StockDriftsStockDriftsTop 50 Stanley-Laman Group, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESH CORP | 2.8% | 63.6K | $27.6M | -3.47%(-2.29K) | $116.24(+190.27%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CLASS A | 2.71% | 74.7K | $26.7M | -1.75%(-1.33K) | $188.15(+83.22%) | 2026-06-30 | |
| KLAC | KLA CORP | 2.31% | 75.4K | $22.8M | -2.94%(-2.29K) | $99.41(+99.76%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES I | 2.25% | 38.2K | $22.2M | -3.13%(-1.23K) | $153.82(+233.02%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 1.88% | 77.6K | $18.5M | -1.46%(-1.15K) | $204.80(+28.19%) | 2026-06-30 | |
| ASML | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 1.83% | 9.1K | $18.1M | -33.66%(-4.61K) | $816.60(+128.73%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.82% | 15.5K | $17.9M | -2.49%(-395) | $117.62(+762.77%) | 2026-06-30 | |
| ARM | ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 1.65% | 45.8K | $16.3M | -2.85%(-1.35K) | $149.91(+86.05%) | 2026-06-30 | |
| COHU | COHU INC | 1.55% | 206.6K | $15.3M | -1.14%(-2.39K) | $20.66(+187.07%) | 2026-06-30 | |
| RTX | RTX CORP | 1.55% | 80.4K | $15.2M | -2.21%(-1.82K) | $105.48(+111.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.56% | +93.26% | +4.81% | +26.47% |
| Top 20 Holdings Unweighted | +27.07% | +105.17% | +5.55% | +31.00% |
Stanley-Laman Group, Ltd. reports $984.24M in US-listed equity holdings across 298 positions in its most recent 13F filing. Its largest disclosed positions are LRCX (2.8%), GOOGL (2.7%) and KLAC (2.3%). The top 20 holdings account for 33.49% of reported assets. Its disclosed equity book has returned +93.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stanley-Laman Group, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1601489). View Stanley-Laman Group, Ltd.’s 13F filings on SEC