Gladstone Capital Management LLP

Q4 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    28

  • Value ($000)

    $969,260

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001353394
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GOOGL

Alphabet Inc

COM
$186.53M
19 %

595,957

RTX

RTX Corp

COM
$119.39M
12 %

650,965

MSFT

Microsoft Corp

COM
$115.44M
12 %

238,707

APG

Api Group Corp

COM
$83.47M
9 %

2,181,558

PWR

Quanta Services Inc

COM
$76.38M
8 %

180,981

AVGO

Broadcom Inc

COM
$73.74M
8 %

213,066

---

Arch Capital Group Ltd

COM
$71.99M
7 %

750,533

PM

Philip Morris International Inc

COM
$65.39M
7 %

407,642

META

Meta Platforms Inc

COM
$43.31M
5 %

58,974

SNOW

Snowflake Inc

COM
$37.07M
4 %

169,002

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