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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
$421.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 26
增持 19
减持 78
清仓 27
方向
标的
Δ市值
现股数(环比)
清仓
ZS
ZSCALER INC
-$8.2M
0
-100%
建仓
—
AMBARELLA INC F
+$7.3M
111,164
建仓
RMBS
RAMBUS INC DEL
+$6.6M
103,312
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
TWLO
TWILIO INC CLASS A
+$6.1M
49,014
建仓
TENB
TENABLE HLDGS INC
+$6.1M
179,367
建仓
CIEN
CIENA CORP
+$5.9M
73,076
建仓
APPF
APPFOLIO INC CLASS A
+$5.9M
25,615
减持
PATH
UIPATH INC CLASS A
-$5.9M
132,910
-82%
清仓
CXM
SPRINKLR INC CLASS A
-$5.8M
0
-100%
减持
OKTA
OKTA INC CLASS A
-$5.7M
42,600
-55%
建仓
TER
TERADYNE INC
+$5.6M
62,090
建仓
ONTO
ONTO INNOVATION INC
+$5.4M
53,948
建仓
—
INFO EDGE INDIA LTD INR 2.0
+$4.8M
277,185
清仓
BL
BLACKLINE INC
-$4.8M
0
-100%
减持
VOO
VANGUARD S&P 500 ETF
-$4.7M
8,973
-53%
清仓
—
INFO EDGE INDIA LTD INR 10.0
-$4.6M
0
-100%
清仓
SDGR
SCHRODINGER INC
-$3.7M
0
-100%
建仓
FNB
F N B CORP PA
+$3.4M
235,932
减持
CCJ
CAMECO CORP F
+$3.4M
176,809
-25%
清仓
BILL
BILL HOLDINGS INC
-$3.4M
0
-100%
清仓
—
BIOCON LTD INR5
-$3.2M
0
-100%
减持
QCOM
QUALCOMM INC
-$3.1M
1,776
-92%
建仓
—
DLF LTD INR 2.0
+$2.9M
300,000
清仓
HLIT
HARMONIC INC
-$2.9M
0
-100%
建仓
BURL
BURLINGTON STORES INC
+$2.6M
11,117
减持
SNOW
SNOWFLAKE INC CLASS A
-$2.5M
25,935
-55%
清仓
DOW
DOW INC
-$2.4M
0
-100%
增持
AMZN
AMAZON.COM INC
+$2.3M
33,044
+28%
清仓
—
GAMBLING COM GROUP LTD F
-$2.1M
0
-100%
减持
MSFT
MICROSOFT CORP
+$2.1M
28,703
-11%
增持
—
POONGSAN CORP KRW 5000.0
+$2.0M
30,000
+50%
建仓
HBAN
HUNTINGTON BANCSHARES IN
+$2.0M
119,605
清仓
RDY
DOCTOR REDDYS LABS LTD INR 5.0 ADR
-$1.8M
0
-100%
减持
NVDA
NVIDIA CORP
+$1.8M
38,144
-3%
增持
NBIX
NEUROCRINE BIOSCIENCES I
+$1.7M
42,521
+30%
增持
RAMP
LIVERAMP HLDGS INC
+$1.6M
135,800
+21%
减持
MCK
MCKESSON CORP
-$1.6M
5,624
-33%
减持
AVGO
BROADCOM INC
+$1.5M
14,796
-4%
增持
UUUU
ENERGY FUELS INC F
+$1.5M
714,322
+2%
清仓
—
ALKEM LABORATORIES LTD INR 2.0
-$1.5M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.4M
50,700
+26%
减持
LLY
ELI LILLY AND CO
-$1.4M
3,969
-27%
减持
DDOG
DATADOG INC CLASS A
+$1.3M
54,851
-10%
减持
INTU
INTUIT
+$1.2M
8,313
-4%
减持
AAPL
APPLE INC
-$1.2M
36,191
-7%
减持
LNTH
LANTHEUS HLDGS INC
-$1.2M
57,457
-5%
减持
JBL
JABIL INC
+$1.1M
22,872
-20%
减持
—
ELASTIC N V F
-$1.0M
70,791
-10%
减持
GSK
GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS
-$1.0M
97,844
-21%
减持
TEAM
ATLASSIAN CORP CLASS A
-$1.0M
