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Middle Coast Investing LLC's investment thesis on GitLab ($GTLB) — Q1 2026 | Buyside Digest

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$GTLBNASDAQGitLab

BULL

Middle Coast Investing LLC—GTLB

Fund Letter

Q1 2026

Published April 10, 2026

View Fund Profile

$35.35USD

-29.0% vs last month

$21.42Pitched

+65.1% since pitch

Market Cap$6.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Gitlab has experienced a substantial sell-off driven by market concerns that generative AI will make its software development coordination platform obsolete. However, AI adoption...

— Daniel Shvartsman

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