§ 13F · FUND PROFILE
GLYNN CAPITAL MANAGEMENT LLC.
AUM · $363M (13F)Positions · 43Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$68M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | OSCR | Oscar Health, Inc. | 2.58M | $73M | 20.2% | −1% |
| 2 | INFQ | Infleqtion, Inc | 4.32M | $57M | 15.8% | NEW |
| 3 | TSM | Taiwan Semiconductor | 54K | $26M | 7.1% | −14% |
| 4 | VRT | Vertiv Holding | 59K | $20M | 5.5% | −16% |
| 5 | FPS | Forgent Power Solutions Inc | 335K | $19M | 5.1% | −2% |
| 6 | RBLX | Roblox Corporation | 269K | $15M | 4.0% | +106% |
| 7 | CRWV | Coreweave, Inc. | 146K | $15M | 4.0% | +43% |
| 8 | AMD | Advanced Micro Devices | 25K | $14M | 4.0% | +45100% |
| 9 | ANET | Arista Networks | 76K | $13M | 3.6% | −1% |
| 10 | APP | AppLovin Corporation | 25K | $13M | 3.6% | +21% |
§ 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 $363 million in assets. The fund runs a portfolio of 43 positions.
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