13F HOLDINGS REPORT
GLYNN CAPITAL MANAGEMENT LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0000911270-25-000010
Total Value
$316.8M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Oscar Health, Inc. | OSCR | 2,856,025 | $54.1M | 17.06% |
| 2 | Taiwan Semiconductor | 874039100 | 86,701 | $24.2M | 7.64% |
| 3 | Nu Holdings Ltd. | NU | 1,392,414 | $22.3M | 7.04% |
| 4 | Vertiv Holding | VRT | 139,951 | $21.1M | 6.66% |
| 5 | Snowflake, Inc. | SNOW | 88,959 | $20.1M | 6.33% |
| 6 | MongoDB, Inc | MDB | 58,137 | $18.0M | 5.70% |
| 7 | Adyen NV ADR | 00783V104 | 1,057,481 | $16.9M | 5.34% |
| 8 | ServiceNow, Inc. | NOW | 16,618 | $15.3M | 4.83% |
| 9 | Cloudflare, Inc | NET | 71,263 | $15.3M | 4.83% |
| 10 | Flutter Entertainment PLC | G3643J108 | 58,095 | $14.8M | 4.66% |
| 11 | Atlassian Corporation | TEAM | 89,681 | $14.3M | 4.52% |
| 12 | CrowdStrike Holdings, Inc | CRWD | 28,332 | $13.9M | 4.39% |
| 13 | Arista Networks | ANET | 94,008 | $13.7M | 4.32% |
| 14 | Toast, Inc. | TOST | 367,321 | $13.4M | 4.23% |
| 15 | Datadog, Inc. | DDOG | 89,367 | $12.7M | 4.02% |
| 16 | Klaviyo, Inc. | KVYO | 457,281 | $12.7M | 4.00% |
| 17 | Samsara Inc. | IOT | 253,793 | $9.5M | 2.98% |
| 18 | Oportun Financial Corp. | 68376D104 | 588,233 | $3.6M | 1.15% |
| 19 | Nvidia Corp. | NVDA | 958 | $178,744 | 0.06% |
| 20 | Microsoft Corp. | MSFT | 291 | $150,723 | 0.05% |
| 21 | Apple Inc. | AAPL | 587 | $149,468 | 0.05% |
| 22 | Alphabet Inc. Class A | GOOG | 433 | $105,262 | 0.03% |
| 23 | Amazon.Com Inc. | AMZN | 419 | $92,000 | 0.03% |
| 24 | Meta Platforms, Inc. (fka Face | META | 92 | $67,563 | 0.02% |
| 25 | Broadcom Inc. | AVGO | 179 | $59,054 | 0.02% |
| 26 | Tesla Inc. | TSLA | 111 | $49,364 | 0.02% |
| 27 | Netflix, Inc. | NFLX | 20 | $23,978 | 0.01% |
| 28 | Shopify Inc. | SHOP | 159 | $23,629 | 0.01% |
| 29 | Mercadolibre, Inc. | MELI | 8 | $18,696 | 0.01% |
| 30 | Advanced Micro Devices | AMD | 102 | $16,503 | 0.01% |
| 31 | GE Vernova Inc | GEV | 24 | $14,758 | 0.00% |
| 32 | Okta, Inc. | OKTA | 142 | $13,021 | 0.00% |
| 33 | Mastercard Inc. | MA | 15 | $8,532 | 0.00% |
| 34 | Visa Inc. | V | 24 | $8,193 | 0.00% |
| 35 | AppLovin | APP | 11 | $7,904 | 0.00% |