STANLEY-LAMAN GROUP, LTD.

PrivateCIK: 1601489
Location

BERWYN, PA

298
Positions
$984.24M
Total AUM (reported)
29.05M
Total Shares

Allocation by class

TOTAL AUM$984.24M298 positions
COM$691.49M70.3%
COM NEW$57.24M5.8%
SPONSORED ADR$44.57M4.5%
CL A$35.97M3.7%
CAP STK CL A$26.69M2.7%
ORD SHS$18.28M1.9%
N Y REGISTRY SHS$18.06M1.8%

Portfolio Concentration

Top 37.8%4–1012.5%11–2518.4%Rest61.3%TOP 1020.4%0%100%
Top 3$77.02M7.8%
4–10$123.39M12.5%
11–25$180.74M18.4%
Rest$603.09M61.3%

Top 3 weight

7.8%

Top 10 weight

20.4%

Voting Authority Distribution

Total shares with voting rights: 29.05M

Sole

Full voting authority

29.05M

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)

Sole298
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings298
Rows:

LAM RESH CORP

SOLE
COM NEW
Shares63.63K
TypeSH
Market value$27.57M
2.80%
Sole
63.63K
Shared
0.00
None
0.00

ALPHABET INC CLASS A

SOLE
CAP STK CL A
Shares74.68K
TypeSH
Market value$26.69M
2.71%
Sole
74.68K
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares75.44K
TypeSH
Market value$22.76M
2.31%
Sole
75.44K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES I

SOLE
COM
Shares38.20K
TypeSH
Market value$22.19M
2.25%
Sole
38.20K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
COM
Shares77.57K
TypeSH
Market value$18.49M
1.88%
Sole
77.57K
Shared
0.00
None
0.00

ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS

SOLE
N Y REGISTRY SHS
Shares9.08K
TypeSH
Market value$18.06M
1.83%
Sole
9.08K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares15.49K
TypeSH
Market value$17.88M
1.82%
Sole
15.49K
Shared
0.00
None
0.00

ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS

SOLE
SPONSORED ADR
Shares45.84K
TypeSH
Market value$16.25M
1.65%
Sole
45.84K
Shared
0.00
None
0.00

COHU INC

SOLE
COM
Shares206.62K
TypeSH
Market value$15.27M
1.55%
Sole
206.62K
Shared
0.00
None
0.00

RTX CORP

SOLE
COM
Shares80.36K
TypeSH
Market value$15.25M
1.55%
Sole
80.36K
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
COM
Shares74.66K
TypeSH
Market value$14.94M
1.52%
Sole
74.66K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS

SOLE
SPONSORED ADR
Shares30.80K
TypeSH
Market value$14.71M
1.49%
Sole
30.80K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares19.69K
TypeSH
Market value$14.24M
1.45%
Sole
19.69K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares35.45K
TypeSH
Market value$13.39M
1.36%
Sole
35.45K
Shared
0.00
None
0.00

CAMECO CORP F

SOLE
COM
Shares129.59K
TypeSH
Market value$13.20M
1.34%
Sole
129.59K
Shared
0.00
None
0.00

MONOLITHIC PWR SYS INC

SOLE
COM
Shares9.17K
TypeSH
Market value$12.68M
1.29%
Sole
9.17K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares42.51K
TypeSH
Market value$12.30M
1.25%
Sole
42.51K
Shared
0.00
None
0.00

MARVELL TECHNOLOGY INC

SOLE
COM
Shares39.58K
TypeSH
Market value$11.79M
1.20%
Sole
39.58K
Shared
0.00
None
0.00

ENTERGY CORP NEW

SOLE
COM
Shares95.77K
TypeSH
Market value$11.00M
1.12%
Sole
95.77K
Shared
0.00
None
0.00

ONTO INNOVATION INC

SOLE
COM
Shares29.02K
TypeSH
Market value$10.98M
1.12%
Sole
29.02K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares29.24K
TypeSH
Market value$10.91M
1.11%
Sole
29.24K
Shared
0.00
None
0.00

ARISTA NETWORKS INC

SOLE
COM SHS
Shares61.29K
TypeSH
Market value$10.41M
1.06%
Sole
61.29K
Shared
0.00
None
0.00

LINDE PLC F

SOLE
COM
Shares19.95K
TypeSH
Market value$10.35M
1.05%
Sole
19.95K
Shared
0.00
None
0.00

TETRA TECHNOLOGIES INC D

SOLE
COM
Shares890.02K
TypeSH
Market value$10.08M
1.02%
Sole
890.02K
Shared
0.00
None
0.00

TERADYNE INC

SOLE
COM
Shares20.15K
TypeSH
Market value$9.75M
0.99%
Sole
20.15K
Shared
0.00
None
0.00
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