Filed: 10/16/2023ACC: 0001376474-23-000456
📋 What this filing means
STANLEY-LAMAN GROUP, LTD. filed this quarterly 13F‑HR report disclosing 232 equity positions with a total reported market value of $586.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
232
Positions
$586.04M
Total AUM (reported)
56.28M
Total Shares
Allocation by class
COM$389.52M66.5%
CL A$87.51M14.9%
ORDINARY SHARES$17.59M3.0%
COM CL A$16.41M2.8%
ORD SHS$15.32M2.6%
CL A COM$15.13M2.6%
CLASS A COM$13.28M2.3%
Portfolio Concentration
Top 3$40.74M7.0%
4–10$61.70M10.5%
11–25$97.83M16.7%
Rest$385.77M65.8%
Top 3 weight
7.0%
Top 10 weight
17.5%
Voting Authority Distribution
Total shares with voting rights: 56.28M
Sole
Full voting authority
56.28M
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)
Sole232
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings232
Rows:
GAMBLING COM GROUP LTD F
SOLEShares1.34M
TypeSH
Market value$17.59M
3.00%
Sole
1.34M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares36.80K
TypeSH
Market value$11.62M
1.98%
Sole
36.80K
Shared
0.00
None
0.00
CAMECO CORP F
SOLEShares290.94K
TypeSH
Market value$11.53M
1.97%
Sole
290.94K
Shared
0.00
None
0.00
HASHICORP INC CLASS A
SOLEShares440.06K
TypeSH
Market value$10.05M
1.71%
Sole
440.06K
Shared
0.00
None
0.00
ELASTIC N V F
SOLEShares111.45K
TypeSH
Market value$9.05M
1.55%
Sole
111.45K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC CLASS A
SOLEShares52.87K
TypeSH
Market value$8.85M
1.51%
Sole
52.87K
Shared
0.00
None
0.00
ATLASSIAN CORP CLASS A
SOLEShares43.75K
TypeSH
Market value$8.82M
1.50%
Sole
43.75K
Shared
0.00
None
0.00
LINDE PLC F
SOLEShares22.99K
TypeSH
Market value$8.56M
1.46%
Sole
22.99K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES IN CLASS A
SOLEShares520.01K
TypeSH
Market value$8.32M
1.42%
Sole
520.01K
Shared
0.00
None
0.00
GITLAB INC CLASS A
SOLEShares178.01K
TypeSH
Market value$8.05M
1.37%
Sole
178.01K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares259.08K
TypeSH
Market value$7.32M
1.25%
Sole
259.08K
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares325.42K
TypeSH
Market value$7.32M
1.25%
Sole
325.42K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares13.45K
TypeSH
Market value$7.23M
1.23%
Sole
13.45K
Shared
0.00
None
0.00
OKTA INC CLASS A
SOLEShares86.86K
TypeSH
Market value$7.08M
1.21%
Sole
86.86K
Shared
0.00
None
0.00
MONGODB INC CLASS A
SOLEShares20.27K
TypeSH
Market value$7.01M
1.20%
Sole
20.27K
Shared
0.00
None
0.00
APPLE INC
SOLEShares39.96K
TypeSH
Market value$6.84M
1.17%
Sole
39.96K
Shared
0.00
None
0.00
DATADOG INC CLASS A
SOLEShares73.45K
TypeSH
Market value$6.69M
1.14%
Sole
73.45K
Shared
0.00
None
0.00
ASANA INC CLASS A
SOLEShares345.57K
TypeSH
Market value$6.33M
1.08%
Sole
345.57K
Shared
0.00
None
0.00
JFROG LTD F
SOLEShares247.12K
TypeSH
Market value$6.27M
1.07%
Sole
247.12K
Shared
0.00
None
0.00
SPLUNK INC
SOLEShares41.39K
TypeSH
