Glynn Capital Management 13F filings

Oscar Health Inc.

3,009,778 sh

-105,439 sh
-3%

$64,530

$23,690

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

119,699 sh

8,956 sh
8%

$27,111

$8,728

Vertiv Holdings Co

210,522 sh

-6,501 sh
-3%

$27,033

$11,364

Snowflake Inc.

114,922 sh

-4,726 sh
-4%

$25,716

$8,228

Toast Inc.

573,784 sh

54,889 sh
11%

$25,413

$8,201

NU HOLDINGS CL A ORD COM

1,819,015 sh

-418,952 sh
-19%

$24,957

$2,040

KLAVIYO SRS A ORD COM

705,258 sh

174,941 sh
33%

$23,683

$7,636

ATLASSIAN CORPORATION CL A

116,586 sh

11,148 sh
11%

$23,677

$1,302

Crowdstrike Holdings Inc

45,906 sh

-23,287 sh
-34%

$23,380

-$1,016

MongoDB Inc.

108,652 sh

11,933 sh
12%

$22,816

$5,851

ServiceNow Inc

20,785 sh

-5,425 sh
-21%

$21,369

$502

Cloudflare Inc

106,866 sh

-50,043 sh
-32%

$20,928

$3,246

ADYEN N V UNSPONSRED ADS STOCK

1,023,210 sh

-232,703 sh
-19%

$18,735

-$443

FLUTTER ENTERTAINMENT PLC COM

63,486 sh

63,486 sh
NEW

$18,142

Datadog Inc

109,398 sh

-80,101 sh
-42%

$14,695

-$4,105

ARISTA NETWORKS INC EQTY

104,474 sh

-962 sh
-1%

$10,689

$2,520

Eli Lilly

7,041 sh

-250 sh
-3%

$5,489

-$533

BERKSHIRE HATHAWAY CL B COM

9,599 sh

-250 sh
-3%

$4,663

-$582

Amazon.com Inc

21,241 sh

-684 sh
-3%

$4,660

$489

Microsoft Corp

9,007 sh

-205 sh
-2%

$4,480

$1,022

OPORTUN FINL CORP COM

588,233 sh

$4,212

Apple Inc

18,490 sh

-649 sh
-3%

$3,794

-$457

AbbVie Inc.

14,247 sh

-500 sh
-3%

$2,645

-$445

Alphabet Inc

13,653 sh

-135 sh
-1%

$2,406

$274

Alphabet Inc

12,618 sh

-800 sh
-6%

$2,238

$142

Visa Inc

5,858 sh

-5,762 sh
-50%

$2,080

-$1,992

Intuit Inc

2,594 sh

-300 sh
-10%

$2,043

$266

Salesforce.com Inc

7,143 sh

$1,948

Workday Inc

7,919 sh

-500 sh
-6%

$1,901

-$65

Meta Platforms, Inc.

2,558 sh

-4,372 sh
-63%

$1,888

-$2,106

Abbott Laboratories

13,818 sh

-800 sh
-5%

$1,879

-$60

Johnson & Johnson

9,453 sh

-500 sh
-5%

$1,444

-$207

Netflix Inc

980 sh

-1,737 sh
-64%

$1,312

-$1,222

Merck & Co. Inc.

12,701 sh

-1,500 sh
-11%

$1,005

-$270

Chevron Corp

5,889 sh

5,889 sh
NEW

$843

Target Corp

6,169 sh

-1,500 sh
-20%

$609

-$191

NVIDIA Corp.

958 sh

-92 sh
-9%

$151

$37

Broadcom Inc

218 sh

-24 sh
-10%

$60

$19

Tesla Inc

111 sh

111 sh
NEW

$35

MERCADOLIBRE INC COM

11 sh

-1 sh
-8%

$29

$6

CYBERARK SOFTWARE LTD SHS

56 sh

56 sh
NEW

$23

SHOPIFY INC CL A

159 sh

159 sh
NEW

$18

Micron Technology Inc

113 sh

-106 sh
-48%

$14

-$5

Okta Inc

142 sh

142 sh
NEW

$14

GE VERNOVA LLC COM

24 sh

-23 sh
-49%

$13

-$1

Mastercard Inc

15 sh

15 sh
NEW

$8

REDDIT INC COM

49 sh

49 sh
NEW

$7

Gitlab Inc.

0 sh

-345,833 sh
-100%

$0

-$16,254

Couchbase Inc.

0 sh

-531,470 sh
-100%

$0

-$8,371

ROYAL DUTCH SHELL PLC SPONS ADR A

0 sh

-13,992 sh
-100%

$0

-$1,025

Schlumberger Ltd

0 sh

-20,965 sh
-100%

$0

-$876

Halliburton Co.

0 sh

-29,839 sh
-100%

$0

-$757

Advanced Micro Devices Inc

0 sh

-61 sh
-100%

$0

-$6

Lumentum Holdings Inc

0 sh

-75 sh
-100%

$0

-$5

Constellation Energy Corp

0 sh

-21 sh
-100%

$0

-$4

Marvell Technology Inc.

0 sh

-56 sh
-100%

$0

-$3

Glynn Capital Management 13F filings

Holdings as of 2025-06-30