Filed: 7/18/2024ACC: 0001376474-24-000327
📋 What this filing means
STANLEY-LAMAN GROUP, LTD. filed this quarterly 13F‑HR report disclosing 273 equity positions with a total reported market value of $695.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
273
Positions
$695.86M
Total AUM (reported)
262.36M
Total Shares
Allocation by class
COM$518.05M74.4%
CL A$57.26M8.2%
COM CL A$14.39M2.1%
CLASS A COM$13.62M2.0%
COMMON STOCK$11.56M1.7%
ORDINARY SHARES$11.05M1.6%
SHS$9.35M1.3%
Portfolio Concentration
Top 3$42.60M6.1%
4–10$67.40M9.7%
11–25$101.20M14.5%
Rest$484.66M69.6%
Top 3 weight
6.1%
Top 10 weight
15.8%
Voting Authority Distribution
Total shares with voting rights: 262.36M
Sole
Full voting authority
262.36M
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)
Sole273
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings273
Rows:
MICROSOFT CORP
SOLEShares37.62K
TypeSH
Market value$16.82M
2.42%
Sole
37.62K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares66.68K
TypeSH
Market value$13.46M
1.93%
Sole
66.68K
Shared
0.00
None
0.00
CAMECO CORP F
SOLEShares250.51K
TypeSH
Market value$12.32M
1.77%
Sole
250.51K
Shared
0.00
None
0.00
GAMBLING COM GROUP LTD F
SOLEShares1.34M
TypeSH
Market value$11.05M
1.59%
Sole
1.34M
Shared
0.00
None
0.00
LINDE PLC F
SOLEShares24.86K
TypeSH
Market value$10.91M
1.57%
Sole
24.86K
Shared
0.00
None
0.00
PRESTIGE ESTATES PROJECTS INR 10.0
SOLEShares406.09K
TypeSH
Market value$9.22M
1.32%
Sole
406.09K
Shared
0.00
None
0.00
MONDAY COM LTD F
SOLEShares37.95K
TypeSH
Market value$9.14M
1.31%
Sole
37.95K
Shared
0.00
None
0.00
FRESHWORKS INC CLASS A
SOLEShares719.69K
TypeSH
Market value$9.13M
1.31%
Sole
719.69K
Shared
0.00
None
0.00
APPLE INC
SOLEShares42.96K
TypeSH
Market value$9.05M
1.30%
Sole
42.96K
Shared
0.00
None
0.00
SPRINKLR INC CLASS A
SOLEShares925.99K
TypeSH
Market value$8.91M
1.28%
Sole
925.99K
Shared
0.00
None
0.00
RTX CORP
SOLEShares78.69K
TypeSH
Market value$7.90M
1.14%
Sole
78.69K
Shared
0.00
None
0.00
JFROG LTD F
SOLEShares210.17K
TypeSH
Market value$7.89M
1.13%
Sole
210.17K
Shared
0.00
None
0.00
BHARAT ELECTRONICS LTD INR 1.0
SOLEShares2.13M
TypeSH
Market value$7.80M
1.12%
Sole
2.13M
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares56.81K
TypeSH
Market value$7.02M
1.01%
Sole
56.81K
Shared
0.00
None
0.00
SMARTSHEET INC CLASS A
SOLEShares158.45K
TypeSH
Market value$6.98M
1.00%
Sole
158.45K
Shared
0.00
None
0.00
OKTA INC CLASS A
SOLEShares72.23K
TypeSH
Market value$6.76M
0.97%
Sole
72.23K
Shared
0.00
None
0.00
INFO EDGE INDIA LTD INR 10.0
SOLEShares81.44K
TypeSH
Market value$6.63M
0.95%
Sole
81.44K
Shared
0.00
None
0.00
ZOMATO LTD INR 1.0
SOLEShares2.75M
TypeSH
Market value$6.60M
0.95%
Sole
2.75M
Shared
0.00
None
0.00
ALPHABET INC. CLASS A
SOLEShares35.87K
TypeSH
Market value$6.53M
0.94%
Sole
35.87K
Shared
0.00
None
0.00
