account_balance
Investment manager · 13F filer · SEC CIK 1353394
Gladstone Capital Management LLP
Reported value$934Mas of Sep 30, 2026
Positions38 2 new, 4 sold out
Top 10 weight85.3%GOOGL alone is 10%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc.
10.3%Trimmed −44%
PMPhilip Morris International Inc.
10.2%
METAMeta Platforms, Inc.
10.0%New
VVisa Inc.
10.0%Trimmed −7%
RTXRTX Corp
8.2%Trimmed −16%
AFLAflac Inc
8.2%Added +14%
FTNTFortinet, Inc.
8.2%Added +8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.0%Trimmed −4%
PWRQuanta Services, Inc.
6.8%Trimmed −45%
ABNBAirbnb, Inc.
5.2%+8420%
PGRProgressive Corp
4.4%Added +1252%
SNDKSandisk Corp
3.3%−11%
GOOGLAlphabet Inc.
10.3%−44%
PMPhilip Morris International Inc.
10.2%
METAMeta Platforms, Inc.
10.0%
VVisa Inc.
10.0%Trimmed −7%
RTXRTX Corp
8.2%−16%
AFLAflac Inc
8.2%+14%
FTNTFortinet, Inc.
8.2%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.0%
PWRQuanta Services, Inc.
6.8%−45%
ABNB5.2%PGR4.4%SNDK3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc. 10.3% Trimmed −44%PM Philip Morris International Inc. 10.2% HeldMETA Meta Platforms, Inc. 10.0% NewV Visa Inc. 10.0% Trimmed −7%RTX RTX Corp 8.2% Trimmed −16%AFL Aflac Inc 8.2% Added +14%FTNT Fortinet, Inc. 8.2% Added +8%TSM Taiwan Semiconductor Manufacturing Co Ltd 8.0% Trimmed −4%PWR Quanta Services, Inc. 6.8% Trimmed −45%ABNB Airbnb, Inc. 5.2% Added +8420%PGR Progressive Corp 4.4% Added +1252%SNDK Sandisk Corp 3.3% Trimmed −11%
What changed
Biggest moves since Jun 30, 2026
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