Filed: 1/19/2023ACC: 0001376474-23-000026
📋 What this filing means
STANLEY-LAMAN GROUP, LTD. filed this quarterly 13F‑HR report disclosing 219 equity positions with a total reported market value of $524.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
219
Positions
$524.84M
Total AUM (reported)
31.77M
Total Shares
Allocation by class
COM$300.04M57.2%
SHS$90.93M17.3%
CL A$68.38M13.0%
COM CL A$14.08M2.7%
CL A COM$10.07M1.9%
CLASS A COM$8.71M1.7%
ORD SHS$7.39M1.4%
Portfolio Concentration
Top 3$26.73M5.1%
4–10$47.22M9.0%
11–25$82.88M15.8%
Rest$368.01M70.1%
Top 3 weight
5.1%
Top 10 weight
14.1%
Voting Authority Distribution
Total shares with voting rights: 31.77M
Sole
Full voting authority
31.77M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole219
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings219
Rows:
MICROSOFT CORP
SOLEShares40.48K
TypeSH
Market value$9.71M
1.85%
Sole
40.48K
Shared
0.00
None
0.00
LINDE PLC F
SOLEShares28.59K
TypeSH
Market value$9.33M
1.78%
Sole
28.59K
Shared
0.00
None
0.00
RAYTHEON TECHNOLOGIES CO
SOLEShares76.26K
TypeSH
Market value$7.70M
1.47%
Sole
76.26K
Shared
0.00
None
0.00
OKTA INC CLASS A
SOLEShares108.98K
TypeSH
Market value$7.45M
1.42%
Sole
108.98K
Shared
0.00
None
0.00
CAMECO CORP F
SOLEShares304.87K
TypeSH
Market value$6.91M
1.32%
Sole
304.87K
Shared
0.00
None
0.00
ATLASSIAN CORP CLASS A
SOLEShares53.59K
TypeSH
Market value$6.90M
1.31%
Sole
53.59K
Shared
0.00
None
0.00
MONGODB INC CLASS A
SOLEShares33.64K
TypeSH
Market value$6.62M
1.26%
Sole
33.64K
Shared
0.00
None
0.00
HASHICORP INC CLASS A
SOLEShares238.38K
TypeSH
Market value$6.52M
1.24%
Sole
238.38K
Shared
0.00
None
0.00
JFROG LTD F
SOLEShares304.64K
TypeSH
Market value$6.50M
1.24%
Sole
304.64K
Shared
0.00
None
0.00
FLUOR CORP
SOLEShares182.51K
TypeSH
Market value$6.33M
1.21%
Sole
182.51K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares331.05K
TypeSH
Market value$6.19M
1.18%
Sole
331.05K
Shared
0.00
None
0.00
SENTINELONE INC CLASS A
SOLEShares412.15K
TypeSH
Market value$6.01M
1.15%
Sole
412.15K
Shared
0.00
None
0.00
TENABLE HOLDINGS INC
SOLEShares157.18K
TypeSH
Market value$6.00M
1.14%
Sole
157.18K
Shared
0.00
None
0.00
COGNIZANT TECH SOLU CLASS A
SOLEShares103.10K
TypeSH
Market value$5.90M
1.12%
Sole
103.10K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares15.85K
TypeSH
Market value$5.80M
1.10%
Sole
15.85K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44.18K
TypeSH
Market value$5.74M
1.09%
Sole
44.18K
Shared
0.00
None
0.00
ARCHER-DANIELS-MIDLN
SOLEShares61.66K
TypeSH
Market value$5.73M
1.09%
Sole
61.66K
Shared
0.00
None
0.00
PIONEER NATURAL RES
SOLEShares23.66K
TypeSH
Market value$5.40M
1.03%
Sole
23.66K
Shared
0.00
None
0.00
CHEVRON CORP
SOLEShares30.08K
TypeSH
Market value$5.40M
1.03%
Sole
30.08K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC CLASS A
