HMI Capital Management, L.P.

Position in GTLB — Gitlab Inc.

CIK 1469026 SAN FRANCISCO, CA

Position in GTLB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$57,382,290

-$103,586,919 QoQ

Shares Held

2,651,677

-38.2% QoQ

Ownership

1.57%

of shares outstanding

% of Portfolio

7.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

HMI Capital Management, L.P. holds $159,162,184 across 2 Software - Infrastructure names.

#	Ticker	Company	Shares	Value (USD)	Open
1	TOST	Toast, Inc.	3,504,744	$97,501,978
2	MSFT	Microsoft Corp	165,300	$61,660,206

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$57,382,290	2,651,677	-38.2%	Shares	Sole	2026-05-15
2025-12-31	$160,969,209	4,289,081	-33.7%	Shares	Sole	2026-02-17
2025-09-30	$291,507,566	6,466,450	+10.4%	Shares	Sole	2025-11-14
2025-06-30	$264,282,618	5,858,626	+32.3%	Shares	Sole	2025-09-05
2025-03-31	$208,138,325	4,428,475	-0.8%	Shares	Sole	2025-05-15
2024-12-31	$251,665,580	4,466,115	-7.6%	Shares	Sole	2025-02-14
2024-09-30	$249,094,263	4,833,028	-4.8%	Shares	Sole	2024-11-14
2024-06-30	$252,411,932	5,076,668	+10.3%	Shares	Sole	2024-08-14
2024-03-31	$268,385,140	4,601,940	+4.5%	Shares	Sole	2024-05-15
2023-12-31	$277,219,238	4,403,101	-39.4%	Shares	Sole	2024-02-14
2023-09-30	$328,483,189	7,264,113	-1.9%	Shares	Sole	2023-11-14
2023-06-30	$378,528,479	7,406,153	+53.9%	Shares	Sole	2023-08-14
2023-03-31	$164,993,741	4,811,716	+142.6%	Shares	Sole	2023-05-15
2022-12-31	$90,134,920	1,983,603	-1.2%	Shares	Sole	2023-02-14
2022-09-30	$102,855,752	2,008,117	-24.8%	Shares	Sole	2022-11-14
2022-06-30	$141,850,853	2,669,380	+86.0%	Shares	Sole	2022-08-15
2022-03-31	$78,135,750	1,435,000	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.