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Gurus
Growth
GLADSTONE CAPITAL MANAGEMENT LLP (Data extracted from 13F, 13D, 13G and Form 4)

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GLADSTONE CAPITAL MANAGEMENT LLP

AUM: $1.79 B

13-F Portfolio Value: $995.94 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 89.85%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
GOOGL	Alphabet Inc	18.04%	624,783	$179,662,599	28,826	4.84%	$287.56	13F
PWR	Quanta Services Inc	12.58%	228,277	$125,328,639	47,296	26.13%	$549.02	13F
MSFT	Microsoft Corp	9.58%	257,826	$95,439,450	19,119	8.01%	$370.17	13F
TSM	Taiwan Semiconductor Manufacturing Co Ltd	7.32%	215,663	$72,883,311	197,803	1107.52%	$337.95	13F
GE	General Electric Co	0.46%	16,303	$4,626,302	14,755	953.17%	$283.77	13F
ICE	Intercontinental Exchanges Inc	0.13%	8,300	$1,305,424	8,200	8200%	$157.28	13F