Glynn Capital Management as of Dec. 31, 2025
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oscar Health Cl A Ord (OSCR) | 13.5 | $39M | 2.7M | 14.37 | |
| Taiwan Semiconductor Mfg (TSM) | 8.0 | $23M | 76k | 303.89 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 7.0 | $21M | 1.2M | 16.74 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 6.9 | $20M | 123k | 162.01 | |
| Mongodb Inc. Class A (MDB) | 6.2 | $18M | 43k | 419.69 | |
| Toast (TOST) | 5.9 | $17M | 487k | 35.51 | |
| Snowflake Inc Cl A (SNOW) | 5.9 | $17M | 78k | 219.36 | |
| Klaviyo Srs A Ord (KVYO) | 5.1 | $15M | 457k | 32.47 | |
| Adyen N V Unsponsred Ads (ADYEY) | 4.9 | $14M | 894k | 15.97 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 4.4 | $13M | 28k | 468.76 | |
| Servicenow (NOW) | 4.3 | $13M | 82k | 153.19 | |
| Datadog Inc Cl A (DDOG) | 3.9 | $11M | 84k | 135.99 | |
| Atlassian Corporation Cl A (TEAM) | 3.7 | $11M | 67k | 162.14 | |
| Arista Networks (ANET) | 3.7 | $11M | 83k | 131.03 | |
| Flutter Entertainment (FLUT) | 3.7 | $11M | 50k | 215.04 | |
| Network Associates Inc cl a (NET) | 3.6 | $10M | 53k | 197.15 | |
| Applovin Corp Class A (APP) | 3.2 | $9.4M | 14k | 673.82 | |
| Samsara (IOT) | 2.7 | $7.7M | 218k | 35.45 | |
| Roblox Corp (RBLX) | 2.0 | $5.7M | 70k | 81.03 | |
| Oportun Finl Corp (OPRT) | 1.1 | $3.1M | 588k | 5.29 | |
| NVIDIA Corporation (NVDA) | 0.1 | $185k | 993.00 | 186.50 | |
| Apple (AAPL) | 0.1 | $163k | 600.00 | 271.86 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $148k | 474.00 | 313.00 | |
| Microsoft Corporation (MSFT) | 0.0 | $141k | 291.00 | 483.62 | |
| Amazon (AMZN) | 0.0 | $97k | 419.00 | 230.82 | |
| Broadcom (AVGO) | 0.0 | $62k | 179.00 | 346.10 | |
| Facebook Inc cl a (META) | 0.0 | $61k | 92.00 | 660.09 | |
| Tesla Motors (TSLA) | 0.0 | $50k | 111.00 | 449.72 | |
| Shopify Inc cl a (SHOP) | 0.0 | $26k | 159.00 | 160.97 | |
| Advanced Micro Devices (AMD) | 0.0 | $22k | 102.00 | 214.16 | |
| Netflix (NFLX) | 0.0 | $16k | 175.00 | 93.76 | |
| MercadoLibre (MELI) | 0.0 | $16k | 8.00 | 2014.25 | |
| Ge Vernova (GEV) | 0.0 | $16k | 24.00 | 653.58 | |
| Okta Inc cl a (OKTA) | 0.0 | $12k | 142.00 | 86.47 | |
| Micron Technology (MU) | 0.0 | $11k | 37.00 | 285.41 | |
| MasterCard Incorporated (MA) | 0.0 | $8.6k | 15.00 | 570.87 | |
| Visa (V) | 0.0 | $8.4k | 24.00 | 350.71 |
