Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gladstone Capital Management LLP (CIK 1353394) reported $995.9M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($179.7M, 18.04%), PWR ($125.3M, 12.58%), RTX ($116.2M, 11.67%), MSFT ($95.4M, 9.58%), APG ($74.8M, 7.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | $179.7M | 18.04% | 624,783 | Added |
| 2 | PWR | Quanta Services Inc | $125.3M | 12.58% | 228,277 | Added |
| 3 | RTX | RTX Corp | $116.2M | 11.67% | 602,463 | Trimmed |
| 4 | MSFT | Microsoft Corp | $95.4M | 9.58% | 257,826 | Added |
| 5 | APG | Api Group Corp | $74.8M | 7.51% | 1.8M | Trimmed |
| 6 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $72.9M | 7.32% | 215,663 | Added |
| 7 | V | Visa Inc | $68.9M | 6.92% | 228,010 | New |
| 8 | PM | Philip Morris International Inc | $66.8M | 6.71% | 404,274 | Trimmed |
| 9 | GLW | Corning Inc | $48.5M | 4.87% | 356,933 | New |
| 10 | ACGL | Arch Capital Group Ltd | $46.3M | 4.65% | 482,222 | Trimmed |
| 11 | DOCN | DigitalOcean Holdings Inc | $42.6M | 4.28% | 496,702 | New |
| 12 | AVGO | Broadcom Inc | $20.4M | 2.05% | 65,825 | Trimmed |
| 13 | LHX | L3HARRIS Technologies Inv | $13.7M | 1.38% | 39,755 | New |
| 14 | SQ | Block Inc | $11.6M | 1.16% | 192,507 | Trimmed |
| 15 | GE | General Electric Co | $4.6M | 0.46% | 16,303 | Added |
| 16 | LIN | Linde PLC | $4.3M | 0.43% | 8,600 | New |
| 17 | ICE | Intercontinental Exchanges Inc | $1.3M | 0.13% | 8,300 | Added |
| 18 | LULU | Lululemon Atheletic Inc | $685,773 | 0.07% | 3,300 | Hold |
| 19 | ABNB | Airbnb Inc | $449,178 | 0.05% | 3,557 | Trimmed |
| 20 | FIG | Figma Inc | $361,092 | 0.04% | 17,081 | Hold |
| 21 | CBRE | Capital One Finance Corp | $182,430 | 0.02% | 1,000 | Trimmed |
| 22 | ARM | Arm Holdings PLC | $151,280 | 0.02% | 1,000 | Hold |
| 23 | SNOW | Snowflake Inc | $227,437 | 0.02% | 1,508 | Trimmed |
| 24 | DASH | DoorDash Inc | $150,150 | 0.02% | 1,000 | Trimmed |
| 25 | LITE | Lumentum Holdings Inc | $70,276 | 0.01% | 100 | New |
Source: SEC Form 13F filings · as of 2026-03-31