Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GLYNN CAPITAL MANAGEMENT LLC (CIK 911270) reported $363.4M across 42 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: OSCR ($73.5M, 20.22%), INFQ ($57.5M, 15.82%), TSM ($25.8M, 7.10%), VRT ($19.9M, 5.48%), FPS ($18.7M, 5.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | OSCR | Oscar Health, Inc. | $73.5M | 20.22% | 2.6M | Trimmed |
| 2 | INFQ | Infleqtion, Inc | $57.5M | 15.82% | 4.3M | New |
| 3 | TSM | Taiwan Semiconductor | $25.8M | 7.10% | 54,025 | Trimmed |
| 4 | VRT | Vertiv Holding | $19.9M | 5.48% | 59,489 | Trimmed |
| 5 | FPS | Forgent Power Solutions Inc | $18.7M | 5.15% | 334,753 | Trimmed |
| 6 | RBLX | Roblox Corporation | $14.6M | 4.02% | 268,731 | Added |
| 7 | CRWV | Coreweave, Inc. | $14.5M | 4.00% | 146,007 | Added |
| 8 | AMD | Advanced Micro Devices | $14.4M | 3.97% | 24,860 | Added |
| 9 | APP | AppLovin Corporation | $12.9M | 3.56% | 25,117 | Added |
| 10 | ANET | Arista Networks | $12.9M | 3.56% | 76,205 | Trimmed |
| 11 | LITE | Lumentum Holdings, Inc. | $12.7M | 3.50% | 14,834 | Added |
| 12 | NET | Cloudflare, Inc. | $11.7M | 3.23% | 47,886 | Added |
| 13 | HOOD | Robinhood Markets, Inc. | $11.7M | 3.23% | 117,163 | Trimmed |
| 14 | CRWD | CrowdStrike Holdings, Inc | $11.4M | 3.14% | 14,971 | Trimmed |
| 15 | GEV | GE Vernova, Inc. | $10.2M | 2.80% | 8,662 | Added |
| 16 | SNDK | Sandisk Corp. | $8.7M | 2.39% | 3,823 | New |
| 17 | PLTR | Palantir Technologies Inc. | $8.0M | 2.21% | 68,776 | Added |
| 18 | DDOG | Datadog, Inc. | $8.0M | 2.20% | 30,650 | Trimmed |
| 19 | TOST | Toast, Inc. | $7.0M | 1.93% | 252,629 | Trimmed |
| 20 | IOT | Samsara, Inc. | $5.7M | 1.57% | 175,678 | Trimmed |
| 21 | LIFE | Ethos Technologies, Inc | $2.2M | 0.59% | 119,143 | New |
| 22 | GOOGL | Alphabet Inc. Class A | $141,876 | 0.04% | 397 | Hold |
| 23 | AAPL | Apple, Inc. | $142,076 | 0.04% | 491 | Added |
| 24 | NVDA | Nvidia Corp. | $152,869 | 0.04% | 764 | Trimmed |
| 25 | MSFT | Microsoft Corp. | $95,120 | 0.03% | 255 | Added |
Source: SEC Form 13F filings · as of 2026-06-30