Gladstone Capital Management LLP Top Holdings and 13F Report (2026) About Gladstone Capital Management LLPInvestment ActivityGladstone Capital Management LLP has $995.94 million in total holdings as of March 31, 2026.Gladstone Capital Management LLP owns shares of 32 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 29.30% of the portfolio was purchased this quarter.About 22.93% of the portfolio was sold this quarter.This quarter, Gladstone Capital Management LLP has purchased 28 new stocks and bought additional shares in 6 stocks.Gladstone Capital Management LLP sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings Alphabet $179,662,599Quanta Services $125,328,639RTX $116,215,113Microsoft $95,439,450APi Group $74,805,876 Largest New Holdings this Quarter 92826C839 - Visa $68,913,742 Holding219350105 - Corning $48,532,180 Holding25402D102 - DigitalOcean Holdings Inc $42,607,098 Holding502431109 - L3Harris Technologies $13,721,438 HoldingG54950103 - Linde PLC $4,263,536 Holding Largest Purchases this Quarter Visa 228,010 shares (about $68.91M)Taiwan Semiconductor Manufacturing 197,803 shares (about $66.85M)Corning 356,933 shares (about $48.53M)DigitalOcean Holdings Inc 496,702 shares (about $42.61M)Quanta Services 47,296 shares (about $25.97M) Largest Sales this Quarter Broadcom 147,241 shares (about $45.57M)Airbnb 205,543 shares (about $25.96M)Arch Capital Group 268,311 shares (about $25.76M)Snowflake 167,494 shares (about $25.26M)Block Inc 322,421 shares (about $19.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGladstone Capital Management LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$179,662,599$8,289,205 â–²4.8%624,78318.0%Computer and TechnologyPWRQuanta Services$125,328,639$25,966,450 â–²26.1%228,27712.6%ConstructionRTXRTX$116,215,113$9,356,036 â–¼-7.5%602,46311.7%AerospaceMSFTMicrosoft$95,439,450$7,077,280 â–²8.0%257,8269.6%Computer and TechnologyAPGAPi Group$74,805,876$13,590,854 â–¼-15.4%1,846,1477.5%Business ServicesTSMTaiwan Semiconductor Manufacturing$72,883,311$66,847,524 â–²1,107.5%215,6637.3%Computer and TechnologyVVisa$68,913,742$68,913,742 â–²New Holding228,0106.9%Business ServicesPMPhilip Morris International$66,842,663$556,865 â–¼-0.8%404,2746.7%Consumer StaplesGLWCorning$48,532,180$48,532,180 â–²New Holding356,9334.9%Computer and TechnologyACGLArch Capital Group$46,288,490$25,755,173 â–¼-35.7%482,2224.6%FinanceDigitalOcean Holdings Inc$42,607,098$42,607,098 â–²New Holding496,7024.3%COMAVGOBroadcom$20,373,496$45,572,562 â–¼-69.1%65,8252.0%Computer and TechnologyLHXL3Harris Technologies$13,721,438$13,721,438 â–²New Holding39,7551.4%AerospaceBlock Inc$11,585,071$19,403,295 â–¼-62.6%192,5071.2%COMGEGE Aerospace$4,626,302$4,187,026 â–²953.2%16,3030.5%AerospaceLinde PLC$4,263,536$4,263,536 â–²New Holding8,6000.4%COMICEIntercontinental Exchange$1,305,424$1,289,696 â–²8,200.0%8,3000.1%FinanceLULUlululemon athletica$685,7730.0%3,3000.1%Consumer DiscretionaryABNBAirbnb$449,178$25,955,972 â–¼-98.3%3,5570.0%Consumer DiscretionaryFigma Inc$361,0920.0%17,0810.0%COMSNOWSnowflake$227,437$25,261,494 â–¼-99.1%1,5080.0%Computer and TechnologyCBRECBRE Group$182,430$14,064,806 â–¼-98.7%1,0000.0%FinanceArm Holdings PLC$151,2800.0%1,0000.0%ADRDoorDash Inc$150,150$4,564,110 â–¼-96.8%1,0000.0%COMNVDANVIDIA$127,138$47,263 â–¼-27.1%7290.0%Computer and TechnologyLITELumentum$70,276$70,276 â–²New Holding1000.0%Computer and TechnologyMDLZMondelez International$57,640$57,640 â–²New Holding1,0000.0%Consumer StaplesTSLATesla$37,1750.0%1000.0%Auto/Tires/TrucksAMZNAmazon.com$20,827$603,983 â–¼-96.7%1000.0%Retail/WholesaleWINGWingstop$15,4970.0%1000.0%Retail/WholesaleKEYKeyCorp$13,9950.0%6980.0%FinanceNKENIKE$2110.0%40.0%Consumer DiscretionaryMETAMeta Platforms$0$43,309,326 â–¼-100.0%00.0%Computer and TechnologyTEAMAtlassian$0$162,140 â–¼-100.0%00.0%Computer and TechnologyBABAAlibaba Group$0$131,922 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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