Sponsored

The Analysis of GLYNN CAPITAL MANAGEMENT LLC's Holdings & P&L

Currently, GLYNN CAPITAL MANAGEMENT LLC holds 42 types of securities in its portfolio with a total value $209.2M. In the most recent quarter, they have increased their positions in N/A (+341.5K shares, valued at $10.0M), PLTR (+59.8K shares, valued at $8.7M), HOOD (+119.5K shares, valued at $8.3M); decreased their positions in VRT (-52.0K shares, valued at $13.0M), SNOW (-36.5K shares, valued at $5.5M), MDB (-21.1K shares, valued at $5.2M); initiated new positions in N/A (+341.5K shares, valued at $10.0M), PLTR (+59.8K shares, valued at $8.7M), HOOD (+119.5K shares, valued at $8.3M).

1M P&L

+27.1M+12.27%

3M P&L

+46.5M+23.13%

HY P&L

+28.5M+13.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure61.6M

32.5%

2Healthcare Plans29.7M

15.7%

3Software - Application22.1M

11.7%

Top Industries by Stock Count

1Software - Infrastructure9 stocks

26.5%

2Semiconductors5 stocks

14.7%

3Software - Application5 stocks

14.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

OSCR Oscar Health, Inc.2.6M shares-5.43%2026-03-312026-05-08

TSM Taiwan Semiconductor62.5K shares-18.02%2026-03-312026-05-08

VRT Vertiv Holding71.2K shares-42.19%2026-03-312026-05-08

NU Nu Holdings Ltd.899.3K shares-26.42%2026-03-312026-05-08

TOST Toast, Inc.430.9K shares-11.45%2026-03-312026-05-08

IOT Samsara Inc.324.8K shares48.94%2026-03-312026-05-08

Forgent Power Solutions Inc Forgent Power Solutions Inc341.5K sharesnew addition2026-03-312026-05-08

Arista Networks Arista Networks76.8K shares-6.98%2026-03-312026-05-08

Sponsored

NET Cloudflare, Inc43.2K shares-18.04%2026-03-312026-05-08

CRWD CrowdStrike Holdings, Inc22.6K shares-18.03%2026-03-312026-05-08

PLTR Palantir Technologies Inc.59.8K sharesnew addition2026-03-312026-05-08

HOOD Robinhood119.5K sharesnew addition2026-03-312026-05-08

APP AppLovin Corporation20.7K shares48.40%2026-03-312026-05-08

LITE Lumentum Holdings Inc11.4K sharesnew addition2026-03-312026-05-08

CRWV Coreweave Inc.102.3K sharesnew addition2026-03-312026-05-08

DDOG Datadog, Inc.64.2K shares-23.31%2026-03-312026-05-08

Sponsored

RBLX Roblox Corp130.6K shares85.41%2026-03-312026-05-08

SNOW Snowflake, Inc.41.7K shares-46.70%2026-03-312026-05-08

MDB MongoDB, Inc22.0K shares-49.00%2026-03-312026-05-08

NVDA Nvidia Corp.889 shares-10.47%2026-03-312026-05-08

Alphabet Inc. Class A Alphabet Inc. Class A397 shares-16.24%2026-03-312026-05-08

AAPL Apple Inc.430 shares-28.33%2026-03-312026-05-08

MSFT Microsoft Corp.190 shares-34.71%2026-03-312026-05-08

META Meta Platforms, Inc. (fka Face114 shares23.91%2026-03-312026-05-08

Sponsored

AMZN Amazon.Com Inc.297 shares-29.12%2026-03-312026-05-08

Broadcom Inc. Broadcom Inc.179 shares0.00%2026-03-312026-05-08

TSLA Tesla Inc.111 shares0.00%2026-03-312026-05-08

SHOP Shopify Inc.241 shares51.57%2026-03-312026-05-08

GEV GE Vernova Inc27 shares12.50%2026-03-312026-05-08

Netflix, Inc. Netflix, Inc.202 shares15.43%2026-03-312026-05-08

AMAT Applied Materials, Inc.50 sharesnew addition2026-03-312026-05-08

MU Micron Technology Inc.44 shares18.92%2026-03-312026-05-08

Sponsored

Lam Research Corp. Lam Research Corp.63 sharesnew addition2026-03-312026-05-08

TTMI TTM Technologies135 sharesnew addition2026-03-312026-05-08

ADI Analog Devices41 sharesnew addition2026-03-312026-05-08

Twilio Inc. Twilio Inc.102 sharesnew addition2026-03-312026-05-08

Visa Inc. Visa Inc.39 shares62.50%2026-03-312026-05-08

UBER Uber Technologies, Inc161 sharesnew addition2026-03-312026-05-08

MA Mastercard Inc.23 shares53.33%2026-03-312026-05-08

AMD Advanced Micro Devices55 shares-46.08%2026-03-312026-05-08

Sponsored

OKTA Okta, Inc.142 shares0.00%2026-03-312026-05-08

MELI Mercadolibre, Inc.6 shares-25.00%2026-03-312026-05-08

OSCR

Oscar Health, Inc.

-5.43%

Shares2.6M

Event2026-03-31

Filed2026-05-08

TSM

Taiwan Semiconductor

-18.02%

Shares62.5K

Event2026-03-31

Filed2026-05-08

VRT

Vertiv Holding

-42.19%

Shares71.2K

Event2026-03-31

Filed2026-05-08

Nu Holdings Ltd.

-26.42%

Shares899.3K

Event2026-03-31

Filed2026-05-08

TOST

Toast, Inc.

-11.45%

Shares430.9K

Event2026-03-31

Filed2026-05-08

IOT

Samsara Inc.

48.94%

Shares324.8K

Event2026-03-31

Filed2026-05-08

Forgent Power Solutions Inc

New

Shares341.5K

Event2026-03-31

Filed2026-05-08

Arista Networks

-6.98%

Shares76.8K

Event2026-03-31

Filed2026-05-08

NET

Cloudflare, Inc

-18.04%

Shares43.2K

Event2026-03-31

Filed2026-05-08

CRWD

CrowdStrike Holdings, Inc

-18.03%

Shares22.6K

Event2026-03-31

Filed2026-05-08

PLTR

Palantir Technologies Inc.

New

Shares59.8K

Event2026-03-31

Filed2026-05-08

HOOD

Robinhood

New

Shares119.5K

Event2026-03-31

Filed2026-05-08

APP

AppLovin Corporation

48.40%

Shares20.7K

Event2026-03-31

Filed2026-05-08

LITE

Lumentum Holdings Inc

New

Shares11.4K

Event2026-03-31

Filed2026-05-08

CRWV

Coreweave Inc.

New

Shares102.3K

Event2026-03-31

Filed2026-05-08

DDOG

Datadog, Inc.

-23.31%

Shares64.2K

Event2026-03-31

Filed2026-05-08

RBLX

Roblox Corp

85.41%

Shares130.6K

Event2026-03-31

Filed2026-05-08

SNOW

Snowflake, Inc.

-46.70%

Shares41.7K

Event2026-03-31

Filed2026-05-08

MDB

MongoDB, Inc

-49.00%

Shares22.0K

Event2026-03-31

Filed2026-05-08

NVDA

Nvidia Corp.

-10.47%

Shares889

Event2026-03-31

Filed2026-05-08

Alphabet Inc. Class A

-16.24%

Shares397

Event2026-03-31

Filed2026-05-08

AAPL

Apple Inc.

-28.33%

Shares430

Event2026-03-31

Filed2026-05-08

MSFT

Microsoft Corp.

-34.71%

Shares190

Event2026-03-31

Filed2026-05-08