13F 机构持仓

Stanley-Laman Group, Ltd.

Berwyn PA · SEC CIK 0001601489

2026Q22026Q1 更早 9 个季度 🔒
$8.12亿2026Q1 申报市值
294持仓数
17.5%前十大占比 · 第一大 2.7%
32 / 43新建仓 / 清仓
申报市值走势$9.84亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOGL 2.7%
AMZN 2.0%
RTX 2.0%
CCJ 1.7%
LRCX 1.7%
NVDA 1.7%
ASML 1.6%
KLAC 1.4%
AVGO 1.4%
ETR 1.3%

2026Q1 买入最多 按季末市值估算

VRT 加仓+$651.23万
AMAT 加仓+$617.14万
ADI 新建仓+$600.97万
HPE 新建仓+$599.95万
MU 新建仓+$536.52万

2026Q1 卖出最多 按季末市值估算

PANW 减仓-$586.80万
ORCL 清仓-$578.01万
MSFT 减仓-$548.03万
CDNS 清仓-$542.76万
SNPS 减仓-$480.41万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
OWL BLUE OWL CAP INC CLASS A $00.00%0 -156,114-100.0% -$233.23万 清仓
HCSG HEALTHCARE SVCS GROUP IN $00.00%0 -118,998-100.0% -$227.52万 清仓
MTRX MATRIX SVC CO $00.00%0 -181,563-100.0% -$212.43万 清仓
— INFOSYS LTD INR 5.0 $00.00%0 -70,000-100.0% -$126.29万 清仓
MMYT MAKEMYTRIP LTD USD 0.0005 $00.00%0 -15,000-100.0% -$123.18万 清仓
— LEENO INDUSTRIAL INC KRW 100.0 $00.00%0 -25,000-100.0% -$104.65万 清仓
MDB MONGODB INC CLASS CLASS A $00.00%0 -1,744-100.0% -$73.19万 清仓
— SWIGGY LTD INR 1.0 $00.00%0 -150,000-100.0% -$65.84万 清仓
CRM SALESFORCE INC $00.00%0 -2,429-100.0% -$64.35万 清仓
IBN ICICI BK LTD INR 10.0 ADR $00.00%0 -20,000-100.0% -$59.60万 清仓
— INDOFOOD CBP SUKSES MAKMUR IDR 50.0 $00.00%0 -1,000,000-100.0% -$49.18万 清仓
ZS ZSCALER INC $00.00%0 -2,047-100.0% -$46.04万 清仓
— AKR CORPORINDO TBK PT IDR 20.0 $00.00%0 -6,000,000-100.0% -$45.34万 清仓
DDOG DATADOG INC CLASS A $00.00%0 -3,194-100.0% -$43.44万 清仓
SNOW SNOWFLAKE INC CLASS CLASS A $00.00%0 -1,932-100.0% -$42.38万 清仓
QCOM QUALCOMM INC $00.00%0 -2,375-100.0% -$40.62万 清仓
PATH UIPATH INC CLASS CLASS A $00.00%0 -21,791-100.0% -$35.72万 清仓
— SYARIKAT TAKAFUL MALAYSIA K MYR 0.2 $00.00%0 -464,722-100.0% -$35.50万 清仓
OKTA OKTA INC CLASS A $00.00%0 -3,971-100.0% -$34.34万 清仓
— AIR LEASE CORP CLASS A $00.00%0 -5,225-100.0% -$33.56万 清仓
— CONFLUENT INC CLASS A $00.00%0 -10,443-100.0% -$31.58万 清仓
FRSH FRESHWORKS INC CLASS A $00.00%0 -21,772-100.0% -$26.67万 清仓
BRKR BRUKER CORP $00.00%0 -5,250-100.0% -$24.73万 清仓
PUMP PROPETRO HLDG CORP $00.00%0 -22,793-100.0% -$21.68万 清仓
S SENTINELONE INC CLASS CLASS A $00.00%0 -14,177-100.0% -$21.27万 清仓
KVYO KLAVIYO INC $00.00%0 -6,536-100.0% -$21.22万 清仓
APPN APPIAN CORP CLASS A $00.00%0 -5,827-100.0% -$20.64万 清仓
BL BLACKLINE INC $00.00%0 -3,680-100.0% -$20.35万 清仓
— HANGCHA GROUP CO LTD CNY 1.0 $00.00%0 -48,000-100.0% -$18.25万 清仓
— CHULARAT HOSPITAL PCL THB 0.1 $00.00%0 -1,794,200-100.0% -$18.11万 清仓
CXM SPRINKLR INC CLASS CLASS A $00.00%0 -22,616-100.0% -$17.60万 清仓
— CHINASOFT INTERNATIONAL LT HKD 0.05 $00.00%0 -200,000-100.0% -$12.77万 清仓
— SIS LTD INR 5.0 $00.00%0 -32,651-100.0% -$12.14万 清仓
— 3SBIO INC USD 0.00001 144A $00.00%0 -35,000-100.0% -$10.87万 清仓
— SUNNY FRIEND ENVIRONMENTAL TWD 10.0 $00.00%0 -17,000-100.0% -$4.26万 清仓
— DIGITIDE SOLUTIONS LTD INR 10.0 $00.00%0 -7,015-100.0% -$1.01万 清仓
— LITHIUM CORP $00.00%0 -20,000-100.0% -$1,832 清仓