Filed: 7/29/2025ACC: 0001376474-25-000679
📋 What this filing means
STANLEY-LAMAN GROUP, LTD. filed this quarterly 13F‑HR report disclosing 284 equity positions with a total reported market value of $673.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
284
Positions
$673.30M
Total AUM (reported)
310.74M
Total Shares
Allocation by class
COM$487.33M72.4%
CL A$70.40M10.5%
COM CL A$14.05M2.1%
COM NEW$13.15M2.0%
CLASS A COM$12.91M1.9%
CL A COM$10.64M1.6%
ORD SHS$9.60M1.4%
Portfolio Concentration
Top 3$36.83M5.5%
4–10$53.86M8.0%
11–25$95.24M14.1%
Rest$487.37M72.4%
Top 3 weight
5.5%
Top 10 weight
13.5%
Voting Authority Distribution
Total shares with voting rights: 310.74M
Sole
Full voting authority
310.74M
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)
Sole284
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings284
Rows:
MICROSOFT CORP
SOLEShares28.70K
TypeSH
Market value$14.28M
2.12%
Sole
28.70K
Shared
0.00
None
0.00
CAMECO CORP F
SOLEShares176.81K
TypeSH
Market value$13.12M
1.95%
Sole
176.81K
Shared
0.00
None
0.00
RTX CORP
SOLEShares64.55K
TypeSH
Market value$9.43M
1.40%
Sole
64.55K
Shared
0.00
None
0.00
LINDE PLC F
SOLEShares19.75K
TypeSH
Market value$9.27M
1.38%
Sole
19.75K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares93.94K
TypeSH
Market value$7.81M
1.16%
Sole
93.94K
Shared
0.00
None
0.00
APPLE INC
SOLEShares36.19K
TypeSH
Market value$7.43M
1.10%
Sole
36.19K
Shared
0.00
None
0.00
FRESHWORKS INC CLASS A
SOLEShares496.26K
TypeSH
Market value$7.40M
1.10%
Sole
496.26K
Shared
0.00
None
0.00
DATADOG INC CLASS A
SOLEShares54.85K
TypeSH
Market value$7.37M
1.09%
Sole
54.85K
Shared
0.00
None
0.00
AMBARELLA INC F
SOLEShares111.16K
TypeSH
Market value$7.34M
1.09%
Sole
111.16K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares33.04K
TypeSH
Market value$7.25M
1.08%
Sole
33.04K
Shared
0.00
None
0.00
MONGODB INC CLASS A
SOLEShares32.32K
TypeSH
Market value$6.79M
1.01%
Sole
32.32K
Shared
0.00
None
0.00
ETERNAL LTD
SOLEShares2.17M
TypeSH
Market value$6.69M
0.99%
Sole
2.17M
Shared
0.00
None
0.00
PRESTIGE ESTATES PROJECTS INR 10.0
SOLEShares346.09K
TypeSH
Market value$6.69M
0.99%
Sole
346.09K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares103.31K
TypeSH
Market value$6.61M
0.98%
Sole
103.31K
Shared
0.00
None
0.00
INTUIT
SOLEShares8.31K
TypeSH
Market value$6.55M
0.97%
Sole
8.31K
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares118.42K
TypeSH
Market value$6.54M
0.97%
Sole
118.42K
Shared
0.00
None
0.00
BHARAT ELECTRONICS LTD INR 1.0
SOLEShares1.33M
TypeSH
Market value$6.52M
0.97%
Sole
1.33M
Shared
0.00
None
0.00
ATLASSIAN CORP CLASS A
SOLEShares31.31K
TypeSH
Market value$6.36M
0.94%
Sole
31.31K
Shared
0.00
None
0.00
SENTINELONE INC CLASS A
SOLEShares347.52K
TypeSH
Market value$6.35M
0.94%
Sole
347.52K
Shared
0.00
None
0.00
TWILIO INC CLASS A
SOLEShares49.01K
TypeSH
Market value$6.10M
0.91%
Sole
49.01K
Shared
0.00
None
0.00
TENABLE HLDGS INC
SOLEShares179.37K
TypeSH
Market value$6.06M
0.90%
Sole
179.37K
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares34.30K
TypeSH
Market value$6.05M
0.90%
Sole
34.30K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares38.14K
TypeSH
Market value$6.03M
0.90%
Sole
38.14K
Shared
0.00
None
0.00
ELASTIC N V F
SOLEShares70.79K
TypeSH
Market value$5.97M
0.89%
Sole
70.79K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares73.08K
TypeSH
Market value$5.94M
0.88%
Sole
73.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 28.70K | SH | $14.28M 2.12% | 28.70K | 0.00 | 0.00 |
CAMECO CORP FSOLE | COM | 176.81K | SH | $13.12M 1.95% | 176.81K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 64.55K | SH | $9.43M 1.40% | 64.55K | 0.00 | 0.00 |
LINDE PLC FSOLE | COM | 19.75K | SH | $9.27M 1.38% | 19.75K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 93.94K | SH | $7.81M 1.16% | 93.94K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 36.19K | SH | $7.43M 1.10% | 36.19K | 0.00 | 0.00 |
FRESHWORKS INC CLASS ASOLE | CLASS A COM | 496.26K | SH | $7.40M 1.10% | 496.26K | 0.00 | 0.00 |
DATADOG INC CLASS ASOLE | CL A COM | 54.85K | SH | $7.37M 1.09% | 54.85K | 0.00 | 0.00 |
AMBARELLA INC FSOLE | SHS | 111.16K | SH | $7.34M 1.09% | 111.16K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 33.04K | SH | $7.25M 1.08% | 33.04K | 0.00 | 0.00 |
MONGODB INC CLASS ASOLE | CL A | 32.32K | SH | $6.79M 1.01% | 32.32K | 0.00 | 0.00 |
ETERNAL LTDSOLE | COM | 2.17M | SH | $6.69M 0.99% | 2.17M | 0.00 | 0.00 |
PRESTIGE ESTATES PROJECTS INR 10.0SOLE | COM | 346.09K | SH | $6.69M 0.99% | 346.09K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | COM | 103.31K | SH | $6.61M 0.98% | 103.31K | 0.00 | 0.00 |
INTUITSOLE | COM | 8.31K | SH | $6.55M 0.97% | 8.31K | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 118.42K | SH | $6.54M 0.97% | 118.42K | 0.00 | 0.00 |
BHARAT ELECTRONICS LTD INR 1.0SOLE | COM | 1.33M | SH | $6.52M 0.97% | 1.33M | 0.00 | 0.00 |
ATLASSIAN CORP CLASS ASOLE | CL A | 31.31K | SH | $6.36M 0.94% | 31.31K | 0.00 | 0.00 |
SENTINELONE INC CLASS ASOLE | CL A | 347.52K | SH | $6.35M 0.94% | 347.52K | 0.00 | 0.00 |
TWILIO INC CLASS ASOLE | CL A | 49.01K | SH | $6.10M 0.91% | 49.01K | 0.00 | 0.00 |
TENABLE HLDGS INCSOLE | COM | 179.37K | SH | $6.06M 0.90% | 179.37K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | CAP STK CL A | 34.30K | SH | $6.05M 0.90% | 34.30K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 38.14K | SH | $6.03M 0.90% | 38.14K | 0.00 | 0.00 |
ELASTIC N V FSOLE | ORD SHS | 70.79K | SH | $5.97M 0.89% | 70.79K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 73.08K | SH | $5.94M 0.88% | 73.08K | 0.00 | 0.00 |
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