Gladstone Capital Management LLP
Top Portfolio Positions
32 positions ·
$995,717,004 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
624,783 | $179,662,599 | 18.04% | |
| PWR |
Quanta Services, Inc.
Industrials
|
228,277 | $125,328,638 | 12.59% | |
| RTX |
RTX Corp
Industrials
|
602,463 | $116,215,112 | 11.67% | |
| MSFT |
Microsoft Corp
Technology
|
257,826 | $95,439,450 | 9.58% | |
| APG |
APi Group Corp
Industrials
|
1,846,147 | $74,805,876 | 7.51% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
215,663 | $72,883,310 | 7.32% | |
| V |
Visa Inc.
Financial Services
|
228,010 | $68,913,742 | 6.92% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
404,274 | $66,842,663 | 6.71% | |
| GLW |
Corning Inc /Ny
Technology
|
356,933 | $48,532,180 | 4.87% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
482,222 | $46,288,489 | 4.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DOCN
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,607,097 | 496,702 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||