Filed: 5/8/2026ACC: 0000911270-26-000005
📋 What this filing means
GLYNN CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $209.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$209.23M
Total AUM (reported)
5.44M
Total Shares
Allocation by class
COM$209.23M100.0%
Portfolio Concentration
Top 3$68.69M32.8%
4–10$71.81M34.3%
11–25$68.41M32.7%
Rest$320.3K0.2%
Top 3 weight
32.8%
Top 10 weight
67.2%
Voting Authority Distribution
Total shares with voting rights: 5.44M
Sole
Full voting authority
5.44M
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)
Sole42
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:
Oscar Health, Inc.
SOLEShares2.59M
TypeSH
Market value$29.73M
14.21%
Sole
2.59M
Shared
0.00
None
0.00
Taiwan Semiconductor
SOLEShares62.47K
TypeSH
Market value$21.11M
10.09%
Sole
62.47K
Shared
0.00
None
0.00
Vertiv Holding
SOLEShares71.24K
TypeSH
Market value$17.85M
8.53%
Sole
71.24K
Shared
0.00
None
0.00
Nu Holdings Ltd.
SOLEShares899.28K
TypeSH
Market value$12.92M
6.18%
Sole
899.28K
Shared
0.00
None
0.00
Toast, Inc.
SOLEShares430.89K
TypeSH
Market value$11.42M
5.46%
Sole
430.89K
Shared
0.00
None
0.00
Samsara Inc.
SOLEShares324.80K
TypeSH
Market value$10.29M
4.92%
Sole
324.80K
Shared
0.00
None
0.00
Forgent Power Solutions Inc
SOLEShares341.47K
TypeSH
Market value$9.99M
4.78%
Sole
341.47K
Shared
0.00
None
0.00
Arista Networks
SOLEShares76.80K
TypeSH
Market value$9.43M
4.51%
Sole
76.80K
Shared
0.00
None
0.00
Cloudflare, Inc
SOLEShares43.18K
TypeSH
Market value$8.91M
4.26%
Sole
43.18K
Shared
0.00
None
0.00
CrowdStrike Holdings, Inc
SOLEShares22.64K
TypeSH
Market value$8.84M
4.22%
Sole
22.64K
Shared
0.00
None
0.00
Palantir Technologies Inc.
SOLEShares59.77K
TypeSH
Market value$8.74M
4.18%
Sole
59.77K
Shared
0.00
None
0.00
Robinhood
SOLEShares119.53K
TypeSH
Market value$8.28M
3.96%
Sole
119.53K
Shared
0.00
None
0.00
AppLovin Corporation
SOLEShares20.69K
TypeSH
Market value$8.23M
3.94%
Sole
20.69K
Shared
0.00
None
0.00
Lumentum Holdings Inc
SOLEShares11.42K
TypeSH
Market value$8.03M
3.84%
Sole
11.42K
Shared
0.00
None
0.00
Coreweave Inc.
SOLEShares102.31K
TypeSH
Market value$7.93M
3.79%
Sole
102.31K
Shared
0.00
None
0.00
Datadog, Inc.
SOLEShares64.20K
TypeSH
Market value$7.58M
3.62%
Sole
64.20K
Shared
0.00
None
0.00
Roblox Corp
SOLEShares130.56K
TypeSH
Market value$7.38M
3.53%
Sole
130.56K
Shared
0.00
None
0.00
Snowflake, Inc.
SOLEShares41.65K
TypeSH
Market value$6.28M
3.00%
Sole
41.65K
Shared
0.00
None
0.00
MongoDB, Inc
SOLEShares21.96K
TypeSH
Market value$5.38M
2.57%
Sole
21.96K
Shared
0.00
None
0.00
Nvidia Corp.
SOLEShares889.00
TypeSH
Market value$155.0K
0.07%
Sole
889.00
Shared
0.00
None
0.00
Alphabet Inc. Class A
SOLEShares397.00
TypeSH
Market value$114.2K
0.05%
Sole
397.00
Shared
0.00
None
0.00
Apple Inc.
