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Glynn Capital Management 13F filings

Manager(s): John W. Glynn

Holdings as of 2025-03-31

Filed on 2025-05-06 under CIK 911270

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Oscar Health Inc.
3,115,217 sh
381,980 sh
14%
$40,840
$4,105
Crowdstrike Holdings Inc
69,193 sh
-387 sh
-1%
$24,396
$589
NU HOLDINGS CL A ORD COM
2,237,967 sh
315,009 sh
16%
$22,917
$2,995
ATLASSIAN CORPORATION CL A
105,438 sh
-45,391 sh
-30%
$22,375
-$14,334
ServiceNow Inc
26,210 sh
-141 sh
-1%
$20,867
-$7,068
ADYEN N V UNSPONSRED ADS STOCK
1,255,913 sh
-6,812 sh
-1%
$19,178
$666
Datadog Inc
189,499 sh
37,662 sh
25%
$18,800
-$2,896
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
110,743 sh
-590 sh
-1%
$18,383
-$3,604
Cloudflare Inc
156,909 sh
-58,178 sh
-27%
$17,682
-$5,479
Snowflake Inc.
119,648 sh
-499 sh
0%
$17,488
-$1,064
Toast Inc.
518,895 sh
-2,652 sh
-1%
$17,212
-$1,798
MongoDB Inc.
96,719 sh
11,839 sh
14%
$16,965
-$2,796
Gitlab Inc.
345,833 sh
37,533 sh
12%
$16,254
-$1,119
KLAVIYO SRS A ORD COM
530,317 sh
-122,441 sh
-19%
$16,047
-$10,873
Vertiv Holdings Co
217,023 sh
98,469 sh
83%
$15,669
$2,200
Couchbase Inc.
531,470 sh
 
$8,371
ARISTA NETWORKS INC EQTY
105,436 sh
-577 sh
-1%
$8,169
-$3,549
Eli Lilly
7,291 sh
 
$6,022
BERKSHIRE HATHAWAY CL B COM
9,849 sh
 
$5,245
Apple Inc
19,139 sh
14 sh
0%
$4,251
-$538
Amazon.com Inc
21,925 sh
24 sh
0%
$4,171
-$634
Visa Inc
11,620 sh
 
$4,072
Meta Platforms, Inc.
6,930 sh
9 sh
0%
$3,994
-$58
Microsoft Corp
9,212 sh
-57 sh
-1%
$3,458
-$449
OPORTUN FINL CORP COM
588,233 sh
 
$3,229
AbbVie Inc.
14,747 sh
 
$3,090
Netflix Inc
2,717 sh
18 sh
1%
$2,534
$128
Alphabet Inc
13,788 sh
88 sh
1%
$2,132
-$461
Alphabet Inc
13,418 sh
 
$2,096
Workday Inc
8,419 sh
 
$1,966
Abbott Laboratories
14,618 sh
 
$1,939
Salesforce.com Inc
7,143 sh
 
$1,917
Intuit Inc
2,894 sh
 
$1,777
Johnson & Johnson
9,953 sh
 
$1,651
Merck & Co. Inc.
14,201 sh
 
$1,275
ROYAL DUTCH SHELL PLC SPONS ADR A
13,992 sh
 
$1,025
Schlumberger Ltd
20,965 sh
 
$876
Target Corp
7,669 sh
 
$800
Halliburton Co.
29,839 sh
 
$757
NVIDIA Corp.
1,050 sh
174 sh
20%
$114
-$4
Broadcom Inc
242 sh
55 sh
29%
$41
-$2
MERCADOLIBRE INC COM
12 sh
 
$23
Micron Technology Inc
219 sh
 
$19
GE VERNOVA LLC COM
47 sh
11 sh
31%
$14
$2
Advanced Micro Devices Inc
61 sh
-111 sh
-65%
$6
-$15
Lumentum Holdings Inc
75 sh
-62 sh
-45%
$5
-$7
Constellation Energy Corp
21 sh
-29 sh
-58%
$4
-$7
Marvell Technology Inc.
56 sh
-50 sh
-47%
$3
-$9
Tesla Inc
0 sh
-126 sh
-100%
$0
-$51
Adobe Inc.
0 sh
-14 sh
-100%
$0
-$6