Stanley-Laman Group, Ltd.: 13F holdings
CIK 16014892026Q2
| Positions | 298 |
|---|---|
| Reported value | $984.2m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| LRCX LAM RESH CORP | 63,629 | $27.6m | 2.8% |
| GOOGL ALPHABET INC CLASS A | 74,676 | $26.7m | 2.7% |
| KLAC KLA CORP | 75,444 | $22.8m | 2.3% |
| AMD ADVANCED MICRO DEVICES I | 38,205 | $22.2m | 2.3% |
| AMZN AMAZON.COM INC | 77,572 | $18.5m | 1.9% |
| ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 9,077 | $18.1m | 1.8% |
| MU MICRON TECHNOLOGY INC | 15,486 | $17.9m | 1.8% |
| ARM ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 45,843 | $16.3m | 1.7% |
| COHU COHU INC | 206,620 | $15.3m | 1.6% |
| RTX RTX CORP | 80,359 | $15.2m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1601489")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.