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Glynn Capital Management 13F filings

Manager(s): John W. Glynn

Holdings as of 2025-12-31

Filed on 2026-02-09 under CIK 911270

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Oscar Health Inc.
2,740,597 sh
-115,428 sh
-4%
$39,382
-$14,683
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
76,211 sh
-10,490 sh
-12%
$23,160
-$1,055
NU HOLDINGS CL A ORD COM
1,222,151 sh
-170,263 sh
-12%
$20,459
-$1,834
Vertiv Holdings Co
123,222 sh
-16,729 sh
-12%
$19,963
-$1,150
MongoDB Inc.
43,063 sh
-15,074 sh
-26%
$18,073
$28
Toast Inc.
486,583 sh
119,262 sh
32%
$17,279
$3,868
Snowflake Inc.
78,147 sh
-10,812 sh
-12%
$17,142
-$2,923
KLAVIYO SRS A ORD COM
456,805 sh
-476 sh
0%
$14,832
$2,170
ADYEN N V UNSPONSRED ADS STOCK
893,828 sh
-163,653 sh
-15%
$14,274
-$2,635
Crowdstrike Holdings Inc
27,613 sh
-719 sh
-3%
$12,944
-$949
ServiceNow Inc
81,640 sh
65,022 sh
391%
$12,506
-$2,787
Datadog Inc
83,713 sh
-5,654 sh
-6%
$11,384
-$1,342
ATLASSIAN CORPORATION CL A
66,849 sh
-22,832 sh
-25%
$10,839
-$3,483
ARISTA NETWORKS INC EQTY
82,567 sh
-11,441 sh
-12%
$10,819
-$2,879
FLUTTER ENTERTAINMENT PLC COM
49,779 sh
-8,316 sh
-14%
$10,704
-$4,052
Cloudflare Inc
52,682 sh
-18,581 sh
-26%
$10,386
-$4,906
AppLovin Corp.
13,941 sh
13,930 sh
126636%
$9,394
$9,386
Samsara Inc.
218,067 sh
-35,726 sh
-14%
$7,730
-$1,724
ROBLOX Corp.
70,419 sh
70,419 sh
NEW
$5,706
$5,706
OPORTUN FINL CORP COM
588,233 sh
 
$3,112
NVIDIA Corp.
993 sh
35 sh
4%
$185
$6
Apple Inc
600 sh
13 sh
2%
$163
$14
Alphabet Inc
474 sh
41 sh
9%
$148
$43
Microsoft Corp
291 sh
 
$141
Amazon.com Inc
419 sh
 
$97
Broadcom Inc
179 sh
 
$62
Meta Platforms, Inc.
92 sh
 
$61
Tesla Inc
111 sh
 
$50
SHOPIFY INC CL A
159 sh
 
$26
Advanced Micro Devices Inc
102 sh
 
$22
Netflix Inc
175 sh
155 sh
775%
$16
-$8
GE VERNOVA LLC COM
24 sh
 
$16
MERCADOLIBRE INC COM
8 sh
 
$16
Okta Inc
142 sh
 
$12
Micron Technology Inc
37 sh
37 sh
NEW
$11
$11
Mastercard Inc
15 sh
 
$9
Visa Inc
24 sh
 
$8
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