Stock Taper 
GLYNN CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 764 | $152.87K |
 Sandisk Corporation | SNDK | 3.82K | $8.69M |
 GE Vernova Inc. | GEV | 8.66K | $10.18M |
 Lumentum Holdings Inc. | LITE | 14.83K | $12.73M |
 CrowdStrike Holdings, Inc. | CRWD | 14.97K | $11.42M |
 Advanced Micro Devices, Inc. | AMD | 24.86K | $14.44M |
 AppLovin Corporation | APP | 25.12K | $12.94M |
 Datadog, Inc. | DDOG | 30.65K | $7.98M |
 Cloudflare, Inc. | NET | 47.89K | $11.75M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 54.02K | $25.8M |
 Vertiv Holdings Co | VRT | 59.49K | $19.92M |
 Palantir Technologies Inc. | PLTR | 68.78K | $8.02M |
 Arista Networks, Inc. | ANET | 76.2K | $12.95M |
 Robinhood Markets, Inc. | HOOD | 117.16K | $11.75M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 146.01K | $14.53M |
 Samsara Inc. | IOT | 175.68K | $5.7M |
 Toast, Inc. | TOST | 252.63K | $7.03M |
 Roblox Corporation | RBLX | 268.73K | $14.61M |
 Forgent Power Solutions, Inc. | FPS | 334.75K | $18.7M |
 Oscar Health, Inc. | OSCR | 2.58M | $73.46M |