Filed: 4/18/2023ACC: 0001376474-23-000204
📋 What this filing means
STANLEY-LAMAN GROUP, LTD. filed this quarterly 13F‑HR report disclosing 224 equity positions with a total reported market value of $561.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
224
Positions
$561.74M
Total AUM (reported)
37.64M
Total Shares
Allocation by class
COM$383.51M68.3%
CL A$82.22M14.6%
ORDINARY SHARES$13.45M2.4%
CLASS A COM$12.81M2.3%
COM CL A$12.54M2.2%
CL A COM$12.38M2.2%
ORD SHS$11.82M2.1%
Portfolio Concentration
Top 3$32.53M5.8%
4–10$55.73M9.9%
11–25$90.94M16.2%
Rest$382.54M68.1%
Top 3 weight
5.8%
Top 10 weight
15.7%
Voting Authority Distribution
Total shares with voting rights: 37.64M
Sole
Full voting authority
37.64M
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)
Sole224
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings224
Rows:
GAMBLING COM GROUP LTD F
SOLEShares1.36M
TypeSH
Market value$13.45M
2.39%
Sole
1.36M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares36.66K
TypeSH
Market value$10.57M
1.88%
Sole
36.66K
Shared
0.00
None
0.00
LINDE PLC F
SOLEShares23.95K
TypeSH
Market value$8.51M
1.52%
Sole
23.95K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC CLASS A
SOLEShares61.53K
TypeSH
Market value$8.45M
1.50%
Sole
61.53K
Shared
0.00
None
0.00
GITLAB INC
SOLEShares245.35K
TypeSH
Market value$8.41M
1.50%
Sole
245.35K
Shared
0.00
None
0.00
CAMECO CORP F
SOLEShares305.60K
TypeSH
Market value$8.00M
1.42%
Sole
305.60K
Shared
0.00
None
0.00
ATLASSIAN CORP CLASS A
SOLEShares46.22K
TypeSH
Market value$7.91M
1.41%
Sole
46.22K
Shared
0.00
None
0.00
OKTA INC CLASS A
SOLEShares90.49K
TypeSH
Market value$7.80M
1.39%
Sole
90.49K
Shared
0.00
None
0.00
ASANA INC CLASS A
SOLEShares363.25K
TypeSH
Market value$7.68M
1.37%
Sole
363.25K
Shared
0.00
None
0.00
RAYTHEON TECHNOLOGIES CO
SOLEShares76.43K
TypeSH
Market value$7.48M
1.33%
Sole
76.43K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares279.28K
TypeSH
Market value$7.35M
1.31%
Sole
279.28K
Shared
0.00
None
0.00
APPLE INC
SOLEShares42.15K
TypeSH
Market value$6.95M
1.24%
Sole
42.15K
Shared
0.00
None
0.00
ELASTIC N V F
SOLEShares117.08K
TypeSH
Market value$6.78M
1.21%
Sole
117.08K
Shared
0.00
None
0.00
MONGODB INC CLASS A
SOLEShares28.08K
TypeSH
Market value$6.55M
1.17%
Sole
28.08K
Shared
0.00
None
0.00
UIPATH INC CLASS A
SOLEShares359.07K
TypeSH
Market value$6.31M
1.12%
Sole
359.07K
Shared
0.00
None
0.00
DATADOG INC CLASS A
SOLEShares85.27K
TypeSH
Market value$6.20M
1.10%
Sole
85.27K
Shared
0.00
None
0.00
CLOUDFLARE INC CLASS A
SOLEShares100.31K
TypeSH
Market value$6.18M
1.10%
Sole
100.31K
Shared
0.00
None
0.00
SENTINELONE INC CLASS A
SOLEShares367.32K
TypeSH
Market value$6.01M
1.07%
Sole
367.32K
Shared
0.00
None
0.00
HASHICORP INC CLASS A
SOLEShares201.51K
TypeSH
Market value$5.90M
1.05%
Sole
201.51K
Shared
0.00
None
0.00
SNOWFLAKE INC CLASS A
SOLEShares37.70K