31,311
-10%
建仓
—
MAKEMYTRIP LTD USD 0.0005
+$980.2K
10,000
减持
GXO
GXO LOGISTICS INC
+$950.0K
100,364
-0%
减持
NXE
NEXGEN ENERGY LTD F
+$916.5K
451,054
-9%
减持
CVX
CHEVRON CORP NEW
-$892.2K
22,644
-8%
减持
ETR
ENTERGY CORP NEW
-$876.9K
93,937
-8%
减持
PTEN
PATTERSON-UTI ENERGY INC
-$868.5K
341,178
-3%
减持
BA
BOEING CO
+$863.1K
23,529
-1%
减持
TJX
TJX COS INC NEW
-$842.4K
28,087
-21%
减持
—
AON PLC F CLASS A
-$826.7K
10,903
-8%
减持
COR
CENCORA INC
-$817.9K
14,286
-22%
建仓
—
HONEYWELL AUTOMATION INDIA INR 10.0
+$808.1K
1,761
增持
CCC
CCC INTELLIGENT SOLUTION
+$799.8K
488,634
+16%
减持
JPM
JPMORGAN CHASE & CO
-$794.6K
7,196
-39%
减持
—
ASTRAZENECA PLC F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS
-$761.3K
51,003
-13%
减持
CVS
CVS HEALTH CORP
-$748.9K
67,253
-15%
增持
SPSC
SPS COMM INC
+$744.7K
28,639
+21%
清仓
EDV
VANGUARD EXTENDED DURATION ETF
-$741.0K
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC
-$723.9K
19,568
-8%
建仓
—
DIGITIDE SOLUTIONS LTD INR 10.0
+$711.0K
310,000
增持
IBKR
INTERACTIVE BROKERS GROU CLASS A
+$709.4K
69,162
+267%
减持
SLB
SCHLUMBERGER LTD F
-$709.3K
83,169
-1%
建仓
—
FORBES plus CO LTD INR 10.0
+$708.2K
101,970
减持
AMGN
AMGEN INC
-$701.2K
12,234
-7%
建仓
—
SWIGGY LTD INR 1.0
+$700.2K
150,000
减持
SNX
TD SYNNEX CORP
+$698.6K
25,529
-4%
减持
S
SENTINELONE INC CLASS A
-$694.7K
347,518
-10%
减持
FLR
FLUOR CORP NEW
+$676.7K
89,696
-18%
减持
HUBS
HUBSPOT INC
-$673.4K
9,654
-9%
减持
ELV
ELEVANCE HEALTH INC
-$665.9K
8,302
-7%
减持
SNA
SNAP ON INC
-$628.2K
11,054
-8%
增持
O
REALTY INCOME CORP REIT
+$627.4K
29,303
+60%
减持
—
LYONDELLBASELL INDUSTR F CLASS A
-$608.3K
31,774
-9%
减持
PSTG
PURE STORAGE INC CLASS A
+$591.6K
64,532
-9%
清仓
BAC
BANK OF AMERICA CORP
-$584.2K
0
-100%
减持
—
LINDE PLC F
-$581.9K
19,755
-7%
增持
KNX
KNIGHT-SWIFT TRANSN HLDG CLASS A
+$580.9K
67,225
+22%
减持
AIR
AAR CORP
+$527.1K
68,767
-8%
减持
MDB
MONGODB INC CLASS A
+$512.5K
32,316
-10%
减持
OSIS
OSI SYS INC
-$509.8K
20,488
-22%
减持
HCSG
HEALTHCARE SVCS GROUP IN
+$505.7K
272,789
-23%
减持
UPS
UNITED PARCEL SVC INC CLASS B
-$472.5K
23,682
-9%
增持
—
WEATHERFORD INTL PLC F
+$459.8K
72,097
+22%
减持
DT
DYNATRACE INC
+$456.0K
118,421
-8%
增持
BRKR
BRUKER CORP
+$453.4K
99,890
+14%
清仓
BX
BLACKSTONE INC
-$453.2K
0
-100%
减持
—
AIR LEASE CORP CLASS A
+$434.9K
82,444
-9%
减持
CAE
CAE INC F
+$430.6K
184,450
-9%
增持
NTNX
NUTANIX INC CLASS A
+$412.9K
58,284
+1%
减持
MA
MASTERCARD INC CLASS A
-$408.6K
9,103
-10%
减持
TTI
