Filed: 4/17/2024ACC: 0001376474-24-000173
📋 What this filing means
STANLEY-LAMAN GROUP, LTD. filed this quarterly 13F‑HR report disclosing 250 equity positions with a total reported market value of $713.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
250
Positions
$713.20M
Total AUM (reported)
159.87M
Total Shares
Allocation by class
COM$520.02M72.9%
CL A$69.41M9.7%
COM CL A$25.97M3.6%
COMMON STOCK$12.60M1.8%
ORDINARY SHARES$12.28M1.7%
ORD SHS$10.23M1.4%
SHS$9.57M1.3%
Portfolio Concentration
Top 3$40.76M5.7%
4–10$76.18M10.7%
11–25$112.92M15.8%
Rest$483.34M67.8%
Top 3 weight
5.7%
Top 10 weight
16.4%
Voting Authority Distribution
Total shares with voting rights: 159.87M
Sole
Full voting authority
159.87M
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)
Sole250
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings250
Rows:
MICROSOFT CORP
SOLEShares37.08K
TypeSH
Market value$15.60M
2.19%
Sole
37.08K
Shared
0.00
None
0.00
SPRINKLR INC CLASS A
SOLEShares1.03M
TypeSH
Market value$12.62M
1.77%
Sole
1.03M
Shared
0.00
None
0.00
INSULET CORP
SOLEShares73.16K
TypeSH
Market value$12.54M
1.76%
Sole
73.16K
Shared
0.00
None
0.00
GAMBLING COM GROUP LTD F
SOLEShares1.34M
TypeSH
Market value$12.28M
1.72%
Sole
1.34M
Shared
0.00
None
0.00
HASHICORP INC CLASS A
SOLEShares418.61K
TypeSH
Market value$11.28M
1.58%
Sole
418.61K
Shared
0.00
None
0.00
LINDE PLC F
SOLEShares23.93K
TypeSH
Market value$11.11M
1.56%
Sole
23.93K
Shared
0.00
None
0.00
CAMECO CORP F
SOLEShares256.36K
TypeSH
Market value$11.11M
1.56%
Sole
256.36K
Shared
0.00
None
0.00
INSPIRE MEDICAL SYSTEMS
SOLEShares50.41K
TypeSH
Market value$10.83M
1.52%
Sole
50.41K
Shared
0.00
None
0.00
JFROG LTD F
SOLEShares231.37K
TypeSH
Market value$10.23M
1.43%
Sole
231.37K
Shared
0.00
None
0.00
MONDAY COM LTD F
SOLEShares41.38K
TypeSH
Market value$9.35M
1.31%
Sole
41.38K
Shared
0.00
None
0.00
BLACKLINE INC
SOLEShares139.95K
TypeSH
Market value$9.04M
1.27%
Sole
139.95K
Shared
0.00
None
0.00
APPIAN CORP 00500 CLASS A
SOLEShares214.48K
TypeSH
Market value$8.57M
1.20%
Sole
214.48K
Shared
0.00
None
0.00
OKTA INC CLASS A
SOLEShares80.95K
TypeSH
Market value$8.47M
1.19%
Sole
80.95K
Shared
0.00
None
0.00
EXACT SCIENCES CORPORATI
SOLEShares118.69K
TypeSH
Market value$8.20M
1.15%
Sole
118.69K
Shared
0.00
None
0.00
ELI LILLY AND CO
SOLEShares9.82K
TypeSH
Market value$7.64M
1.07%
Sole
9.82K
Shared
0.00
None
0.00
SENTINELONE INC CLASS A
SOLEShares321.44K
TypeSH
Market value$7.49M
1.05%
Sole
321.44K
Shared
0.00
None
0.00
UIPATH INC CLASS A
SOLEShares330.42K
TypeSH
Market value$7.49M
1.05%
Sole
330.42K
Shared
0.00
None
0.00
RTX CORP
SOLEShares76.08K
TypeSH
Market value$7.42M
1.04%
Sole
76.08K
Shared
0.00
None
0.00
PAYCOM SOFTWARE INC
SOLEShares36.54K
TypeSH
Market value$7.27M
1.02%
Sole
36.54K
Shared
0.00
None
0.00
VANECK ETF VANECK VIETNAM ETF
