GLYNN CAPITAL MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GC GLYNN CAPITAL MANAGEMENT LLC | Institutional Filer | ▲ 73.68% | $209.2M | 42 |
Current Portfolio Holdings
Showing top 42 reported positions by value (Total positions in database: 43)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | OSCR | Oscar Health, Inc. | Healthcare | 2.6M | $29.7M | 8.18% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 62K | $21.1M | 5.81% |
| 3 | VRT | Vertiv Holdings Co | Industrials | 71K | $17.9M | 4.91% |
| 4 | NU | Nu Holdings Ltd. | Financial Services | 899K | $12.9M | 3.56% |
| 5 | TOST | Toast, Inc. | Technology | 431K | $11.4M | 3.14% |
| 6 | IOT | Samsara Inc. | Technology | 325K | $10.3M | 2.83% |
| 7 | FPS | Forgent Power Solutions Inc | — | 341K | $10.0M | 2.75% |
| 8 | ANET | Arista Networks, Inc. | Technology | 77K | $9.4M | 2.59% |
| 9 | NET | Cloudflare, Inc. | Technology | 43K | $8.9M | 2.45% |
| 10 | CRWD | CrowdStrike Holdings, Inc. | Technology | 23K | $8.8M | 2.43% |
| 11 | PLTR | Palantir Technologies Inc. | Technology | 60K | $8.7M | 2.41% |
| 12 | HOOD | Robinhood Markets, Inc. | Financial Services | 120K | $8.3M | 2.28% |
| 13 | APP | AppLovin Corporation | Technology | 21K | $8.2M | 2.27% |
| 14 | LITE | Lumentum Holdings Inc. | Technology | 11K | $8.0M | 2.21% |
| 15 | CRWV | CoreWeave, Inc. Class A Common Stock | Technology | 102K | $7.9M | 2.18% |
Showing 1 to 15 of 42 holdings