TETRA TECHNOLOGIES INC D
-$408.2K
1,294,410
-9%
减持
WM
WASTE MGMT INC DEL
-$408.1K
20,474
-7%
增持
—
VALARIS LTD F
+$402.5K
118,230
+1%
清仓
ENB
ENBRIDGE INC F
-$397.4K
0
-100%
减持
PLD
PROLOGIS INC REIT
-$396.8K
22,295
-9%
减持
GOOGL
ALPHABET INC CLASS A
+$396.5K
34,302
-6%
减持
LHX
L3HARRIS TECHNOLOGIES IN
+$378.4K
16,247
-8%
减持
CPRX
CATALYST PHARMACEUTICALS
-$377.2K
144,019
-0%
减持
UNP
UNION PAC CORP
-$375.7K
13,400
-8%
减持
OWL
BLUE OWL CAP INC CLASS A
-$373.5K
154,451
-7%
清仓
—
VIETJET AVIATION JSC VND 10000.0
-$371.8K
0
-100%
减持
TTWO
TAKE-TWO INTERACTIVE SOF
+$363.6K
21,844
-8%
清仓
PFE
PFIZER INC
-$354.8K
0
-100%
减持
FRSH
FRESHWORKS INC CLASS A
-$349.7K
496,264
-10%
减持
CG
CARLYLE GROUP INC
+$346.1K
81,038
-8%
清仓
NEM
NEWMONT CORP
-$338.0K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSIN
-$334.0K
13,165
-8%
减持
MRK
MERCK & CO. INC.
-$316.4K
3,730
-45%
减持
PG
PROCTER & GAMBLE CO
-$315.1K
2,138
-44%
减持
KO
THE COCA-COLA CO
-$311.0K
5,158
-45%
增持
—
LEENO INDUSTRIAL INC KRW 100.0
+$304.2K
25,000
+400%
减持
COST
COSTCO WHSL CORP NEW
-$298.9K
4,688
-10%
建仓
—
EXXON MOBIL CORP
+$297.4K
2,759
减持
NFLX
NETFLIX INC
+$291.9K
1,062
-12%
清仓
BDX
BECTON DICKINSON & CO
-$283.1K
0
-100%
减持
APPN
APPIAN CORP CLASS A
-$276.6K
143,832
-9%
清仓
BMY
BRISTOL MYERS SQUIBB CO
-$274.5K
0
-100%
减持
TGT
TARGET CORP EQUITY CLASS EQUITY
-$270.8K
20,524
-7%
建仓
SXT
SENSIENT TECHNOLOGIES CO
+$262.8K
2,667
清仓
NOC
NORTHROP GRUMMAN CORP
-$251.4K
0
-100%
增持
—
HA DO GROUP JSC VND 10000.0
+$232.1K
785,620
+53%
减持
VLO
VALERO ENERGY CORP NEW
-$231.0K
23,940
-8%
减持
AOS
SMITH A O CORP
-$223.8K
39,439
-8%
减持
PEP
PEPSICO INC
-$218.6K
2,352
-33%
增持
HSY
HERSHEY CO
+$218.1K
2,784
+95%
减持
—
CONFLUENT INC CLASS A
-$217.6K
221,187
-10%
建仓
UDR
UDR INC REIT
+$217.1K
5,316
清仓
GD
GENERAL DYNAMICS CORP
-$216.2K
0
-100%
建仓
GGG
GRACO INC
+$215.4K
2,506
增持
WTTR
SELECT WATER SOLUTIO A CLASS A
-$212.5K
378,774
+14%
减持
META
META PLATFORMS INC CLASS A
-$211.5K
1,907
-32%
建仓
—
STERIS PLC F
+$211.4K
880
减持
SCI
SERVICE CORP INTL
-$210.3K
34,788
-8%
建仓
MFC
MANULIFE FINL CORP F
+$204.2K
6,390
清仓
MDLZ
MONDELEZ INTL INC CLASS A
-$202.8K
0
-100%
建仓
CINF
CINCINNATI FINL CORP
+$202.1K
1,357
清仓
CLX
CLOROX CO
-$201.9K
0
-100%
建仓
—
ASIA COMMERCIAL BANK JS VND 10000.0
+$197.1K
240,000
清仓
OGN
ORGANON & CO
-$194.7K
0
-100%
清仓
—
SHENZHEN KINWONG ELECTRONIC CNY 1.0
-$192.0K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS I
-$188.4K
668
-33%
