§ 13F · FUND PROFILE
Stanley-Laman Group, Ltd..
AUM · $984M (13F)Positions · 298Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$65M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESH CORP | 64K | $28M | 2.8% | −3% |
| 2 | GOOGL | ALPHABET INC CLASS A | 75K | $27M | 2.7% | −2% |
| 3 | KLAC | KLA CORP | 75K | $23M | 2.3% | +871% |
| 4 | AMD | ADVANCED MICRO DEVICES I | 38K | $22M | 2.3% | −3% |
| 5 | AMZN | AMAZON.COM INC | 78K | $18M | 1.9% | −1% |
| 6 | ASML | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 9K | $18M | 1.8% | −34% |
| 7 | MU | MICRON TECHNOLOGY INC | 15K | $18M | 1.8% | −2% |
| 8 | ARM | ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 46K | $16M | 1.7% | −3% |
| 9 | COHU | COHU INC | 207K | $15M | 1.6% | −1% |
| 10 | RTX | RTX CORP | 80K | $15M | 1.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STANLEY-LAMAN SIGNAL
AC read
Stanley-Laman Group, Ltd. is a Other fund managing $984 million in assets. The fund runs a broad portfolio of 298 positions.
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