Gladstone Capital Management LLP Portfolio Holdings by Sector

Gladstone Capital Management LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT SQ MDB 3 stocks	$329,507 32.62% of portfolio	2	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ACGL 1 stocks	$127,772 12.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$115,471 11.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$76,285 7.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$73,918 7.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA 2 stocks	$70,786 7.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Computer Hardware \| Technology ANET 1 stocks	$67,739 6.71% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FCNCA 1 stocks	$37,958 3.76% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate DLR 1 stocks	$36,202 3.58% of portfolio	-	1	-	-	0 Calls 0 Puts

Credit Services \| Financial Services DFS 1 stocks	$25,446 2.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$22,404 2.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology UBER COIN 2 stocks	$11,900 1.18% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$7,435 0.74% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical H 1 stocks	$7,071 0.7% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$234 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts

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