Holdings
Glynn Capital Management LLC
As of Sep 30, 2026, Glynn Capital Management LLC reported 39 positions worth US$334M. Largest: Infleqtion, Inc., Oscar Health, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Infleqtion, Inc. | 4.32M | US$58.1M | no change | Sep 30, 2026 |
| Oscar Health, Inc. | 1.38M | US$42.6M | −1.19M | Sep 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 42,124 | US$19.2M | −11,901 | Sep 30, 2026 |
| Ethos Technologies Inc. | 477K | US$16M | +357K | Sep 30, 2026 |
| Crowdstrike Holdings, Inc. | 58,862 | US$15.6M | +43,891 | Sep 30, 2026 |
| Palantir Technologies Inc. | 81,826 | US$15.3M | +13,050 | Sep 30, 2026 |
| Robinhood Markets, Inc. | 115K | US$13M | −1,907 | Sep 30, 2026 |
| Forgent Power Solutions, Inc. | 345K | US$12.9M | +10,515 | Sep 30, 2026 |
| Cloudflare, Inc. | 35,115 | US$12.2M | −12,771 | Sep 30, 2026 |
| Lumentum Holdings Inc. | 12,449 | US$12.1M | −2,385 | Sep 30, 2026 |