Light Street Capital Management’s GitLab GTLB Stock Holding History

Light Street Capital Management’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	$59.4M	Buy	1,945,000 +775,000	+66%	+$19.7M	6.58%	4
2026 Q1	$25.3M	Buy	1,170,000 +110,000	+10%	+$3.21M	4.74%	10
2025 Q4	$39.8M	Buy	1,060,000 +210,000	+25%	+$9.09M	6.12%	8
2025 Q3	$38.3M	Buy	850,000 +375,585	+79%	+$17.2M	6.45%	5
2025 Q2	$21.4M	Buy	474,415 +60,098	+15%	+$2.75M	4.37%	10
2025 Q1	$19.5M	Buy	414,317 +37,514	+10%	+$2.29M	5.44%	8
2024 Q4	$21.2M	Buy	376,803 +7,848	+2%	+$458K	3.9%	10
2024 Q3	$19M	Buy	+368,955	New	+$18.4M	4.5%	9
2024 Q1	–	Sell	-239,200	Closed	-$15.1M	–	25
2023 Q4	$15.1M	Sell	239,200 -578,541	-71%	-$29.2M	4.51%	10
2023 Q3	$37M	Buy	817,741 +4,860	+0.6%	+$233K	10.88%	2
2023 Q2	$41.5M	Sell	812,881 -289,433	-26%	-$10.8M	11.01%	2
2023 Q1	$37.8M	Buy	1,102,314 +565,529	+105%	+$24.8M	9.22%	1
2022 Q4	$24.4M	Hold	536,785	–	–	9.09%	1
2022 Q3	$27.5M	Hold	536,785	–	–	6.99%	1
2022 Q2	$28.5M	Hold	536,785	–	–	2.33%	9
2022 Q1	$29.2M	Buy	+536,785	New	+$32M	1.89%	24

Other funds holding GTLB

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Light Street Capital Management's GTLB Position: Q2 2026 in Review

Light Street Capital Management increased its GitLab (GTLB) stake by 66% in Q2 2026, buying an estimated $19.7M and bringing the position to 1,945,000 shares worth $59.4M. The position accounts for 6.58% of the portfolio, ranked #4.

Light Street Capital Management first reported a position in GTLB in Q1 2022 and has held it in 16 quarters since. 400 funds tracked by Wall St. Rank hold GTLB as of Q2 2026.

Light Street Capital Management held 1,945,000 shares of GitLab worth $59.4M as of Q2 2026.
Light Street Capital Management bought 775,000 GitLab shares in Q2 2026, an estimated $19.7M.
GitLab made up 6.58% of Light Street Capital Management's portfolio in Q2 2026, its #4 holding.
Light Street Capital Management first reported a position in GitLab in Q1 2022 and has held it in 16 quarters since.
400 funds tracked by Wall St. Rank held GitLab as of Q2 2026.

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