Holdings
Gladstone Capital Management LLP
As of Jun 30, 2026, Gladstone Capital Management LLP reported 37 positions worth US$1.01B. Largest: Alphabet Inc (google) Class C, Quanta Services, Inc. and Visa Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 503K | US$180M | −122K | Jun 30, 2026 |
| Quanta Services, Inc. | 180K | US$130M | −48,033 | Jun 30, 2026 |
| Visa Inc. | 277K | US$95.2M | +49,402 | Jun 30, 2026 |
| Rtx Corporation | 496K | US$94.1M | −106K | Jun 30, 2026 |
| Philip Morris International Inc | 501K | US$90.6M | +96,796 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 170K | US$81.1M | −45,846 | Jun 30, 2026 |
| Aflac Incorporated | 605K | US$70.9M | new | Jun 30, 2026 |
| Fortinet, Inc. | 398K | US$61.1M | new | Jun 30, 2026 |
| Corning Incorporated | 189K | US$48.1M | −168K | Jun 30, 2026 |
| Sandisk Corporation | 19,900 | US$45.2M | new | Jun 30, 2026 |