GLYNN CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0000911270 · MENLO PARK, CA

As of Sep 30, 2025, GLYNN CAPITAL MANAGEMENT LLC reported 35 positions worth $316.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
OSCAR HEALTH INCOSCRHealthcare2,856,025$54.1M17.06%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology86,701$24.2M7.64%
NU HOLDINGS LTDNUFinancial Services1,392,414$22.3M7.04%
VERTIV HOLDINGS COVRTIndustrials139,951$21.1M6.66%
SNOWFLAKE INCSNOWTechnology88,959$20.1M6.33%
MONGODB INCMDBTechnology58,137 8.0M5.70%
ADYEN N V F——1,057,481 6.9M5.34%
SERVICENOW INC COMNOWTechnology16,618 5.3M4.83%
CLOUDFLARE INCNETTechnology71,263 5.3M4.83%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical58,095 4.8M4.66%
ATLASSIAN CORPTEAMTechnology89,681 4.3M4.52%
CROWDSTRIKE HOLDINGS INCCRWDTechnology28,332 3.9M4.39%
ARISTA NETWORKS INCANETTechnology94,008 3.7M4.32%
TOAST INCTOSTTechnology367,321 3.4M4.23%
DATADOG INCDDOGTechnology89,367 2.7M4.02%
KLAVIYO INCKVYOTechnology457,281 2.7M4.00%
SAMSARA INCIOTEquity253,793$9.5M2.98%
OPORTUN FINANCIAL CORPOPRTFinancial Services588,233$3.6M1.15%
NVIDIA CORPNVDATechnology958 78.7K0.06%
MICROSOFT CORPMSFTTechnology291 50.7K0.05%
APPLE INCAAPLTechnology587 49.5K0.05%
ALPHABET INCGOOGLCommunication Services433 05.3K0.03%
AMAZON.COM INCAMZNEquity419$92.0K0.03%
META PLATFORMS INCMETACommunication Services92$67.6K0.02%
BROADCOM INCAVGOTechnology179$59.1K0.02%