TypeSH
Market value$5.82M
1.04%
Sole
37.70K
Shared
0.00
None
0.00
MONDAY COM LTD F
SOLEShares38.63K
TypeSH
Market value$5.51M
0.98%
Sole
38.63K
Shared
0.00
None
0.00
ENTERGY CORP
SOLEShares50.66K
TypeSH
Market value$5.46M
0.97%
Sole
50.66K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares15.73K
TypeSH
Market value$5.40M
0.96%
Sole
15.73K
Shared
0.00
None
0.00
BOEING CO
SOLEShares25.40K
TypeSH
Market value$5.40M
0.96%
Sole
25.40K
Shared
0.00
None
0.00
ZOOM VIDEO COMMUNICATION CLASS A
SOLEShares69.40K
TypeSH
Market value$5.12M
0.91%
Sole
69.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GAMBLING COM GROUP LTD FSOLE | ORDINARY SHARES | 1.36M | SH | $13.45M 2.39% | 1.36M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 36.66K | SH | $10.57M 1.88% | 36.66K | 0.00 | 0.00 |
LINDE PLC FSOLE | COM | 23.95K | SH | $8.51M 1.52% | 23.95K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INC CLASS ASOLE | CL A | 61.53K | SH | $8.45M 1.50% | 61.53K | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 245.35K | SH | $8.41M 1.50% | 245.35K | 0.00 | 0.00 |
CAMECO CORP FSOLE | COM | 305.60K | SH | $8.00M 1.42% | 305.60K | 0.00 | 0.00 |
ATLASSIAN CORP CLASS ASOLE | CL A | 46.22K | SH | $7.91M 1.41% | 46.22K | 0.00 | 0.00 |
OKTA INC CLASS ASOLE | CL A | 90.49K | SH | $7.80M 1.39% | 90.49K | 0.00 | 0.00 |
ASANA INC CLASS ASOLE | CL A | 363.25K | SH | $7.68M 1.37% | 363.25K | 0.00 | 0.00 |
RAYTHEON TECHNOLOGIES COSOLE | COM | 76.43K | SH | $7.48M 1.33% | 76.43K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 279.28K | SH | $7.35M 1.31% | 279.28K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 42.15K | SH | $6.95M 1.24% | 42.15K | 0.00 | 0.00 |
ELASTIC N V FSOLE | ORD SHS | 117.08K | SH | $6.78M 1.21% | 117.08K | 0.00 | 0.00 |
MONGODB INC CLASS ASOLE | CL A | 28.08K | SH | $6.55M 1.17% | 28.08K | 0.00 | 0.00 |
UIPATH INC CLASS ASOLE | CL A | 359.07K | SH | $6.31M 1.12% | 359.07K | 0.00 | 0.00 |
DATADOG INC CLASS ASOLE | CL A COM | 85.27K | SH | $6.20M 1.10% | 85.27K | 0.00 | 0.00 |
CLOUDFLARE INC CLASS ASOLE | CL A COM | 100.31K | SH | $6.18M 1.10% | 100.31K | 0.00 | 0.00 |
SENTINELONE INC CLASS ASOLE | CL A | 367.32K | SH | $6.01M 1.07% | 367.32K | 0.00 | 0.00 |
HASHICORP INC CLASS ASOLE | COM CL A | 201.51K | SH | $5.90M 1.05% | 201.51K | 0.00 | 0.00 |
SNOWFLAKE INC CLASS ASOLE | CL A | 37.70K | SH | $5.82M 1.04% | 37.70K | 0.00 | 0.00 |
MONDAY COM LTD FSOLE | SHS | 38.63K | SH | $5.51M 0.98% | 38.63K | 0.00 | 0.00 |
ENTERGY CORPSOLE | COM | 50.66K | SH | $5.46M 0.97% | 50.66K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 15.73K | SH | $5.40M 0.96% | 15.73K | 0.00 | 0.00 |
BOEING COSOLE | COM | 25.40K | SH | $5.40M 0.96% | 25.40K | 0.00 | 0.00 |
ZOOM VIDEO COMMUNICATION CLASS ASOLE | CL A | 69.40K | SH | $5.12M 0.91% | 69.40K | 0.00 | 0.00 |
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