Stanley-Laman Group, Ltd.
CIK: 1601489SEC EDGAR →
Portfolio Value
$314.4B
Holdings
299
As of
Q3 2026
New Positions
205
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | COHU INC | 175,341 | $11.9B | 3.80% |
| 2 | CAMECO CORP F | 126,374 | $11.0B | 3.48% |
| 3 | HEWLETT PACKARD ENTERPRI | 156,864 | $10.0B | 3.19% |
| 4 | ENTERGY CORP NEW | 93,683 | $9.3B | 2.96% |
| 5 | VALARIS LTD F | 102,044 | $8.0B | 2.55% |
| 6 | CVS HEALTH CORP | 70,316 | $6.0B | 1.92% |
| 7 | WEATHERFORD INTL PLC F | 74,281 | $5.8B | 1.86% |
| 8 | SLB LIMITED F | 113,697 | $5.5B | 1.76% |
| 9 | ARCHER-DANIELS MIDLAND C | 68,113 | $5.4B | 1.72% |
| 10 | INTERACTIVE BROKERS GROU CLASS CLASS A | 61,713 | $5.3B | 1.68% |
Quarterly Changes
New Positions (49)
$5.2B · 121K shares
$4.1B · 191K shares
$4.1B · 401K shares
$3.3B · 329K shares
$2.5B · 50K shares
$2.2B · 77K shares
$1.8B · 199K shares
$1.5B · 219K shares
GE T AND D INDIA LTD
$1.4B · 33K shares
TAIWAN SEMICONDUCTOR MANUF TWD 10.0
$1.2B · 15K shares
CG POWER plus INDUSTRIAL SOLUT INR 2.0
$1.2B · 131K shares
MONTAGE TECHNOLOGY CO LTD CNY 1.0
$1.0B · 34K shares
AURAS TECHNOLOGY CO LTD TWD 10.0
$961.4M · 20K shares
$941.9M · 20K shares
HANSOL IONES CO LTD KRW 500.0
$897.4M · 82K shares
CJ CORP KRW 5000.0
$694.1M · 7K shares
D.I CORP KRW 500.0
$677.9M · 25K shares
SK TELECOM CO LTD KRW 100.0
$632.4M · 10K shares
ILJIN ELECTRIC CO LTD KRW 1000.0
$609.5M · 10K shares
$594.3M · 35K shares
HD CONSTRUCTION EQUIPMEN KRW 5000.0
$456.2M · 5K shares
$400.6M · 5K shares
AMBER ENTERPRISES INDIA LT INR 10.0
$383.0M · 6K shares
$316.5M · 4K shares
$221.6M · 5K shares
$98.6M · 27K shares
GOKE MICROELECTRONICS CO LT CNY 1.0
$48.5M · 2K shares
$8.0M · 20K shares
$8.0M · 9K shares
$6.5M · 13K shares
$4.9M · 23K shares
$4.7M · 11K shares
$3.8M · 24K shares
$3.7M · 35K shares
$3.3M · 12K shares
MEDIATEK INC TWD 10.0
$2.3M · 15K shares
JENTECH PRECISION INDUSTRI TWD 10.0
$2.2M · 11K shares
$2.2M · 14K shares
ASIA VITAL COMPONENTS CO L TWD 10.0
$1.9M · 18K shares
HONEYWELL AEROSPACE INC
$1.2M · 8K shares
SOULBRAIN CO LTD KRW 500.0
$1.2M · 4K shares
KING SLIDE WORKS CO LTD TWD 10.0
$1.1M · 3K shares
HANWHA AEROSPACE CO LTD KRW 5000.0
$1.1M · 2K shares
$417K · 4K shares
$396K · 736 shares
ELITE MATERIAL CO LTD TWD 10.0
$295K · 2K shares
$277K · 700 shares
$276K · 167 shares
$207K · 810 shares
Closed Positions (44)
$6.5B · 85K shares
$4.1B · 79K shares
$3.8B · 155K shares
$3.7B · 234K shares
$3.1B · 65K shares
$3.0B · 39K shares
$2.0B · 130K shares
REGIONAL SAB DE CV NPV
$1.7B · 203K shares
FPT CORP VND 10000.0
$1.6B · 578K shares
DLF LTD INR 2.0
$1.6B · 300K shares
CYIENT LTD INR 5.0
$1.5B · 191K shares
$1.2B · 154K shares
$1.1B · 310K shares
$993.7M · 12K shares
BYD ELECTRONIC INTERNATIONA HKD 0.1
$932.9M · 265K shares
ZETRIX AI BHD MYR 0.1
$913.8M · 5.0M shares
GOTO GOJEK TOKOPEDIA TBK PT IDR 1.0
$900.3M · 300.0M shares
SYNGENE INTERNATIONAL INR 10.0 144A
$820.5M · 200K shares
SUNGROW POWER SUPPLY CO LTD CNY 1.0
$632.9M · 29K shares
CHAILEASE HOLDING CO LTD TWD 10.0
$448.6M · 131K shares
QUANG NGAI SUGAR JSC VND 10000.0
$358.1M · 198K shares
EAGLERISE ELECTRIC plus ELECTR CNY 1.0
$306.6M · 60K shares
$198.8M · 4K shares
$173.4M · 3K shares
$155.2M · 4K shares
J plus T GLOBAL EXPRESS LTD USD 0.000002
$154.7M · 120K shares
$56.6M · 29K shares
BANK BTPN SYARIAH TBK PT IDR 100.0
$11.6M · 185K shares
$6.0M · 19K shares
$4.6M · 34K shares
$3.9M · 27K shares
$3.4M · 10K shares
$3.1M · 7K shares
$1.6M · 13K shares
$1.4M · 800 shares
$637K · 5K shares
$570K · 1K shares
$378K · 2K shares
$370K · 385 shares
$365K · 1K shares
$323K · 2K shares
$257K · 826 shares
$219K · 665 shares
$202K · 825 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 105 | $85.2B | 27.1% |
| Energy | 16 | $49.4B | 15.7% |
| Financial Services | 46 | $44.5B | 14.1% |
| Technology | 45 | $35.3B | 11.2% |
| Industrials | 33 | $28.4B | 9.0% |
| Basic Materials | 14 | $25.1B | 8.0% |
| Healthcare | 14 | $13.8B | 4.4% |
| Utilities | 7 | $11.3B | 3.6% |
| Communication Services | 5 | $11.2B | 3.6% |
| Consumer Defensive | 3 | $5.4B | 1.7% |
| Consumer Cyclical | 8 | $3.1B | 1.0% |
| Real Estate | 3 | $1.7B | 0.5% |