GLYNN CAPITAL MANAGEMENT LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$444.8B
Holdings
47
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OSCROscar Health, Inc. | 3,009,778 | $64.5B | 14.51% | |
| 2 | TSMTaiwan Semiconductor | 119,699 | $27.1B | 6.10% | |
| 3 | VRTVertiv Holding | 210,522 | $27.0B | 6.08% | |
| 4 | SNOWSnowflake, Inc. | 114,922 | $25.7B | 5.78% | |
| 5 | TOSTToast, Inc. | 573,784 | $25.4B | 5.71% | |
| 6 | NUNu Holdings Ltd. | 1,819,015 | $25.0B | 5.61% | |
| 7 | KVYOKlaviyo, Inc. | 705,258 | $23.7B | 5.32% | |
| 8 | TEAMAtlassian Corporation | 116,586 | $23.7B | 5.32% | |
| 9 | CRWDCrowdStrike Holdings, Inc | 45,906 | $23.4B | 5.26% | |
| 10 | MDBMongoDB, Inc | 108,652 | $22.8B | 5.13% | |
| 11 | NOWServiceNow, Inc. | 20,785 | $21.4B | 4.80% | |
| 12 | NETCloudflare, Inc | 106,866 | $20.9B | 4.71% | |
| 13 | ADYEYAdyen NV ADR | 1,023,210 | $18.7B | 4.21% | |
| 14 | FLUTFlutter Entertainment PLC | 63,486 | $18.1B | 4.08% | |
| 15 | DDOGDatadog, Inc. | 109,398 | $14.7B | 3.30% | |
| 16 | ANETArista Networks | 104,474 | $10.7B | 2.40% | |
| 17 | LLYEli Lilly and Co. | 7,041 | $5.5B | 1.23% | |
| 18 | —Berkshire Hathaway Inc., Class | 9,599 | $4.7B | 1.05% | |
| 19 | AMZNAmazon.Com Inc. | 21,241 | $4.7B | 1.05% | |
| 20 | MSFTMicrosoft Corp. | 9,007 | $4.5B | 1.01% | |
| 21 | OPRTOportun Financial Corp. | 588,233 | $4.2B | 0.95% | |
| 22 | AAPLApple Inc. | 18,490 | $3.8B | 0.85% | |
| 23 | ABBVAbbVie Inc. | 14,247 | $2.6B | 0.59% | |
| 24 | —Alphabet Inc. Class A | 13,653 | $2.4B | 0.54% | |
| 25 | —Alphabet Inc. Class C | 12,618 | $2.2B | 0.50% | |
| 26 | VVisa Inc. | 5,858 | $2.1B | 0.47% | |
| 27 | INTUIntuit Inc. | 2,594 | $2.0B | 0.46% | |
| 28 | CRMSalesforce.com, Inc. | 7,143 | $1.9B | 0.44% | |
| 29 | WDAYWorkday, Inc. | 7,919 | $1.9B | 0.43% | |
| 30 | METAMeta Platforms, Inc. (fka Face | 2,558 | $1.9B | 0.42% | |
| 31 | ABTAbbott Laboratories | 13,818 | $1.9B | 0.42% | |
| 32 | JNJJohnson & Johnson | 9,453 | $1.4B | 0.32% | |
| 33 | NFLXNetflix, Inc. | 980 | $1.3B | 0.30% | |
| 34 | MRKMerck & Co., Inc. | 12,701 | $1.0B | 0.23% | |
| 35 | CVXChevron Corp. | 5,889 | $843.2M | 0.19% | |
| 36 | TGTTarget Corp. | 6,169 | $608.6M | 0.14% | |
| 37 | NVDANvidia Corp. | 958 | $151.4M | 0.03% | |
| 38 | AVGOBroadcom Inc. | 218 | $60.1M | 0.01% | |
| 39 | TSLATesla Inc. | 111 | $35.3M | 0.01% | |
| 40 | MLB1Mercadolibre, Inc. | 11 | $28.8M | 0.01% | |
| 41 | CYBRCyberark Software LTD | 56 | $22.8M | 0.01% | |
| 42 | SHOPShopify Inc. | 159 | $18.3M | 0.00% | |
| 43 | OKTAOkta, Inc. | 142 | $14.2M | 0.00% | |
| 44 | MUMicron Technology Inc. | 113 | $13.9M | 0.00% | |
| 45 | GEVGE Vernova Inc | 24 | $12.7M | 0.00% | |
| 46 | MAMastercard Inc. | 15 | $8.4M | 0.00% | |
| 47 | RDDTReddit Inc | 49 | $7.4M | 0.00% |