Glynn Capital Management 13F filings

Oscar Health Inc.

2,856,025 sh

-153,753 sh
-5%

$54,065

-$10,465

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

86,701 sh

-32,998 sh
-28%

$24,215

-$2,896

NU HOLDINGS CL A ORD COM

1,392,414 sh

-426,601 sh
-23%

$22,293

-$2,664

Vertiv Holdings Co

139,951 sh

-70,571 sh
-34%

$21,113

-$5,920

Snowflake Inc.

88,959 sh

-25,963 sh
-23%

$20,065

-$5,651

MongoDB Inc.

58,137 sh

-50,515 sh
-46%

$18,045

-$4,771

ADYEN N V UNSPONSRED ADS STOCK

1,057,481 sh

34,271 sh
3%

$16,909

-$1,826

ServiceNow Inc

16,618 sh

-4,167 sh
-20%

$15,293

-$6,076

Cloudflare Inc

71,263 sh

-35,603 sh
-33%

$15,292

-$5,636

FLUTTER ENTERTAINMENT PLC COM

58,095 sh

-5,391 sh
-8%

$14,756

-$3,386

ATLASSIAN CORPORATION CL A

89,681 sh

-26,905 sh
-23%

$14,322

-$9,355

Crowdstrike Holdings Inc

28,332 sh

-17,574 sh
-38%

$13,893

-$9,487

ARISTA NETWORKS INC EQTY

94,008 sh

-10,466 sh
-10%

$13,698

$3,009

Toast Inc.

367,321 sh

-206,463 sh
-36%

$13,411

-$12,002

Datadog Inc

89,367 sh

-20,031 sh
-18%

$12,726

-$1,969

KLAVIYO SRS A ORD COM

457,281 sh

-247,977 sh
-35%

$12,662

-$11,021

Samsara Inc.

253,793 sh

253,793 sh
NEW

$9,454

OPORTUN FINL CORP COM

588,233 sh

$3,629

NVIDIA Corp.

958 sh

$179

Microsoft Corp

291 sh

-8,716 sh
-97%

$151

-$4,329

Apple Inc

587 sh

-17,903 sh
-97%

$149

-$3,645

Alphabet Inc

433 sh

-13,220 sh
-97%

$105

-$2,301

Amazon.com Inc

419 sh

-20,822 sh
-98%

$92

-$4,568

Meta Platforms, Inc.

92 sh

-2,466 sh
-96%

$68

-$1,820

Broadcom Inc

179 sh

-39 sh
-18%

$59

-$1

Tesla Inc

111 sh

$49

Netflix Inc

20 sh

-960 sh
-98%

$24

-$1,288

SHOPIFY INC CL A

159 sh

$24

MERCADOLIBRE INC COM

8 sh

-3 sh
-27%

$19

-$10

Advanced Micro Devices Inc

102 sh

102 sh
NEW

$17

GE VERNOVA LLC COM

24 sh

$15

Okta Inc

142 sh

$13

Mastercard Inc

15 sh

$9

Visa Inc

24 sh

-5,834 sh
-100%

$8

-$2,072

AppLovin Corp.

11 sh

11 sh
NEW

$8

Eli Lilly

0 sh

-7,041 sh
-100%

$0

-$5,489

BERKSHIRE HATHAWAY CL B COM

0 sh

-9,599 sh
-100%

$0

-$4,663

AbbVie Inc.

0 sh

-14,247 sh
-100%

$0

-$2,645

Alphabet Inc

0 sh

-12,618 sh
-100%

$0

-$2,238

Intuit Inc

0 sh

-2,594 sh
-100%

$0

-$2,043

Salesforce.com Inc

0 sh

-7,143 sh
-100%

$0

-$1,948

Workday Inc

0 sh

-7,919 sh
-100%

$0

-$1,901

Abbott Laboratories

0 sh

-13,818 sh
-100%

$0

-$1,879

Johnson & Johnson

0 sh

-9,453 sh
-100%

$0

-$1,444

Merck & Co. Inc.

0 sh

-12,701 sh
-100%

$0

-$1,005

Chevron Corp

0 sh

-5,889 sh
-100%

$0

-$843

Target Corp

0 sh

-6,169 sh
-100%

$0

-$609

CYBERARK SOFTWARE LTD SHS

0 sh

-56 sh
-100%

$0

-$23

Micron Technology Inc

0 sh

-113 sh
-100%

$0

-$14

REDDIT INC COM

0 sh

-49 sh
-100%

$0

-$7

Glynn Capital Management 13F filings

Holdings as of 2025-09-30