13F HOLDINGS REPORT
Stanley-Laman Group, Ltd.
Quarter ended Q1 2023 · Filed January 19, 2023 · Accession 0001376474-23-000026
Total Value
$524.8M
Positions
219
Other Managers
0
Confidential Omitted
No
Holdings (219)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 40,483 | $9.7M | 1.85% |
| 2 | LINDE PLC F | LIN | 28,594 | $9.3M | 1.78% |
| 3 | RAYTHEON TECHNOLOGIES CO | RTX | 76,257 | $7.7M | 1.47% |
| 4 | OKTA INC CLASS A | OKTA | 108,976 | $7.4M | 1.42% |
| 5 | CAMECO CORP F | CCJ | 304,869 | $6.9M | 1.32% |
| 6 | ATLASSIAN CORP CLASS A | TEAM | 53,585 | $6.9M | 1.31% |
| 7 | MONGODB INC CLASS A | MDB | 33,642 | $6.6M | 1.26% |
| 8 | HASHICORP INC CLASS A | 418100103 | 238,379 | $6.5M | 1.24% |
| 9 | JFROG LTD F | FROG | 304,642 | $6.5M | 1.24% |
| 10 | FLUOR CORP | FLR | 182,515 | $6.3M | 1.21% |
| 11 | SCHRODINGER INC | SDGR | 331,045 | $6.2M | 1.18% |
| 12 | SENTINELONE INC CLASS A | S | 412,151 | $6.0M | 1.15% |
| 13 | TENABLE HOLDINGS INC | 88025T102 | 157,180 | $6.0M | 1.14% |
| 14 | COGNIZANT TECH SOLU CLASS A | CTSH | 103,102 | $5.9M | 1.12% |
| 15 | LILLY ELI & CO | LLY | 15,849 | $5.8M | 1.10% |
| 16 | APPLE INC | AAPL | 44,179 | $5.7M | 1.09% |
| 17 | ARCHER-DANIELS-MIDLN | ADM | 61,664 | $5.7M | 1.09% |
| 18 | PIONEER NATURAL RES | 723787107 | 23,661 | $5.4M | 1.03% |
| 19 | CHEVRON CORP | CVX | 30,084 | $5.4M | 1.03% |
| 20 | CROWDSTRIKE HLDGS INC CLASS A | CRWD | 50,477 | $5.3M | 1.01% |
| 21 | MONDAY COM LTD F | MNDY | 42,999 | $5.2M | 1.00% |
| 22 | RAPID SEVEN INC | RPD | 153,445 | $5.2M | 0.99% |
| 23 | DATADOG INC CLASS A | DDOG | 68,834 | $5.1M | 0.96% |
| 24 | CLOUDFLARE INC CLASS A | NET | 110,798 | $5.0M | 0.95% |
| 25 | ABBVIE INC | ABBV | 30,199 | $4.9M | 0.93% |
| 26 | BLOCK INC CLASS A | BSQKZ | 76,673 | $4.8M | 0.92% |
| 27 | BOEING CO | BA-PA | 25,102 | $4.8M | 0.91% |
| 28 | ROBLOX CORP CLASS A | RBLX | 167,138 | $4.8M | 0.91% |
| 29 | VALERO ENERGY CORP | VLO | 37,295 | $4.7M | 0.90% |
| 30 | HOUSING DEVELOPMENT FINANCE INR 2.0 | Y37246207 | 146,000 | $4.7M | 0.89% |
| 31 | CHAMPIONX CORP | 15872M104 | 160,052 | $4.6M | 0.88% |
| 32 | SHOPIFY INC F CLASS A | SHOP | 132,545 | $4.6M | 0.88% |
| 33 | UNITEDHEALTH GRP INC | UNH | 8,638 | $4.6M | 0.87% |
| 34 | DOCUSIGN INC | DOCU | 82,259 | $4.6M | 0.87% |
| 35 | ZSCALER INC | ZS | 40,521 | $4.5M | 0.86% |
| 36 | A A R CORP | AIR | 99,407 | $4.5M | 0.85% |
