Glynn Capital Management as of March 31, 2026
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 42 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oscar Health Cl A Ord (OSCR) | 14.2 | $30M | 2.6M | 11.47 | |
| Taiwan Semiconductor Mfg (TSM) | 10.1 | $21M | 63k | 337.95 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 8.5 | $18M | 71k | 250.58 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 6.2 | $13M | 899k | 14.37 | |
| Toast (TOST) | 5.5 | $11M | 431k | 26.51 | |
| Samsara (IOT) | 4.9 | $10M | 325k | 31.69 | |
| Forgent Power Solutions Inc Com Shs Cl A (FPS) | 4.8 | $10M | 342k | 29.27 | |
| Arista Networks (ANET) | 4.5 | $9.4M | 77k | 122.78 | |
| Network Associates Inc cl a (NET) | 4.3 | $8.9M | 43k | 206.34 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 4.2 | $8.8M | 23k | 390.41 | |
| Palantir Technologies (PLTR) | 4.2 | $8.7M | 60k | 146.28 | |
| Robinhood Mkts (HOOD) | 4.0 | $8.3M | 120k | 69.30 | |
| Applovin Corp Class A (APP) | 3.9 | $8.2M | 21k | 398.00 | |
| Lumentum Hldgs (LITE) | 3.8 | $8.0M | 11k | 702.76 | |
| Coreweave Inc Com Cl A (CRWV) | 3.8 | $7.9M | 102k | 77.47 | |
| Datadog Inc Cl A (DDOG) | 3.6 | $7.6M | 64k | 118.05 | |
| Roblox Corp (RBLX) | 3.5 | $7.4M | 131k | 56.56 | |
| Snowflake Inc Cl A (SNOW) | 3.0 | $6.3M | 42k | 150.82 | |
| Mongodb Inc. Class A (MDB) | 2.6 | $5.4M | 22k | 244.77 | |
| NVIDIA Corporation (NVDA) | 0.1 | $155k | 889.00 | 174.40 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $114k | 397.00 | 287.56 | |
| Apple (AAPL) | 0.1 | $109k | 430.00 | 253.79 | |
| Microsoft Corporation (MSFT) | 0.0 | $70k | 190.00 | 370.17 | |
| Facebook Inc cl a (META) | 0.0 | $65k | 114.00 | 572.13 | |
| Amazon (AMZN) | 0.0 | $62k | 297.00 | 208.27 | |
| Broadcom (AVGO) | 0.0 | $55k | 179.00 | 309.51 | |
| Tesla Motors (TSLA) | 0.0 | $41k | 111.00 | 371.75 | |
| Shopify Inc cl a (SHOP) | 0.0 | $29k | 241.00 | 118.62 | |
| Ge Vernova (GEV) | 0.0 | $24k | 27.00 | 872.89 | |
| Netflix (NFLX) | 0.0 | $19k | 202.00 | 96.15 | |
| Applied Materials (AMAT) | 0.0 | $17k | 50.00 | 341.78 | |
| Micron Technology (MU) | 0.0 | $15k | 44.00 | 337.84 | |
| Lam Research (LRCX) | 0.0 | $14k | 63.00 | 213.67 | |
| TTM Technologies (TTMI) | 0.0 | $13k | 135.00 | 97.42 | |
| Analog Devices (ADI) | 0.0 | $13k | 41.00 | 318.15 | |
| Twilio Inc cl a (TWLO) | 0.0 | $13k | 102.00 | 125.82 | |
| Visa (V) | 0.0 | $12k | 39.00 | 302.23 | |
| Uber Technologies (UBER) | 0.0 | $12k | 161.00 | 71.93 | |
| MasterCard Incorporated (MA) | 0.0 | $12k | 23.00 | 499.65 | |
| Advanced Micro Devices (AMD) | 0.0 | $11k | 55.00 | 203.44 | |
| Okta Inc cl a (OKTA) | 0.0 | $11k | 142.00 | 78.71 | |
| MercadoLibre (MELI) | 0.0 | $10k | 6.00 | 1729.00 |
