GLYNN CAPITAL MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, GLYNN CAPITAL MANAGEMENT LLC held in its portfolio 37 assets valued at $291,132,037 (i.e. $291.13M).
The most valuable assets in the portfolio included: Oscar Health, Inc. ($39.38M), Taiwan Semiconductor ($23.16M), and Nu Holdings Ltd. ($20.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
GLYNN CAPITAL MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Oscar Health, Inc. | 2740597 | 39382379 | COM |
| Taiwan Semiconductor | 76211 | 23159761 | COM |
| Nu Holdings Ltd. | 1222151 | 20458808 | COM |
| Vertiv Holding | 123222 | 19963196 | COM |
| MongoDB, Inc | 43063 | 18073110 | COM |
| Toast, Inc. | 486583 | 17278562 | COM |
| Snowflake, Inc. | 78147 | 17142326 | COM |
| Klaviyo, Inc. | 456805 | 14832458 | COM |
| Adyen NV ADR | 893828 | 14274433 | COM |
| CrowdStrike Holdings, Inc | 27613 | 12943870 | COM |
| ServiceNow, Inc. | 81640 | 12506432 | COM |
| Datadog, Inc. | 83713 | 11384131 | COM |
| Atlassian Corporation | 66849 | 10838897 | COM |
| Arista Networks | 82567 | 10818754 | COM |
| Flutter Entertainment PLC | 49779 | 10704476 | COM |
| Cloudflare, Inc | 52682 | 10386256 | COM |
| AppLovin Corporation | 13941 | 9393725 | COM |
| Samsara Inc. | 218067 | 7730475 | COM |
| Roblox Corp | 70419 | 5706052 | COM |
| Oportun Financial Corp. | 588233 | 3111753 | COM |
| Nvidia Corp. | 993 | 185194 | COM |
| Apple Inc. | 600 | 163116 | COM |
| Alphabet Inc. Class A | 474 | 148362 | COM |
| Microsoft Corp. | 291 | 140733 | COM |
| Amazon.Com Inc. | 419 | 96714 | COM |
| Broadcom Inc. | 179 | 61952 | COM |
| Meta Platforms, Inc. (fka Face | 92 | 60728 | COM |
| Tesla Inc. | 111 | 49919 | COM |
| Shopify Inc. | 159 | 25594 | COM |
| Advanced Micro Devices | 102 | 21844 | COM |
| Netflix, Inc. | 175 | 16408 | COM |
| Mercadolibre, Inc. | 8 | 16114 | COM |
| GE Vernova Inc | 24 | 15686 | COM |
| Okta, Inc. | 142 | 12279 | COM |
| Micron Technology Inc. | 37 | 10560 | COM |
| Mastercard Inc. | 15 | 8563 | COM |
| Visa Inc. | 24 | 8417 | COM |