| 37 | CONFLUENT INC CLASS A | 20717M103 | 197,474 | $4.4M | 0.84% |
| 38 | GITLAB INC | GTLB | 94,945 | $4.3M | 0.82% |
| 39 | HONEYWELL INTL INC | 438516106 | 20,120 | $4.3M | 0.82% |
| 40 | GLOBAL-E ONLINE LTD F | GLBE | 208,079 | $4.3M | 0.82% |
| 41 | AUTO DATA PROCESSING | ADP | 17,516 | $4.2M | 0.80% |
| 42 | LOCKHEED MARTIN CORP | LMT | 8,588 | $4.2M | 0.80% |
| 43 | WABTEC | 929740108 | 41,442 | $4.1M | 0.79% |
| 44 | CHARLES SCHWAB CORP | SCHW-PJ | 49,368 | $4.1M | 0.78% |
| 45 | SNAP ON INC | SNA | 17,696 | $4.0M | 0.77% |
| 46 | MASTERCARD INC CLASS A | MA | 11,617 | $4.0M | 0.77% |
| 47 | SPLUNK INC | 848637104 | 46,692 | $4.0M | 0.77% |
| 48 | PARKER-HANNIFIN CORP | PH | 13,787 | $4.0M | 0.76% |
| 49 | PALANTIR TECHNOLOGIES IN CLASS A | PLTR | 620,095 | $4.0M | 0.76% |
| 50 | SYSCO CORP | SYY | 51,419 | $3.9M | 0.75% |
| 51 | INFO EDGE INDIA LTD INR 10.0 | Y40353107 | 81,437 | $3.9M | 0.74% |
| 52 | AGILENT TECHNOLOGIES | A | 25,519 | $3.8M | 0.73% |
| 53 | SCHLUMBERGER LTD F | SLB | 70,477 | $3.8M | 0.72% |
| 54 | PTC INC | PTC | 31,282 | $3.8M | 0.72% |
| 55 | CIENA CORP | CIEN | 73,443 | $3.7M | 0.71% |
| 56 | WASTE MANAGEMENT INC | 94106L109 | 23,824 | $3.7M | 0.71% |
| 57 | REGIONS FINL CO | RF-PF | 169,505 | $3.7M | 0.70% |
| 58 | TJX COMPANIES INC | 872540109 | 45,698 | $3.6M | 0.69% |
| 59 | RELIANCE INDUSTRIES LTD INR 10.0 | RS | 118,000 | $3.6M | 0.69% |
| 60 | UNION PACIFIC CORP | UNP | 17,418 | $3.6M | 0.69% |
| 61 | ANALOG DEVICES INC | ADI | 20,933 | $3.4M | 0.65% |
| 62 | PROLOGIS INC. REIT | PLDGP | 30,334 | $3.4M | 0.65% |
| 63 | NASDAQ INC | NDAQ | 53,573 | $3.3M | 0.63% |
| 64 | BOOKING HOLDINGS INC | BKNG | 1,615 | $3.3M | 0.62% |
| 65 | ABBOTT LABORATORIES | ABLZF | 29,620 | $3.3M | 0.62% |
| 66 | AIR LEASE CORP CLASS A | AIIR | 83,750 | $3.2M | 0.61% |
| 67 | L3HARRIS TECHNOLOGIES IN | LHX | 15,229 | $3.2M | 0.60% |
| 68 | DIAMONDBACK ENERGY | FANG | 23,166 | $3.2M | 0.60% |
| 69 | LARSEN plus TOUBRO LTD INR 2.0 | Y5217N159 | 125,000 | $3.2M | 0.60% |
| 70 | CARLYLE GROUP INC | CGABL | 105,599 | $3.2M | 0.60% |
| 71 | RH | RH | 11,615 | $3.1M | 0.59% |
| 72 | COSTCO WHOLESALE CO | 22160K105 | 6,683 | $3.1M | 0.58% |
| 73 | SMITH A O | AOS | 52,658 | $3.0M | 0.57% |
| 74 | D X C TECHNOLOGY CO 0050 | DXC | 112,785 | $3.0M | 0.57% |
| 75 | DEVON ENERGY CORP | 25179M103 | 48,376 | $3.0M | 0.57% |
| 76 | TAKE TWO INTERACTV | TTWO | 28,208 | $2.9M | 0.56% |
