Glynn Capital Management 13F filings

Manager(s): John W. Glynn

Holdings as of 2026-09-30

Filed on 2026-10-06 under CIK 911270

Company

Investment Type

Change

Value (x$1000)

increase or decrease

INFLEQTION INC. INFORMATION TECHNOLOGY

4,315,260 sh

$58,127

Oscar Health Inc.

1,380,836 sh

-1,194,992 sh
-46%

$42,585

-$30,878

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

42,124 sh

-11,901 sh
-22%

$19,217

-$6,584

ETHOS TECHNOLOGIES INC CL A

476,575 sh

357,432 sh
300%

$15,999

$13,838

Crowdstrike Holdings Inc

58,862 sh

43,891 sh
293%

$15,584

$4,159

Palantir Technologies Inc.

81,826 sh

13,050 sh
19%

$15,306

$7,282

ROBINHOOD MKTS INC COM CL A

115,256 sh

-1,907 sh
-2%

$12,966

$1,217

FORGENT POWER SOLUTIONS INC COM SHS CL A

345,268 sh

10,515 sh
3%

$12,927

-$5,772

Cloudflare Inc

35,115 sh

-12,771 sh
-27%

$12,195

$450

Lumentum Holdings Inc

12,449 sh

-2,385 sh
-16%

$12,091

-$637

COREWEAVE INC COM CL A

133,275 sh

-12,732 sh
-9%

$11,611

-$2,923

Twilio Inc

39,451 sh

39,350 sh
38960%

$11,538

$11,517

Vertiv Holdings Co

46,362 sh

-13,127 sh
-22%

$11,188

-$8,730

Advanced Micro Devices Inc

18,049 sh

-6,811 sh
-27%

$11,042

-$3,399

SANDISK CORP Common

6,291 sh

2,468 sh
65%

$10,946

$2,254

Datadog Inc

36,751 sh

6,101 sh
20%

$10,064

$2,084

Bloom Energy Corp

34,248 sh

34,248 sh
NEW

$9,486

ARISTA NETWORKS INC EQTY

43,234 sh

-32,971 sh
-43%

$8,802

-$4,144

SPACE EXPLORATION Common Stock

57,600 sh

57,600 sh
NEW

$8,690

GE VERNOVA LLC COM

8,513 sh

-149 sh
-2%

$8,092

-$2,085

Toast Inc.

248,515 sh

-4,114 sh
-2%

$7,204

$176

AppLovin Corp.

24,694 sh

-423 sh
-2%

$7,172

-$5,769

NVIDIA Corp.

847 sh

83 sh
11%

$193

$40

Alphabet Inc

458 sh

61 sh
15%

$158

$16

Apple Inc

429 sh

-62 sh
-13%

$143

Microsoft Corp

237 sh

-18 sh
-7%

$122

$27

Amazon.com Inc

407 sh

54 sh
15%

$101

$17

Meta Platforms, Inc.

114 sh

$83

Broadcom Inc

191 sh

$67

Micron Technology Inc

44 sh

-18 sh
-29%

$47

-$25

Tesla Inc

111 sh

$39

Comfort Systems USA Inc.

19 sh

7 sh
58%

$31

Snowflake Inc.

86 sh

24 sh
39%

$29

$13

Intel Corporation Corp

211 sh

$25

SHOPIFY INC CL A

170 sh

$25

Analog Devices Inc

55 sh

$22

Applied Materials Inc.

42 sh

-8 sh
-16%

$21

-$15

Lam Research COM

64 sh

-13 sh
-17%

$21

-$12

JFrog COM

193 sh

-62 sh
-24%

$19

-$4

SK Hynix Inc. COM

69 sh

69 sh
NEW

$13

ROBLOX Corp.

0 sh

-268,731 sh
-100%

-$14,614

Samsara Inc.

0 sh

-175,678 sh
-100%

-$5,697

TTM Technologies Inc.

0 sh

-82 sh
-100%

-$15

QUALCOMM Inc.

0 sh

-63 sh
-100%

-$12

Uber Technologies Inc

0 sh

-161 sh
-100%

-$12

Netflix Inc

0 sh

-151 sh
-100%

-$11