Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GLYNN CAPITAL MANAGEMENT LLC (CIK 911270) reported $209.2M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: OSCR ($29.7M, 14.21%), TSM ($21.1M, 10.09%), VRT ($17.9M, 8.53%), NU ($12.9M, 6.18%), TOST ($11.4M, 5.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | OSCR | Oscar Health, Inc. | $29.7M | 14.21% | 2.6M | Trimmed |
| 2 | TSM | Taiwan Semiconductor | $21.1M | 10.09% | 62,474 | Trimmed |
| 3 | VRT | Vertiv Holding | $17.9M | 8.53% | 71,236 | Trimmed |
| 4 | NU | Nu Holdings Ltd. | $12.9M | 6.18% | 899,277 | Trimmed |
| 5 | TOST | Toast, Inc. | $11.4M | 5.46% | 430,893 | Trimmed |
| 6 | IOT | Samsara Inc. | $10.3M | 4.92% | 324,795 | Added |
| 7 | Forgent Power Solutions Inc | $10.0M | 4.78% | 341,467 | New | |
| 8 | ANET | Arista Networks | $9.4M | 4.51% | 76,802 | Trimmed |
| 9 | NET | Cloudflare, Inc | $8.9M | 4.26% | 43,180 | Trimmed |
| 10 | CRWD | CrowdStrike Holdings, Inc | $8.8M | 4.22% | 22,635 | Trimmed |
| 11 | PLTR | Palantir Technologies Inc. | $8.7M | 4.18% | 59,765 | New |
| 12 | HOOD | Robinhood | $8.3M | 3.96% | 119,527 | New |
| 13 | APP | AppLovin Corporation | $8.2M | 3.94% | 20,688 | Added |
| 14 | LITE | Lumentum Holdings Inc | $8.0M | 3.84% | 11,420 | New |
| 15 | CRWV | Coreweave Inc. | $7.9M | 3.79% | 102,307 | New |
| 16 | DDOG | Datadog, Inc. | $7.6M | 3.62% | 64,199 | Trimmed |
| 17 | RBLX | Roblox Corp | $7.4M | 3.53% | 130,563 | Added |
| 18 | SNOW | Snowflake, Inc. | $6.3M | 3.00% | 41,652 | Trimmed |
| 19 | MDB | MongoDB, Inc | $5.4M | 2.57% | 21,964 | Trimmed |
| 20 | NVDA | Nvidia Corp. | $155,042 | 0.07% | 889 | Trimmed |
| 21 | AAPL | Apple Inc. | $109,130 | 0.05% | 430 | Trimmed |
| 22 | GOOGL | Alphabet Inc. Class A | $114,161 | 0.05% | 397 | Trimmed |
| 23 | AVGO | Broadcom Inc. | $55,402 | 0.03% | 179 | Hold |
| 24 | AMZN | Amazon.Com Inc. | $61,856 | 0.03% | 297 | Trimmed |
| 25 | MSFT | Microsoft Corp. | $70,332 | 0.03% | 190 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31