Position in GTLB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,148,711
+$1,899,781 QoQ
Shares Held
103,135
+78.7% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#112
of 400 holders
Holding Since
Jun 2025
5 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, 2026Taylor Frigon Capital Management LLC holds $18,672,869 across 6 Software - Infrastructure names. GTLB ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
12,837 | $4,377,673 | |
| 2 | NET |
Cloudflare, Inc.
|
15,460 | $3,792,028 | |
| 3 | GTLB |
Gitlab Inc.
This page
|
103,135 | $3,148,711 | |
| 4 | MDB |
MongoDB, Inc.
|
9,002 | $3,023,771 | |
| 5 | TOST |
Toast, Inc.
|
79,581 | $2,213,943 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
18,143 | $2,116,743 |
All Filings in GTLB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,148,711 | 103,135 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,248,930 | 57,714 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,159,100 | 57,530 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,622,574 | 58,176 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,140,108 | 47,442 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||