Filed: 2/10/2026ACC: 0000911270-26-000003
📋 What this filing means
GLYNN CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $291.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$291.13M
Total AUM (reported)
7.46M
Total Shares
Allocation by class
COM$291.13M100.0%
Portfolio Concentration
Top 3$83.00M28.5%
4–10$114.51M39.3%
11–25$93.32M32.1%
Rest$308.1K0.1%
Top 3 weight
28.5%
Top 10 weight
67.8%
Voting Authority Distribution
Total shares with voting rights: 7.46M
Sole
Full voting authority
7.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
Oscar Health, Inc.
SOLEShares2.74M
TypeSH
Market value$39.38M
13.53%
Sole
2.74M
Shared
0.00
None
0.00
Taiwan Semiconductor
SOLEShares76.21K
TypeSH
Market value$23.16M
7.96%
Sole
76.21K
Shared
0.00
None
0.00
Nu Holdings Ltd.
SOLEShares1.22M
TypeSH
Market value$20.46M
7.03%
Sole
1.22M
Shared
0.00
None
0.00
Vertiv Holding
SOLEShares123.22K
TypeSH
Market value$19.96M
6.86%
Sole
123.22K
Shared
0.00
None
0.00
MongoDB, Inc
SOLEShares43.06K
TypeSH
Market value$18.07M
6.21%
Sole
43.06K
Shared
0.00
None
0.00
Toast, Inc.
SOLEShares486.58K
TypeSH
Market value$17.28M
5.93%
Sole
486.58K
Shared
0.00
None
0.00
Snowflake, Inc.
SOLEShares78.15K
TypeSH
Market value$17.14M
5.89%
Sole
78.15K
Shared
0.00
None
0.00
Klaviyo, Inc.
SOLEShares456.81K
TypeSH
Market value$14.83M
5.09%
Sole
456.81K
Shared
0.00
None
0.00
Adyen NV ADR
SOLEShares893.83K
TypeSH
Market value$14.27M
4.90%
Sole
893.83K
Shared
0.00
None
0.00
CrowdStrike Holdings, Inc
SOLEShares27.61K
TypeSH
Market value$12.94M
4.45%
Sole
27.61K
Shared
0.00
None
0.00
ServiceNow, Inc.
SOLEShares81.64K
TypeSH
Market value$12.51M
4.30%
Sole
81.64K
Shared
0.00
None
0.00
Datadog, Inc.
SOLEShares83.71K
TypeSH
Market value$11.38M
3.91%
Sole
83.71K
Shared
0.00
None
0.00
Atlassian Corporation
SOLEShares66.85K
TypeSH
Market value$10.84M
3.72%
Sole
66.85K
Shared
0.00
None
0.00
Arista Networks
SOLEShares82.57K
TypeSH
Market value$10.82M
3.72%
Sole
82.57K
Shared
0.00
None
0.00
Flutter Entertainment PLC
SOLEShares49.78K
TypeSH
Market value$10.70M
3.68%
Sole
49.78K
Shared
0.00
None
0.00
Cloudflare, Inc
SOLEShares52.68K
TypeSH
Market value$10.39M
3.57%
Sole
52.68K
Shared
0.00
None
0.00
AppLovin Corporation
SOLEShares13.94K
TypeSH
Market value$9.39M
3.23%
Sole
13.94K
Shared
0.00
None
0.00
Samsara Inc.
SOLEShares218.07K
TypeSH
Market value$7.73M
2.66%
Sole
218.07K
Shared
0.00
None
0.00
Roblox Corp
SOLEShares70.42K
TypeSH
Market value$5.71M
1.96%
Sole
70.42K
Shared
0.00
None
0.00
Oportun Financial Corp.
SOLEShares588.23K
TypeSH
Market value$3.11M
1.07%
Sole
588.23K
Shared
0.00
None
0.00
Nvidia Corp.
SOLEShares993.00
TypeSH
Market value$185.2K
0.06%
Sole
993.00
Shared
0.00
None
0.00
Apple Inc.
