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Gavin Baker’s GitLab GTLB Stock Holding History

Gavin Baker’s Portfolio GTLB Stock Details GTLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103M Buy
+3,373,169
New +$85.6M 0.72% 22
2026
Q1 		– Sell
-3,177,083
Closed -$119M – 60
2025
Q4 		$119M Sell
3,177,083
-2,293,222
-42% -$99.3M 1.46% 17
2025
Q3 		$247M Buy
5,470,305
+1,532,107
+39% +$70.1M 4.8% 3
2025
Q2 		$178M Buy
3,938,198
+3,531,070
+867% +$161M 4.93% 3
2025
Q1 		$19.1M Sell
407,128
-68,350
-14% -$4.18M 0.58% 34
2024
Q4 		$26.8M Sell
475,478
-21,317
-4% -$1.24M 0.59% 34
2024
Q3 		$25.6M Buy
+496,795
New +$24.8M 0.65% 35

Other funds holding GTLB

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Gavin Baker's GTLB Position: Q2 2026 in Review

Gavin Baker opened a new position in GitLab (GTLB) in Q2 2026: 3,373,169 shares worth $103M. The stake represents 0.72% of the portfolio and ranks #22 among its holdings. This is a return to the name: Gavin Baker previously reported a position in GTLB as recently as Q4 2025.

Gavin Baker first reported a position in GTLB in Q3 2024 and has held it in 7 quarters since. The position peaked at $247M in Q3 2025. 398 funds tracked by Wall St. Rank hold GTLB as of Q2 2026.

  • Gavin Baker held 3,373,169 shares of GitLab worth $103M as of Q2 2026.
  • GitLab was a new Gavin Baker position in Q2 2026.
  • GitLab made up 0.72% of Gavin Baker's portfolio in Q2 2026, its #22 holding.
  • Gavin Baker first reported a position in GitLab in Q3 2024 and has held it in 7 quarters since.
  • Gavin Baker's GitLab position peaked at $247M in Q3 2025.
  • 398 funds tracked by Wall St. Rank held GitLab as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.