Stanley-Laman Group, Ltd.
CIK 1601489
13F filing for Q2 2026・No. 2,611
- Holdings
- US$984.24M
- Quarter change
- +US$169.79M
- Entries
- 298
- Net bought (estimate)
- −US$9.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 33
- Sold out 29
- Cut 119
- Added 59
- Corporate actions 0
- Unchanged 87
Largest holdings
298 stocks worth US$984.24M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LRCXLAM RESH CORPCOM NEW | Cut | 63,629 | US$27.57M | 2.80% |
| GOOGLAlphabetCAP STK CL A | Cut | 74,676 | US$26.69M | 2.71% |
| KLACKLA CORPCOM NEW | CutSplit 10:1 | 75,444 | US$22.76M | 2.31% |
| AMDAMDCOM | Cut | 38,205 | US$22.19M | 2.25% |
| AMZNAmazonCOM | Cut | 77,572 | US$18.49M | 1.88% |
| ASMLASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHSN Y REGISTRY SHS | Cut | 9,077 | US$18.06M | 1.83% |
| MUMicronCOM | Cut | 15,486 | US$17.88M | 1.82% |
| ARMARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHSSPONSORED ADR | Cut | 45,843 | US$16.25M | 1.65% |
| COHU INCCOM | Cut | 206,620 | US$15.27M | 1.55% |
| RTXRTX CORPCOM | Cut | 80,359 | US$15.25M | 1.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.