Fred Martin's Disciplined Growth Investors increased its Gitlab Inc (GTLB) position by 264% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 910K to 3.31M shares, worth about $101M, and from 0.4% to 1.71% of the reported portfolio.
What did the 2026 Q2 filing report for GTLB?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 910K | 3.31M |
| Shares added | +2.4M (264%) | |
| Reported value | $19.7M | $101M |
| Portfolio weight | 0.4% | 1.71% |
| Rank in portfolio | 23rd of 58 |
How much did Fred Martin add to GTLB?
Fred Martin added 2.4M shares of GTLB during 2026 Q2, taking the stake from 910K to 3.31M. The reported value of the position rose by about $81.3M, from about $19.7M to about $101M.
Where does GTLB sit in the Fred Martin portfolio?
GTLB ranks 23rd of 58 stock positions in the Fred Martin portfolio at 1.71%, about the fund's average stock position of 2%. The largest stock position is PLXS at 7.34%. Next come VSAT at 7.21% and P at 6.2%. The three largest stocks together are 20.74% of the book. The GTLB addition was the 8th largest of the quarter's 63 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Fred Martin reported 58 stock positions, with 3 opened and 6 closed. The total portfolio value is about $5.9B, up 21% from the prior quarter.
How long has Fred Martin held GTLB?
Fred Martin first reported GTLB in the quarter ended March 31, 2026. Every reported trade is on the Fred Martin GTLB trade history page.
FAQ
How many GTLB shares did Fred Martin buy in 2026 Q2?
Fred Martin added 2.4M shares of GTLB, a 264% increase, to 3.31M shares.
What is the GTLB position of Fred Martin worth now?
The GTLB position of Fred Martin is worth about $101M at June 30, 2026 prices, 1.71% of the portfolio.
Is GTLB a top holding of Fred Martin?
GTLB ranks 23rd of 58 stock positions in the Fred Martin portfolio, at 1.71%.