COSTCO WHOLESALE CO
SOLEShares7.50K
TypeSH
Market value$6.38M
0.92%
Sole
7.50K
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares268.75K
TypeSH
Market value$6.16M
0.89%
Sole
268.75K
Shared
0.00
None
0.00
INSPIRE MEDICAL SYSTEMS
SOLEShares46.02K
TypeSH
Market value$6.16M
0.89%
Sole
46.02K
Shared
0.00
None
0.00
LANTHEUS HOLDINGS INC
SOLEShares76.35K
TypeSH
Market value$6.13M
0.88%
Sole
76.35K
Shared
0.00
None
0.00
BLACKLINE INC
SOLEShares126.50K
TypeSH
Market value$6.13M
0.88%
Sole
126.50K
Shared
0.00
None
0.00
APPIAN CORP 00500 CLASS A
SOLEShares198.23K
TypeSH
Market value$6.12M
0.88%
Sole
198.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 37.62K | SH | $16.82M 2.42% | 37.62K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 66.68K | SH | $13.46M 1.93% | 66.68K | 0.00 | 0.00 |
CAMECO CORP FSOLE | COM | 250.51K | SH | $12.32M 1.77% | 250.51K | 0.00 | 0.00 |
GAMBLING COM GROUP LTD FSOLE | ORDINARY SHARES | 1.34M | SH | $11.05M 1.59% | 1.34M | 0.00 | 0.00 |
LINDE PLC FSOLE | COM | 24.86K | SH | $10.91M 1.57% | 24.86K | 0.00 | 0.00 |
PRESTIGE ESTATES PROJECTS INR 10.0SOLE | COM | 406.09K | SH | $9.22M 1.32% | 406.09K | 0.00 | 0.00 |
MONDAY COM LTD FSOLE | SHS | 37.95K | SH | $9.14M 1.31% | 37.95K | 0.00 | 0.00 |
FRESHWORKS INC CLASS ASOLE | CLASS A COM | 719.69K | SH | $9.13M 1.31% | 719.69K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 42.96K | SH | $9.05M 1.30% | 42.96K | 0.00 | 0.00 |
SPRINKLR INC CLASS ASOLE | CL A | 925.99K | SH | $8.91M 1.28% | 925.99K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 78.69K | SH | $7.90M 1.14% | 78.69K | 0.00 | 0.00 |
JFROG LTD FSOLE | ORD SHS | 210.17K | SH | $7.89M 1.13% | 210.17K | 0.00 | 0.00 |
BHARAT ELECTRONICS LTD INR 1.0SOLE | COM | 2.13M | SH | $7.80M 1.12% | 2.13M | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 56.81K | SH | $7.02M 1.01% | 56.81K | 0.00 | 0.00 |
SMARTSHEET INC CLASS ASOLE | COM CL A | 158.45K | SH | $6.98M 1.00% | 158.45K | 0.00 | 0.00 |
OKTA INC CLASS ASOLE | CL A | 72.23K | SH | $6.76M 0.97% | 72.23K | 0.00 | 0.00 |
INFO EDGE INDIA LTD INR 10.0SOLE | COM | 81.44K | SH | $6.63M 0.95% | 81.44K | 0.00 | 0.00 |
ZOMATO LTD INR 1.0SOLE | COM | 2.75M | SH | $6.60M 0.95% | 2.75M | 0.00 | 0.00 |
ALPHABET INC. CLASS ASOLE | CAP STK CL A | 35.87K | SH | $6.53M 0.94% | 35.87K | 0.00 | 0.00 |
COSTCO WHOLESALE COSOLE | COM | 7.50K | SH | $6.38M 0.92% | 7.50K | 0.00 | 0.00 |
PAGERDUTY INCSOLE | COM | 268.75K | SH | $6.16M 0.89% | 268.75K | 0.00 | 0.00 |
INSPIRE MEDICAL SYSTEMSSOLE | COM | 46.02K | SH | $6.16M 0.89% | 46.02K | 0.00 | 0.00 |
LANTHEUS HOLDINGS INCSOLE | COM | 76.35K | SH | $6.13M 0.88% | 76.35K | 0.00 | 0.00 |
BLACKLINE INCSOLE | COM | 126.50K | SH | $6.13M 0.88% | 126.50K | 0.00 | 0.00 |
APPIAN CORP 00500 CLASS ASOLE | CL A | 198.23K | SH | $6.12M 0.88% | 198.23K | 0.00 | 0.00 |
Page 1 of 11
…