STANLEY-LAMAN GROUP, LTD.

PrivateCIK: 1601489
Location

BERWYN, PA

๐Ÿ“‹ What this filing means

STANLEY-LAMAN GROUP, LTD. filed this quarterly 13Fโ€‘HR report disclosing 282 equity positions with a total reported market value of $712.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

282
Positions
$712.13M
Total AUM (reported)
261.46M
Total Shares

Allocation by class

TOTAL AUM$712.13M282 positions
COM$500.91M70.3%
CL A$76.71M10.8%
S&P 500 ETF SHS$19.80M2.8%
ORD SHS$18.44M2.6%
ORDINARY SHARES$14.71M2.1%
COM CL A$13.76M1.9%
CLASS A COM$12.56M1.8%

Portfolio Concentration

Top 36.8%4โ€“109.7%11โ€“2514.8%Rest68.8%TOP 1016.5%0%100%
Top 3$48.33M6.8%
4โ€“10$68.88M9.7%
11โ€“25$105.09M14.8%
Rest$489.82M68.8%

Top 3 weight

6.8%

Top 10 weight

16.5%

Voting Authority Distribution

Total shares with voting rights: 261.46M

Sole

Full voting authority

261.46M

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)

Sole282
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings282
Rows:

VANGUARD S&P 500 ETF

SOLE
S&P 500 ETF SHS
Shares36.75K
TypeSH
Market value$19.80M
2.78%
Sole
36.75K
Shared
0.00
None
0.00

GAMBLING COM GROUP LTD F

SOLE
ORDINARY SHARES
Shares1.04M
TypeSH
Market value$14.71M
2.07%
Sole
1.04M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares32.79K
TypeSH
Market value$13.82M
1.94%
Sole
32.79K
Shared
0.00
None
0.00

CAMECO CORP F

SOLE
COM
Shares234.74K
TypeSH
Market value$12.06M
1.69%
Sole
234.74K
Shared
0.00
None
0.00

ALPHABET INC CLASS A

SOLE
CAP STK CL A
Shares58.91K
TypeSH
Market value$11.15M
1.57%
Sole
58.91K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares41.28K
TypeSH
Market value$10.34M
1.45%
Sole
41.28K
Shared
0.00
None
0.00

FRESHWORKS INC CLASS A

SOLE
CLASS A COM
Shares558.91K
TypeSH
Market value$9.04M
1.27%
Sole
558.91K
Shared
0.00
None
0.00

SNOWFLAKE INC CLASS A

SOLE
CL A
Shares57.48K
TypeSH
Market value$8.88M
1.25%
Sole
57.48K
Shared
0.00
None
0.00

LINDE PLC F

SOLE
COM
Shares21.05K
TypeSH
Market value$8.81M
1.24%
Sole
21.05K
Shared
0.00
None
0.00

ATLASSIAN CORP CLASS A

SOLE
CL A
Shares35.36K
TypeSH
Market value$8.61M
1.21%
Sole
35.36K
Shared
0.00
None
0.00

RTX CORP

SOLE
COM
Shares71.03K
TypeSH
Market value$8.22M
1.15%
Sole
71.03K
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
COM
Shares60.07K
TypeSH
Market value$8.07M
1.13%
Sole
60.07K
Shared
0.00
None
0.00

ENTERGY CORP NEW

SOLE
COM
Shares104.66K
TypeSH
Market value$7.94M
1.11%
Sole
104.66K
Shared
0.00
None
0.00

ELASTIC N V F

SOLE
ORD SHS
Shares79.53K
TypeSH
Market value$7.88M
1.11%
Sole
79.53K
Shared
0.00
None
0.00

INFO EDGE INDIA LTD INR 10.0

SOLE
COM
Shares76.44K
TypeSH
Market value$7.77M
1.09%
Sole
76.44K
Shared
0.00
None
0.00

MONGODB INC CLASS A

SOLE
CL A
Shares32.30K
TypeSH
Market value$7.52M
1.06%
Sole
32.30K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
COM
Shares33.82K
TypeSH
Market value$7.42M
1.04%
Sole
33.82K
Shared
0.00
None
0.00

ZOMATO LTD INR 1.0

SOLE
COM
Shares2.17M
TypeSH
Market value$7.06M
0.99%
Sole
2.17M
Shared
0.00
None
0.00

PRESTIGE ESTATES PROJECTS INR 10.0

SOLE
COM
Shares346.09K
TypeSH
Market value$6.85M
0.96%
Sole
346.09K
Shared
0.00
None
0.00

TAKE-TWO INTERACTIVE SOF

SOLE
COM
Shares35.26K
TypeSH
Market value$6.49M
0.91%
Sole
35.26K
Shared
0.00
None
0.00

BILL HOLDINGS INC

SOLE
COM
Shares74.06K
TypeSH
Market value$6.27M
0.88%
Sole
74.06K
Shared
0.00
None
0.00

PARKER-HANNIFIN CORP

SOLE
COM
Shares9.50K
TypeSH
Market value$6.04M
0.85%
Sole
9.50K
Shared
0.00
None
0.00

BHARAT ELECTRONICS LTD INR 1.0

SOLE
COM
Shares1.73M
TypeSH
Market value$5.91M
0.83%
Sole
1.73M
Shared
0.00
None
0.00

CAE INC F

SOLE
COM
Shares231.65K
TypeSH
Market value$5.88M
0.83%
Sole
231.65K
Shared
0.00
None
0.00

PAYLOCITY HLDG CORP

SOLE
COM
Shares28.95K
TypeSH
Market value$5.78M
0.81%
Sole
28.95K
Shared
0.00
None
0.00
Page 1 of 12
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STANLEY-LAMAN GROUP, LTD. 13F Holdings โ€” 282 Positions | Finecho