GLYNN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OSCR | 2.74M | $39.38M |
 | NU | 1.22M | $20.46M |
 | OPRT | 588K | $3.11M |
 | TOST | 487K | $17.28M |
 | KVYO | 457K | $14.83M |
 | IOT | 218K | $7.73M |
 | VRT | 123K | $19.96M |
 | DDOG | 84K | $11.38M |
 | ANET | 83K | $10.82M |
 | NOW | 82K | $12.51M |
 | SNOW | 78K | $17.14M |
 | TSM | 76K | $23.16M |
 | RBLX | 70K | $5.71M |
 | TEAM | 67K | $10.84M |
 | NET | 53K | $10.39M |
 | FLUT | 50K | $10.70M |
 | MDB | 43K | $18.07M |
 | CRWD | 28K | $12.94M |
 | APP | 14K | $9.39M |
 | NVDA | 993 | $185.19K |
Oscar Health, Inc.
OSCR
Shares Held
2.74M
Value
$39.38M
Nu Holdings Ltd.
NU
Shares Held
1.22M
Value
$20.46M
Oportun Financial Corporation
OPRT
Shares Held
588K
Value
$3.11M
Toast, Inc.
TOST
Shares Held
487K
Value
$17.28M
Klaviyo, Inc.
KVYO
Shares Held
457K
Value
$14.83M
Samsara Inc.
IOT
Shares Held
218K
Value
$7.73M
Vertiv Holdings Co
VRT
Shares Held
123K
Value
$19.96M
Datadog, Inc.
DDOG
Shares Held
84K
Value
$11.38M
Arista Networks, Inc.
ANET
Shares Held
83K
Value
$10.82M
ServiceNow, Inc.
NOW
Shares Held
82K
Value
$12.51M
Snowflake Inc.
SNOW
Shares Held
78K
Value
$17.14M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
76K
Value
$23.16M
Roblox Corporation
RBLX
Shares Held
70K
Value
$5.71M
Atlassian Corporation
TEAM
Shares Held
67K
Value
$10.84M
Cloudflare, Inc.
NET
Shares Held
53K
Value
$10.39M
Flutter Entertainment plc
FLUT
Shares Held
50K
Value
$10.70M
MongoDB, Inc.
MDB
Shares Held
43K
Value
$18.07M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
28K
Value
$12.94M
AppLovin Corporation
APP
Shares Held
14K
Value
$9.39M
NVIDIA Corporation
NVDA
Shares Held
993
Value
$185.19K