§ 13F · FUND PROFILE
GLYNN CAPITAL MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $444.8T (13F)Positions · 47Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | OSCR | Oscar Health, Inc. | 2.74M | $39.4T | 13.5% | −4% |
| 2 | TSM | Taiwan Semiconductor | 76K | $23.2T | 8.0% | −12% |
| 3 | NU | Nu Holdings Ltd. | 1.22M | $20.5T | 7.0% | −12% |
| 4 | VRT | Vertiv Holding | 123K | $20.0T | 6.9% | −12% |
| 5 | MDB | MongoDB, Inc | 43K | $18.1T | 6.2% | −26% |
| 6 | TOST | Toast, Inc. | 487K | $17.3T | 5.9% | +32% |
| 7 | SNOW | Snowflake, Inc. | 78K | $17.1T | 5.9% | −12% |
| 8 | KVYO | Klaviyo, Inc. | 457K | $14.8T | 5.1% | ±0% |
| 9 | ADYEY | Adyen NV ADR | 894K | $14.3T | 4.9% | −15% |
| 10 | CRWD | CrowdStrike Holdings, Inc | 28K | $12.9T | 4.4% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GLYNN SIGNAL
AC read
GLYNN CAPITAL MANAGEMENT LLC is a Other fund managing $444784.2 trillion in assets. The fund runs a portfolio of 47 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed