Glynn Capital Management as of June 30, 2026
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 43 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oscar Health Cl A Ord (OSCR) | 20.2 | $74M | 2.6M | 28.52 | |
| Infleqtion (INFQ) | 15.8 | $58M | 4.3M | 13.32 | |
| Taiwan Semiconductor Mfg (TSM) | 7.1 | $26M | 54k | 477.57 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 5.5 | $20M | 60k | 334.82 | |
| Forgent Power Solutions Inc Com Shs Cl A (FPS) | 5.1 | $19M | 335k | 55.86 | |
| Roblox Corp (RBLX) | 4.0 | $15M | 269k | 54.38 | |
| Coreweave Inc Com Cl A (CRWV) | 4.0 | $15M | 146k | 99.54 | |
| Advanced Micro Devices (AMD) | 4.0 | $14M | 25k | 580.91 | |
| Arista Networks (ANET) | 3.6 | $13M | 76k | 169.88 | |
| Applovin Corp Class A (APP) | 3.6 | $13M | 25k | 515.23 | |
| Lumentum Hldgs (LITE) | 3.5 | $13M | 15k | 858.06 | |
| Robinhood Mkts (HOOD) | 3.2 | $12M | 117k | 100.28 | |
| Network Associates Inc cl a (NET) | 3.2 | $12M | 48k | 245.28 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 3.1 | $11M | 15k | 763.14 | |
| Ge Vernova (GEV) | 2.8 | $10M | 8.7k | 1174.86 | |
| Sandisk Corp (SNDK) | 2.4 | $8.7M | 3.8k | 2273.73 | |
| Palantir Technologies (PLTR) | 2.2 | $8.0M | 69k | 116.67 | |
| Datadog Inc Cl A (DDOG) | 2.2 | $8.0M | 31k | 260.36 | |
| Toast (TOST) | 1.9 | $7.0M | 253k | 27.82 | |
| Samsara (IOT) | 1.6 | $5.7M | 176k | 32.43 | |
| Ethos Technologies (LIFE) | 0.6 | $2.2M | 119k | 18.14 | |
| NVIDIA Corporation (NVDA) | 0.0 | $153k | 764.00 | 200.09 | |
| Apple (AAPL) | 0.0 | $142k | 491.00 | 289.36 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $142k | 397.00 | 357.37 | |
| Microsoft Corporation (MSFT) | 0.0 | $95k | 255.00 | 373.02 | |
| Amazon (AMZN) | 0.0 | $84k | 353.00 | 238.34 | |
| Broadcom (AVGO) | 0.0 | $72k | 191.00 | 377.75 | |
| Micron Technology (MU) | 0.0 | $72k | 62.00 | 1154.29 | |
| Facebook Inc cl a (META) | 0.0 | $64k | 114.00 | 563.29 | |
| Tesla Motors (TSLA) | 0.0 | $47k | 111.00 | 420.60 | |
| Applied Materials (AMAT) | 0.0 | $36k | 50.00 | 723.00 | |
| Lam Research (LRCX) | 0.0 | $33k | 77.00 | 433.32 | |
| Intel Corporation (INTC) | 0.0 | $30k | 211.00 | 139.63 | |
| Comfort Systems USA (FIX) | 0.0 | $24k | 12.00 | 1981.92 | |
| JFrog | 0.0 | $23k | 255.00 | 90.88 | |
| Analog Devices (ADI) | 0.0 | $22k | 55.00 | 397.16 | |
| Twilio Inc cl a (TWLO) | 0.0 | $21k | 101.00 | 206.33 | |
| Shopify Inc cl a (SHOP) | 0.0 | $19k | 170.00 | 114.18 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $16k | 62.00 | 254.50 | |
| TTM Technologies (TTMI) | 0.0 | $15k | 82.00 | 187.02 | |
| Qualcomm (QCOM) | 0.0 | $12k | 63.00 | 184.79 | |
| Uber Technologies (UBER) | 0.0 | $12k | 161.00 | 72.16 | |
| Netflix (NFLX) | 0.0 | $11k | 151.00 | 71.40 |
