13F Insight
DOSSIER · 13F-HR · Q2 2026

Gladstone Capital Management LLP

$1.0B in tracked AUM across 40 positions as of Q2 2026.

GC
CIK 0001353394 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
40
—
positions
Whale Score
77
77
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Gladstone Capital Management LLP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$180M503K17.8%02
PWR
QUANTA SVCS INC
$130M180K12.8%03
V
VISA INC
$95M277K9.4%04
RTX
RTX CORPORATION
$94M496K9.3%05
PM
PHILIP MORRIS INTL INC
$91M501K9.0%06
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$81M170K8.0%07
AFL
AFLAC INC
$71M605K7.0%08
34959E109
FORTINET INC
$61M398K6.0%09
GLW
CORNING INC
$48M189K4.8%10
SNDK
SANDISK CORP
$45M20K4.5%

Filing history

2026Q2Jun 30
$1.0B▲ 1.5%
40 positionsView →2026Q1Mar 31
$996M▲ 2.8%
32 positionsView →2025Q4Dec 31
$969M▲ 5.9%
28 positionsView →2025Q3Sep 30
$915M▼ 5.5%
23 positionsView →2025Q2Jun 30
$969M▼ 0.2%
22 positionsLocked2025Q1Mar 31
$971M▼ 19.1%
24 positionsLocked2024Q4Dec 31
$1.2B▲ 1.0%
28 positionsLocked2024Q3Sep 30
$1.2B▲ 5.0%
22 positionsLocked2024Q2Jun 30
$1.1B▲ 12.0%
18 positionsLocked2024Q1Mar 31
$1.0B▲ 18.4%
19 positionsLocked2023Q4Dec 31
$853M▼ 12.9%
14 positionsLocked2023Q3Sep 30
$979M▲ 7.9%
15 positionsLocked
Showing 12 of 43