Gladstone Capital Management LLP

Q2 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    22

  • Value ($000)

    $969,179

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001353394
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PM
PM

Philip Morris International Inc

COM
718172109
$132.44M
14 %

727,159

ICE
ICE

Intercontinental Exchanges Inc

COM
45866F104
$112.62M
12 %

613,854

---

Arch Capital Group Ltd

COM
G0450A105
$106.16M
11 %

1,165,926

META
META

Meta Platforms Inc

COM
30303M102
$105.47M
11 %

142,894

AMZN
AMZN

Amazon.com Inc

COM
023135106
$100.55M
10 %

458,333

MSFT
MSFT

Microsoft Corp

COM
594918104
$91.74M
10 %

184,434

SNOW
SNOW

Snowflake Inc

COM
833445109
$85.33M
9 %

381,307

DE
DE

Deere & Co

COM
244199105
$74.92M
8 %

147,329

GE
GE

General Electric Co

COM
369604301
$59.84M
6 %

232,471

XYZ
XYZ

Block Inc

COM
852234103
$52.60M
5 %

774,305

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