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Glynn Capital Management LLC

All holdings · as of Dec 31, 2025

37 positions

CompanyClassValue ↑Shares% of portfolio
Visa Inc.—$8.4K240.0%
Mastercard Inc—$8.6K150.0%
MICRON TECHNOLOGY INC—$10.6K370.0%
Okta, Inc.—$12.3K1420.0%
GE Vernova Inc.—$15.7K240.0%
MercadoLibre, Inc.—$16.1K80.0%
Netflix, Inc.—$16.4K1750.0%
ADVANCED MICRO DEVICES INC—$21.8K1020.0%
Shopify Inc.—$25.6K1590.0%
Tesla Inc—$49.9K1110.0%
Meta Platforms Inc—$60.7K920.0%
Broadcom Inc.—$62.0K1790.0%
Amazon.com Inc—$96.7K4190.0%
MICROSOFT CORP—$140.7K2910.0%
Alphabet Inc. Class A—$148.4K4740.1%
Apple Inc.—$163.1K6000.1%
NVIDIA Corp—$185.2K9930.1%
Oportun Financial Corporation—$3.11M588,2331.1%
ROBLOX Corp—$5.71M70,4192.0%
Samsara Inc.—$7.73M218,0672.7%
AppLovin Corp—$9.39M13,9413.2%
Cloudflare, Inc.—$10.39M52,6823.6%
Flutter Entertainment plc—$10.70M49,7793.7%
Arista Networks, Inc.ANETCommon Stock$10.82M82,5673.7%
Atlassian Corporation—$10.84M66,8493.7%
Datadog, Inc.—$11.38M83,7133.9%
ServiceNow, Inc.—$12.51M81,6404.3%
CrowdStrike Holdings, Inc.—$12.94M27,6134.4%
Adyen NV ADR—$14.27M893,8284.9%
Klaviyo, Inc.—$14.83M456,8055.1%
Snowflake Inc.—$17.14M78,1475.9%
Toast, Inc.—$17.28M486,5835.9%
MongoDB, Inc.—$18.07M43,0636.2%
Vertiv Holdings Co—$19.96M123,2226.9%
Nu Holdings Ltd.—$20.46M1,222,1517.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$23.16M76,2118.0%
Oscar Health, Inc.—$39.38M2,740,59713.5%
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