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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 45
增持 20
减持 42
清仓 43
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC CLASS CLASS A
+$11.8M
73,217
+113%
建仓
ANET
ARISTA NETWORKS INC
+$8.9M
61,078
建仓
LRCX
LAM RESH CORP
+$8.8M
65,637
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
MPWR
MONOLITHIC PWR SYS INC
+$8.5M
9,235
增持
—
INTERCONTINENTAL EXCHANG
+$8.4M
13,537
+179%
建仓
KLAC
KLA CORP
+$8.2M
7,627
增持
META
META PLATFORMS INC CLASS A
+$8.1M
12,955
+579%
增持
ORCL
ORACLE CORP
+$8.0M
29,937
+1438%
增持
TSM
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS
+$8.0M
30,715
+1028%
增持
AMZN
AMAZON.COM INC
+$7.8M
68,594
+108%
增持
NVDA
NVIDIA CORP
+$7.7M
73,790
+93%
清仓
FRSH
FRESHWORKS INC CLASS A
-$7.4M
0
-100%
清仓
DDOG
DATADOG INC CLASS A
-$7.4M
0
-100%
清仓
—
AMBARELLA INC F
-$7.3M
0
-100%
增持
AVGO
BROADCOM INC
+$7.3M
34,385
+132%
建仓
PANW
PALO ALTO NETWORKS INC
+$7.0M
34,147
清仓
MDB
MONGODB INC CLASS A
-$6.8M
0
-100%
增持
MSFT
MICROSOFT CORP
+$6.7M
40,405
+41%
清仓
RMBS
RAMBUS INC DEL
-$6.6M
0
-100%
清仓
DT
DYNATRACE INC
-$6.5M
0
-100%
清仓
TEAM
ATLASSIAN CORP CLASS A
-$6.4M
0
-100%
清仓
S
SENTINELONE INC CLASS A
-$6.4M
0
-100%
建仓
ARM
ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$6.2M
43,952
建仓
AMD
ADVANCED MICRO DEVIC
+$6.2M
38,274
建仓
CDNS
CADENCE DESIGN SYS INC
+$6.2M
17,585
清仓
TWLO
TWILIO INC CLASS A
-$6.1M
0
-100%
清仓
TENB
TENABLE HLDGS INC
-$6.1M
0
-100%
清仓
—
ELASTIC N V F
-$6.0M
0
-100%
清仓
CIEN
CIENA CORP
-$5.9M
0
-100%
清仓
APPF
APPFOLIO INC CLASS A
-$5.9M
0
-100%
清仓
SNOW
SNOWFLAKE INC CLASS A
-$5.8M
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$5.7M
13,456
+2092%
清仓
TER
TERADYNE INC
-$5.6M
0
-100%
清仓
—
CONFLUENT INC CLASS A
-$5.5M
0
-100%
清仓
HUBS
HUBSPOT INC
-$5.4M
0
-100%
增持
SNPS
SYNOPSYS INC
+$5.3M
12,877
+543%
清仓
KVYO
KLAVIYO INC
-$4.8M
0
-100%
清仓
APPN
APPIAN CORP CLASS A
-$4.3M
0
-100%
清仓
OKTA
OKTA INC CLASS A
-$4.3M
0
-100%
清仓
BRKR
BRUKER CORP
-$4.1M
0
-100%
清仓
SPSC
SPS COMM INC
-$3.9M
0
-100%
建仓
GDDY
GODADDY INC CLASS A
+$3.7M
27,112
建仓
SBSW
SIBANYE STILLWATER LTD F UNSPONSORED ADR 1 ADR REPS 4 ORD SHS
+$3.7M
327,345
清仓
SYY
SYSCO CORP
-$3.5M
0
-100%
建仓
ALB
ALBEMARLE CORP
+$3.4M
41,850
清仓
—
HANWHA AEROSPACE CO LTD KRW 5000.0
-$3.3M
0
-100%
建仓
COHU
COHU INC
+$3.1M
152,943
减持
TTI
TETRA TECHNOLOGIES INC D
+$3.0M
1,285,978
-1%
清仓
PUMP
PROPETRO HLDG CORP
-$3.0M
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$3.0M
666
-92%
建仓
SLI
STANDARD LITHIUM LTD F
+$2.9M
863,238
建仓
ZETA
ZETA GLOBAL HLDGS CORP CLASS A
+$2.8M
142,615
减持
UUUU
ENERGY FUELS INC F
+$2.7M
445,120
-38%
建仓
AR
ANTERO RES CORP
+$2.7M
78,998
清仓
BURL
BURLINGTON STORES INC
-$2.6M
0
-100%
建仓
IONS
IONIS PHARMACEUTICALS IN
+$2.3M
35,774
建仓
AXSM
AXSOME THERAPEUTICS INC.
