The Analysis of GLYNN CAPITAL MANAGEMENT LLC's Holdings
Currently, GLYNN CAPITAL MANAGEMENT LLC holds 35 types of securities in its portfolio with a total value $316.8M. In the most recent quarter, they have increased their positions in IOT (+253.8K shares, valued at $9.5M), N/A (+34.3K shares, valued at $548.0K), AMD (+102 shares, valued at $16.5K); decreased their positions in MDB (-50.5K shares, valued at $15.7M), VRT (-70.6K shares, valued at $10.6M), TSM (-33.0K shares, valued at $9.2M); initiated new positions in IOT (+253.8K shares, valued at $9.5M), AMD (+102 shares, valued at $16.5K), APP (+11 shares, valued at $7.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
OSCR Oscar Health, Inc.2.9M shares-5.11%2025-09-302025-11-12
TSM Taiwan Semiconductor86.7K shares-27.57%2025-09-302025-11-12 NU Nu Holdings Ltd.1.4M shares-23.45%2025-09-302025-11-12 VRT Vertiv Holding140.0K shares-33.52%2025-09-302025-11-12 SNOW Snowflake, Inc.89.0K shares-22.59%2025-09-302025-11-12 MDB MongoDB, Inc58.1K shares-46.49%2025-09-302025-11-12 Adyen NV ADR Adyen NV ADR1.1M shares3.35%2025-09-302025-11-12 NET Cloudflare, Inc71.3K shares-33.32%2025-09-302025-11-12 FLUT Flutter Entertainment PLC58.1K shares-8.49%2025-09-302025-11-12 TEAM Atlassian Corporation89.7K shares-23.08%2025-09-302025-11-12 CRWD CrowdStrike Holdings, Inc28.3K shares-38.28%2025-09-302025-11-12 ANET Arista Networks94.0K shares-10.02%2025-09-302025-11-12 TOST Toast, Inc.367.3K shares-35.98%2025-09-302025-11-12 DDOG Datadog, Inc.89.4K shares-18.31%2025-09-302025-11-12 KVYO Klaviyo, Inc.457.3K shares-35.16%2025-09-302025-11-12 IOT Samsara Inc.253.8K sharesnew addition2025-09-302025-11-12 OPRT Oportun Financial Corp.588.2K shares0.00%2025-09-302025-11-12 NVDA Nvidia Corp.958 shares0.00%2025-09-302025-11-12 MSFT Microsoft Corp.291 shares-96.77%2025-09-302025-11-12 AAPL Apple Inc.587 shares-96.83%2025-09-302025-11-12 AMZN Amazon.Com Inc.419 shares-98.03%2025-09-302025-11-12 META Meta Platforms, Inc. (fka Face92 shares-96.40%2025-09-302025-11-12 AVGO Broadcom Inc.179 shares-17.89%2025-09-302025-11-12 TSLA Tesla Inc.111 shares0.00%2025-09-302025-11-12 SHOP Shopify Inc.159 shares0.00%2025-09-302025-11-12 MELI Mercadolibre, Inc.8 shares-27.27%2025-09-302025-11-12 AMD Advanced Micro Devices102 sharesnew addition2025-09-302025-11-12 GEV GE Vernova Inc24 shares0.00%2025-09-302025-11-12 OKTA Okta, Inc.142 shares0.00%2025-09-302025-11-12 MA Mastercard Inc.15 shares0.00%2025-09-302025-11-12 Visa Inc. Visa Inc.24 shares-99.59%2025-09-302025-11-12 APP AppLovin11 sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available