StockDriftsStockDriftsTop 32 Gladstone Capital Management Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc | 18.04% | 624.8K | $179.7M | +4.84%(+28.83K) | $213.15(+86.15%) | 2026-03-31 | |
| PWR | Quanta Services Inc | 12.58% | 228.3K | $125.3M | +26.13%(+47.30K) | $432.18(+78.16%) | 2026-03-31 | |
| RTX | RTX Corp | 11.67% | 602.5K | $116.2M | -7.45%(-48.50K) | $151.54(+12.96%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 9.58% | 257.8K | $95.4M | +8.01%(+19.12K) | $316.67(+33.24%) | 2026-03-31 | |
| APG | Api Group Corp | 7.51% | 1.85M | $74.8M | -15.37%(-335.41K) | $34.42(+25.66%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 7.32% | 215.7K | $72.9M | +1107.52%(+197.80K) | $318.49(+26.96%) | 2026-03-31 | |
| V | Visa Inc | 6.92% | 228.0K | $68.9M | new | $326.47(-0.22%) | 2026-03-31 | |
| PM | Philip Morris International Inc | 6.71% | 404.3K | $66.8M | -0.83%(-3.37K) | $117.86(+60.87%) | 2026-03-31 | |
| GLW | Corning Inc | 4.87% | 356.9K | $48.5M | new | $111.76(+71.62%) | 2026-03-31 | |
| ACGL | Arch Capital Group Ltd | 4.65% | 482.2K | $46.3M | -35.75%(-268.31K) | $78.02(+20.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.45% | +49.92% |
| Top 20 Holdings Unweighted | +16.86% | +59.60% |
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