The Analysis of GLYNN CAPITAL MANAGEMENT LLC's Holdings

Currently, GLYNN CAPITAL MANAGEMENT LLC holds 37 types of securities in its portfolio with a total value $291.1M. In the most recent quarter, they have increased their positions in N/A (+65.0K shares, valued at $10.0M), APP (+13.9K shares, valued at $9.4M), RBLX (+70.4K shares, valued at $5.7M); decreased their positions in MDB (-15.1K shares, valued at $6.3M), N/A (-22.8K shares, valued at $3.7M), NET (-18.6K shares, valued at $3.7M); initiated new positions in RBLX (+70.4K shares, valued at $5.7M), MU (+37 shares, valued at $10.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

OSCR Oscar Health, Inc.2.7M shares-4.04%2025-12-312026-02-10

TSM Taiwan Semiconductor76.2K shares-12.10%2025-12-312026-02-10

NU Nu Holdings Ltd.1.2M shares-12.23%2025-12-312026-02-10

VRT Vertiv Holding123.2K shares-11.95%2025-12-312026-02-10

MDB MongoDB, Inc43.1K shares-25.93%2025-12-312026-02-10

TOST Toast, Inc.486.6K shares32.47%2025-12-312026-02-10

SNOW Snowflake, Inc.78.1K shares-12.15%2025-12-312026-02-10

KVYO Klaviyo, Inc.456.8K shares-0.10%2025-12-312026-02-10

Sponsored

Adyen NV ADR Adyen NV ADR893.8K shares-15.48%2025-12-312026-02-10

CRWD CrowdStrike Holdings, Inc27.6K shares-2.54%2025-12-312026-02-10

ServiceNow, Inc. ServiceNow, Inc.81.6K shares391.27%2025-12-312026-02-10

DDOG Datadog, Inc.83.7K shares-6.33%2025-12-312026-02-10

Atlassian Corporation Atlassian Corporation66.8K shares-25.46%2025-12-312026-02-10

Arista Networks Arista Networks82.6K shares-12.17%2025-12-312026-02-10

FLUT Flutter Entertainment PLC49.8K shares-14.31%2025-12-312026-02-10

NET Cloudflare, Inc52.7K shares-26.07%2025-12-312026-02-10

Sponsored

APP AppLovin Corporation13.9K shares126636.36%2025-12-312026-02-10

IOT Samsara Inc.218.1K shares-14.08%2025-12-312026-02-10

RBLX Roblox Corp70.4K sharesnew addition2025-12-312026-02-10

OPRT Oportun Financial Corp.588.2K shares0.00%2025-12-312026-02-10

NVDA Nvidia Corp.993 shares3.65%2025-12-312026-02-10

AAPL Apple Inc.600 shares2.21%2025-12-312026-02-10

Alphabet Inc. Class A Alphabet Inc. Class A474 shares9.47%2025-12-312026-02-10

MSFT Microsoft Corp.291 shares0.00%2025-12-312026-02-10

Sponsored

AMZN Amazon.Com Inc.419 shares0.00%2025-12-312026-02-10

Broadcom Inc. Broadcom Inc.179 shares0.00%2025-12-312026-02-10

META Meta Platforms, Inc. (fka Face92 shares0.00%2025-12-312026-02-10

TSLA Tesla Inc.111 shares0.00%2025-12-312026-02-10

SHOP Shopify Inc.159 shares0.00%2025-12-312026-02-10

AMD Advanced Micro Devices102 shares0.00%2025-12-312026-02-10

Netflix, Inc. Netflix, Inc.175 shares775.00%2025-12-312026-02-10

MELI Mercadolibre, Inc.8 shares0.00%2025-12-312026-02-10

Sponsored

GEV GE Vernova Inc24 shares0.00%2025-12-312026-02-10

OKTA Okta, Inc.142 shares0.00%2025-12-312026-02-10

MU Micron Technology Inc.37 sharesnew addition2025-12-312026-02-10

MA Mastercard Inc.15 shares0.00%2025-12-312026-02-10

Visa Inc. Visa Inc.24 shares0.00%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available