Glynn Capital Management LLC
Net buyer this quarter
$363M
42
+$48.7M
72.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 OSCR | $73.5M | 20.22% | Not reported | -0.6% | Q3 2021 |
 INFQ | $57.5M | 15.82% | 1.92% | New | Q2 2026 |
 TSM | $25.8M | 7.10% | 0.00% | -13.5% | Q3 2024 |
 VRT | $19.9M | 5.48% | 0.02% | -16.5% | Q4 2024 |
 FPS | $18.7M | 5.15% | Not reported | -2.0% | Q1 2026 |
 RBLX | $14.6M | 4.02% | 0.04% | +105.8% | Q4 2025 |
 CRWV | $14.5M | 4.00% | Not reported | +42.7% | Q1 2026 |
 AMD | $14.4M | 3.97% | 0.00% | +45100.0% | Q3 2024 |
 ANET | $12.9M | 3.56% | 0.01% | -0.8% | Q4 2024 |
 APP | $12.9M | 3.56% | 0.01% | +21.4% | Q3 2025 |
 LITE | $12.7M | 3.50% | 0.02% | +29.9% | Q4 2024 |
 HOOD | $11.7M | 3.23% | 0.05% | -2.0% | Q1 2026 |
 NET | $11.7M | 3.23% | Not reported | +10.9% | Q2 2024 |
 CRWD | $11.4M | 3.14% | 0.01% | -33.9% | Q3 2020 |
 GEV | $10.2M | 2.80% | 0.00% | +31981.5% | Q4 2024 |
 SNDK | $8.69M | 2.39% | 0.00% | New | Q2 2026 |
 PLTR | $8.02M | 2.21% | 0.00% | +15.1% | Q1 2021 |
 DDOG | $7.98M | 2.20% | 0.04% | -52.3% | Q2 2020 |
 TOST | $7.03M | 1.93% | 0.12% | -41.4% | Q3 2021 |
 IOT | $5.7M | 1.57% | Not reported | -45.9% | Q4 2021 |
 LIFE | $2.16M | 0.59% | 0.72% | New | Q2 2026 |
 NVDA | $153K | 0.04% | 0.00% | -14.1% | Q3 2024 |
 AAPL | $142K | 0.04% | 0.00% | +14.2% | Q2 2013 |
 GOOGL | $142K | 0.04% | 0.00% | Not reported | Q3 2015 |
 MSFT | $95.1K | 0.03% | 0.00% | +34.2% | Q1 2018 |
 AMZN | $84.1K | 0.02% | 0.00% | +18.9% | Q2 2013 |
 AVGO | $72.2K | 0.02% | 0.00% | +6.7% | Q3 2024 |
 MU | $71.6K | 0.02% | 0.00% | +40.9% | Q3 2024 |
 META | $64.2K | 0.02% | Not reported | Not reported | Q2 2013 |
 TSLA | $46.7K | 0.01% | 0.00% | Not reported | Q3 2024 |
 AMAT | $36.2K | 0.01% | 0.00% | Not reported | Q1 2026 |
 LRCX | $33.4K | 0.01% | 0.00% | +22.2% | Q1 2026 |
 INTC | $29.5K | 0.01% | 0.00% | Not reported | Q2 2013 |
 FIX | $23.8K | 0.01% | 0.00% | New | Q2 2026 |
 ADI | $21.8K | 0.01% | 0.00% | +34.2% | Q1 2026 |
 TWLO | $20.8K | 0.01% | 0.00% | -1.0% | Q4 2018 |
 SHOP | $19.4K | 0.01% | 0.00% | -29.5% | Q3 2020 |
 SNOW | $15.8K | 0.00% | 0.00% | -99.9% | Q3 2020 |
 TTMI | $15.3K | 0.00% | 0.00% | -39.3% | Q1 2026 |
 QCOM | $11.6K | 0.00% | 0.00% | Not reported | Q2 2013 |
 UBER | $11.6K | 0.00% | 0.00% | Not reported | Q1 2026 |
 NFLX | $10.8K | 0.00% | 0.00% | -25.3% | Q4 2015 |
| Q1 2026 | |||||
| OSCR | $29.7M | 14.21% | Not reported | -5.4% | Q3 2021 |
| TSM | $21.1M | 10.09% | 0.00% | -18.0% | Q3 2024 |
| VRT | $17.9M | 8.53% | 0.02% | -42.2% | Q4 2024 |
 NU | $12.9M | 6.18% | Not reported | -26.4% | Q4 2021 |
| TOST | $11.4M | 5.46% | 0.20% | -11.5% | Q3 2021 |
| IOT | $10.3M | 4.92% | Not reported | +48.9% | Q4 2021 |
| FPS | $9.99M | 4.78% | Not reported | New | Q1 2026 |
| ANET | $9.43M | 4.51% | 0.01% | -7.0% | Q4 2024 |
| NET | $8.91M | 4.26% | Not reported | -18.0% | Q2 2024 |
