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.
Top Valuable Stocks in GLYNN CAPITAL MANAGEMENT LLC Portfolio
Oscar Health, Inc.
Taiwan Semiconductor
Nu Holdings Ltd.
Vertiv Holding
MongoDB, Inc
Toast, Inc.
Snowflake, Inc.
Klaviyo, Inc.
Adyen NV ADR
CrowdStrike Holdings, Inc
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