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Glynn Capital Management 13F filings

Manager(s): John W. Glynn

Holdings as of 2025-03-31

Filed on 2025-05-06 under CIK 911270

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Oscar Health Inc.

3,115,217 sh

381,980 sh
14%

$40,840

$4,105

Crowdstrike Holdings Inc

69,193 sh

-387 sh
-1%

$24,396

$589

NU HOLDINGS CL A ORD COM

2,237,967 sh

315,009 sh
16%

$22,917

$2,995

ATLASSIAN CORPORATION CL A

105,438 sh

-45,391 sh
-30%

$22,375

-$14,334

26,210 sh

-141 sh
-1%

$20,867

-$7,068

ADYEN N V UNSPONSRED ADS STOCK

1,255,913 sh

-6,812 sh
-1%

$19,178

$666

189,499 sh

37,662 sh
25%

$18,800

-$2,896

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

110,743 sh

-590 sh
-1%

$18,383

-$3,604

156,909 sh

-58,178 sh
-27%

$17,682

-$5,479

119,648 sh

-499 sh
0%

$17,488

-$1,064

518,895 sh

-2,652 sh
-1%

$17,212

-$1,798

96,719 sh

11,839 sh
14%

$16,965

-$2,796

345,833 sh

37,533 sh
12%

$16,254

-$1,119

KLAVIYO SRS A ORD COM

530,317 sh

-122,441 sh
-19%

$16,047

-$10,873

Vertiv Holdings Co

217,023 sh

98,469 sh
83%

$15,669

$2,200

531,470 sh

$8,371

ARISTA NETWORKS INC EQTY

105,436 sh

-577 sh
-1%

$8,169

-$3,549

7,291 sh

$6,022

BERKSHIRE HATHAWAY CL B COM

9,849 sh

$5,245

19,139 sh

14 sh
0%

$4,251

-$538

21,925 sh

24 sh
0%

$4,171

-$634

11,620 sh

$4,072

Meta Platforms, Inc.

6,930 sh

9 sh
0%

$3,994

-$58

9,212 sh

-57 sh
-1%

$3,458

-$449

OPORTUN FINL CORP COM

588,233 sh

$3,229

14,747 sh

$3,090

2,717 sh

18 sh
1%

$2,534

$128

13,788 sh

88 sh
1%

$2,132

-$461

13,418 sh

$2,096

8,419 sh

$1,966

Abbott Laboratories

14,618 sh

$1,939

Salesforce.com Inc

7,143 sh

$1,917

2,894 sh

$1,777

Johnson & Johnson

9,953 sh

$1,651

Merck & Co. Inc.

14,201 sh

$1,275

ROYAL DUTCH SHELL PLC SPONS ADR A

13,992 sh

$1,025

Schlumberger Ltd

20,965 sh

$876

7,669 sh

$800

Halliburton Co.

29,839 sh

$757

1,050 sh

174 sh
20%

$114

-$4

242 sh

55 sh
29%

$41

-$2

MERCADOLIBRE INC COM

12 sh

$23

Micron Technology Inc

219 sh

$19

GE VERNOVA LLC COM

47 sh

11 sh
31%

$14

$2

Advanced Micro Devices Inc

61 sh

-111 sh
-65%

$6

-$15

Lumentum Holdings Inc

75 sh

-62 sh
-45%

$5

-$7

Constellation Energy Corp

21 sh

-29 sh
-58%

$4

-$7

Marvell Technology Inc.

56 sh

-50 sh
-47%

$3

-$9

0 sh

-126 sh
-100%

$0

-$51

0 sh

-14 sh
-100%

$0

-$6