SOLEShares430.00
TypeSH
Market value$109.1K
0.05%
Sole
430.00
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares190.00
TypeSH
Market value$70.3K
0.03%
Sole
190.00
Shared
0.00
None
0.00
Meta Platforms, Inc. (fka Face
SOLEShares114.00
TypeSH
Market value$65.2K
0.03%
Sole
114.00
Shared
0.00
None
0.00
Amazon.Com Inc.
SOLEShares297.00
TypeSH
Market value$61.9K
0.03%
Sole
297.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Oscar Health, Inc.SOLE | COM | 2.59M | SH | $29.73M 14.21% | 2.59M | 0.00 | 0.00 |
Taiwan SemiconductorSOLE | COM | 62.47K | SH | $21.11M 10.09% | 62.47K | 0.00 | 0.00 |
Vertiv HoldingSOLE | COM | 71.24K | SH | $17.85M 8.53% | 71.24K | 0.00 | 0.00 |
Nu Holdings Ltd.SOLE | COM | 899.28K | SH | $12.92M 6.18% | 899.28K | 0.00 | 0.00 |
Toast, Inc.SOLE | COM | 430.89K | SH | $11.42M 5.46% | 430.89K | 0.00 | 0.00 |
Samsara Inc.SOLE | COM | 324.80K | SH | $10.29M 4.92% | 324.80K | 0.00 | 0.00 |
Forgent Power Solutions IncSOLE | COM | 341.47K | SH | $9.99M 4.78% | 341.47K | 0.00 | 0.00 |
Arista NetworksSOLE | COM | 76.80K | SH | $9.43M 4.51% | 76.80K | 0.00 | 0.00 |
Cloudflare, IncSOLE | COM | 43.18K | SH | $8.91M 4.26% | 43.18K | 0.00 | 0.00 |
CrowdStrike Holdings, IncSOLE | COM | 22.64K | SH | $8.84M 4.22% | 22.64K | 0.00 | 0.00 |
Palantir Technologies Inc.SOLE | COM | 59.77K | SH | $8.74M 4.18% | 59.77K | 0.00 | 0.00 |
RobinhoodSOLE | COM | 119.53K | SH | $8.28M 3.96% | 119.53K | 0.00 | 0.00 |
AppLovin CorporationSOLE | COM | 20.69K | SH | $8.23M 3.94% | 20.69K | 0.00 | 0.00 |
Lumentum Holdings IncSOLE | COM | 11.42K | SH | $8.03M 3.84% | 11.42K | 0.00 | 0.00 |
Coreweave Inc.SOLE | COM | 102.31K | SH | $7.93M 3.79% | 102.31K | 0.00 | 0.00 |
Datadog, Inc.SOLE | COM | 64.20K | SH | $7.58M 3.62% | 64.20K | 0.00 | 0.00 |
Roblox CorpSOLE | COM | 130.56K | SH | $7.38M 3.53% | 130.56K | 0.00 | 0.00 |
Snowflake, Inc.SOLE | COM | 41.65K | SH | $6.28M 3.00% | 41.65K | 0.00 | 0.00 |
MongoDB, IncSOLE | COM | 21.96K | SH | $5.38M 2.57% | 21.96K | 0.00 | 0.00 |
Nvidia Corp.SOLE | COM | 889.00 | SH | $155.0K 0.07% | 889.00 | 0.00 | 0.00 |
Alphabet Inc. Class ASOLE | COM | 397.00 | SH | $114.2K 0.05% | 397.00 | 0.00 | 0.00 |
Apple Inc.SOLE | COM | 430.00 | SH | $109.1K 0.05% | 430.00 | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 190.00 | SH | $70.3K 0.03% | 190.00 | 0.00 | 0.00 |
Meta Platforms, Inc. (fka FaceSOLE | COM | 114.00 | SH | $65.2K 0.03% | 114.00 | 0.00 | 0.00 |
Amazon.Com Inc.SOLE | COM | 297.00 | SH | $61.9K 0.03% | 297.00 | 0.00 | 0.00 |
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