Glynn Capital Management 13F filings

Oscar Health Inc.

2,575,828 sh

-15,964 sh
-1%

$73,463

$43,735

INFLEQTION INC. INFORMATION TECHNOLOGY

4,315,260 sh

4,315,260 sh
NEW

$57,479

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

54,025 sh

-8,449 sh
-14%

$25,801

$4,688

Vertiv Holdings Co

59,489 sh

-11,747 sh
-16%

$19,918

$2,068

FORGENT POWER SOLUTIONS INC COM SHS CL A

334,753 sh

-6,714 sh
-2%

$18,699

$8,704

ROBLOX Corp.

268,731 sh

138,168 sh
106%

$14,614

$7,229

COREWEAVE INC COM CL A

146,007 sh

43,700 sh
43%

$14,534

$6,608

Advanced Micro Devices Inc

24,860 sh

24,805 sh
45100%

$14,441

$14,430

ARISTA NETWORKS INC EQTY

76,205 sh

-597 sh
-1%

$12,946

$3,516

AppLovin Corp.

25,117 sh

4,429 sh
21%

$12,941

$4,707

Lumentum Holdings Inc

14,834 sh

3,414 sh
30%

$12,728

$4,702

ROBINHOOD MKTS INC COM CL A

117,163 sh

-2,364 sh
-2%

$11,749

$3,466

Cloudflare Inc

47,886 sh

4,706 sh
11%

$11,745

$2,835

Crowdstrike Holdings Inc

14,971 sh

-7,664 sh
-34%

$11,425

$2,588

GE VERNOVA LLC COM

8,662 sh

8,635 sh
31982%

$10,177

$10,153

SANDISK CORP Common

3,823 sh

3,823 sh
NEW

$8,692

Palantir Technologies Inc.

68,776 sh

9,011 sh
15%

$8,024

-$718

Datadog Inc

30,650 sh

-33,549 sh
-52%

$7,980

$401

Toast Inc.

252,629 sh

-178,264 sh
-41%

$7,028

-$4,395

Samsara Inc.

175,678 sh

-149,117 sh
-46%

$5,697

-$4,596

ETHOS TECHNOLOGIES INC CL A

119,143 sh

119,143 sh
NEW

$2,161

NVIDIA Corp.

764 sh

-125 sh
-14%

$153

-$2

Alphabet Inc

397 sh

$142

Apple Inc

491 sh

61 sh
14%

$142

$33

Microsoft Corp

255 sh

65 sh
34%

$95

$25

Amazon.com Inc

353 sh

56 sh
19%

$84

$22

Broadcom Inc

191 sh

12 sh
7%

$72

$17

Micron Technology Inc

62 sh

18 sh
41%

$72

$57

Meta Platforms, Inc.

114 sh

$64

Tesla Inc

111 sh

$47

Applied Materials Inc.

50 sh

$36

Lam Research COM

77 sh

14 sh
22%

$33

$20

Intel Corporation Corp

211 sh

211 sh
NEW

$29

Comfort Systems USA Inc.

12 sh

12 sh
NEW

$24

JFrog COM

255 sh

255 sh
NEW

$23

Analog Devices Inc

55 sh

14 sh
34%

$22

$9

Twilio Inc

101 sh

-1 sh
-1%

$21

$8

SHOPIFY INC CL A

170 sh

-71 sh
-29%

$19

-$10

Snowflake Inc.

62 sh

-41,590 sh
-100%

$16

-$6,266

TTM Technologies Inc.

82 sh

-53 sh
-39%

$15

$2

Uber Technologies Inc

161 sh

$12

QUALCOMM Inc.

63 sh

63 sh
NEW

$12

Netflix Inc

151 sh

-51 sh
-25%

$11

-$8

NU HOLDINGS CL A ORD COM

0 sh

-899,277 sh
-100%

$0

-$12,923

MongoDB Inc.

0 sh

-21,964 sh
-100%

$0

-$5,376

Visa Inc

0 sh

-39 sh
-100%

$0

-$12

Mastercard Inc

0 sh

-23 sh
-100%

$0

-$11

Okta Inc

0 sh

-142 sh
-100%

$0

-$11

MERCADOLIBRE INC COM

0 sh

-6 sh
-100%

$0

-$10

Glynn Capital Management 13F filings

Holdings as of 2026-06-30