 14.1M | 1.7% | 65.9K | 314.00 | +216.7% |
| NVDA NVIDIA CORP | 13.5M | 1.7% | 77.5K | 214.72 | +22.4% |
| ASML ASML HOLDING NV | 13.0M | 1.6% | 13.7K | 1,763.76 | +135.3% |
| KLAC KLA CORP | 11.4M | 1.4% | 7.8K | 183.99 | +109.5% |
| AVGO Broadcom Inc. | 11.1M | 1.4% | 35.9K | 368.45 | +26.5% |
| ETR ENTERGY CORP /DE/ | 10.9M | 1.3% | 97.1K | 104.62 | +16.5% |
| MSFT MICROSOFT CORP | 10.9M | 1.3% | 29.4K | 483.24 | -4.4% |
| AAPL Apple Inc. | 10.8M | 1.3% | 42.7K | 309.35 | +36.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 10.6M | 1.3% | 31.5K | 418.95 | +83.3% |
| VAL Valaris Ltd | 10.4M | 1.3% | 105.8K | 87.76 | +94.9% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 10.3M | 1.3% | 9.4K | 1,316.28 | +59.3% |
| LIN LINDE PLC | 10.0M | 1.2% | 20.1K | 487.57 | +1.1% |
| ISRG INTUITIVE SURGICAL INC | 8.0M | 1.0% | 17.5K | 378.81 | -21.2% |
| AMD ADVANCED MICRO DEVICES INC | 8.0M | 1.0% | 39.4K | 473.25 | +186.5% |
| META Meta Platforms, Inc. | 7.8M | 1.0% | 13.7K | 549.90 | -26.5% |
| ANET Arista Networks, Inc. | 7.7M | 0.9% | 63.0K | 188.65 | +43.5% |
| TTI TETRA TECHNOLOGIES INC | 7.6M | 0.9% | 896.8K | 7.19 | +74.9% |
| VRT Vertiv Holdings Co | 7.3M | 0.9% | 29.3K | 261.95 | +105.4% |
| WFRD Weatherford International plc | 7.3M | 0.9% | 76.9K | 90.51 | +60.6% |
| ARM ARM HOLDINGS PLC /UK | 7.1M | 0.9% | 47.2K | 243.32 | +85.5% |
| AMAT APPLIED MATERIALS INC /DE | 6.9M | 0.8% | 20.1K | 492.32 | +205.9% |
| MA Mastercard Inc | 6.5M | 0.8% | 13.1K | 580.63 | -2.0% |
| JBL JABIL INC | 6.5M | 0.8% | 24.6K | 313.21 | +53.5% |
| LNTH Lantheus Holdings, Inc. | 6.5M | 0.8% | 85.5K | 99.97 | +78.1% |
| COHU COHU INC | 6.4M | 0.8% | 209.0K | 54.37 | +178.4% |
| OLN OLIN Corp | 6.4M | 0.8% | 214.7K | 18.40 | -13.5% |
| LLY ELI LILLY & Co | 6.2M | 0.8% | 6.8K | 1,255.40 | +78.0% |
| AIR AAR CORP | 6.2M | 0.8% | 56.6K | 134.82 | +87.9% |
| AR ANTERO RESOURCES Corp | 6.2M | 0.8% | 145.7K | 37.94 | +24.1% |
| VOO Vanguard S&P 500 ETF | 6.1M | 0.7% | 10.2K | 703.71 | +20.0% |
| ONTO ONTO INNOVATION INC. | 6.0M | 0.7% | 29.3K | 293.33 | +176.9% |
| ADI ANALOG DEVICES INC | 6.0M | 0.7% | 18.9K | 373.09 | +52.4% |
| SLB SLB LIMITED/NV | 6.0M | 0.7% | 116.8K | 53.87 | +61.5% |
| HPE Hewlett Packard Enterprise Co | 6.0M | 0.7% | 252.0K | 53.45 | +154.0% |
| BA BOEING CO | 5.8M | 0.7% | 29.2K | 214.20 | -5.1% |
| GSK GSK plc | 5.8M | 0.7% | 105.2K | 52.41 | +30.8% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 5.8M | 0.7% | 16.8K | 266.73 | -3.4% |
| UUUU ENERGY FUELS INC | 5.8M | 0.7% | 315.1K | 15.14 | +77.5% |
| PTEN PATTERSON UTI ENERGY INC | 5.7M | 0.7% | 530.6K | 12.34 | +133.3% |
| ALB ALBEMARLE CORP | 5.7M | 0.7% | 31.9K | 143.25 | +83.4% |
| PH Parker-Hannifin Corp | 5.7M | 0.7% | 6.4K | 1,001.74 | +34.8% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 5.6M | 0.7% | 28.5K | 239.62 | +4.8% |
| NXE NexGen Energy Ltd. | 5.6M | 0.7% | 479.4K | 10.86 | +68.1% |
| VLO VALERO ENERGY CORP/TX | 5.5M | 0.7% | 22.2K | 348.86 | +148.3% |
| RRC RANGE RESOURCES CORP | 5.4M | 0.7% | 119.3K | 41.06 | +24.1% |
| MU MICRON TECHNOLOGY INC | 5.4M | 0.7% | 15.9K | 966.78 | +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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