SOLEShares503.82K
TypeSH
Market value$7.00M
0.98%
Sole
503.82K
Shared
0.00
None
0.00
APPLE INC
SOLEShares40.56K
TypeSH
Market value$6.95M
0.98%
Sole
40.56K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares99.92K
TypeSH
Market value$6.87M
0.96%
Sole
99.92K
Shared
0.00
None
0.00
PAYLOCITY HLDG CORP
SOLEShares39.82K
TypeSH
Market value$6.84M
0.96%
Sole
39.82K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares253.35K
TypeSH
Market value$6.84M
0.96%
Sole
253.35K
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares301.04K
TypeSH
Market value$6.83M
0.96%
Sole
301.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 37.08K | SH | $15.60M 2.19% | 37.08K | 0.00 | 0.00 |
SPRINKLR INC CLASS ASOLE | CL A | 1.03M | SH | $12.62M 1.77% | 1.03M | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 73.16K | SH | $12.54M 1.76% | 73.16K | 0.00 | 0.00 |
GAMBLING COM GROUP LTD FSOLE | ORDINARY SHARES | 1.34M | SH | $12.28M 1.72% | 1.34M | 0.00 | 0.00 |
HASHICORP INC CLASS ASOLE | COM CL A | 418.61K | SH | $11.28M 1.58% | 418.61K | 0.00 | 0.00 |
LINDE PLC FSOLE | COM | 23.93K | SH | $11.11M 1.56% | 23.93K | 0.00 | 0.00 |
CAMECO CORP FSOLE | COM | 256.36K | SH | $11.11M 1.56% | 256.36K | 0.00 | 0.00 |
INSPIRE MEDICAL SYSTEMSSOLE | COM | 50.41K | SH | $10.83M 1.52% | 50.41K | 0.00 | 0.00 |
JFROG LTD FSOLE | ORD SHS | 231.37K | SH | $10.23M 1.43% | 231.37K | 0.00 | 0.00 |
MONDAY COM LTD FSOLE | SHS | 41.38K | SH | $9.35M 1.31% | 41.38K | 0.00 | 0.00 |
BLACKLINE INCSOLE | COM | 139.95K | SH | $9.04M 1.27% | 139.95K | 0.00 | 0.00 |
APPIAN CORP 00500 CLASS ASOLE | CL A | 214.48K | SH | $8.57M 1.20% | 214.48K | 0.00 | 0.00 |
OKTA INC CLASS ASOLE | CL A | 80.95K | SH | $8.47M 1.19% | 80.95K | 0.00 | 0.00 |
EXACT SCIENCES CORPORATISOLE | COM | 118.69K | SH | $8.20M 1.15% | 118.69K | 0.00 | 0.00 |
ELI LILLY AND COSOLE | COM | 9.82K | SH | $7.64M 1.07% | 9.82K | 0.00 | 0.00 |
SENTINELONE INC CLASS ASOLE | CL A | 321.44K | SH | $7.49M 1.05% | 321.44K | 0.00 | 0.00 |
UIPATH INC CLASS ASOLE | CL A | 330.42K | SH | $7.49M 1.05% | 330.42K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 76.08K | SH | $7.42M 1.04% | 76.08K | 0.00 | 0.00 |
PAYCOM SOFTWARE INCSOLE | COM | 36.54K | SH | $7.27M 1.02% | 36.54K | 0.00 | 0.00 |
VANECK ETF VANECK VIETNAM ETFSOLE | COM | 503.82K | SH | $7.00M 0.98% | 503.82K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 40.56K | SH | $6.95M 0.98% | 40.56K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 99.92K | SH | $6.87M 0.96% | 99.92K | 0.00 | 0.00 |
PAYLOCITY HLDG CORPSOLE | COM | 39.82K | SH | $6.84M 0.96% | 39.82K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 253.35K | SH | $6.84M 0.96% | 253.35K | 0.00 | 0.00 |
PAGERDUTY INCSOLE | COM | 301.04K | SH | $6.83M 0.96% | 301.04K | 0.00 | 0.00 |
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