Stanley-Laman Group, Ltd.
•CIK: 1601489•Filing: Q4 2025
**Stanley-Laman Group, Ltd.** manages $787M across a diversified portfolio of 305 positions. The firm maintains significant exposure to mega-cap technology and industrial leaders, notably holding GOOGL at $23.4M and MSFT at $21.4M. Top allocations also include AMZN ($17.6M), RTX ($14.7M), and NVDA ($13.9M), indicating a focus on secular growth trends within the technology and industrials sectors. This concentration suggests a conviction-driven, large-cap growth mandate.
Total AUM
$786.9M
QoQ Performance
-99.9%
Positions
305
Top 10 Concentration
19.7%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL3.0%
MSFT2.7%
AMZN2.2%
RTX1.9%
NVDA1.8%
CCO1.6%
AVGO1.5%
LRCX1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.6%
Technology16.6%
Industrial4.8%
Consumer3.4%
Healthcare2.3%
Financial2.1%
ETF1.3%
Materials1.1%
🚪 Exited Positionssold since Q3 2025
—
SIS LTD INR 5.0
SOLD
$1.5B
—
BLOKS GROUP LTD USD 0.0001
SOLD
$1.4B
—
TRAVELSKY TECHNOLOGY LTD CNY 1.0
SOLD
$1.4B
—
CHULARAT HOSPITAL PCL THB 0.1
SOLD
$981.3M
+71 more exited positions
Changes from Q3 2025
NEW25 new positions
↑95 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023