Market value$6.05M
1.03%
Sole
41.39K
Shared
0.00
None
0.00
SENTINELONE INC CLASS A
SOLEShares358.54K
TypeSH
Market value$6.05M
1.03%
Sole
358.54K
Shared
0.00
None
0.00
CLOUDFLARE INC CLASS A
SOLEShares95.77K
TypeSH
Market value$6.04M
1.03%
Sole
95.77K
Shared
0.00
None
0.00
UIPATH INC CLASS A
SOLEShares350.39K
TypeSH
Market value$6.00M
1.02%
Sole
350.39K
Shared
0.00
None
0.00
BLOCK INC CLASS A
SOLEShares133.59K
TypeSH
Market value$5.91M
1.01%
Sole
133.59K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares36.66K
TypeSH
Market value$5.70M
0.97%
Sole
36.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GAMBLING COM GROUP LTD FSOLE | ORDINARY SHARES | 1.34M | SH | $17.59M 3.00% | 1.34M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 36.80K | SH | $11.62M 1.98% | 36.80K | 0.00 | 0.00 |
CAMECO CORP FSOLE | COM | 290.94K | SH | $11.53M 1.97% | 290.94K | 0.00 | 0.00 |
HASHICORP INC CLASS ASOLE | COM CL A | 440.06K | SH | $10.05M 1.71% | 440.06K | 0.00 | 0.00 |
ELASTIC N V FSOLE | ORD SHS | 111.45K | SH | $9.05M 1.55% | 111.45K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INC CLASS ASOLE | CL A | 52.87K | SH | $8.85M 1.51% | 52.87K | 0.00 | 0.00 |
ATLASSIAN CORP CLASS ASOLE | CL A | 43.75K | SH | $8.82M 1.50% | 43.75K | 0.00 | 0.00 |
LINDE PLC FSOLE | COM | 22.99K | SH | $8.56M 1.46% | 22.99K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES IN CLASS ASOLE | CL A | 520.01K | SH | $8.32M 1.42% | 520.01K | 0.00 | 0.00 |
GITLAB INC CLASS ASOLE | CLASS A COM | 178.01K | SH | $8.05M 1.37% | 178.01K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 259.08K | SH | $7.32M 1.25% | 259.08K | 0.00 | 0.00 |
PAGERDUTY INCSOLE | COM | 325.42K | SH | $7.32M 1.25% | 325.42K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 13.45K | SH | $7.23M 1.23% | 13.45K | 0.00 | 0.00 |
OKTA INC CLASS ASOLE | CL A | 86.86K | SH | $7.08M 1.21% | 86.86K | 0.00 | 0.00 |
MONGODB INC CLASS ASOLE | CL A | 20.27K | SH | $7.01M 1.20% | 20.27K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 39.96K | SH | $6.84M 1.17% | 39.96K | 0.00 | 0.00 |
DATADOG INC CLASS ASOLE | CL A COM | 73.45K | SH | $6.69M 1.14% | 73.45K | 0.00 | 0.00 |
ASANA INC CLASS ASOLE | CL A | 345.57K | SH | $6.33M 1.08% | 345.57K | 0.00 | 0.00 |
JFROG LTD FSOLE | ORD SHS | 247.12K | SH | $6.27M 1.07% | 247.12K | 0.00 | 0.00 |
SPLUNK INCSOLE | COM | 41.39K | SH | $6.05M 1.03% | 41.39K | 0.00 | 0.00 |
SENTINELONE INC CLASS ASOLE | CL A | 358.54K | SH | $6.05M 1.03% | 358.54K | 0.00 | 0.00 |
CLOUDFLARE INC CLASS ASOLE | CL A COM | 95.77K | SH | $6.04M 1.03% | 95.77K | 0.00 | 0.00 |
UIPATH INC CLASS ASOLE | CL A | 350.39K | SH | $6.00M 1.02% | 350.39K | 0.00 | 0.00 |
BLOCK INC CLASS ASOLE | CL A | 133.59K | SH | $5.91M 1.01% | 133.59K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 36.66K | SH | $5.70M 0.97% | 36.66K | 0.00 | 0.00 |
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