Glynn Capital Management 13F filings

Oscar Health Inc.

2,591,792 sh

-148,805 sh
-5%

$29,728

-$9,654

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

62,474 sh

-13,737 sh
-18%

$21,113

-$2,047

Vertiv Holdings Co

71,236 sh

-51,986 sh
-42%

$17,850

-$2,113

NU HOLDINGS CL A ORD COM

899,277 sh

-322,874 sh
-26%

$12,923

-$7,536

Toast Inc.

430,893 sh

-55,690 sh
-11%

$11,423

-$5,856

Samsara Inc.

324,795 sh

106,728 sh
49%

$10,293

$2,563

FORGENT POWER SOLUTIONS INC COM SHS CL A

341,467 sh

341,467 sh
NEW

$9,995

ARISTA NETWORKS INC EQTY

76,802 sh

-5,765 sh
-7%

$9,430

-$1,389

Cloudflare Inc

43,180 sh

-9,502 sh
-18%

$8,910

-$1,476

Crowdstrike Holdings Inc

22,635 sh

-4,978 sh
-18%

$8,837

-$4,107

Palantir Technologies Inc.

59,765 sh

59,765 sh
NEW

$8,742

ROBINHOOD MKTS INC COM CL A

119,527 sh

119,527 sh
NEW

$8,283

AppLovin Corp.

20,688 sh

6,747 sh
48%

$8,234

-$1,160

Lumentum Holdings Inc

11,420 sh

11,420 sh
NEW

$8,026

COREWEAVE INC COM CL A

102,307 sh

102,307 sh
NEW

$7,926

Datadog Inc

64,199 sh

-19,514 sh
-23%

$7,579

-$3,805

ROBLOX Corp.

130,563 sh

60,144 sh
85%

$7,385

$1,679

Snowflake Inc.

41,652 sh

-36,495 sh
-47%

$6,282

-$10,860

MongoDB Inc.

21,964 sh

-21,099 sh
-49%

$5,376

-$12,697

NVIDIA Corp.

889 sh

-104 sh
-10%

$155

-$30

Alphabet Inc

397 sh

-77 sh
-16%

$114

-$34

Apple Inc

430 sh

-170 sh
-28%

$109

-$54

Microsoft Corp

190 sh

-101 sh
-35%

$70

-$71

Meta Platforms, Inc.

114 sh

22 sh
24%

$65

$4

Amazon.com Inc

297 sh

-122 sh
-29%

$62

-$35

Broadcom Inc

179 sh

$55

Tesla Inc

111 sh

$41

SHOPIFY INC CL A

241 sh

82 sh
52%

$29

$3

GE VERNOVA LLC COM

27 sh

3 sh
13%

$24

$8

Netflix Inc

202 sh

27 sh
15%

$19

$3

Applied Materials Inc.

50 sh

50 sh
NEW

$17

Micron Technology Inc

44 sh

7 sh
19%

$15

$4

Analog Devices Inc

41 sh

41 sh
NEW

$13

Lam Research COM

63 sh

63 sh
NEW

$13

TTM Technologies Inc.

135 sh

135 sh
NEW

$13

Twilio Inc

102 sh

102 sh
NEW

$13

Visa Inc

39 sh

15 sh
63%

$12

$4

Uber Technologies Inc

161 sh

161 sh
NEW

$12

Advanced Micro Devices Inc

55 sh

-47 sh
-46%

$11

-$11

Okta Inc

142 sh

$11

Mastercard Inc

23 sh

8 sh
53%

$11

$2

MERCADOLIBRE INC COM

6 sh

-2 sh
-25%

$10

-$6

KLAVIYO SRS A ORD COM

0 sh

-456,805 sh
-100%

$0

-$14,832

ADYEN N V UNSPONSRED ADS STOCK

0 sh

-893,828 sh
-100%

$0

-$14,274

ServiceNow Inc

0 sh

-81,640 sh
-100%

$0

-$12,506

ATLASSIAN CORPORATION CL A

0 sh

-66,849 sh
-100%

$0

-$10,839

FLUTTER ENTERTAINMENT PLC COM

0 sh

-49,779 sh
-100%

$0

-$10,704

OPORTUN FINL CORP COM

0 sh

-588,233 sh
-100%

$0

-$3,112

Glynn Capital Management 13F filings

Holdings as of 2026-03-31