Stanley-Laman Group, Ltd. 13F 持仓 · 2026年Q2
Stanley-Laman Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 224 只证券，申报市值合计 9.84 亿美元。前几大持仓：LRCX（2.80%）、GOOGL（2.71%）、KLAC（2.31%）。本季前 25 大持仓中：新建仓 1 只、增持 1 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESH CORP | $27.6M | 2.80% | 63,629 | 减持 |
| 2 | GOOGL | ALPHABET INC CLASS A | $26.7M | 2.71% | 74,676 | 减持 |
| 3 | KLAC | KLA CORP | $22.8M | 2.31% | 75,444 | 增持 |
| 4 | AMD | ADVANCED MICRO DEVICES I | $22.2M | 2.25% | 38,205 | 减持 |
| 5 | AMZN | AMAZON.COM INC | $18.5M | 1.88% | 77,572 | 减持 |
| 6 | ASML | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $18.1M | 1.83% | 9,077 | 减持 |
| 7 | MU | MICRON TECHNOLOGY INC | $17.9M | 1.82% | 15,486 | 减持 |
| 8 | ARM | ARM HLDGS PLC EQUITY A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $16.3M | 1.65% | 45,843 | 减持 |
| 9 | COHU | COHU INC | $15.3M | 1.55% | 206,620 | 减持 |
| 10 | RTX | RTX CORP | $15.2M | 1.55% | 80,359 | 减持 |
| 11 | NVDA | NVIDIA CORP | $14.9M | 1.52% | 74,661 | 减持 |
| 12 | TSM | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $14.7M | 1.49% | 30,805 | 减持 |
| 13 | AMAT | APPLIED MATLS INC | $14.2M | 1.45% | 19,689 | 减持 |
| 14 | AVGO | BROADCOM INC | $13.4M | 1.36% | 35,446 | 减持 |
| 15 | CCJ | CAMECO CORP F | $13.2M | 1.34% | 129,588 | 减持 |
| 16 | MPWR | MONOLITHIC PWR SYS INC | $12.7M | 1.29% | 9,172 | 减持 |
| 17 | AAPL | APPLE INC | $12.3M | 1.25% | 42,512 | 减持 |
| 18 | MRVL | MARVELL TECHNOLOGY INC | $11.8M | 1.20% | 39,579 | 减持 |
| 19 | ETR | ENTERGY CORP NEW | $11.0M | 1.12% | 95,769 | 减持 |
| 20 | ONTO | ONTO INNOVATION INC | $11.0M | 1.12% | 29,021 | 减持 |
| 21 | MSFT | MICROSOFT CORP | $10.9M | 1.11% | 29,242 | 减持 |
| 22 | ANET | ARISTA NETWORKS INC | $10.4M | 1.06% | 61,293 | 减持 |
| 23 | LIN | LINDE PLC F | $10.4M | 1.05% | 19,948 | 减持 |
| 24 | TTI | TETRA TECHNOLOGIES INC D | $10.1M | 1.02% | 890,023 | 减持 |
| 25 | TER | TERADYNE INC | $9.8M | 0.99% | 20,153 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR