$850 Million is the total value of Stanley-Laman Group, Ltd.'s 258 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | ROBINHOOD MKTS INC CLASS A | $10,627,000 | – | 598,378 | +100.0% | 1.25% | – | |
| SITM | New | SITIME CORP | $10,470,000 | – | 35,789 | +100.0% | 1.23% | – |
| SNAP | New | SNAP INC CLASS Acl a | $10,391,000 | – | 220,954 | +100.0% | 1.22% | – |
| AMBA | New | AMBARELLA INC F | $10,292,000 | – | 50,727 | +100.0% | 1.21% | – |
| ENPH | New | ENPHASE ENERGY INC | $10,025,000 | – | 54,798 | +100.0% | 1.18% | – |
| CERT | New | CERTARA INC | $10,006,000 | – | 352,090 | +100.0% | 1.18% | – |
| TXG | New | 10X GENOMICS INC | $9,927,000 | – | 66,643 | +100.0% | 1.17% | – |
| U | New | UNITY SOFTWARE INC | $9,868,000 | – | 69,009 | +100.0% | 1.16% | – |
| TWLO | New | TWILIO INC CLASS Acl a | $9,755,000 | – | 37,045 | +100.0% | 1.15% | – |
| BLFS | New | BIOLIFE SOLUTIONS | $9,639,000 | – | 258,638 | +100.0% | 1.13% | – |
| PLTR | New | PALANTIR TECHNOLOGIES IN CLASS Acl a | $9,561,000 | – | 525,028 | +100.0% | 1.12% | – |
| FIVN | New | FIVE9 INC | $9,553,000 | – | 69,565 | +100.0% | 1.12% | – |
| New | FRESHWORKS INC | $8,603,000 | – | 327,602 | +100.0% | 1.01% | – | |
| FLR | New | FLUOR CORP | $3,581,000 | – | 144,584 | +100.0% | 0.42% | – |
| AIR | New | A A R CORP | $3,068,000 | – | 78,619 | +100.0% | 0.36% | – |
| NARI | New | INARI MED INC | $2,947,000 | – | 32,285 | +100.0% | 0.35% | – |
| RF | New | REGIONS FINL CO | $2,892,000 | – | 132,660 | +100.0% | 0.34% | – |
| MA | New | MASTERCARD INC CLASS Acl a | $2,805,000 | – | 7,807 | +100.0% | 0.33% | – |
| HALO | New | HALOZYME THERAPEUTIC | $2,672,000 | – | 66,459 | +100.0% | 0.31% | – |
| PTC | New | PTC INC | $2,587,000 | – | 21,357 | +100.0% | 0.30% | – |
| TNDM | New | TANDEM DIABETES CARE | $2,562,000 | – | 17,024 | +100.0% | 0.30% | – |
| SYK | New | STRYKER CORP | $2,458,000 | – | 9,190 | +100.0% | 0.29% | – |
| NOVT | New | NOVANTA INC F | $2,446,000 | – | 13,869 | +100.0% | 0.29% | – |
| IRTC | New | IRHYTHM TECHNOLOGIES INC | $2,439,000 | – | 20,726 | +100.0% | 0.29% | – |
| TENB | New | TENABLE HOLDINGS INC | $2,405,000 | – | 43,677 | +100.0% | 0.28% | – |
| SMAR | New | SMARTSHEET INC CLASS A | $2,394,000 | – | 30,914 | +100.0% | 0.28% | – |
| SWAV | New | SHOCKWAVE MEDICAL INC | $2,337,000 | – | 13,105 | +100.0% | 0.28% | – |
| HBAN | New | HUNTINGTON BANCSHS | $2,323,000 | – | 150,652 | +100.0% | 0.27% | – |
| CERS | New | CERUS CORP | $2,220,000 | – | 326,008 | +100.0% | 0.26% | – |
| MTLS | New | MATERIALISE NV F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored ads | $2,200,000 | – | 92,146 | +100.0% | 0.26% | – |
| OLED | New | UNIVERSAL DISPLAY CO | $2,032,000 | – | 12,311 | +100.0% | 0.24% | – |
| DCT | New | DUCK CREEK TECHNOLOGIES | $2,016,000 | – | 66,957 | +100.0% | 0.24% | – |
| PING | New | PING IDENTITY HLDG CORP | $1,970,000 | – | 86,122 | +100.0% | 0.23% | – |
| RAMP | New | LIVERAMP HLDGS INC | $1,929,000 | – | 40,225 | +100.0% | 0.23% | – |
| QTWO | New | Q2 HOLDINGS INC | $1,844,000 | – | 23,215 | +100.0% | 0.22% | – |
| CSTL | New | CASTLE BIOSCIENCES INC | $1,714,000 | – | 39,974 | +100.0% | 0.20% | – |
| EXPI | New | EXP WORLD HLDGS INC | $1,674,000 | – | 49,700 | +100.0% | 0.20% | – |
| SQ | New | BLOCK INC CLASS Acl a | $1,665,000 | – | 10,310 | +100.0% | 0.20% | – |
| WK | New | WORKIVA INC 00500 CLASS A | $1,638,000 | – | 12,551 | +100.0% | 0.19% | – |
| SUMO | New | SUMO LOGIC INC | $1,604,000 | – | 118,298 | +100.0% | 0.19% | – |
| NTRA | New | NATERA INC 00500 | $1,536,000 | – | 16,447 | +100.0% | 0.18% | – |
| O | New | REALTY INCM CORP REIT | $1,309,000 | – | 18,285 | +100.0% | 0.15% | – |
| New | PRESTIGE ESTATES PROJECTS INR 10.0 | $1,276,000 | – | 200,000 | +100.0% | 0.15% | – | |
| New | INDRAPRASTHA GAS LTD INR 2.0 | $1,138,000 | – | 180,000 | +100.0% | 0.13% | – | |
| New | CLASSYS INC KRW 100.0 | $997,000 | – | 63,038 | +100.0% | 0.12% | – | |
| New | SHANGHAI WEAVER NETWORK CO CNY 1.0 | $985,000 | – | 89,979 | +100.0% | 0.12% | – | |
| New | KOH YOUNG TECHNOLOGY INC KRW 100.0 | $711,000 | – | 35,687 | +100.0% | 0.08% | – | |
| ZI | New | ZOOMINFO TECHNOLOGIES IN CLASS A | $492,000 | – | 7,661 | +100.0% | 0.06% | – |
| LMAT | New | LEMAITRE VASCULAR | $489,000 | – | 9,740 | +100.0% | 0.06% | – |
| DOMO | New | DOMO INC CLASS B | $400,000 | – | 8,070 | +100.0% | 0.05% | – |
| DD | New | DUPONT DE NEMOURS INC | $380,000 | – | 4,700 | +100.0% | 0.04% | – |
| ACLS | New | AXCELIS TECHNOLOGIES | $302,000 | – | 4,049 | +100.0% | 0.04% | – |
| INSP | New | INSPIRE MEDICAL SYSTEMS | $300,000 | – | 1,302 | +100.0% | 0.04% | – |
| AMKR | New | AMKOR TECHNOLOGY INC | $301,000 | – | 12,132 | +100.0% | 0.04% | – |
| ONTO | New | ONTO INNOVATION INC | $283,000 | – | 2,792 | +100.0% | 0.03% | – |
| DIOD | New | DIODES INC | $277,000 | – | 2,526 | +100.0% | 0.03% | – |
| MXL | New | MAXLINEAR INC | $272,000 | – | 3,609 | +100.0% | 0.03% | – |
| MEDP | New | MEDPACE HOLDINGS INC | $270,000 | – | 1,241 | +100.0% | 0.03% | – |
| LFUS | New | LITTELFUSE INC | $270,000 | – | 858 | +100.0% | 0.03% | – |
| PODD | New | INSULET CORP | $234,000 | – | 878 | +100.0% | 0.03% | – |
| NEE | New | NEXTERA ENERGY INC | $209,000 | – | 2,239 | +100.0% | 0.02% | – |
| ARWR | New | ARROWHEAD PHARMA INC | $209,000 | – | 3,153 | +100.0% | 0.02% | – |
| URG | New | UR ENERGY INC F | $12,000 | – | 10,126 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 40 | Q3 2023 | 1.4% |
| ABBVIE INC | 40 | Q3 2023 | 4.2% |
| C V S HEALTH CORPORATION | 39 | Q3 2023 | 0.9% |
| UNITEDHEALTH GRP INC | 38 | Q3 2023 | 0.9% |
| EAGLE PHARMACEUTICALS | 37 | Q3 2023 | 0.7% |
| MICROSOFT CORP | 36 | Q3 2023 | 2.1% |
| BOEING CO | 36 | Q3 2023 | 1.0% |
| HONEYWELL INTL INC TRADES WITH DUE BILLS | 34 | Q3 2023 | 0.8% |
| LYONDELLBASELL INDS F DUTCH TENDER EXP: 07/08/19 | 34 | Q3 2023 | 0.6% |
| JOHNSON & JOHNSON | 34 | Q3 2023 | 0.5% |
View Stanley-Laman Group, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-25 |
View Stanley-Laman Group, Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.