+$2.1M
17,501
建仓
CORT
CORCEPT THERAPEUTICS INC
+$2.0M
24,483
建仓
—
RELIANCE INC
+$2.0M
7,221
建仓
BABA
ALIBABA GROUP HLDG USD 0.000025 ADR
+$2.0M
11,000
建仓
EXE
EXPAND ENERGY CORP
+$1.9M
17,706
减持
NBIX
NEUROCRINE BIOSCIENCES I
-$1.8M
25,354
-40%
减持
AAPL
APPLE INC
+$1.7M
36,027
-0%
清仓
PATH
UIPATH INC CLASS A
-$1.7M
0
-100%
清仓
INDA
ISHARES TR ISHARES MSCI INDIA ETF U
-$1.7M
0
-100%
减持
FLR
FLUOR CORP NEW
-$1.6M
70,654
-21%
减持
IBN
ICICI BK LTD INR 10.0 ADR
-$1.6M
25,000
-64%
建仓
WRD
WERIDE INC F UNSPONSORED ADR 1 ADR REPS 3 ORD SHS
+$1.5M
155,977
减持
—
WEATHERFORD INTL PLC F
+$1.3M
71,277
-1%
建仓
—
ICICI BANK LTD INR 2.0
+$1.2M
80,000
减持
RTX
RTX CORP
+$1.2M
63,558
-2%
建仓
—
GRAB HOLDINGS LTD USD 0.000001
+$1.2M
200,000
增持
—
BLOKS GROUP LTD USD 0.0001
+$1.2M
118,000
+1092%
减持
—
PRESTIGE ESTATES PROJECTS INR 10.0
-$1.2M
323,091
-7%
减持
ONTO
ONTO INNOVATION INC
-$1.2M
33,233
-38%
减持
—
AIR LEASE CORP CLASS A
-$1.1M
57,917
-30%
减持
GXO
GXO LOGISTICS INC
-$1.1M
72,486
-28%
减持
KEX
KIRBY CORP
-$1.0M
34,001
-1%
建仓
—
LODHA DEVELOPERS LTD INR 10.0 144A
+$1.0M
80,000
增持
SLB
SCHLUMBERGER LTD F
+$888.5K
107,642
+29%
减持
RAMP
LIVERAMP HLDGS INC
-$836.0K
134,518
-1%
增持
INTU
INTUIT
-$835.7K
8,364
+1%
减持
—
BHARAT ELECTRONICS LTD INR 1.0
-$830.6K
1,250,000
-6%
减持
CG
CARLYLE GROUP INC
+$827.8K
79,636
-2%
减持
—
ETERNAL LTD
-$823.6K
1,600,000
-26%
减持
NXE
NEXGEN ENERGY LTD F
+$823.6K
441,775
-2%
建仓
—
HYUNDAI EN KRW5000
+$775.5K
20,000
减持
LHX
L3HARRIS TECHNOLOGIES IN
+$748.0K
15,793
-3%
减持
PH
PARKER-HANNIFIN CORP
-$727.7K
5,818
-21%
减持
—
VALARIS LTD F
+$725.4K
116,959
-1%
减持
VLO
VALERO ENERGY CORP NEW
+$705.4K
23,044
-4%
减持
PSTG
PURE STORAGE INC CLASS A
+$699.1K
52,677
-18%
建仓
—
KOMICO LTD KRW 500.0
+$694.2K
10,000
减持
WTTR
SELECT WATER SOLUTIO A CLASS A
+$694.2K
371,073
-2%
减持
HCSG
HEALTHCARE SVCS GROUP IN
-$691.0K
202,557
-26%
减持
HON
HONEYWELL INTL INC
-$660.0K
16,651
-7%
建仓
—
LUPIN LTD INR 2.0
+$647.0K
30,000
减持
—
LINDE PLC F
-$625.9K
18,195
-8%
清仓
—
VIETNAM DAIRY PRODUCTS VND 10000.0
-$622.4K
0
-100%
增持
LNTH
LANTHEUS HLDGS INC
-$616.3K
79,686
+39%
清仓
INFY
INFOSYS LTD INR 5.0 ADR
-$555.9K
0
-100%
减持
—
SK HYNIX INC KRW 5000.0
-$554.9K
3,007
-50%
清仓
AMPL
AMPLITUDE INC CLASS A
-$541.8K
0
-100%
清仓
YOU
