§ 13F · FUND PROFILE
GLYNN CAPITAL MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $317M (13F)Positions · 35Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$43M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | OSCR | Oscar Health, Inc. | 2.59M | $30M | 14.2% | −5% |
| 2 | TSM | Taiwan Semiconductor | 62K | $21M | 10.1% | −18% |
| 3 | VRT | Vertiv Holding | 71K | $18M | 8.5% | −42% |
| 4 | NU | Nu Holdings Ltd. | 899K | $13M | 6.2% | −26% |
| 5 | TOST | Toast, Inc. | 431K | $11M | 5.5% | −11% |
| 6 | IOT | Samsara Inc. | 325K | $10M | 4.9% | +49% |
| 7 | FPS | Forgent Power Solutions Inc | 341K | $10M | 4.8% | NEW |
| 8 | ANET | Arista Networks | 77K | $9M | 4.5% | −7% |
| 9 | NET | Cloudflare, Inc | 43K | $9M | 4.3% | −18% |
| 10 | CRWD | CrowdStrike Holdings, Inc | 23K | $9M | 4.2% | −18% |
§ 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 $317 million in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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