| 77 | LYONDELLBASELL INDS F CLASS A | LYB | 35,178 | $2.9M | 0.56% |
| 78 | UNITED PARCEL SRVC CLASS B | UPS | 16,755 | $2.9M | 0.55% |
| 79 | MAGNA INTL INC F | 559222401 | 51,486 | $2.9M | 0.55% |
| 80 | HCL TECHNOLOGIES LTD INR 2.0 | Y3121G147 | 229,869 | $2.9M | 0.55% |
| 81 | TIMKEN CO | TKR | 40,742 | $2.9M | 0.55% |
| 82 | CAMDEN PROPERTY TR REIT | 133131102 | 25,714 | $2.9M | 0.55% |
| 83 | ZEBRA TECHNOLOGIES CLASS A | ZBRA | 11,169 | $2.9M | 0.55% |
| 84 | STRYKER CORP | SYK | 11,696 | $2.9M | 0.54% |
| 85 | TRAVELSKY TECHNOLOGY LTD CNY 1.0 | Y8972V101 | 1,350,000 | $2.9M | 0.54% |
| 86 | TARGET CORP | TGT | 19,090 | $2.8M | 0.54% |
| 87 | CALERES INC | CAL | 126,884 | $2.8M | 0.54% |
| 88 | HUNTSMAN CORP | HUN | 102,100 | $2.8M | 0.53% |
| 89 | ZIFF DAVIS INC | ZD | 35,183 | $2.8M | 0.53% |
| 90 | CROWN CASTLE INC REIT | CCI | 20,378 | $2.8M | 0.53% |
| 91 | STERIS PLC F | STE | 14,850 | $2.7M | 0.52% |
| 92 | JOINN LABORATORIES CHI CNY 1.0 144A | Y444TU113 | 535,500 | $2.7M | 0.52% |
| 93 | DOW INC | DOW | 53,882 | $2.7M | 0.52% |
| 94 | PRESTIGE ESTATES PROJECTS INR 10.0 | Y707AN101 | 483,091 | $2.7M | 0.52% |
| 95 | CRANE HLDGS CO | CR | 26,857 | $2.7M | 0.51% |
| 96 | HUNTINGTON BANCSHS | HBANP | 188,420 | $2.7M | 0.51% |
| 97 | KIRBY CORP | KEX | 41,077 | $2.6M | 0.50% |
| 98 | TRUIST FINL CORP | 89832Q109 | 61,402 | $2.6M | 0.50% |
| 99 | BLACKSTONE INC | BX | 35,341 | $2.6M | 0.50% |
| 100 | STATE STREET CORP | STT-PG | 33,769 | $2.6M | 0.50% |
| 101 | TEXTRON INC | TXT | 36,111 | $2.6M | 0.49% |
| 102 | BOYD GAMING CORP | BYD | 45,749 | $2.5M | 0.48% |
| 103 | CHACHA FOOD CO LTD CNY 1.0 | Y2000X106 | 346,738 | $2.5M | 0.48% |
| 104 | MATRIX SERVICE CO | 576853105 | 392,254 | $2.4M | 0.46% |
| 105 | TETRA TECHNOLOGIES | 88162F105 | 688,693 | $2.4M | 0.45% |
| 106 | VANGUARD S&P 500 ETF | 922908363 | 6,721 | $2.4M | 0.45% |
| 107 | BHARAT ELECTRONICS LTD INR 1.0 | Y0881Q141 | 1,926,096 | $2.3M | 0.44% |
| 108 | PAGERDUTY INC | PD | 84,532 | $2.2M | 0.43% |
| 109 | CYIENT LTD INR 5.0 | Y4082D131 | 220,241 | $2.2M | 0.41% |
| 110 | OVCTEK CHINA INC CNY 1.0 | Y0483P103 | 419,790 | $2.2M | 0.41% |
| 111 | SOUTHWEST AIRLINES | 844741108 | 63,963 | $2.2M | 0.41% |
| 112 | GLENMARK PHARMACEUTICALS LT INR 1.0 | Y2711C144 | 401,454 | $2.1M | 0.39% |
| 113 | NEXGEN ENERGY LTD F | NXE | 463,501 | $2.1M | 0.39% |
| 114 | TIMKEN INDIA LTD INR 10.0 | TKR | 52,159 | $2.0M | 0.37% |
| 115 | ZOMATO LTD INR 1.0 | Y9899X105 | 2,644,513 | $1.9M | 0.36% |
| 116 | SIS LTD INR 5.0 | Y7T669116 | 393,420 | $1.9M | 0.36% |
| 117 | HEFEI MEIYA OPTOELECTRONIC CNY 1.0 | Y3123L102 | 537,816 | $1.8M | 0.35% |
| 118 | SHANDONG SINOCERA FUNCTIONA CNY 1.0 | Y76867103 | 454,966 | $1.8M | 0.34% |
| 119 | SHENZHEN SUNLORD ELECTRONIC CNY 1.0 | Y77435108 | 477,517 | $1.8M | 0.34% |
| 120 | NAGACORP LTD USD 0.0125 | G6382M109 | 2,018,019 | $1.8M | 0.34% |
| 121 | WEICHAI POWER CO LTD CNY 1.0 | Y9531A109 | 1,282,000 | $1.7M | 0.33% |
| 122 | TECH MAHINDRA LTD INR 5.0 | Y85491127 | 140,000 | $1.7M | 0.33% |
| 123 | SAMSUNG ELECTRONICS CO LT KRW 100.0 | Y74718100 | 35,207 | $1.5M | 0.29% |
| 124 | QUESS CORP LTD INR 10.0 144A | Y3R6BW102 | 310,000 | $1.5M | 0.29% |
| 125 | CHAILEASE HOLDING CO LTD TWD 10.0 | G20288109 | 217,657 | $1.5M | 0.29% |
| 126 | CLEAR SECURE INC | YOU | 55,774 | $1.5M | 0.29% |
| 127 | SBI LIFE INSURANCE CO INR 10.0 144A | Y753N0101 | 98,304 | $1.5M | 0.28% |
| 128 | AMPLITUDE INC CLASS A | AMPL | 119,456 | $1.4M | 0.27% |
| 129 | DOCEBO INC F | DCBO | 41,583 | $1.4M | 0.26% |
| 130 | KRISHNA INSTITUTE OF INR 10.0 144A | Y4S65L100 | 73,089 | $1.4M | 0.26% |
| 131 | DYNATRACE INC | DT | 34,514 | $1.3M | 0.25% |
| 132 | CLASSYS INC KRW 100.0 | Y49932109 | 83,038 | $1.2M | 0.23% |
| 133 | HAIER SMART HOME CO LTD CNY 1.0 | Y298BN100 | 348,732 | $1.2M | 0.23% |
| 134 | HONG KONG EXCHANGES AND CLE HKD 1.0 | Y3506N139 | 26,972 | $1.2M | 0.22% |
| 135 | ANJOY FOODS GROUP CO LTD CNY 1.0 | Y265F3109 | 50,000 | $1.2M | 0.22% |
| 136 | REALTY INCOME CORP REIT | O | 18,285 | $1.2M | 0.22% |
| 137 | HUBSPOT INC | HUBS | 3,913 | $1.1M | 0.22% |
| 138 | SK HYNIX INC KRW 5000.0 | Y8085F100 | 19,007 | $1.1M | 0.21% |
| 139 | NCINO INC NEW | NCNO | 41,099 | $1.1M | 0.21% |
| 140 | BAIDU INC USD 0.000001 | BAIDF | 75,000 | $1.1M | 0.20% |
| 141 | HUGEL INC KRW 500.0 | Y3R47A100 | 10,000 | $1.1M | 0.20% |
| 142 | CS DISCO INC | LAW | 156,404 | $988,473 | 0.19% |
| 143 | JAMF HLDG CORP | 47074L105 | 45,619 | $971,685 | 0.19% |
| 144 | SPRINKLR INC CLASS A | CXM | 117,784 | $962,295 | 0.18% |
| 145 | ALKEM LABORATORIES LTD INR 2.0 | Y0R6P5102 | 26,000 | $942,025 | 0.18% |
| 146 | REGIONAL SAB DE CV NPV | P8008V109 | 130,323 | $936,866 | 0.18% |
| 147 | NVIDIA CORP | NVDA | 6,325 | $924,336 | 0.18% |
| 148 | ELASTIC N V F | ESTC | 17,394 | $895,791 | 0.17% |
