GLYNN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OSCR | 2.59M | $29.73M |
 | NU | 899K | $12.92M |
 | TOST | 431K | $11.42M |
 | FPS | 341K | $9.99M |
 | IOT | 325K | $10.29M |
 | RBLX | 131K | $7.38M |
 | HOOD | 120K | $8.28M |
 | CRWV | 102K | $7.93M |
 | ANET | 77K | $9.43M |
 | VRT | 71K | $17.85M |
 | DDOG | 64K | $7.58M |
 | TSM | 62K | $21.11M |
 | PLTR | 60K | $8.74M |
 | NET | 43K | $8.91M |
 | SNOW | 42K | $6.28M |
 | CRWD | 23K | $8.84M |
 | MDB | 22K | $5.38M |
 | APP | 21K | $8.23M |
 | LITE | 11K | $8.03M |
 | NVDA | 889 | $155.04K |
Oscar Health, Inc.
OSCR
Shares Held
2.59M
Value
$29.73M
Nu Holdings Ltd.
NU
Shares Held
899K
Value
$12.92M
Toast, Inc.
TOST
Shares Held
431K
Value
$11.42M
Forgent Power Solutions, Inc.
FPS
Shares Held
341K
Value
$9.99M
Samsara Inc.
IOT
Shares Held
325K
Value
$10.29M
Roblox Corporation
RBLX
Shares Held
131K
Value
$7.38M
Robinhood Markets, Inc.
HOOD
Shares Held
120K
Value
$8.28M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
102K
Value
$7.93M
Arista Networks, Inc.
ANET
Shares Held
77K
Value
$9.43M
Vertiv Holdings Co
VRT
Shares Held
71K
Value
$17.85M
Datadog, Inc.
DDOG
Shares Held
64K
Value
$7.58M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
62K
Value
$21.11M
Palantir Technologies Inc.
PLTR
Shares Held
60K
Value
$8.74M
Cloudflare, Inc.
NET
Shares Held
43K
Value
$8.91M
Snowflake Inc.
SNOW
Shares Held
42K
Value
$6.28M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
23K
Value
$8.84M
MongoDB, Inc.
MDB
Shares Held
22K
Value
$5.38M
AppLovin Corporation
APP
Shares Held
21K
Value
$8.23M
Lumentum Holdings Inc.
LITE
Shares Held
11K
Value
$8.03M
NVIDIA Corporation
NVDA
Shares Held
889
Value
$155.04K