Filed: 4/16/2025ACC: 0001376474-25-000349
📋 What this filing means
STANLEY-LAMAN GROUP, LTD. filed this quarterly 13F‑HR report disclosing 283 equity positions with a total reported market value of $649.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
283
Positions
$649.90M
Total AUM (reported)
261.81M
Total Shares
Allocation by class
COM$459.30M70.7%
CL A$84.15M12.9%
CLASS A COM$13.48M2.1%
ORD SHS$10.17M1.6%
SPONSORED ADR$9.91M1.5%
S&P 500 ETF SHS$9.78M1.5%
CL A COM$9.56M1.5%
Portfolio Concentration
Top 3$32.01M4.9%
4–10$62.79M9.7%
11–25$95.48M14.7%
Rest$459.63M70.7%
Top 3 weight
4.9%
Top 10 weight
14.6%
Voting Authority Distribution
Total shares with voting rights: 261.81M
Sole
Full voting authority
261.81M
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)
Sole283
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings283
Rows:
MICROSOFT CORP
SOLEShares32.39K
TypeSH
Market value$12.16M
1.87%
Sole
32.39K
Shared
0.00
None
0.00
OKTA INC CLASS A
SOLEShares95K
TypeSH
Market value$10.00M
1.54%
Sole
95K
Shared
0.00
None
0.00
LINDE PLC F
SOLEShares21.15K
TypeSH
Market value$9.85M
1.52%
Sole
21.15K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares19.04K
TypeSH
Market value$9.78M
1.51%
Sole
19.04K
Shared
0.00
None
0.00
CAMECO CORP F
SOLEShares236.24K
TypeSH
Market value$9.72M
1.50%
Sole
236.24K
Shared
0.00
None
0.00
RTX CORP
SOLEShares70.70K
TypeSH
Market value$9.36M
1.44%
Sole
70.70K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares101.59K
TypeSH
Market value$8.68M
1.34%
Sole
101.59K
Shared
0.00
None
0.00
APPLE INC
SOLEShares38.93K
TypeSH
Market value$8.65M
1.33%
Sole
38.93K
Shared
0.00
None
0.00
SNOWFLAKE INC CLASS A
SOLEShares57.05K
TypeSH
Market value$8.34M
1.28%
Sole
57.05K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares41.58K
TypeSH
Market value$8.25M
1.27%
Sole
41.58K
Shared
0.00
None
0.00
FRESHWORKS INC CLASS A
SOLEShares549.19K
TypeSH
Market value$7.75M
1.19%
Sole
549.19K
Shared
0.00
None
0.00
UIPATH INC CLASS A
SOLEShares736.96K
TypeSH
Market value$7.59M
1.17%
Sole
736.96K
Shared
0.00
None
0.00
ATLASSIAN CORP CLASS A
SOLEShares34.79K
TypeSH
Market value$7.38M
1.14%
Sole
34.79K
Shared
0.00
None
0.00
SENTINELONE INC CLASS A
SOLEShares387.64K
TypeSH
Market value$7.05M
1.08%
Sole
387.64K
Shared
0.00
None
0.00
ELASTIC N V F
SOLEShares78.58K
TypeSH
Market value$7.00M
1.08%
Sole
78.58K
Shared
0.00
None
0.00
MONGODB INC CLASS A
SOLEShares35.77K
TypeSH
Market value$6.27M
0.97%
Sole
35.77K
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares128.99K
TypeSH
Market value$6.08M
0.94%
Sole
128.99K
Shared
0.00
None
0.00
DATADOG INC CLASS A
SOLEShares61.21K
TypeSH
Market value$6.07M
0.93%
Sole
61.21K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares10.59K
TypeSH
Market value$6.05M
0.93%
Sole
10.59K
Shared
0.00
None
0.00
LANTHEUS HLDGS INC
SOLEShares60.41K
TypeSH
Market value$5.90M
0.91%
Sole
60.41K
Shared
0.00
None
0.00
SPRINKLR INC CLASS A
SOLEShares689.61K
TypeSH
Market value$5.76M
0.89%
Sole
689.61K
Shared
0.00
None
0.00
CONFLUENT INC CLASS A
SOLEShares244.53K
TypeSH
Market value$5.73M
0.88%
Sole
244.53K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares8.43K
TypeSH
Market value$5.67M
0.87%
Sole
8.43K
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares36.53K
TypeSH
Market value$5.65M
0.87%
Sole
36.53K
Shared
0.00
None
0.00
MASTERCARD INC CLASS A
SOLEShares10.08K
TypeSH
Market value$5.52M
0.85%
Sole
10.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 32.39K | SH | $12.16M 1.87% | 32.39K | 0.00 | 0.00 |
OKTA INC CLASS ASOLE | CL A | 95K | SH | $10.00M 1.54% | 95K | 0.00 | 0.00 |
LINDE PLC FSOLE | COM | 21.15K | SH | $9.85M 1.52% | 21.15K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | S&P 500 ETF SHS | 19.04K | SH | $9.78M 1.51% | 19.04K | 0.00 | 0.00 |
CAMECO CORP FSOLE | COM | 236.24K | SH | $9.72M 1.50% | 236.24K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 70.70K | SH | $9.36M 1.44% | 70.70K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 101.59K | SH | $8.68M 1.34% | 101.59K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 38.93K | SH | $8.65M 1.33% | 38.93K | 0.00 | 0.00 |
SNOWFLAKE INC CLASS ASOLE | CL A | 57.05K | SH | $8.34M 1.28% | 57.05K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 41.58K | SH | $8.25M 1.27% | 41.58K | 0.00 | 0.00 |
FRESHWORKS INC CLASS ASOLE | CLASS A COM | 549.19K | SH | $7.75M 1.19% | 549.19K | 0.00 | 0.00 |
UIPATH INC CLASS ASOLE | CL A | 736.96K | SH | $7.59M 1.17% | 736.96K | 0.00 | 0.00 |
ATLASSIAN CORP CLASS ASOLE | CL A | 34.79K | SH | $7.38M 1.14% | 34.79K | 0.00 | 0.00 |
SENTINELONE INC CLASS ASOLE | CL A | 387.64K | SH | $7.05M 1.08% | 387.64K | 0.00 | 0.00 |
ELASTIC N V FSOLE | ORD SHS | 78.58K | SH | $7.00M 1.08% | 78.58K | 0.00 | 0.00 |
MONGODB INC CLASS ASOLE | CL A | 35.77K | SH | $6.27M 0.97% | 35.77K | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 128.99K | SH | $6.08M 0.94% | 128.99K | 0.00 | 0.00 |
DATADOG INC CLASS ASOLE | CL A COM | 61.21K | SH | $6.07M 0.93% | 61.21K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 10.59K | SH | $6.05M 0.93% | 10.59K | 0.00 | 0.00 |
LANTHEUS HLDGS INCSOLE | COM | 60.41K | SH | $5.90M 0.91% | 60.41K | 0.00 | 0.00 |
SPRINKLR INC CLASS ASOLE | CL A | 689.61K | SH | $5.76M 0.89% | 689.61K | 0.00 | 0.00 |
CONFLUENT INC CLASS ASOLE | CLASS A COM | 244.53K | SH | $5.73M 0.88% | 244.53K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 8.43K | SH | $5.67M 0.87% | 8.43K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | CAP STK CL A | 36.53K | SH | $5.65M 0.87% | 36.53K | 0.00 | 0.00 |
MASTERCARD INC CLASS ASOLE | CL A | 10.08K | SH | $5.52M 0.85% | 10.08K | 0.00 | 0.00 |
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