Stanley-Laman Group, Ltd. Top Holdings and 13F Report (2024) → Special FREE offer on stock hotsheets (From DTI) (Ad) About Stanley-Laman Group, Ltd.Investment ActivityStanley-Laman Group, Ltd. has $713.20 million in total holdings as of March 31, 2024.Stanley-Laman Group, Ltd. owns shares of 250 different stocks, but just 102 companies or ETFs make up 80% of its holdings.Approximately 11.77% of the portfolio was purchased this quarter.About 7.08% of the portfolio was sold this quarter.This quarter, Stanley-Laman Group, Ltd. has purchased 235 new stocks and bought additional shares in 78 stocks.Stanley-Laman Group, Ltd. sold shares of 63 stocks and completely divested from 10 stocks this quarter.Largest Holdings Microsoft $15,598,058Sprinklr $12,617,818Insulet $12,539,281Gambling.com Group $12,276,864HashiCorp $11,281,620 Largest New Holdings this Quarter Insulet $12,539,281 HoldingVanEck VietnamETF $7,003,056 HoldingValaris $4,396,764 HoldingMarvell Technology $3,972,966 HoldingLas Vegas Sands $3,245,467 Holding Largest Purchases this Quarter Insulet 73,158 shares (about $12.54M)VanEck VietnamETF 503,817 shares (about $7.00M)Valaris 58,421 shares (about $4.40M)Marvell Technology 56,052 shares (about $3.97M)Alphabet 26,053 shares (about $3.93M) Largest Sales this Quarter Booking 1,539 shares (about $5.58M)Analog Devices 17,141 shares (about $3.39M)Abbott Laboratories 27,868 shares (about $3.17M)Eli Lilly and Company 2,073 shares (about $1.61M)Cameco 25,050 shares (about $1.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStanley-Laman Group, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$15,598,058$565,863 ▲3.8%37,0752.2%Computer and TechnologyCXMSprinklr$12,617,818$212,590 ▼-1.7%1,028,3471.8%Business ServicesPODDInsulet$12,539,281$12,539,281 ▲New Holding73,1581.8%MedicalGAMBGambling.com Group$12,276,8640.0%1,344,6731.7%Business ServicesHCPHashiCorp$11,281,620$8,867 ▲0.1%418,6131.6%Computer and TechnologyLINDE PLC F$11,111,642$366,813 ▲3.4%23,9311.6%COMCCJCameco$11,105,515$1,085,166 ▼-8.9%256,3601.6%Basic MaterialsINSPInspire Medical Systems$10,827,993$137,251 ▼-1.3%50,4121.5%MedicalFROGJFrog$10,231,005$162,155 ▼-1.6%231,3661.4%Computer and TechnologyMNDYmonday.com$9,347,630$98,028 ▼-1.0%41,3851.3%Computer and TechnologyBLBlackLine$9,038,100$25,897 ▼-0.3%139,9521.3%Computer and TechnologyAPPNAppian$8,568,436$129,877 ▲1.5%214,4791.2%Computer and TechnologyOKTAOkta$8,468,989$138,203 ▼-1.6%80,9501.2%Computer and TechnologyEXASExact Sciences$8,196,731$37,983 ▼-0.5%118,6901.1%MedicalLLYEli Lilly and Company$7,640,378$1,612,718 ▼-17.4%9,8211.1%MedicalSSentinelOne$7,492,790$284,708 ▼-3.7%321,4411.1%Computer and TechnologyPATHUiPath$7,490,712$114,211 ▼-1.5%330,4241.1%Business ServicesRTXRTX$7,419,621$512,132 ▲7.4%76,0751.0%AerospacePAYCPaycom Software$7,272,223$42,190 ▲0.6%36,5421.0%Computer and TechnologyVNMVanEck VietnamETF$7,003,056$7,003,056 ▲New Holding503,8171.0%ETFAAPLApple$6,954,729$260,822 ▲3.9%40,5571.0%Computer and TechnologyBILLBILL$6,866,365$52,846 ▲0.8%99,9181.0%Computer and TechnologyPCTYPaylocity$6,843,637$859 ▼0.0%39,8211.0%Computer and TechnologySDGRSchrödinger$6,840,558$150,849 ▲2.3%253,3541.0%MedicalPDPagerDuty$6,827,610$32,954 ▼-0.5%301,0411.0%Computer and TechnologySMARSmartsheet$6,712,321$39,116 ▲0.6%174,3460.9%Computer and TechnologyPHParker-Hannifin$6,579,442$369,045 ▲5.9%11,8380.9%Industrial ProductsZIZoomInfo Technologies$6,508,164$17,184 ▼-0.3%405,9990.9%Computer and TechnologyZSZscaler$6,393,968$165,084 ▼-2.5%33,1930.9%Computer and TechnologyZOMATO LTD INR 1.0$6,009,3080.0%2,748,5130.8%COMPRESTIGE ESTATES PROJECTS INR 10.0$5,721,135$626,930 ▼-9.9%406,0910.8%COMFIVNFive9$5,657,351$21,925 ▲0.4%91,0860.8%Computer and TechnologyETREntergy$5,504,343$401,901 ▲7.9%52,0850.8%UtilitiesINFO EDGE INDIA LTD INR 10.0$5,460,8510.0%81,4370.8%COMCOSTCostco Wholesale$5,388,494$453,498 ▲9.2%7,3550.8%Retail/WholesaleBHARAT ELECTRONICS LTD INR 1.0$5,136,637$483,199 ▼-8.6%2,126,0960.7%COMMAMastercard$5,099,345$317,355 ▼-5.9%10,5890.7%Business ServicesASANAsana$5,084,562$50,451 ▼-1.0%328,2480.7%Computer and TechnologyCGThe Carlyle Group$5,053,668$393,810 ▲8.5%107,7310.7%FinanceFLRFluor$5,036,774$870,672 ▼-14.7%119,1290.7%ConstructionGOOGLAlphabet$5,024,309$3,932,179 ▲360.0%33,2890.7%Computer and TechnologyCFLTConfluent$5,022,097$25,698 ▲0.5%164,5510.7%Business ServicesLARSEN plus TOUBRO LTD INR 2.0$4,964,228$676,940 ▼-12.0%110,0000.7%COMNVDANVIDIA$4,919,884$359,617 ▲7.9%5,4450.7%Computer and TechnologyTTWOTake-Two Interactive Software$4,909,525$313,314 ▲6.8%33,0630.7%Consumer DiscretionaryMCKMcKesson$4,909,493$383,311 ▲8.5%9,1450.7%MedicalBABoeing$4,890,946$351,049 ▲7.7%25,3430.7%AerospaceWMWaste Management$4,877,085$21,315 ▼-0.4%22,8810.7%Business ServicesLNTHLantheus$4,733,601$1,036,296 ▲28.0%76,0540.7%MedicalOWLBlue Owl Capital$4,660,404$12,995 ▼-0.3%247,1050.7%FinanceNXPINXP Semiconductors$4,628,591$53,518 ▼-1.1%18,6810.6%Computer and TechnologyHONHoneywell International$4,603,347$74,711 ▼-1.6%22,4280.6%Multi-Sector ConglomeratesCYIENT LTD INR 5.0$4,577,608$694,154 ▼-13.2%191,2410.6%COMPTCPTC$4,577,072$271,885 ▼-5.6%24,2250.6%Computer and TechnologySNASnap-on$4,509,653$16,588 ▼-0.4%15,2240.6%Consumer DiscretionaryCORCencora$4,494,100$222,336 ▼-4.7%18,4950.6%MedicalQCOMQUALCOMM$4,454,114$347,912 ▲8.5%26,3090.6%Computer and TechnologyCHXChampionX$4,452,729$480,244 ▲12.1%124,0660.6%ConstructionCIVICivitas Resources$4,435,691$1,085,049 ▲32.4%58,4340.6%Oils/EnergyVLOValero Energy$4,432,649$16,728 ▲0.4%25,9690.6%Oils/EnergyALAir Lease$4,401,309$363,269 ▲9.0%85,5620.6%TransportationVALValaris$4,396,764$4,396,764 ▲New Holding58,4210.6%Oils/EnergyAMATApplied Materials$4,349,803$336,155 ▲8.4%21,0920.6%Computer and TechnologyGPNGlobal Payments$4,336,064$347,382 ▲8.7%32,4410.6%Business ServicesAOSA. O. Smith$4,310,272$18,339 ▼-0.4%48,1810.6%Industrial ProductsAIRAAR$4,283,699$383,108 ▲9.8%71,5500.6%AerospacePSTGPure Storage$4,269,211$939,771 ▼-18.0%82,1160.6%Computer and TechnologyTJXTJX Companies$4,266,232$37,931 ▲0.9%42,0650.6%Retail/WholesaleHDFC BANK LTD INR 1.0$4,258,1570.0%245,2800.6%COMHCSGHealthcare Services Group$4,213,735$961,235 ▲29.6%337,6390.6%Business ServicesRELIANCE INDUSTRIES LTD INR 10.0$4,204,4370.0%118,0000.6%COMFANGDiamondback Energy$4,201,997$10,899 ▲0.3%21,2040.6%Oils/EnergyHLITHarmonic$4,162,502$395,176 ▲10.5%309,7100.6%Computer and TechnologyVRNTVerint Systems$4,110,335$372,374 ▲10.0%123,9920.6%Computer and TechnologyMTRXMatrix Service$4,085,557$297,553 ▼-6.8%313,5500.6%Oils/EnergyAZNAstraZeneca$4,041,559$28,794 ▲0.7%59,6540.6%MedicalUNHUnitedHealth Group$4,031,805$306,714 ▲8.2%8,1500.6%MedicalKEXKirby$3,981,612$361,453 ▲10.0%41,7710.6%TransportationMRVLMarvell Technology$3,972,966$3,972,966 ▲New Holding56,0520.6%Business ServicesCVXChevron$3,968,7380.0%25,1600.6%Oils/EnergySLBSchlumberger$3,966,874$400,332 ▲11.2%72,3750.6%Oils/EnergySTESTERIS$3,914,791$348,921 ▲9.8%17,4130.5%MedicalGXOGXO Logistics$3,887,547$1,389,266 ▲55.6%72,3130.5%TransportationELVElevance Health$3,872,985$20,223 ▼-0.5%7,4690.5%MedicalSYYSysco$3,816,028$10,310 ▼-0.3%47,0070.5%Consumer StaplesLMTLockheed Martin$3,785,428$15,466 ▼-0.4%8,3220.5%AerospaceSCHWCharles Schwab$3,748,675$1,881 ▲0.1%51,8200.5%FinanceNXENexGen Energy$3,704,223$256,115 ▲7.4%476,7340.5%Basic MaterialsCIENCiena$3,690,157$72,098 ▼-1.9%74,6240.5%Computer and TechnologyUNPUnion Pacific$3,677,898$24,347 ▼-0.7%14,9550.5%TransportationTXTTextron$3,674,023$313,499 ▲9.3%38,2990.5%AerospaceLHXL3Harris Technologies$3,652,348$47,522 ▼-1.3%17,1390.5%AerospacePLDPrologis$3,628,971$10,418 ▼-0.3%27,8680.5%FinanceCAECAE$3,612,021$1,898,839 ▲110.8%175,0010.5%AerospaceULTAUlta Beauty$3,607,349$421,441 ▲13.2%6,8990.5%Retail/WholesaleTGTTarget$3,571,701$36,328 ▲1.0%20,1550.5%Retail/WholesaleADPAutomatic Data Processing$3,531,823$9,990 ▼-0.3%14,1420.5%Business ServicesADMArcher-Daniels-Midland$3,521,272$165,380 ▲4.9%56,0620.5%Consumer StaplesLYBLyondellBasell Industries$3,479,975$2,557 ▲0.1%34,0240.5%Basic MaterialsTTITETRA Technologies$3,448,175$324,670 ▲10.4%778,3690.5%Oils/EnergyShowing largest 100 holdings. 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