Which funds own GTLB
Gitlab Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $83m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 2
- at least, of 91 current
- Combined value
- $83m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 1
- already held
- Trimmed or sold out
- 3
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Light Street Capital Management LLC Long/short equity · $903m book | $59m | 6.6% | 1,945,000 | +$34m+775,000 | Added |
| ARK Investment Management LLC Long-only · $15.4bn book | $23m | 0.2% | 767,998 | +$5.6m-58,887 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Capital World Investors · Long-only$18m held before
- Quantbot Technologies LP · Quantitative$2.2m held before
Ownership through time
At least 9 of the 95 managers whose filings are on file listed GTLB in Q2 2026, against 12 in Q4 2021. 2 managers more than in Q1 2026: 1 started a position; 3 listed it again; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q4 2021: 12
- Q1 2022: 9
- Q2 2022: 13
- Q3 2022: 12
- Q4 2022: 10
- Q1 2023: 10
- Q2 2023: 13
- Q3 2023: 11
- Q4 2023: 15
- Q1 2024: 14
- Q2 2024: 8
- Q3 2024: 10
- Q4 2024: 12
- Q1 2025: 12
- Q2 2025: 9
- Q3 2025: 8
- Q4 2025: 8
- Q1 2026: 7
- Q2 2026: 9
- Q4 2021: $523m
- Q1 2022: $293m
- Q2 2022: $370m
- Q3 2022: $385m
- Q4 2022: $359m
- Q1 2023: $250m
- Q2 2023: $508m
- Q3 2023: $600m
- Q4 2023: $1.1bn
- Q1 2024: $1.2bn
- Q2 2024: $560m
- Q3 2024: $561m
- Q4 2024: $737m
- Q1 2025: $596m
- Q2 2025: $442m
- Q3 2025: $569m
- Q4 2025: $417m
- Q1 2026: $462m
- Q2 2026: $841m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Point72 Asset Management LPnew: 2,351,909 shares+$72m
- AQR Capital Management LLC8,668,938 to 10,338,016 shares+$50m
- Light Street Capital Management LLC1,170,000 to 1,945,000 shares+$24m
Largest decreases, by shares
- Squarepoint Ops LLC3,682,760 to 2,737,138 shares-$29m
- Two Sigma Investments LP3,265,975 to 2,333,536 shares-$28m
- ARK Investment Management LLC826,885 to 767,998 shares-$1.8m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| AQR Capital Management LLC | Q1 2024 | $310m | $310m | |
| D. E. Shaw & Co. | Q4 2022 | $130m | $128m | |
| Neuberger Berman Group LLC | Q2 2026 | $89m | $89m | |
| Squarepoint Ops LLC | Q4 2023 | $103m | $84m | |
| Point72 Asset Management LP | Q2 2023 | $72m | $72m | |
| Two Sigma Investments LP | Q2 2023 | $79m | $71m | |
| Light Street Capital Management LLC | Q1 2022 | $59m | $59m | |
| ARK Investment Management LLC | Q4 2021 | $155m | $23m | |
| Brevan Howard Capital Management LP | Q3 2025 | $5.3m | $5.3m | |
| Capital Research Global Investors | Q4 2021 | $411m | last listed Q1 2025 | |
| Invesco Ltd | Q3 2023 | $368m | last listed Q1 2024 | |
| Artisan Partners LP | Q4 2022 | $227m | last listed Q2 2025 | |
| T. Rowe Price Associates Inc | Q3 2025 | $207m | last listed Q3 2025 | |
| Coatue Management LLC | Q4 2021 | $170m | last listed Q4 2022 | |
| Wellington Management Group LLP | Q1 2024 | $148m | last listed Q1 2024 | |
| D1 Capital Partners LP | Q4 2021 | $100m | last listed Q4 2021 | |
| Voloridge Investment Management LLC | Q3 2022 | $89m | last listed Q2 2024 | |
| AllianceBernstein LP | Q4 2024 | $85m | last listed Q2 2025 | |
| Altimeter Capital Management LP | Q4 2021 | $84m | last listed Q1 2023 |
What GTLB is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around GTLB →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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