GLYNN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OSCR | 2.86M | $54.06M |
 | NU | 1.39M | $22.29M |
 | OPRT | 588K | $3.63M |
 | KVYO | 457K | $12.66M |
 | TOST | 367K | $13.41M |
 | IOT | 254K | $9.45M |
 | VRT | 140K | $21.11M |
 | ANET | 94K | $13.70M |
 | TEAM | 90K | $14.32M |
 | DDOG | 89K | $12.73M |
 | SNOW | 89K | $20.06M |
 | TSM | 87K | $24.21M |
 | NET | 71K | $15.29M |
 | MDB | 58K | $18.04M |
 | FLUT | 58K | $14.76M |
 | CRWD | 28K | $13.89M |
 | NOW | 17K | $15.29M |
 | NVDA | 958 | $178.74K |
 | AAPL | 587 | $149.47K |
 | GOOGL | 433 | $105.26K |
Oscar Health, Inc.
OSCR
Shares Held
2.86M
Value
$54.06M
Nu Holdings Ltd.
NU
Shares Held
1.39M
Value
$22.29M
Oportun Financial Corporation
OPRT
Shares Held
588K
Value
$3.63M
Klaviyo, Inc.
KVYO
Shares Held
457K
Value
$12.66M
Toast, Inc.
TOST
Shares Held
367K
Value
$13.41M
Samsara Inc.
IOT
Shares Held
254K
Value
$9.45M
Vertiv Holdings Co
VRT
Shares Held
140K
Value
$21.11M
Arista Networks, Inc.
ANET
Shares Held
94K
Value
$13.70M
Atlassian Corporation
TEAM
Shares Held
90K
Value
$14.32M
Datadog, Inc.
DDOG
Shares Held
89K
Value
$12.73M
Snowflake Inc.
SNOW
Shares Held
89K
Value
$20.06M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
87K
Value
$24.21M
Cloudflare, Inc.
NET
Shares Held
71K
Value
$15.29M
MongoDB, Inc.
MDB
Shares Held
58K
Value
$18.04M
Flutter Entertainment plc
FLUT
Shares Held
58K
Value
$14.76M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
28K
Value
$13.89M
ServiceNow, Inc.
NOW
Shares Held
17K
Value
$15.29M
NVIDIA Corporation
NVDA
Shares Held
958
Value
$178.74K
Apple Inc.
AAPL
Shares Held
587
Value
$149.47K
Alphabet Inc.
GOOGL
Shares Held
433
Value
$105.26K