SOLEShares600.00
TypeSH
Market value$163.1K
0.06%
Sole
600.00
Shared
0.00
None
0.00
Alphabet Inc. Class A
SOLEShares474.00
TypeSH
Market value$148.4K
0.05%
Sole
474.00
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares291.00
TypeSH
Market value$140.7K
0.05%
Sole
291.00
Shared
0.00
None
0.00
Amazon.Com Inc.
SOLEShares419.00
TypeSH
Market value$96.7K
0.03%
Sole
419.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Oscar Health, Inc.SOLE | COM | 2.74M | SH | $39.38M 13.53% | 2.74M | 0.00 | 0.00 |
Taiwan SemiconductorSOLE | COM | 76.21K | SH | $23.16M 7.96% | 76.21K | 0.00 | 0.00 |
Nu Holdings Ltd.SOLE | COM | 1.22M | SH | $20.46M 7.03% | 1.22M | 0.00 | 0.00 |
Vertiv HoldingSOLE | COM | 123.22K | SH | $19.96M 6.86% | 123.22K | 0.00 | 0.00 |
MongoDB, IncSOLE | COM | 43.06K | SH | $18.07M 6.21% | 43.06K | 0.00 | 0.00 |
Toast, Inc.SOLE | COM | 486.58K | SH | $17.28M 5.93% | 486.58K | 0.00 | 0.00 |
Snowflake, Inc.SOLE | COM | 78.15K | SH | $17.14M 5.89% | 78.15K | 0.00 | 0.00 |
Klaviyo, Inc.SOLE | COM | 456.81K | SH | $14.83M 5.09% | 456.81K | 0.00 | 0.00 |
Adyen NV ADRSOLE | COM | 893.83K | SH | $14.27M 4.90% | 893.83K | 0.00 | 0.00 |
CrowdStrike Holdings, IncSOLE | COM | 27.61K | SH | $12.94M 4.45% | 27.61K | 0.00 | 0.00 |
ServiceNow, Inc.SOLE | COM | 81.64K | SH | $12.51M 4.30% | 81.64K | 0.00 | 0.00 |
Datadog, Inc.SOLE | COM | 83.71K | SH | $11.38M 3.91% | 83.71K | 0.00 | 0.00 |
Atlassian CorporationSOLE | COM | 66.85K | SH | $10.84M 3.72% | 66.85K | 0.00 | 0.00 |
Arista NetworksSOLE | COM | 82.57K | SH | $10.82M 3.72% | 82.57K | 0.00 | 0.00 |
Flutter Entertainment PLCSOLE | COM | 49.78K | SH | $10.70M 3.68% | 49.78K | 0.00 | 0.00 |
Cloudflare, IncSOLE | COM | 52.68K | SH | $10.39M 3.57% | 52.68K | 0.00 | 0.00 |
AppLovin CorporationSOLE | COM | 13.94K | SH | $9.39M 3.23% | 13.94K | 0.00 | 0.00 |
Samsara Inc.SOLE | COM | 218.07K | SH | $7.73M 2.66% | 218.07K | 0.00 | 0.00 |
Roblox CorpSOLE | COM | 70.42K | SH | $5.71M 1.96% | 70.42K | 0.00 | 0.00 |
Oportun Financial Corp.SOLE | COM | 588.23K | SH | $3.11M 1.07% | 588.23K | 0.00 | 0.00 |
Nvidia Corp.SOLE | COM | 993.00 | SH | $185.2K 0.06% | 993.00 | 0.00 | 0.00 |
Apple Inc.SOLE | COM | 600.00 | SH | $163.1K 0.06% | 600.00 | 0.00 | 0.00 |
Alphabet Inc. Class ASOLE | COM | 474.00 | SH | $148.4K 0.05% | 474.00 | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 291.00 | SH | $140.7K 0.05% | 291.00 | 0.00 | 0.00 |
Amazon.Com Inc.SOLE | COM | 419.00 | SH | $96.7K 0.03% | 419.00 | 0.00 | 0.00 |
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