CLEAR SECURE INC CLASS A
-$539.2K
0
-100%
减持
—
HANGCHA GROUP CO LTD CNY 1.0
-$536.6K
97,300
-69%
减持
ETR
ENTERGY CORP NEW
+$528.8K
89,460
-5%
减持
WM
WASTE MGMT INC DEL
-$527.7K
18,825
-8%
减持
AIR
AAR CORP
+$508.5K
58,425
-15%
建仓
AME
AMETEK INC NEW
+$505.2K
2,687
建仓
VRT
VERTIV HLDGS CO CLASS A
+$499.8K
3,313
建仓
LINC
LINCOLN ELEC HLDGS INC
+$494.5K
2,097
减持
TJX
TJX COS INC NEW
+$481.4K
27,327
-3%
增持
—
HDFC BANK LTD INR 1.0
-$467.0K
490,560
+100%
减持
—
AON PLC F CLASS A
-$466.6K
9,600
-12%
建仓
CAT
CATERPILLAR INC
+$458.1K
960
清仓
PSA
PUBLIC STORAGE REIT
-$457.7K
0
-100%
建仓
MTZ
MASTEC INC
+$454.6K
2,136
建仓
PWR
QUANTA SVCS INC
+$447.2K
1,079
清仓
EXC
EXELON CORP
-$446.9K
0
-100%
建仓
—
EATON CORP PLC F
+$440.5K
1,177
建仓
ABBNY
ABB LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS
+$440.1K
6,117
增持
—
MOBILE WORLD INVESTMENT VND 10000.0
+$435.9K
660,000
+10%
建仓
MIELY
MITSUBISHI ELEC CORP F SPONSORED ADR 1 ADR REPS 2 ORD SHS
+$432.6K
8,439
减持
GSK
GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS
+$432.0K
97,063
-1%
建仓
CEG
CONSTELLATION ENERGY COR
+$428.1K
1,301
减持
OWL
BLUE OWL CAP INC CLASS A
-$425.6K
150,111
-3%
增持
—
MAKEMYTRIP LTD USD 0.0005
+$423.8K
15,000
+50%
建仓
KEYS
KEYSIGHT TECHNOLOGIES IN
+$423.7K
2,422
建仓
ROK
ROCKWELL AUTOMATION INC
+$417.7K
1,195
建仓
VST
VISTRA CORP
+$414.4K
2,115
增持
—
HONEYWELL AUTOMATION INDIA INR 10.0
+$411.6K
3,000
+70%
建仓
SPXC
SPX TECHNOLOGIES INC
+$406.4K
2,176
清仓
NCNO
NCINO INC NEW
-$399.7K
0
-100%
建仓
EME
EMCOR GROUP INC
+$399.5K
615
建仓
EMR
EMERSON ELEC CO
+$398.3K
3,036
减持
CVS
CVS HEALTH CORP
+$395.1K
66,776
-1%
建仓
SCCO
SOUTHERN COPPER CORP
+$378.0K
3,115
减持
KNX
KNIGHT-SWIFT TRANSN HLDG CLASS A
-$376.2K
65,735
-2%
清仓
SO
SOUTHERN CO
-$372.6K
0
-100%
减持
COR
CENCORA INC CLASS SERIES A
-$370.1K
12,522
-12%
清仓
ABT
ABBOTT LABS
-$366.7K
0
-100%
清仓
KO
THE COCA-COLA CO
-$364.9K
0
-100%
增持
CCC
CCC INTELLIGENT SOLUTION
+$360.4K
544,288
+11%
清仓
—
CHUBB LTD F
-$358.4K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$352.9K
0
-100%
减持
FNB
F N B CORP PA
+$349.6K
235,229
-0%
清仓
DCBO
DOCEBO INC F
-$340.8K
0
-100%
清仓
PG
PROCTER & GAMBLE CO
-$340.6K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$337.6K
4,649
-1%
清仓
DUK
DUKE ENERGY CORP NEW
-$335.1K
0
-100%
