Holders — by stockHoldings — by fund
GLYNN CAPITAL MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000911270
$363.4M
disclosed book value
43
positions
20.2%
largest position share
Positions, as of 2026-06-30
top 43 of 43 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | OSCROscar Health, Inc. | 2.6M | $73.5M | 20.2% |
| 2 | INFQInfleqtion, Inc | 4.3M | $57.5M | 15.8% |
| 3 | TSMTaiwan Semiconductor | 54,025 | $25.8M | 7.1% |
| 4 | VRTVertiv Holding | 59,489 | $19.9M | 5.5% |
| 5 | FPSForgent Power Solutions Inc | 334,753 | $18.7M | 5.1% |
| 6 | RBLXRoblox Corporation | 268,731 | $14.6M | 4% |
| 7 | CRWVCoreweave, Inc. | 146,007 | $14.5M | 4% |
| 8 | AMDAdvanced Micro Devices | 24,860 | $14.4M | 4% |
| 9 | ANETArista Networks | 76,205 | $12.9M | 3.6% |
| 10 | APPAppLovin Corporation | 25,117 | $12.9M | 3.6% |
| 11 | LITELumentum Holdings, Inc. | 14,834 | $12.7M | 3.5% |
| 12 | HOODRobinhood Markets, Inc. | 117,163 | $11.7M | 3.2% |
| 13 | NETCloudflare, Inc. | 47,886 | $11.7M | 3.2% |
| 14 | CRWDCrowdStrike Holdings, Inc | 14,971 | $11.4M | 3.1% |
| 15 | GEVGE Vernova, Inc. | 8,662 | $10.2M | 2.8% |
| 16 | SNDKSandisk Corp. | 3,823 | $8.7M | 2.4% |
| 17 | PLTRPalantir Technologies Inc. | 68,776 | $8.0M | 2.2% |
| 18 | DDOGDatadog, Inc. | 30,650 | $8.0M | 2.2% |
| 19 | TOSTToast, Inc. | 252,629 | $7.0M | 1.9% |
| 20 | IOTSamsara, Inc. | 175,678 | $5.7M | 1.6% |
| 21 | LIFEEthos Technologies, Inc | 119,143 | $2.2M | 0.6% |
| 22 | NVDANvidia Corp. | 764 | $152,869 | 0% |
| 23 | AAPLApple, Inc. | 491 | $142,076 | 0% |
| 24 | GOOGLAlphabet Inc. Class A | 397 | $141,876 | 0% |
| 25 | MSFTMicrosoft Corp. | 255 | $95,120 | 0% |
| 26 | AMZNAmazon.com, Inc. | 353 | $84,134 | 0% |
| 27 | AVGOBroadcom Inc. | 191 | $72,150 | 0% |
| 28 | MUMicron Technology, Inc. | 62 | $71,566 | 0% |
| 29 | METAMeta Platforms, Inc. (fka Face | 114 | $64,215 | 0% |
| 30 | TSLATesla, Inc. | 111 | $46,687 | 0% |
| 31 | AMATApplied Materials, Inc. | 50 | $36,150 | 0% |
| 32 | LRCXLam Research Corp. | 77 | $33,366 | 0% |
| 33 | INTCIntel Corp. | 211 | $29,462 | 0% |
| 34 | FIXComfort Systems | 12 | $23,783 | 0% |
| 35 | JFrog | 255 | $23,174 | 0% |
| 36 | ADIAnalog Devices | 55 | $21,844 | 0% |
| 37 | TWLOTwilio Inc. | 101 | $20,839 | 0% |
| 38 | SHOPShopify, Inc. | 170 | $19,411 | 0% |
| 39 | SNOWSnowflake, Inc. | 62 | $15,779 | 0% |
| 40 | TTMITTM Technologies | 82 | $15,336 | 0% |
| 41 | QCOMQualcomm, Inc. | 63 | $11,642 | 0% |
| 42 | UBERUber Technologies, Inc | 161 | $11,618 | 0% |
| 43 | NFLXNetflix, Inc. | 151 | $10,781 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.