Glynn Capital Management
$209M 13F equity value
43 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| OSCR | Oscar Health, Inc. | 2,591,792 | $30M | 14.2% |
| TSM | Taiwan Semiconductor | 62,474 | $21M | 10.1% |
| VRT | Vertiv Holding | 71,236 | $18M | 8.5% |
| NU | Nu Holdings Ltd. | 899,277 | $13M | 6.2% |
| TOST | Toast, Inc. | 430,893 | $11M | 5.5% |
| IOT | Samsara Inc. | 324,795 | $10M | 4.9% |
| FPS | Forgent Power Solutions Inc | 341,467 | $10M | 4.8% |
| ANET | Arista Networks | 76,802 | $9M | 4.5% |
| NET | Cloudflare, Inc | 43,180 | $9M | 4.3% |
| CRWD | CrowdStrike Holdings, Inc | 22,635 | $9M | 4.2% |
Track Glynn Capital Management's 13F portfolio: $209M in reported holdings, 43 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}