Instuitional Investor - Gladstone Capital Management Llp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alphabet Inc.	GOOGL	624,783	$179,662,599	18.04%
2.	Quanta Services Inc.	PWR	228,277	$125,328,639	12.58%
3.	Rtx Corp	RTX	602,463	$116,215,113	11.67%
4.	Microsoft Corp	MSFT	257,826	$95,439,450	9.58%
5.	Api Group Corp	APG	1,846,147	$74,805,876	7.51%