GLYNN CAPITAL MANAGEMENT LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$316.8B
Holdings
35
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OSCROscar Health, Inc. | 2,856,025 | $54.1B | 17.06% | |
| 2 | TSMTaiwan Semiconductor | 86,701 | $24.2B | 7.64% | |
| 3 | NUNu Holdings Ltd. | 1,392,414 | $22.3B | 7.04% | |
| 4 | VRTVertiv Holding | 139,951 | $21.1B | 6.66% | |
| 5 | SNOWSnowflake, Inc. | 88,959 | $20.1B | 6.33% | |
| 6 | MDBMongoDB, Inc | 58,137 | $18.0B | 5.70% | |
| 7 | ADYEYAdyen NV ADR | 1,057,481 | $16.9B | 5.34% | |
| 8 | NOWServiceNow, Inc. | 16,618 | $15.3B | 4.83% | |
| 9 | NETCloudflare, Inc | 71,263 | $15.3B | 4.83% | |
| 10 | FLUTFlutter Entertainment PLC | 58,095 | $14.8B | 4.66% | |
| 11 | TEAMAtlassian Corporation | 89,681 | $14.3B | 4.52% | |
| 12 | CRWDCrowdStrike Holdings, Inc | 28,332 | $13.9B | 4.39% | |
| 13 | ANETArista Networks | 94,008 | $13.7B | 4.32% | |
| 14 | TOSTToast, Inc. | 367,321 | $13.4B | 4.23% | |
| 15 | DDOGDatadog, Inc. | 89,367 | $12.7B | 4.02% | |
| 16 | KVYOKlaviyo, Inc. | 457,281 | $12.7B | 4.00% | |
| 17 | IOTSamsara Inc. | 253,793 | $9.5B | 2.98% | |
| 18 | OPRTOportun Financial Corp. | 588,233 | $3.6B | 1.15% | |
| 19 | NVDANvidia Corp. | 958 | $178.7M | 0.06% | |
| 20 | MSFTMicrosoft Corp. | 291 | $150.7M | 0.05% | |
| 21 | AAPLApple Inc. | 587 | $149.5M | 0.05% | |
| 22 | —Alphabet Inc. Class A | 433 | $105.3M | 0.03% | |
| 23 | AMZNAmazon.Com Inc. | 419 | $92.0M | 0.03% | |
| 24 | METAMeta Platforms, Inc. (fka Face | 92 | $67.6M | 0.02% | |
| 25 | AVGOBroadcom Inc. | 179 | $59.1M | 0.02% | |
| 26 | TSLATesla Inc. | 111 | $49.4M | 0.02% | |
| 27 | NFLXNetflix, Inc. | 20 | $24.0M | 0.01% | |
| 28 | SHOPShopify Inc. | 159 | $23.6M | 0.01% | |
| 29 | MLB1Mercadolibre, Inc. | 8 | $18.7M | 0.01% | |
| 30 | AMDAdvanced Micro Devices | 102 | $16.5M | 0.01% | |
| 31 | GEVGE Vernova Inc | 24 | $14.8M | 0.00% | |
| 32 | OKTAOkta, Inc. | 142 | $13.0M | 0.00% | |
| 33 | MAMastercard Inc. | 15 | $8.5M | 0.00% | |
| 34 | VVisa Inc. | 24 | $8.2M | 0.00% | |
| 35 | APPAppLovin | 11 | $7.9M | 0.00% |