Institutions / Glynn Capital Management LLC
Glynn Capital Management LLC
CIK 911270 · Institution · as of Dec 31, 2025
Portfolio value
$291.13M
Positions
37
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 37 →
| Company | Value | % of portfolio |
|---|---|---|
| Oscar Health, Inc. | $39.38M | 13.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $23.16M | 8.0% |
| Nu Holdings Ltd. | $20.46M | 7.0% |
| Vertiv Holdings Co | $19.96M | 6.9% |
| MongoDB, Inc. | $18.07M | 6.2% |
| Toast, Inc. | $17.28M | 5.9% |
| Snowflake Inc. | $17.14M | 5.9% |
| Klaviyo, Inc. | $14.83M | 5.1% |
| Adyen NV ADR | $14.27M | 4.9% |
| CrowdStrike Holdings, Inc. | $12.94M | 4.4% |
| ServiceNow, Inc. | $12.51M | 4.3% |
| Datadog, Inc. | $11.38M | 3.9% |
| Atlassian Corporation | $10.84M | 3.7% |
| Arista Networks, Inc.ANET | $10.82M | 3.7% |
| Flutter Entertainment plc | $10.70M | 3.7% |
| Cloudflare, Inc. | $10.39M | 3.6% |
| AppLovin Corp | $9.39M | 3.2% |
| Samsara Inc. | $7.73M | 2.7% |
| ROBLOX Corp | $5.71M | 2.0% |
| Oportun Financial Corporation | $3.11M | 1.1% |
| NVIDIA Corp | $185.2K | 0.1% |
| Apple Inc. | $163.1K | 0.1% |
| Alphabet Inc. Class A | $148.4K | 0.1% |
| Microsoft Corp | $140.7K | 0.0% |
| Amazon.com Inc | $96.7K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.