Long-term investor
Gladstone Capital Management LLP @gladstonecapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001353394).
Record
- Tracked since 2025-06-30 (448 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +15.7% · 6 months n/a · 1 year +16.7% · all +16.7%
- Max drawdown n/a · win rate 8% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 17.8% · long · since 2025-09-30
- PWR · 12.8% · long · since 2025-12-31
- V · 9.4% · long · since 2026-03-31
- RTX · 9.3% · long · since 2025-06-30
- PM · 9.0% · long · since 2025-06-30
- TSM · 8.0% · long · since 2025-12-31
- AFL · 7.0% · long · since 2026-06-30
- FTNT · 6.0% · long · since 2026-06-30
- GLW · 4.8% · long · since 2026-03-31
- SNDK · 4.5% · long · since 2026-06-30
- APG · 3.9% · long · since 2025-09-30
- G0450A105 · 2.9% · long · since 2025-06-30