| 149 | EXPENSIFY INC CLASS A | EXFY | 101,135 | $893,022 | 0.17% |
| 150 | SUNNY FRIEND ENVIRONMENTAL TWD 10.0 | Y8T409107 | 155,000 | $872,444 | 0.17% |
| 151 | SYARIKAT TAKAFUL MALAYSIA K MYR 0.2 | Y8344M102 | 1,082,422 | $845,297 | 0.16% |
| 152 | BRAZE INC CLASS A | BRZE | 29,917 | $816,136 | 0.16% |
| 153 | DRAGON CAP ETF DCVFMVN DIAMOND | MM002P73K | 850,000 | $807,635 | 0.15% |
| 154 | CHINA LESSO GROUP HOLDINGS HKD 0.05 | G2157Q102 | 758,064 | $791,577 | 0.15% |
| 155 | QUANG NGAI SUGAR JSC VND 10000.0 | Y71687100 | 503,376 | $764,405 | 0.15% |
| 156 | KOH YOUNG TECHNOLOGY INC KRW 100.0 | Y4810R105 | 75,687 | $763,155 | 0.15% |
| 157 | INTERNTNL PAPER | 460146103 | 21,435 | $742,294 | 0.14% |
| 158 | BHARAT PETROLEUM CORP LTD INR 10.0 | Y0882Z116 | 176,916 | $706,766 | 0.13% |
| 159 | DOUZONE BIZON CO LTD KRW 500.0 | Y2197R102 | 23,033 | $673,048 | 0.13% |
| 160 | NATCO PHARMA LTD INR 2.0 | Y6211C157 | 99,144 | $671,166 | 0.13% |
| 161 | INDOFOOD CBP SUKSES MAKMUR IDR 50.0 | Y71260106 | 1,000,000 | $642,363 | 0.12% |
| 162 | SYNOPSYS INC | SNPS | 2,010 | $641,773 | 0.12% |
| 163 | CVS HEALTH CORP | CVS | 6,833 | $636,767 | 0.12% |
| 164 | STALEXPORT AUTOSTRADY SA PLN 2.0 | X8487G103 | 939,853 | $575,322 | 0.11% |
| 165 | JPMORGAN CHASE & CO | VYLD | 4,000 | $536,400 | 0.10% |
| 166 | MSCI INC | MSCI | 1,086 | $505,175 | 0.10% |
| 167 | ALPHABET INC. CLASS A | GOOG | 5,620 | $495,853 | 0.09% |
| 168 | LG H plusH CO LTD CUM PFD | Y5275R118 | 1,900 | $473,685 | 0.09% |
| 169 | BANK AMERICA CORP | 060505104 | 14,000 | $463,680 | 0.09% |
| 170 | SAMSUNG SDS CO LTD KRW 500.0 | Y7T72C103 | 4,700 | $458,106 | 0.09% |
| 171 | INTUIT INC | INTU | 1,165 | $453,441 | 0.09% |
| 172 | ISHARES CORE S&P MID-CAP ETF | 464287507 | 1,755 | $424,549 | 0.08% |
| 173 | NHN KCP CORP KRW 500.0 | Y7871J102 | 34,776 | $368,524 | 0.07% |
| 174 | CISCO SYSTEMS INC | CSCO | 7,363 | $350,773 | 0.07% |
| 175 | EAGLE PHARMACEUTICAL | 269796108 | 12,000 | $350,760 | 0.07% |
| 176 | ARROWHEAD PHARMA INC | ARWR | 8,429 | $341,880 | 0.07% |
| 177 | ELEVANCE HEALTH INC | ELV | 666 | $341,638 | 0.07% |
| 178 | NETFLIX INC | NFLX | 1,129 | $332,920 | 0.06% |
| 179 | PROCTER & GAMBLE | 742718109 | 2,128 | $322,520 | 0.06% |
| 180 | THE COCA-COLA CO | KO | 5,000 | $318,050 | 0.06% |
| 181 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 7,237 | $303,754 | 0.06% |
| 182 | FORTINET INC | FTNT | 5,896 | $288,255 | 0.05% |
