Glynn Capital Management LLC
Glynn Capital Management LLC reported 40 holdings worth US$334M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 7, 2026
Glynn Capital Management LLC reported 40 holdings worth US$334M as of Sep 30, 2026. Largest: Infleqtion, Inc., Oscar Health, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Oct 7, 2026 (Form 13F).
- Holdings
- 40
- Value as reported
- US$334M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Infleqtion, Inc. | 4.32M | US$58.1M | 17.4% |
| Oscar Health, Inc. | 1.38M | US$42.6M | 12.8% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 42,124 | US$19.2M | 5.8% |
| Ethos Technologies Inc. | 477K | US$16M | 4.8% |
| Crowdstrike Holdings, Inc. | 58,862 | US$15.6M | 4.7% |
| Palantir Technologies Inc. | 81,826 | US$15.3M | 4.6% |
| Robinhood Markets, Inc. | 115K | US$13M | 3.9% |
| Forgent Power Solutions, Inc. | 345K | US$12.9M | 3.9% |
| Cloudflare, Inc. | 35,115 | US$12.2M | 3.7% |
| Lumentum Holdings Inc. | 12,449 | US$12.1M | 3.6% |
| Coreweave, Inc. | 133K | US$11.6M | 3.5% |
| Twilio Inc. | 39,451 | US$11.5M | 3.5% |
| Vertiv Holdings, Llc | 46,362 | US$11.2M | 3.3% |
| Advanced Micro Devices Inc | 18,049 | US$11M | 3.3% |
| Sandisk Corporation | 6,291 | US$10.9M | 3.3% |
| Datadog, Inc. | 36,751 | US$10.1M | 3.0% |
| Bloom Energy Corporation | 34,248 | US$9.49M | 2.8% |
| Arista Networks, Inc. | 43,234 | US$8.8M | 2.6% |
| Space Exploration Technologies Corp | 57,600 | US$8.69M | 2.6% |
| Ge Vernova Inc. | 8,513 | US$8.09M | 2.4% |
| Toast, Inc. | 249K | US$7.2M | 2.2% |
| Applovin Corporation | 24,694 | US$7.17M | 2.1% |
| Nvidia Corporation | 847 | US$193K | 0.06% |
| Alphabet Inc (google) Class C | 458 | US$158K | 0.05% |
| Apple Inc | 429 | US$143K | 0.04% |
| Microsoft Corp. | 237 | US$122K | 0.04% |
| Amazon.com, Inc. | 407 | US$101K | 0.03% |
| Meta Platforms, Inc. | 114 | US$82,671 | 0.02% |
| Broadcom Inc. | 191 | US$67,077 | 0.02% |
| Micron Technology, Inc. | 44 | US$46,865 | 0.01% |
| Tesla, Inc. | 111 | US$39,384 | 0.01% |
| Comfort Systems Usa, Inc. | 19 | US$31,428 | <0.01% |
| Snowflake Inc. | 86 | US$29,202 | <0.01% |
| Intel Corporation | 211 | US$25,369 | <0.01% |
| Shopify Inc. | 170 | US$25,211 | <0.01% |
| Analog Devices, Inc. | 55 | US$21,819 | <0.01% |
| Applied Materials, Inc. | 42 | US$21,478 | <0.01% |
| Lam Research Corporation | 64 | US$21,025 | <0.01% |
| Sk Hynix Inc. | 69 | US$12,706 | <0.01% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Qualcomm Incorporated | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |
| Samsara Inc. | 0 | US$0 | 0.00% |
| Ttm Technologies, Inc. | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
Source
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