Position in GTLB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$45,050,434
+$24,557,354 QoQ
Shares Held
1,475,612
+55.8% QoQ
Ownership
0.874%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#31
of 400 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GTLB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Carmignac Gestion holds $408,288,150 across 7 Software - Infrastructure names. GTLB ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
621,773 | $231,933,764 | |
| 2 | XYZ |
Block, Inc.
|
1,287,026 | $97,813,976 | |
| 3 | GTLB |
Gitlab Inc.
This page
|
1,475,612 | $45,050,434 | |
| 4 | KSPI |
Joint Stock Co Kaspi.kz
|
226,666 | $19,638,342 | |
| 5 | RAMP |
LiveRamp Holdings, Inc.
|
234,126 | $8,812,502 | |
| 6 | PAYO |
Payoneer Global Inc.
|
426,354 | $3,035,640 | |
| 7 | IMXI |
International Money Express, Inc.
|
138,650 | $2,003,492 |
All Filings in GTLB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,050,434 | 1,475,612 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $20,493,080 | 947,000 | Shares | Sole | 2026-06-15 | |
| 2025-12-31 | $49,164,300 | 1,310,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,203,600 | 670,000 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||