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Stanley-Laman Group, Ltd.
hedge fundUpdated 37 days agoManaged by Stanley-Laman Group, Ltd. • Latest filing Q2 2026
Portfolio value
$984.2M
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
17.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 13 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2023 | $605.5M |
| Q3 2023 | $586M |
| Q4 2023 | $653.6M |
| Q1 2024 | $713.2M |
| Q2 2024 | $695.9M |
| Q3 2024 | $712.5M |
| Q4 2024 | $712.1M |
| Q1 2025 | $649.9M |
| Q2 2025 | $673.3M |
| Q3 2025 | $701.8M |
| Q4 2025 | $786.9M |
| Q1 2026 | $814.5M |
| Q2 2026 | $984.2M |
Top holdings
298 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LRCX LAM RESH CORP | $27.6M | 63.6K | 2.80% | Trimmed(-3.5%) |
| 2 | G GOOGN ALPHABET INC CLASS A | $26.7M | 74.7K | 2.71% | Trimmed(-1.8%) |
| 3 | K KLAC KLA CORP | $22.8M | 75.4K | 2.31% | Added(+870.6%) |
| 4 | A AMD ADVANCED MICRO DEVICES I | $22.2M | 38.2K | 2.25% | Trimmed(-3.1%) |
| 5 | A AMZN AMAZON.COM INC | $18.5M | 77.6K | 1.88% | Trimmed(-1.5%) |
| 6 | A ASMLF ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $18.1M | 9.1K | 1.83% | Added(+108.0%) |
| 7 | M MU MICRON TECHNOLOGY INC | $17.9M | 15.5K | 1.82% | Trimmed(-2.5%) |
| 8 | A ARM ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $16.3M | 45.8K | 1.65% | Trimmed(-2.9%) |
| 9 | C COHU COHU INC | $15.3M | 206.6K | 1.55% | Trimmed(-1.1%) |
| 10 | R RTX RTX CORP | $15.2M | 80.4K | 1.55% | Trimmed(-2.2%) |
| 11 | N NVDA NVIDIA CORP | $14.9M | 74.7K | 1.52% | Trimmed(-3.6%) |
| 12 | T TSMWF TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $14.7M | 30.8K | 1.49% | Trimmed(-2.1%) |
| 13 | A AMAT APPLIED MATLS INC | $14.2M | 19.7K | 1.45% | Trimmed(-2.2%) |
| 14 | A AVGO BROADCOM INC | $13.4M | 35.4K | 1.36% | Trimmed(-1.4%) |
| 15 | C CCJ CAMECO CORP F | $13.2M | 129.6K | 1.34% | Trimmed(-0.8%) |
| 16 | M MPWR MONOLITHIC PWR SYS INC | $12.7M | 9.2K | 1.29% | Trimmed(-2.8%) |
| 17 | A AAPL APPLE INC | $12.3M | 42.5K | 1.25% | Trimmed(-0.4%) |
| 18 | M MRVL MARVELL TECHNOLOGY INC | $11.8M | 39.6K | 1.20% | Trimmed(-1.8%) |
| 19 | E ETR ENTERGY CORP NEW | $11M | 95.8K | 1.12% | Trimmed(-1.3%) |
| 20 | O ONTO ONTO INNOVATION INC | $11M | 29.0K | 1.12% | Trimmed(-1.1%) |