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HMI Capital Management, L.P.: GTLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HMI Capital Management, L.P. on GTLB, newest first. How the timeline and the estimate are built.

HMI Capital Management, L.P. held 0 GTLB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -2,651,677 shares

    13F-HR 0001469026-26-000005 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 2,651,677 shares
    Change vs previous 13F -1,637,404 shares

    7.61% of the 13F portfolio, value $57,382,290.

    13F-HR 0001469026-26-000004 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,289,081 shares
    Change vs previous 13F -2,177,369 shares

    13.21% of the 13F portfolio, value $160,969,210.

    13F-HR 0001469026-26-000002 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,466,450 shares
    Change vs previous 13F +607,824 shares

    16.83% of the 13F portfolio, value $291,507,566.

    13F-HR 0001469026-25-000007 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 5,858,626 shares
    Change vs previous 13F +1,430,151 shares

    15% of the 13F portfolio, value $264,282,619.

    13F-HR/A 0001085146-25-005720 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,428,475 shares
    Change vs previous 13F -37,640 shares

    11.33% of the 13F portfolio, value $208,138,325.

    13F-HR 0001085146-25-003236 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,466,115 shares
    Change vs previous 13F -366,913 shares

    12.64% of the 13F portfolio, value $251,665,580.

    13F-HR 0001469026-25-000002 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,833,028 shares
    Change vs previous 13F not available

    10.31% of the 13F portfolio, value $249,094,263.

    13F-HR 0001469026-24-000010 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).