Glynn Capital Management LLC 13F 持仓 · 2026年Q3
Glynn Capital Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 3.34 亿美元。前几大持仓：INFQ（17.40%）、OSCR（12.75%）、TSM（5.75%）。本季前 25 大持仓中：新建仓 2 只、增持 9 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | INFQ | Infleqtion, Inc | $58.1M | 17.40% | 4.3M | 持平 |
| 2 | OSCR | Oscar Health, Inc. | $42.6M | 12.75% | 1.4M | 减持 |
| 3 | TSM | Taiwan Semiconductor | $19.2M | 5.75% | 42,124 | 减持 |
| 4 | LIFE | Ethos Technologies, Inc | $16.0M | 4.79% | 476,575 | 增持 |
| 5 | CRWD | CrowdStrike Holdings, Inc | $15.6M | 4.67% | 58,862 | 增持 |
| 6 | PLTR | Palantir Technologies Inc. | $15.3M | 4.58% | 81,826 | 增持 |
| 7 | HOOD | Robinhood Markets, Inc. | $13.0M | 3.88% | 115,256 | 减持 |
| 8 | FPS | Forgent Power Solutions Inc | $12.9M | 3.87% | 345,268 | 增持 |
| 9 | NET | Cloudflare, Inc. | $12.2M | 3.65% | 35,115 | 减持 |
| 10 | LITE | Lumentum Holdings, Inc. | $12.1M | 3.62% | 12,449 | 减持 |
| 11 | CRWV | Coreweave, Inc. | $11.6M | 3.48% | 133,275 | 减持 |
| 12 | TWLO | Twilio Inc. | $11.5M | 3.45% | 39,451 | 增持 |
| 13 | VRT | Vertiv Holding | $11.2M | 3.35% | 46,362 | 减持 |
| 14 | AMD | Advanced Micro Devices | $11.0M | 3.31% | 18,049 | 减持 |
| 15 | SNDK | Sandisk Corp. | $10.9M | 3.28% | 6,291 | 增持 |
| 16 | DDOG | Datadog, Inc. | $10.1M | 3.01% | 36,751 | 增持 |
| 17 | BE | Bloom Energy Corp. | $9.5M | 2.84% | 34,248 | 新建仓 |
| 18 | ANET | Arista Networks | $8.8M | 2.64% | 43,234 | 减持 |
| 19 | SPCX | Space Exploration Technologies | $8.7M | 2.60% | 57,600 | 新建仓 |
| 20 | GEV | GE Vernova, Inc. | $8.1M | 2.42% | 8,513 | 减持 |
| 21 | TOST | Toast, Inc. | $7.2M | 2.16% | 248,515 | 减持 |
| 22 | APP | AppLovin Corporation | $7.2M | 2.15% | 24,694 | 减持 |
| 23 | NVDA | Nvidia Corp. | $193,438 | 0.06% | 847 | 增持 |
| 24 | GOOGL | Alphabet Inc. Class A | $157,589 | 0.05% | 458 | 增持 |
| 25 | AAPL | Apple, Inc. | $142,866 | 0.04% | 429 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR