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Stanley-Laman Group, Ltd. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Stanley-Laman Group, Ltd.

报告期 2026-03-31 · CIK 0001601489

持仓数

295

前50大市值合计

$421.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

GOOGL ALPHABET INC CLASS CLASS A

CAP STK CL A

$21.9M

76,004

5.2%

AMZN AMAZON.COM INC

COM

$16.4M

78,720

3.9%

RTX RTX CORP

COM

$15.9M

82,179

3.8%

CCJ CAMECO CORP F

COM

$14.2M

130,631

3.4%

LRCX LAM RESH CORP

COM NEW

$14.1M

65,918

3.3%

NVDA NVIDIA CORP

COM

$13.5M

77,462

3.2%

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

N Y REGISTRY SHS

$12.3M

9,320

2.9%

KLAC KLA CORP

COM NEW

$11.4M

7,773

2.7%

AVGO BROADCOM INC

COM

$11.1M

35,938

2.6%

ETR ENTERGY CORP NEW

COM

$10.9M

97,060

2.6%

MSFT MICROSOFT CORP

COM

$10.9M

29,357

2.6%

AAPL APPLE INC

COM

$10.8M

42,686

2.6%

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

SPONSORED ADR

$10.6M

31,458

2.5%

— VALARIS LTD F

CL A

$10.4M

105,827

2.5%

MPWR MONOLITHIC PWR SYS INC

COM

$10.3M

9,438

2.4%

— LINDE PLC F

COM

$10.0M

20,095

2.4%

ISRG INTUITIVE SURGICAL INC

COM NEW

$8.0M

17,459

1.9%

AMD ADVANCED MICRO DEVIC

COM

$8.0M

39,439

1.9%

META META PLATFORMS INC CLASS CLASS A

CL A

$7.8M

13,695

1.9%

ANET ARISTA NETWORKS INC

COM SHS

$7.7M

62,979

1.8%

TTI TETRA TECHNOLOGIES INC D

COM

$7.6M

896,815

1.8%

VRT VERTIV HLDGS CO CLASS CLASS A

COM CL A

$7.3M

29,302

1.7%

— WEATHERFORD INTL PLC F

ORD SHS

$7.3M

76,932

1.7%

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

SPONSORED ADR

$7.1M

47,189

1.7%

AMAT APPLIED MATLS INC

COM

$6.9M

20,141

1.6%

MA MASTERCARD INC CLASS CLASS A

CL A

$6.5M

13,092

1.6%

JBL JABIL INC

COM

$6.5M

24,612

1.6%

LNTH LANTHEUS HLDGS INC

COM

$6.5M

85,474

1.5%

COHU COHU INC

COM

$6.4M

209,012

1.5%

OLN OLIN CORP

COM PAR $1

$6.4M

214,704

1.5%

LLY ELI LILLY AND CO

COM

$6.2M

6,787

1.5%

AIR AAR CORP

COM

$6.2M

56,628

1.5%

AR ANTERO RES CORP

COM

$6.2M

145,748

1.5%

VOO VANGUARD S&P 500 ETF

S&P 500 ETF SHS

$6.1M

10,215

1.4%

ONTO ONTO INNOVATION INC

COM

$6.0M

29,337

1.4%

ADI ANALOG DEVICES INC

COM

$6.0M

18,890

1.4%

SLB SLB LIMITED F

COM STK

$6.0M

116,845

1.4%

HPE HEWLETT PACKARD ENTERPRI

COM

$6.0M

251,974

1.4%

BA BOEING CO

COM

$5.8M

29,196

1.4%

GSK GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS

SPONSORED ADR

$5.8M

105,176

1.4%

LHX L3HARRIS TECHNOLOGIES IN

COM

$5.8M

16,758

1.4%

UUUU ENERGY FUELS INC F

COM

$5.8M

315,085

1.4%

PTEN PATTERSON-UTI ENERGY INC

COM

$5.7M

530,634

1.4%

ALB ALBEMARLE CORP

COM

$5.7M

31,919

1.4%

PH PARKER-HANNIFIN CORP

COM

$5.7M

6,388

1.4%

TTWO TAKE-TWO INTERACTIVE SOF

COM

$5.6M

28,452

1.3%

NXE NEXGEN ENERGY LTD F

COM

$5.6M

479,439

1.3%

VLO VALERO ENERGY CORP NEW

COM

$5.5M

22,225

1.3%

RRC RANGE RES CORP

COM

$5.4M

119,326

1.3%

MU MICRON TECHNOLOGY INC

COM

$5.4M

15,881

1.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

23%前 6 大占比

GOOGL5.2%AMZN3.9%RTX3.8%CCJ3.4%LRCX3.3%NVDA3.2%