| 183 | BRUKER CORP | BRKRP | 3,902 | $266,702 | 0.05% |
| 184 | MOTOROLA SOLUTIONS | MSI | 1,009 | $260,029 | 0.05% |
| 185 | VISA INC CLASS A | V | 1,249 | $259,492 | 0.05% |
| 186 | BROADCOM INC | AVGO | 463 | $258,877 | 0.05% |
| 187 | META PLATFORMS INC CLASS A | META | 2,141 | $257,648 | 0.05% |
| 188 | ZOETIS INC CLASS A | ZTS | 1,727 | $253,092 | 0.05% |
| 189 | REGENXBIO INC | RGNX | 11,114 | $252,066 | 0.05% |
| 190 | NORFOLK SOUTHERN CO | 655844108 | 1,018 | $250,856 | 0.05% |
| 191 | KEYSIGHT TECH INC | KEYS | 1,465 | $250,618 | 0.05% |
| 192 | ANSYS INC | 03662Q105 | 1,028 | $248,355 | 0.05% |
| 193 | MICROCHIP TECHNOLOGY | MCHPP | 3,486 | $244,892 | 0.05% |
| 194 | TECHNOLOGY SELECT SECTOR SPDR ETF | 78464A102 | 1,953 | $243,031 | 0.05% |
| 195 | ENBRIDGE INC F | ENNPF | 5,968 | $233,349 | 0.04% |
| 196 | AMERICAN EXPRESS CO | AXP | 1,558 | $230,195 | 0.04% |
| 197 | DROPBOX INC CLASS A | DBX | 10,276 | $229,977 | 0.04% |
| 198 | EXELIXIS INC | EXEL | 14,293 | $229,260 | 0.04% |
| 199 | FACTSET RESEARCH SYS | 303075105 | 567 | $227,486 | 0.04% |
| 200 | INTEGRA LIFESCIENC | IART | 4,000 | $224,280 | 0.04% |
| 201 | ADOBE INC | ADBE | 666 | $224,129 | 0.04% |
| 202 | MARKETAXESS HOLDINGS | MKTX | 802 | $223,670 | 0.04% |
| 203 | BALCHEM CORP | BCPC | 1,821 | $222,362 | 0.04% |
| 204 | VANGUARD INTERMEDIATE TERM COR ETF | 921937819 | 2,831 | $219,416 | 0.04% |
| 205 | ISHARES CORE S&P SMALL CAP ETF | 464287804 | 2,292 | $216,958 | 0.04% |
| 206 | PAYPAL HOLDINGS INCORPOR | PYPL | 3,042 | $216,651 | 0.04% |
| 207 | ADVANCED MICRO DEVIC | AMD | 3,343 | $216,526 | 0.04% |
| 208 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 1,107 | $211,647 | 0.04% |
| 209 | PENTAIR PLC F | PNR | 4,694 | $211,136 | 0.04% |
| 210 | ELECTRONIC ARTS INC | EA | 1,712 | $209,172 | 0.04% |
| 211 | AUTODESK INC | ADSK | 1,119 | $209,108 | 0.04% |
| 212 | NXP SEMICONDUCTORS F | NXPI | 1,319 | $208,442 | 0.04% |
| 213 | PURE STORAGE INC CLASS A | 74624M102 | 7,755 | $207,524 | 0.04% |
| 214 | TE CONNECTIVITY LTD F | TEL | 1,802 | $206,870 | 0.04% |
| 215 | F5 INC | FFIV | 1,438 | $206,367 | 0.04% |
| 216 | NETAPP INC | NTAP | 3,385 | $203,303 | 0.04% |
| 217 | PHILIPPINE SEVEN CORP PHP 1.0 | Y6955M106 | 99,916 | $129,047 | 0.02% |
| 218 | DENISON MINES CORP F | DNN | 18,221 | $20,954 | 0.00% |
| 219 | UR ENERGY INC F | URG | 10,126 | $11,645 | 0.00% |