Stock Taper 
GLYNN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 12 | $23.78K |
 Applied Materials, Inc. | AMAT | 50 | $36.15K |
 Analog Devices, Inc. | ADI | 55 | $21.84K |
 Snowflake Inc. | SNOW | 62 | $15.78K |
 Micron Technology, Inc. | MU | 62 | $71.57K |
 QUALCOMM Incorporated | QCOM | 63 | $11.64K |
 Lam Research Corporation | LRCX | 77 | $33.37K |
 TTM Technologies, Inc. | TTMI | 82 | $15.34K |
 Twilio Inc. | TWLO | 101 | $20.84K |
 Tesla, Inc. | TSLA | 111 | $46.69K |
 Meta Platforms, Inc. | META | 114 | $64.22K |
 Netflix, Inc. | NFLX | 151 | $10.78K |
 Uber Technologies, Inc. | UBER | 161 | $11.62K |
 Shopify Inc. | SHOP | 170 | $19.41K |
 Broadcom Inc. | AVGO | 191 | $72.15K |
 Intel Corp. | INTC | 211 | $29.46K |
 Microsoft Corporation | MSFT | 255 | $95.12K |
 Amazon.com, Inc. | AMZN | 353 | $84.13K |
 Alphabet Inc. | GOOGL | 397 | $141.88K |
 Apple Inc. | AAPL | 491 | $142.08K |