Gladstone Capital Management LLP
LONDON X0 · SEC CIK 0001353394
$9.96亿2026Q1 申报市值
32持仓数
89.9%前十大占比 · 第一大 18.0%
7 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
V 新建仓+$6,891.37万
TSM 加仓+$6,684.75万
GLW 新建仓+$4,853.22万
DOCN 新建仓+$4,260.71万
PWR 加仓+$2,596.65万
2026Q1 卖出最多 按季末市值估算
AVGO 减仓-$4,557.26万
META 清仓-$4,330.93万
ABNB 减仓-$2,595.60万
ACGL 减仓-$2,575.52万
SNOW 减仓-$2,526.15万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| META | Meta Platforms Inc | $0 | 0.00% | 0 | -58,974 | -100.0% | -$4,330.93万 | 清仓 |
| TEAM | Atlassian Corp | $0 | 0.00% | 0 | -1,000 | -100.0% | -$16.21万 | 清仓 |
| BABA | Alibaba Group Holding Ltd | $0 | 0.00% | 0 | -900 | -100.0% | -$13.19万 | 清仓 |
| NKE | Nike Inc | $211 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KEY | KeyCorp | $1.40万 | 0.00% | 698 | 0 | 0.0% | — | 不变 |
| WING | Wingstop Inc | $1.55万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com Inc | $2.08万 | 0.00% | 100 | -2,900 | -96.7% | -$60.40万 | 减仓 |
| TSLA | Tesla Inc | $3.72万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez International Inc | $5.76万 | 0.01% | 1,000 | 1,000 | — | $5.76万 | 新建仓 |
| LITE | Lumentum Holdings Inc | $7.03万 | 0.01% | 100 | 100 | — | $7.03万 | 新建仓 |
| NVDA | NVIDIA Corp | $12.71万 | 0.01% | 729 | -271 | -27.1% | -$4.73万 | 减仓 |
| DASH | DoorDash Inc | $15.02万 | 0.02% | 1,000 | -30,397 | -96.8% | -$456.41万 | 减仓 |
| ARM | Arm Holdings PLC | $15.13万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| CBRE | Capital One Finance Corp | $18.24万 | 0.02% | 1,000 | -77,097 | -98.7% | -$1,406.48万 | 减仓 |
| SNOW | Snowflake Inc | $22.74万 | 0.02% | 1,508 | -167,494 | -99.1% | -$2,526.15万 | 减仓 |
| FIG | Figma Inc | $36.11万 | 0.04% | 17,081 | 0 | 0.0% | — | 不变 |
| ABNB | Airbnb Inc | $44.92万 | 0.05% | 3,557 | -205,543 | -98.3% | -$2,595.60万 | 减仓 |
| LULU | Lululemon Atheletic Inc | $68.58万 | 0.07% | 3,300 | 0 | 0.0% | — | 不变 |
| ICE | Intercontinental Exchanges Inc | $130.54万 | 0.13% | 8,300 | 8,200 | 8,200.0% | $128.97万 | 加仓 |
| LIN | Linde PLC | $426.35万 | 0.43% | 8,600 | 8,600 | — | $426.35万 | 新建仓 |
| GE | General Electric Co | $462.63万 | 0.46% | 16,303 | 14,755 | 953.2% | $418.70万 | 加仓 |
| XYZ | Block Inc | $1,158.51万 | 1.16% | 192,507 | -322,421 | -62.6% | -$1,940.33万 | 减仓 |
| LHX | L3HARRIS Technologies Inv | $1,372.14万 | 1.38% | 39,755 | 39,755 | — | $1,372.14万 | 新建仓 |
| AVGO | Broadcom Inc | $2,037.35万 | 2.05% | 65,825 | -147,241 | -69.1% | -$4,557.26万 | 减仓 |
| DOCN | DigitalOcean Holdings Inc | $4,260.71万 | 4.28% | 496,702 | 496,702 | — | $4,260.71万 | 新建仓 |
| ACGL | Arch Capital Group Ltd | $4,628.85万 | 4.65% | 482,222 | -268,311 | -35.7% | -$2,575.52万 | 减仓 |
| GLW | Corning Inc | $4,853.22万 | 4.87% | 356,933 | 356,933 | — | $4,853.22万 | 新建仓 |
| PM | Philip Morris International Inc | $6,684.27万 | 6.71% | 404,274 | -3,368 | -0.8% | -$55.69万 | 减仓 |
| V | Visa Inc | $6,891.37万 | 6.92% | 228,010 | 228,010 | — | $6,891.37万 | 新建仓 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | $7,288.33万 | 7.32% | 215,663 | 197,803 | 1,107.5% | $6,684.75万 | 加仓 |
| APG | Api Group Corp | $7,480.59万 | 7.51% | 1,846,147 | -335,411 | -15.4% | -$1,359.09万 | 减仓 |
| MSFT | Microsoft Corp | $9,543.94万 | 9.58% | 257,826 | 19,119 | 8.0% | $707.73万 | 加仓 |
| RTX | RTX Corp | $1.16亿 | 11.67% | 602,463 | -48,502 | -7.5% | -$935.60万 | 减仓 |
| PWR | Quanta Services Inc | $1.25亿 | 12.58% | 228,277 | 47,296 | 26.1% | $2,596.65万 | 加仓 |
| GOOGL | Alphabet Inc | $1.80亿 | 18.04% | 624,783 | 28,826 | 4.8% | $828.92万 | 加仓 |