Gladstone Capital Management LLP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $957 Million distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Philip Morris International Inc. with a value of $132M, Intercontinental Exchange, Inc. with a value of $113M, Arch Capital Group Ltd. with a value of $106M, Meta Platforms, Inc. with a value of $105M, and Amazon Com Inc with a value of $101M.

Examining the 13F form we can see an decrease of $3.64M in the current position value, from $961M to 957M.

Gladstone Capital Management LLP is based out at London, X0

Below you can find more details about Gladstone Capital Management LLP portfolio as well as his latest detailed transactions.

Portfolio value $957 Million
Technology: $225 Million
Financial Services: $219 Million
Industrials: $169 Million
Consumer Defensive: $133 Million
Communication Services: $105 Million
Consumer Cyclical: $101 Million
Real Estate: $6.48 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $957 Million
  • Prior Value $961 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Gladstone Capital Management LLP Portfolio

Follow Gladstone Capital Management LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Capital Management LLP, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Capital Management LLP with notifications on news.