| CRWD | $8.84M | 4.22% | 0.01% | -18.0% | Q3 2020 |
| PLTR | $8.74M | 4.18% | 0.00% | Not reported | Q1 2021 |
| HOOD | $8.28M | 3.96% | 0.05% | New | Q1 2026 |
| APP | $8.23M | 3.94% | 0.01% | +48.4% | Q3 2025 |
| LITE | $8.03M | 3.84% | 0.02% | Not reported | Q4 2024 |
| CRWV | $7.93M | 3.79% | Not reported | New | Q1 2026 |
| DDOG | $7.58M | 3.62% | 0.08% | -23.3% | Q2 2020 |
| RBLX | $7.38M | 3.53% | 0.02% | +85.4% | Q4 2025 |
| SNOW | $6.28M | 3.00% | 0.01% | -46.7% | Q3 2020 |
 MDB | $5.38M | 2.57% | 0.03% | -49.0% | Q2 2022 |
| NVDA | $155K | 0.07% | 0.00% | -10.5% | Q3 2024 |
| GOOGL | $114K | 0.05% | 0.00% | -16.2% | Q3 2015 |
| AAPL | $109K | 0.05% | 0.00% | -28.3% | Q2 2013 |
| MSFT | $70.3K | 0.03% | 0.00% | -34.7% | Q1 2018 |
| META | $65.2K | 0.03% | Not reported | +23.9% | Q2 2013 |
| AMZN | $61.9K | 0.03% | 0.00% | -29.1% | Q2 2013 |
| AVGO | $55.4K | 0.03% | 0.00% | Not reported | Q3 2024 |
| TSLA | $41.3K | 0.02% | 0.00% | Not reported | Q3 2024 |
| SHOP | $28.6K | 0.01% | 0.00% | +51.6% | Q3 2020 |
| GEV | $23.6K | 0.01% | 0.00% | +12.5% | Q4 2024 |
| NFLX | $19.4K | 0.01% | 0.00% | +15.4% | Q4 2015 |
| AMAT | $17.1K | 0.01% | 0.00% | New | Q1 2026 |
| MU | $14.9K | 0.01% | 0.00% | +18.9% | Q3 2024 |
| LRCX | $13.5K | 0.01% | 0.00% | New | Q1 2026 |
| TTMI | $13.2K | 0.01% | 0.00% | New | Q1 2026 |
| ADI | $13K | 0.01% | 0.00% | New | Q1 2026 |
| TWLO | $12.8K | 0.01% | 0.00% | Not reported | Q4 2018 |
 V | $11.8K | 0.01% | 0.00% | +62.5% | Q2 2013 |
| UBER | $11.6K | 0.01% | 0.00% | New | Q1 2026 |
 MA | $11.5K | 0.01% | 0.00% | +53.3% | Q2 2025 |
| AMD | $11.2K | 0.01% | 0.00% | -46.1% | Q3 2024 |
 OKTA | $11.2K | 0.01% | Not reported | Not reported | Q3 2017 |
 MELI | $10.4K | 0.00% | 0.00% | -25.0% | Q2 2013 |
| Q4 2025 | |||||
| OSCR | $39.4M | 13.53% | Not reported | -4.0% | Q3 2021 |
| TSM | $23.2M | 7.96% | 0.00% | -12.1% | Q3 2024 |
| NU | $20.5M | 7.03% | Not reported | -12.2% | Q4 2021 |
| VRT | $20M | 6.86% | 0.03% | -12.0% | Q4 2024 |
| MDB | $18.1M | 6.21% | 0.05% | -25.9% | Q2 2022 |
| TOST | $17.3M | 5.93% | 0.22% | +32.5% | Q3 2021 |
| SNOW | $17.1M | 5.89% | 0.02% | -12.2% | Q3 2020 |
 KVYO | $14.8M | 5.09% | Not reported | -0.1% | Q3 2023 |
| CRWD | $12.9M | 4.45% | 0.01% | -2.5% | Q3 2020 |
 NOW | $12.5M | 4.30% | 0.01% | -1.8% | Q2 2013 |
| DDOG | $11.4M | 3.91% | 0.11% | -6.3% | Q2 2020 |
 TEAM | $10.8M | 3.72% | Not reported | -25.5% | Q1 2016 |
| ANET | $10.8M | 3.72% | 0.01% | -12.2% | Q4 2024 |
 FLUT | $10.7M | 3.68% | 0.03% | -14.3% | Q2 2025 |
| NET | $10.4M | 3.57% | Not reported | -26.1% | Q2 2024 |
| APP | $9.39M | 3.23% | 0.00% | +126636.4% | Q3 2025 |
| IOT | $7.73M | 2.66% | Not reported | -14.1% | Q4 2021 |
| RBLX | $5.71M | 1.96% | 0.01% | New | Q4 2025 |
 OPRT | $3.11M | 1.07% | 1.32% | Not reported | Q1 2020 |
