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SLG

Stanley-Laman Group Portfolio holdings

AUM $814M
1-Year Est. Return 40.24%
This Fund
S&P 500
This Quarter Est. Return
-3.27%
1 Year Est. Return
+40.24%
3 Year Est. Return
+82.87%
5 Year Est. Return
+77.64%
10 Year Est. Return
+275.61%
AUM
$650M
AUM Growth
-$62.2M
Cap. Flow
-$88.6M
Cap. Flow %
-13.63%
Top 10 Hldgs %
14.59%
Holding
319
New
37
Increased
93
Reduced
84
Closed
37

Top Buys

1
DDOG icon
Datadog
DDOG
+$7.72M
2
HUBS icon
HubSpot
HUBS
+$6.55M
3
KVYO icon
Klaviyo
KVYO
+$6.46M
4
DT icon
Dynatrace
DT
+$6.41M
5
PATH icon
UiPath
PATH
+$5.01M

Top Sells

1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$72.2M
2
GAMB icon
Gambling.com
GAMB
+$12.3M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.58M
4
PCTY icon
Paylocity
PCTY
+$5.78M
5
PAYC icon
Paycom
PAYC
+$5.5M

Sector Composition

1 Technology 31.86%
2 Industrials 13.35%
3 Healthcare 10.75%
4 Energy 6.82%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.93T
$12.2M 1.87%
32,391
-403
-1% -$164K
OKTA icon
2
Okta
OKTA
$26B
$10M 1.54%
95,004
+36,909
+64% +$3.61M
LIN icon
3
Linde
LIN
$237B
$9.85M 1.52%
21,154
+105
+0.5% +$47.3K
VOO icon
4
Vanguard S&P 500 ETF
VOO
$974B
$9.78M 1.51%
19,035
-17,715
-48% -$9.58M
CCJ icon
5
Cameco
CCJ
$37.3B
$9.72M 1.5%
236,235
+1,491
+0.6% +$70.2K
RTX icon
6
RTX Corp
RTX
$261B
$9.36M 1.44%
70,696
-330
-0.5% -$41.8K
ETR icon
7
Entergy
ETR
$52.8B
$8.68M 1.34%
101,591
-3,066
-3% -$252K
AAPL icon
8
Apple
AAPL
$4.9T
$8.65M 1.33%
38,929
-2,349
-6% -$544K
SNOW icon
9
Snowflake
SNOW
$93.2B
$8.34M 1.28%
57,046
-435
-0.8% -$73.8K
ZS icon
10
Zscaler
ZS
$24.2B
$8.25M 1.27%
41,575
+18,722
+82% +$3.73M
FRSH icon
11
Freshworks
FRSH
$3.01B
$7.75M 1.19%
549,186
-9,728
-2% -$163K
PATH icon
12
UiPath
PATH
$6.3B
$7.59M 1.17%
736,960
+388,971
+112% +$5.01M
TEAM icon
13
Atlassian
TEAM
$23.7B
$7.38M 1.14%
34,790
-569
-2% -$150K
S icon
14
SentinelOne
S
$6.71B
$7.05M 1.08%
387,640
+177,189
+84% +$3.84M
ESTC icon
15
Elastic
ESTC
$6.4B
$7M 1.08%
78,581
-948
-1% -$98.4K
MDB icon
16
MongoDB
MDB
$25.1B
$6.27M 0.97%
35,767
+3,466
+11% +$845K
DT icon
17
Dynatrace
DT
$12.9B
$6.08M 0.94%
128,993
+117,251
+999% +$6.41M
DDOG icon
18
Datadog
DDOG
$92.1B
$6.07M 0.93%
+61,207
New +$7.72M
HUBS icon
19
HubSpot
HUBS
$11.5B
$6.05M 0.93%
10,585
+9,333
+745% +$6.55M
LNTH icon
20
Lantheus
LNTH
$7B
$5.9M 0.91%
60,406
-830
-1% -$77.6K
CXM icon
21
Sprinklr
CXM
$1.37B
$5.76M 0.89%
689,610
+77,463
+13% +$678K
CFLT
22
DELISTED
Confluent
CFLT
$5.73M 0.88%
244,531
+118,706
+94% +$3.44M
MCK icon
23
McKesson
MCK
$98.5B
$5.67M 0.87%
8,428
+2
+0% +$1.24K
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.23T
$5.65M 0.87%
36,527
-22,381
-38% -$4.06M
MA icon
25
Mastercard
MA
$480B
$5.52M 0.85%
10,078
-689
-6% -$375K
1
2 3 4 5

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VFG
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KCP
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AR
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CICI
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TFM
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UAG
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PS
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BC
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Stanley-Laman Group's Q1 2025 Portfolio in Review

As of Q1 2025, Stanley-Laman Group held 319 positions worth $650M, down 8.7% from $712M the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Stanley-Laman Group withdrew a net $88.6M in Q1 2025, closing 37 positions and reducing 84 holdings. Its most notable exit was Paylocity, an estimated $5.78M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Stanley-Laman Group opened a new position in Datadog worth $6.07M.

  • Stanley-Laman Group's largest Q1 2025 buy was Datadog: 61,207 shares worth $6.07M.
  • Stanley-Laman Group added most to HubSpot in Q1 2025, an estimated $6.55M increase.
  • Stanley-Laman Group's biggest Q1 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $72.2M.
  • Stanley-Laman Group fully exited Paylocity in Q1 2025, selling an estimated $5.78M.
  • Stanley-Laman Group's ten largest holdings make up 15% of its $650M portfolio in Q1 2025.
  • Stanley-Laman Group opened 37 new positions and closed 37 in Q1 2025.
  • Stanley-Laman Group's portfolio value fell 8.7% quarter-over-quarter to $650M.

Based on Stanley-Laman Group's 13F filing for Q1 2025, filed 16 Apr 2025.