Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ALPHABET INC | 1,268,426 | +1,181,326 | $177,186 |
GOOGL | 1,268,426 | +1,181,326 | $177,186 |
BLOCK INC | 1,706,691 | +1,210,758 | $132,013 |
SQ | 1,706,691 | +1,210,758 | $132,013 |
MICROSOFT CORP | 284,491 | -80,923 | $106,980 |
MSFT | 284,491 | -80,923 | $106,980 |
DIGITAL RLTY TR INC | 769,977 | +65,546 | $103,624 |
DLR | 769,977 | +65,546 | $103,624 |
ARCH CAP GROUP LTD | 1,385,307 | +478,570 | $102,887 |
ACGL | 1,385,307 | +478,570 | $102,887 |
MONGODB INC | 169,822 | -65,538 | $69,432 |
MDB | 169,822 | -65,538 | $69,432 |
UNION PAC CORP | 202,265 | +202,265 | $49,680 |
UNP | 202,265 | +202,265 | $49,680 |
AON PLC | 156,730 | -174,412 | $45,612 |
AON | 156,730 | -174,412 | $45,612 |
FIRST CTZNS BANCSHARES INC N (FCNCA) | 26,320 | +211 | $37,347 |
FCNCA | 26,320 | +211 | $37,347 |
VERTIV HOLDINGS CO | 260,387 | UNCH | $12,506 |
VRT | 260,387 | UNCH | $12,506 |
CANADIAN PACIFIC KANSAS CITY | 91,200 | +91,200 | $7,210 |
CP | 91,200 | +91,200 | $7,210 |
NVIDIA CORPORATION | 9,587 | -223,333 | $4,748 |
NVDA | 9,587 | -223,333 | $4,748 |
GENERAL DYNAMICS CORP | 14,900 | +14,900 | $3,869 |
GD | 14,900 | +14,900 | $3,869 |
See Full List: All Stocks Held By Gladstone Capital Management LLP
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Gladstone Capital Management LLP
Size ($ in 1000's)
At 12/31/2023: $853,408 At 09/30/2023: $979,334 Gladstone Capital Management LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gladstone Capital Management LLP 13F filings. Link to 13F filings: SEC filings |