GLYNN CAPITAL MANAGEMENT LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$291.1M
Holdings
37
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OSCROscar Health, Inc. | 2,740,597 | $39.4M | 13.53% | |
| 2 | TSMTaiwan Semiconductor | 76,211 | $23.2M | 7.95% | |
| 3 | NUNu Holdings Ltd. | 1,222,151 | $20.5M | 7.03% | |
| 4 | VRTVertiv Holding | 123,222 | $20.0M | 6.86% | |
| 5 | MDBMongoDB, Inc | 43,063 | $18.1M | 6.21% | |
| 6 | TOSTToast, Inc. | 486,583 | $17.3M | 5.93% | |
| 7 | SNOWSnowflake, Inc. | 78,147 | $17.1M | 5.89% | |
| 8 | KVYOKlaviyo, Inc. | 456,805 | $14.8M | 5.09% | |
| 9 | ADYEYAdyen NV ADR | 893,828 | $14.3M | 4.90% | |
| 10 | CRWDCrowdStrike Holdings, Inc | 27,613 | $12.9M | 4.45% | |
| 11 | NOWServiceNow, Inc. | 81,640 | $12.5M | 4.30% | |
| 12 | DDOGDatadog, Inc. | 83,713 | $11.4M | 3.91% | |
| 13 | TEAMAtlassian Corporation | 66,849 | $10.8M | 3.72% | |
| 14 | ANETArista Networks | 82,567 | $10.8M | 3.72% | |
| 15 | FLUTFlutter Entertainment PLC | 49,779 | $10.7M | 3.68% | |
| 16 | NETCloudflare, Inc | 52,682 | $10.4M | 3.57% | |
| 17 | APPAppLovin Corporation | 13,941 | $9.4M | 3.23% | |
| 18 | IOTSamsara Inc. | 218,067 | $7.7M | 2.66% | |
| 19 | RBLXRoblox Corp | 70,419 | $5.7M | 1.96% | |
| 20 | OPRTOportun Financial Corp. | 588,233 | $3.1M | 1.07% | |
| 21 | NVDANvidia Corp. | 993 | $185K | 0.06% | |
| 22 | AAPLApple Inc. | 600 | $163K | 0.06% | |
| 23 | —Alphabet Inc. Class A | 474 | $148K | 0.05% | |
| 24 | MSFTMicrosoft Corp. | 291 | $140K | 0.05% | |
| 25 | AMZNAmazon.Com Inc. | 419 | $96K | 0.03% | |
| 26 | AVGOBroadcom Inc. | 179 | $61K | 0.02% | |
| 27 | METAMeta Platforms, Inc. (fka Face | 92 | $60K | 0.02% | |
| 28 | TSLATesla Inc. | 111 | $49K | 0.02% | |
| 29 | SHOPShopify Inc. | 159 | $25K | 0.01% | |
| 30 | AMDAdvanced Micro Devices | 102 | $21K | 0.01% | |
| 31 | NFLXNetflix, Inc. | 175 | $16K | 0.01% | |
| 32 | MLB1Mercadolibre, Inc. | 8 | $16K | 0.01% | |
| 33 | GEVGE Vernova Inc | 24 | $15K | 0.01% | |
| 34 | OKTAOkta, Inc. | 142 | $12K | 0.00% | |
| 35 | MUMicron Technology Inc. | 37 | $10K | 0.00% | |
| 36 | MAMastercard Inc. | 15 | $8K | 0.00% | |
| 37 | VVisa Inc. | 24 | $8K | 0.00% |