SOLEShares50.48K
TypeSH
Market value$5.31M
1.01%
Sole
50.48K
Shared
0.00
None
0.00
MONDAY COM LTD F
SOLEShares43K
TypeSH
Market value$5.25M
1.00%
Sole
43K
Shared
0.00
None
0.00
RAPID SEVEN INC
SOLEShares153.44K
TypeSH
Market value$5.21M
0.99%
Sole
153.44K
Shared
0.00
None
0.00
DATADOG INC CLASS A
SOLEShares68.83K
TypeSH
Market value$5.06M
0.96%
Sole
68.83K
Shared
0.00
None
0.00
CLOUDFLARE INC CLASS A
SOLEShares110.80K
TypeSH
Market value$5.01M
0.95%
Sole
110.80K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares30.20K
TypeSH
Market value$4.88M
0.93%
Sole
30.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 40.48K | SH | $9.71M 1.85% | 40.48K | 0.00 | 0.00 |
LINDE PLC FSOLE | COM | 28.59K | SH | $9.33M 1.78% | 28.59K | 0.00 | 0.00 |
RAYTHEON TECHNOLOGIES COSOLE | COM | 76.26K | SH | $7.70M 1.47% | 76.26K | 0.00 | 0.00 |
OKTA INC CLASS ASOLE | CL A | 108.98K | SH | $7.45M 1.42% | 108.98K | 0.00 | 0.00 |
CAMECO CORP FSOLE | COM | 304.87K | SH | $6.91M 1.32% | 304.87K | 0.00 | 0.00 |
ATLASSIAN CORP CLASS ASOLE | CL A | 53.59K | SH | $6.90M 1.31% | 53.59K | 0.00 | 0.00 |
MONGODB INC CLASS ASOLE | CL A | 33.64K | SH | $6.62M 1.26% | 33.64K | 0.00 | 0.00 |
HASHICORP INC CLASS ASOLE | COM CL A | 238.38K | SH | $6.52M 1.24% | 238.38K | 0.00 | 0.00 |
JFROG LTD FSOLE | ORD SHS | 304.64K | SH | $6.50M 1.24% | 304.64K | 0.00 | 0.00 |
FLUOR CORPSOLE | COM | 182.51K | SH | $6.33M 1.21% | 182.51K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 331.05K | SH | $6.19M 1.18% | 331.05K | 0.00 | 0.00 |
SENTINELONE INC CLASS ASOLE | CL A | 412.15K | SH | $6.01M 1.15% | 412.15K | 0.00 | 0.00 |
TENABLE HOLDINGS INCSOLE | COM | 157.18K | SH | $6.00M 1.14% | 157.18K | 0.00 | 0.00 |
COGNIZANT TECH SOLU CLASS ASOLE | CL A | 103.10K | SH | $5.90M 1.12% | 103.10K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 15.85K | SH | $5.80M 1.10% | 15.85K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 44.18K | SH | $5.74M 1.09% | 44.18K | 0.00 | 0.00 |
ARCHER-DANIELS-MIDLNSOLE | COM | 61.66K | SH | $5.73M 1.09% | 61.66K | 0.00 | 0.00 |
PIONEER NATURAL RESSOLE | COM | 23.66K | SH | $5.40M 1.03% | 23.66K | 0.00 | 0.00 |
CHEVRON CORPSOLE | COM | 30.08K | SH | $5.40M 1.03% | 30.08K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INC CLASS ASOLE | CL A | 50.48K | SH | $5.31M 1.01% | 50.48K | 0.00 | 0.00 |
MONDAY COM LTD FSOLE | SHS | 43K | SH | $5.25M 1.00% | 43K | 0.00 | 0.00 |
RAPID SEVEN INCSOLE | COM | 153.44K | SH | $5.21M 0.99% | 153.44K | 0.00 | 0.00 |
DATADOG INC CLASS ASOLE | CL A COM | 68.83K | SH | $5.06M 0.96% | 68.83K | 0.00 | 0.00 |
CLOUDFLARE INC CLASS ASOLE | CL A COM | 110.80K | SH | $5.01M 0.95% | 110.80K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 30.20K | SH | $4.88M 0.93% | 30.20K | 0.00 | 0.00 |
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