CIK 911270
GLYNN CAPITAL MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
37
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–37 of 37
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OSCR | Oscar Health, Inc. | 2.7M | $1M+ | SH |
| TSM | Taiwan Semiconductor | 76K | $1M+ | SH |
| NU | Nu Holdings Ltd. | 1.2M | $1M+ | SH |
| VRT | Vertiv Holding | 123K | $1M+ | SH |
| MDB | MongoDB, Inc | 43K | $1M+ | SH |
| TOST | Toast, Inc. | 487K | $1M+ | SH |
| SNOW | Snowflake, Inc. | 78K | $1M+ | SH |
| KVYO | Klaviyo, Inc. | 457K | $1M+ | SH |
| — | Adyen NV ADR | 894K | $1M+ | SH |
| CRWD | CrowdStrike Holdings, Inc | 28K | $1M+ | SH |
| NOW | ServiceNow, Inc. | 82K | $1M+ | SH |
| DDOG | Datadog, Inc. | 84K | $1M+ | SH |
| TEAM | Atlassian Corporation | 67K | $1M+ | SH |
| ANET | Arista Networks | 83K | $1M+ | SH |
| FLUT | Flutter Entertainment PLC | 50K | $1M+ | SH |
| NET | Cloudflare, Inc | 53K | $1M+ | SH |
| APP | AppLovin Corporation | 14K | $1M+ | SH |
| IOT | Samsara Inc. | 218K | $1M+ | SH |
| RBLX | Roblox Corp | 70K | $1M+ | SH |
| OPRT | Oportun Financial Corp. | 588K | $1M+ | SH |
| NVDA | Nvidia Corp. | 993 | $100K–$500K | SH |
| AAPL | Apple Inc. | 600 | $100K–$500K | SH |
| GOOGL | Alphabet Inc. Class A | 474 | $100K–$500K | SH |
| MSFT | Microsoft Corp. | 291 | $100K–$500K | SH |
| AMZN | Amazon.Com Inc. | 419 | $50K–$100K | SH |
| AVGO | Broadcom Inc. | 179 | $50K–$100K | SH |
| META | Meta Platforms, Inc. (fka Face | 92 | $50K–$100K | SH |
| TSLA | Tesla Inc. | 111 | $15K–$50K | SH |
| SHOP | Shopify Inc. | 159 | $15K–$50K | SH |
| AMD | Advanced Micro Devices | 102 | $15K–$50K | SH |
| NFLX | Netflix, Inc. | 175 | $15K–$50K | SH |
| MELI | Mercadolibre, Inc. | 8 | $15K–$50K | SH |
| GEV | GE Vernova Inc | 24 | $15K–$50K | SH |
| OKTA | Okta, Inc. | 142 | $1K–$15K | SH |
| MU | Micron Technology Inc. | 37 | $1K–$15K | SH |
| MA | Mastercard Inc. | 15 | $1K–$15K | SH |
| V | Visa Inc. | 24 | $1K–$15K | SH |