| NVDA | $185K | 0.06% | 0.00% | +3.7% | Q3 2024 |
| AAPL | $163K | 0.06% | 0.00% | +2.2% | Q2 2013 |
| GOOGL | $148K | 0.05% | 0.00% | +9.5% | Q3 2015 |
| MSFT | $141K | 0.05% | 0.00% | Not reported | Q1 2018 |
| AMZN | $96.7K | 0.03% | 0.00% | Not reported | Q2 2013 |
| AVGO | $62K | 0.02% | 0.00% | Not reported | Q3 2024 |
| META | $60.7K | 0.02% | Not reported | Not reported | Q2 2013 |
| TSLA | $49.9K | 0.02% | 0.00% | Not reported | Q3 2024 |
| SHOP | $25.6K | 0.01% | 0.00% | Not reported | Q3 2020 |
| AMD | $21.8K | 0.01% | 0.00% | Not reported | Q3 2024 |
| NFLX | $16.4K | 0.01% | 0.00% | -12.5% | Q4 2015 |
| MELI | $16.1K | 0.01% | 0.00% | Not reported | Q2 2013 |
| GEV | $15.7K | 0.01% | 0.00% | Not reported | Q4 2024 |
| OKTA | $12.3K | 0.00% | Not reported | Not reported | Q3 2017 |
| MU | $10.6K | 0.00% | 0.00% | Not reported | Q3 2024 |
| MA | $8.56K | 0.00% | 0.00% | Not reported | Q2 2025 |
| V | $8.42K | 0.00% | 0.00% | Not reported | Q2 2013 |
| Q3 2025 | |||||
| OSCR | $54.1M | 17.06% | Not reported | -5.1% | Q3 2021 |
| TSM | $24.2M | 7.64% | 0.00% | -27.6% | Q3 2024 |
| NU | $22.3M | 7.04% | Not reported | -23.5% | Q4 2021 |
| VRT | $21.1M | 6.66% | 0.04% | -33.5% | Q4 2024 |
| SNOW | $20.1M | 6.33% | 0.03% | -22.6% | Q3 2020 |
| MDB | $18M | 5.70% | 0.07% | -46.5% | Q2 2022 |
| NOW | $15.3M | 4.83% | 0.01% | -20.1% | Q2 2013 |
| NET | $15.3M | 4.83% | Not reported | -33.3% | Q2 2024 |
| FLUT | $14.8M | 4.66% | 0.03% | -8.5% | Q2 2025 |
| TEAM | $14.3M | 4.52% | Not reported | -23.1% | Q1 2016 |
| CRWD | $13.9M | 4.39% | 0.01% | -38.3% | Q3 2020 |
| ANET | $13.7M | 4.32% | 0.01% | -10.0% | Q4 2024 |
| TOST | $13.4M | 4.23% | 0.17% | -36.0% | Q3 2021 |
| DDOG | $12.7M | 4.02% | 0.11% | -18.3% | Q2 2020 |
| KVYO | $12.7M | 4.00% | Not reported | -35.2% | Q3 2023 |
| IOT | $9.45M | 2.98% | Not reported | Not reported | Q4 2021 |
| OPRT | $3.63M | 1.15% | 1.33% | Not reported | Q1 2020 |
| NVDA | $179K | 0.06% | 0.00% | Not reported | Q3 2024 |
| MSFT | $151K | 0.05% | 0.00% | -96.8% | Q1 2018 |
| AAPL | $149K | 0.05% | 0.00% | -96.8% | Q2 2013 |
| GOOGL | $105K | 0.03% | 0.00% | -96.8% | Q3 2015 |
| AMZN | $92K | 0.03% | 0.00% | -98.0% | Q2 2013 |
| META | $67.6K | 0.02% | Not reported | -96.4% | Q2 2013 |
| AVGO | $59.1K | 0.02% | 0.00% | -17.9% | Q3 2024 |
| TSLA | $49.4K | 0.02% | 0.00% | Not reported | Q3 2024 |
| NFLX | $24K | 0.01% | 0.00% | -98.0% | Q4 2015 |
| SHOP | $23.6K | 0.01% | 0.00% | Not reported | Q3 2020 |
| MELI | $18.7K | 0.01% | 0.00% | -27.3% | Q2 2013 |
| AMD | $16.5K | 0.01% | 0.00% | Not reported | Q3 2024 |
| GEV | $14.8K | 0.00% | 0.00% | Not reported | Q4 2024 |
| OKTA | $13K | 0.00% | Not reported | Not reported | Q3 2017 |
| MA | $8.53K | 0.00% | 0.00% | Not reported | Q2 2025 |
| V | $8.19K | 0.00% | 0.00% | -99.6% | Q2 2013 |
| APP | $7.9K | 0.00% | 0.00% | New | Q3 2025 |