Glynn Capital Management 13F filings

Oscar Health Inc.

2,733,237 sh

817,518 sh
43%

$36,735

-$3,897

ATLASSIAN CORPORATION CL A

150,829 sh

-12,070 sh
-7%

$36,709

$10,839

ServiceNow Inc

26,351 sh

-11,226 sh
-30%

$27,935

-$5,673

KLAVIYO SRS A ORD COM

652,758 sh

-506,821 sh
-44%

$26,920

-$14,106

Crowdstrike Holdings Inc

69,580 sh

-16,680 sh
-19%

$23,807

-$386

Cloudflare Inc

215,087 sh

-36,021 sh
-14%

$23,161

$2,849

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

111,333 sh

10,178 sh
10%

$21,987

$4,419

Datadog Inc

151,837 sh

-95,582 sh
-39%

$21,696

-$6,772

NU HOLDINGS CL A ORD COM

1,922,958 sh

166,098 sh
9%

$19,922

-$4,059

MongoDB Inc.

84,880 sh

1,271 sh
2%

$19,761

-$2,843

Toast Inc.

521,547 sh

-394,467 sh
-43%

$19,010

-$6,922

Snowflake Inc.

120,147 sh

-10,708 sh
-8%

$18,552

$3,522

ADYEN N V UNSPONSRED ADS STOCK

1,262,725 sh

-473,077 sh
-27%

$18,512

-$8,619

Gitlab Inc.

308,300 sh

-177,615 sh
-37%

$17,373

-$7,671

Vertiv Holdings Co

118,554 sh

118,554 sh
NEW

$13,469

ARISTA NETWORKS INC EQTY

106,013 sh

106,013 sh
NEW

$11,718

Couchbase Inc.

531,470 sh

$8,286

Eli Lilly

7,291 sh

$5,629

Amazon.com Inc

21,901 sh

$4,805

Apple Inc

19,125 sh

13 sh
0%

$4,789

$336

BERKSHIRE HATHAWAY CL B COM

9,849 sh

$4,464

Meta Platforms, Inc.

6,921 sh

8 sh
0%

$4,052

$95

Microsoft Corp

9,269 sh

17 sh
0%

$3,907

-$74

Visa Inc

11,620 sh

$3,672

AbbVie Inc.

14,747 sh

$2,621

Alphabet Inc

13,700 sh

107 sh
1%

$2,593

$339

Alphabet Inc

13,418 sh

$2,555

Netflix Inc

2,699 sh

$2,406

Salesforce.com Inc

7,143 sh

$2,388

OPORTUN FINL CORP COM

588,233 sh

$2,282

Workday Inc

8,419 sh

$2,172

Intuit Inc

2,894 sh

$1,819

Abbott Laboratories

14,618 sh

$1,653

Johnson & Johnson

9,953 sh

$1,439

Merck & Co. Inc.

14,201 sh

$1,413

Target Corp

7,669 sh

$1,037

ROYAL DUTCH SHELL PLC SPONS ADR A

13,992 sh

$877

Halliburton Co.

29,839 sh

$811

Schlumberger Ltd

20,965 sh

$804

NVIDIA Corp.

876 sh

-100 sh
-10%

$118

-$1

Tesla Inc

126 sh

-20 sh
-14%

$51

$13

Broadcom Inc

187 sh

$43

Advanced Micro Devices Inc

172 sh

32 sh
23%

$21

-$2

MERCADOLIBRE INC COM

12 sh

2 sh
20%

$20

-$1

Micron Technology Inc

219 sh

$18

GE VERNOVA LLC COM

36 sh

36 sh
NEW

$12

Lumentum Holdings Inc

137 sh

137 sh
NEW

$12

Marvell Technology Inc.

106 sh

106 sh
NEW

$12

Constellation Energy Corp

50 sh

50 sh
NEW

$11

Adobe Inc.

14 sh

-23 sh
-62%

$6

-$13

GROVE COLLABORATIVE HOLD INC COM CL A

0 sh

-226,252 sh
-100%

$0

-$305

Mynd ai Inc Common Stock

0 sh

-29,380 sh
-100%

$0

-$24

ASML HOLDING N V N Y REGISTRY SHS

0 sh

-22 sh
-100%

$0

-$18

Glynn Capital Management 13F filings

Holdings as of 2024-12-31