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Glynn Capital Management Llc

13F Holdings
Filed: 2025-05-06
Portfolio Value
380.12M arrow_downward -10.36%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0000911270
Filing Date
2025-05-06 18:40:41
Address
1540 El Camino Real
Menlo Park
CA
Prior Value
424.06M
Top 10 Holdings %
lock
Portfolio Value
Glynn Capital Management Llc
(13F - 2025-03-31)
Oscar Health, Inc.
OSCR
2025-05-06
Value
40.84M
Shares
3.12M
Portfolio %
10.74%
Crowdstrike Holdings, Inc
CRWD
2025-05-06
Value
24.40M
Shares
69.19K
Portfolio %
6.42%
Nu Holdings Ltd.
NU
2025-05-06
Value
22.92M
Shares
2.24M
Portfolio %
6.03%
Atlassian Corporation
TEAM
2025-05-06
Value
22.37M
Shares
105.44K
Portfolio %
5.89%
Servicenow, Inc.
-
2025-05-06
Value
20.87M
Shares
26.21K
Portfolio %
5.49%
Adyen Nv Adr
ADYEY
2025-05-06
Value
19.18M
Shares
1.26M
Portfolio %
5.05%
Datadog, Inc.
DDOG
2025-05-06
Value
18.80M
Shares
189.50K
Portfolio %
4.95%
Taiwan Semiconductor
TSM
2025-05-06
Value
18.38M
Shares
110.74K
Portfolio %
4.84%
Cloudflare, Inc
NET
2025-05-06
Value
17.68M
Shares
156.91K
Portfolio %
4.65%
Snowflake, Inc.
SNOW
2025-05-06
Value
17.49M
Shares
119.65K
Portfolio %
4.60%
Top Increases | Glynn Capital Management Llc
(2024-12-31 → 2025-03-31)
Oscar Health, Inc.
OSCR
2025-05-06
Value Change
arrow_upward 4.11M
Shares
arrow_upward 381.98K
Portfolio % Change
arrow_upward 2.08%
Portfolio %
10.74%
Nu Holdings Ltd.
NU
2025-05-06
Value Change
arrow_upward 2.99M
Shares
arrow_upward 315.01K
Portfolio % Change
arrow_upward 1.33%
Portfolio %
6.03%
Vertiv Holding
VRT
2025-05-06
Value Change
arrow_upward 2.20M
Shares
arrow_upward 98.47K
Portfolio % Change
arrow_upward 0.95%
Portfolio %
4.12%
Crowdstrike Holdings, Inc
CRWD
2025-05-06
Value Change
arrow_upward 588.58K
Shares
arrow_upward -387.00
Portfolio % Change
arrow_upward 0.80%
Portfolio %
6.42%
Adyen Nv Adr
ADYEY
2025-05-06
Value Change
arrow_upward 666.24K
Shares
arrow_upward -6812.00
Portfolio % Change
arrow_upward 0.68%
Portfolio %
5.05%
Berkshire Hathaway Inc., Class
BRKB
2025-05-06
Value Change
arrow_upward 781.02K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.33%
Portfolio %
1.38%
Oportun Financial Corp.
OPRT
2025-05-06
Value Change
arrow_upward 947.05K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.31%
Portfolio %
0.85%
Eli Lilly And Co.
LLY
2025-05-06
Value Change
arrow_upward 393.06K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.26%
Portfolio %
1.58%
Couchbase, Inc.
BASE
2025-05-06
Value Change
arrow_upward 85.03K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.25%
Portfolio %
2.20%
Snowflake, Inc.
SNOW
2025-05-06
Value Change
arrow_upward -1064146.00
Shares
arrow_upward -499.00
Portfolio % Change
arrow_upward 0.23%
Portfolio %
4.60%
Top Decreases | Glynn Capital Management Llc
(2024-12-31 → 2025-03-31)
Lumentum Holdings Inc
LITE
2025-05-06
Value Change
arrow_downward -6826.00
Shares
arrow_downward -62.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Constellation Energy
CEG
2025-05-06
Value Change
arrow_downward -6951.00
Shares
arrow_downward -29.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Marvell Technology
MRVL
2025-05-06
Value Change
arrow_downward -8260.00
Shares
arrow_downward -50.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Advances Micro Devices
AMD
2025-05-06
Value Change
arrow_downward -14509.00
Shares
arrow_downward -111.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Apple Inc.
AAPL
2025-05-06
Value Change
arrow_downward -537936.00
Shares
arrow_downward 14.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
1.12%
Microsoft Corp.
MSFT
2025-05-06
Value Change
arrow_downward -448790.00
Shares
arrow_downward -57.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.91%
Target Corp.
-
2025-05-06
Value Change
arrow_downward -236358.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.21%
Amazon.com Inc.
AMZN
2025-05-06
Value Change
arrow_downward -633410.00
Shares
arrow_downward 24.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
1.10%
Alphabet Inc. Class A
-
2025-05-06
Value Change
arrow_downward -461234.00
Shares
arrow_downward 88.00
Portfolio % Change
arrow_downward 0.05%
Portfolio %
0.56%
Alphabet Inc. Class C
-
2025-05-06
Value Change
arrow_downward -459030.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.05%
Portfolio %
0.55%
Glynn Capital Management Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
Closed Positions | Glynn Capital Management Llc
(2024-12-31 → 2025-03-31)
Adobe Systems Inc
-
2025-02-11
Value
remove_circle 6.23K
Shares
14.00
Previous %
8.66%
% Change
-8.66%
Tesla Inc.
-
2025-02-11
Value
remove_circle 50.88K
Shares
126.00
Previous %
8.66%
% Change
-8.66%