GLYNN CAPITAL MANAGEMENT LLC: 13F holdings
CIK 9112702026Q2
| Positions | 43 |
|---|
| Reported value | $363.4m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 43 (+1 vs prior quarter) |
|---|
| Reported value | $363.4m (+73.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| OSCR Oscar Health, Inc. | 2,575,828 | $73.5m | 20.2% |
| Infleqtion, Inc | 4,315,260 | $57.5m | 15.8% |
| TSM Taiwan Semiconductor | 54,025 | $25.8m | 7.1% |
| VRT Vertiv Holding | 59,489 | $19.9m | 5.5% |
| FPS Forgent Power Solutions Inc | 334,753 | $18.7m | 5.1% |
| RBLX Roblox Corporation | 268,731 | $14.6m | 4.0% |
| CRWV Coreweave, Inc. | 146,007 | $14.5m | 4.0% |
| AMD Advanced Micro Devices | 24,860 | $14.4m | 4.0% |
| ANET Arista Networks | 76,205 | $12.9m | 3.6% |
| APP AppLovin Corporation | 25,117 | $12.9m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="911270")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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