13F HOLDINGS REPORT
GLYNN CAPITAL MANAGEMENT LLC
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0000911270-26-000003
Total Value
$291.1M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Oscar Health, Inc. | OSCR | 2,740,597 | $39.4M | 13.53% |
| 2 | Taiwan Semiconductor | 874039100 | 76,211 | $23.2M | 7.96% |
| 3 | Nu Holdings Ltd. | NU | 1,222,151 | $20.5M | 7.03% |
| 4 | Vertiv Holding | VRT | 123,222 | $20.0M | 6.86% |
| 5 | MongoDB, Inc | MDB | 43,063 | $18.1M | 6.21% |
| 6 | Toast, Inc. | TOST | 486,583 | $17.3M | 5.93% |
| 7 | Snowflake, Inc. | SNOW | 78,147 | $17.1M | 5.89% |
| 8 | Klaviyo, Inc. | KVYO | 456,805 | $14.8M | 5.09% |
| 9 | Adyen NV ADR | 00783V104 | 893,828 | $14.3M | 4.90% |
| 10 | CrowdStrike Holdings, Inc | CRWD | 27,613 | $12.9M | 4.45% |
| 11 | ServiceNow, Inc. | NOW | 81,640 | $12.5M | 4.30% |
| 12 | Datadog, Inc. | DDOG | 83,713 | $11.4M | 3.91% |
| 13 | Atlassian Corporation | TEAM | 66,849 | $10.8M | 3.72% |
| 14 | Arista Networks | ANET | 82,567 | $10.8M | 3.72% |
| 15 | Flutter Entertainment PLC | G3643J108 | 49,779 | $10.7M | 3.68% |
| 16 | Cloudflare, Inc | NET | 52,682 | $10.4M | 3.57% |
| 17 | AppLovin Corporation | APP | 13,941 | $9.4M | 3.23% |
| 18 | Samsara Inc. | IOT | 218,067 | $7.7M | 2.66% |
| 19 | Roblox Corp | RBLX | 70,419 | $5.7M | 1.96% |
| 20 | Oportun Financial Corp. | 68376D104 | 588,233 | $3.1M | 1.07% |
| 21 | Nvidia Corp. | NVDA | 993 | $185,194 | 0.06% |
| 22 | Apple Inc. | AAPL | 600 | $163,116 | 0.06% |
| 23 | Alphabet Inc. Class A | GOOG | 474 | $148,362 | 0.05% |
| 24 | Microsoft Corp. | MSFT | 291 | $140,733 | 0.05% |
| 25 | Amazon.Com Inc. | AMZN | 419 | $96,714 | 0.03% |
| 26 | Broadcom Inc. | AVGO | 179 | $61,952 | 0.02% |
| 27 | Meta Platforms, Inc. (fka Face | META | 92 | $60,728 | 0.02% |
| 28 | Tesla Inc. | TSLA | 111 | $49,919 | 0.02% |
| 29 | Shopify Inc. | SHOP | 159 | $25,594 | 0.01% |
| 30 | Advanced Micro Devices | AMD | 102 | $21,844 | 0.01% |
| 31 | Netflix, Inc. | NFLX | 175 | $16,408 | 0.01% |
| 32 | Mercadolibre, Inc. | MELI | 8 | $16,114 | 0.01% |
| 33 | GE Vernova Inc | GEV | 24 | $15,686 | 0.01% |
| 34 | Okta, Inc. | OKTA | 142 | $12,279 | 0.00% |
| 35 | Micron Technology Inc. | MU | 37 | $10,560 | 0.00% |
| 36 | Mastercard Inc. | MA | 15 | $8,563 | 0.00% |
| 37 | Visa Inc. | V | 24 | $8,417 | 0.00% |