13F Insight
DOSSIER · 13F-HR · Q3 2026

GLYNN CAPITAL MANAGEMENT LLC

$334M in tracked AUM across 40 positions as of Q3 2026.

GC
CIK 0000911270 · last filed Sep 30, 2026
Total AUM
$334M
as of Q3 2026
Holdings
40
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

GLYNN CAPITAL MANAGEMENT LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
INFQ
Infleqtion, Inc
$58M4.3M17.4%02
OSCR
Oscar Health, Inc.
$43M1.4M12.8%03
TSM
Taiwan Semiconductor
$19M42K5.8%04
LIFE
Ethos Technologies, Inc
$16M477K4.8%05
CRWD
CrowdStrike Holdings, Inc
$16M59K4.7%06
PLTR
Palantir Technologies Inc.
$15M82K4.6%07
HOOD
Robinhood Markets, Inc.
$13M115K3.9%08
FPS
Forgent Power Solutions Inc
$13M345K3.9%09
NET
Cloudflare, Inc.
$12M35K3.7%10
LITE
Lumentum Holdings, Inc.
$12M12K3.6%

Filing history

2026Q3Sep 30
$334M▼ 8.1%
40 positionsView →2026Q2Jun 30
$363M▲ 73.7%
43 positionsView →2026Q1Mar 31
$209M▼ 28.1%
42 positionsView →2025Q4Dec 31
$291M▼ 8.1%
37 positionsView →2025Q3Sep 30
$317M▼ 28.8%
35 positionsLocked2025Q2Jun 30
$445M▲ 17.0%
47 positionsLocked2025Q1Mar 31
$380M▼ 10.4%
48 positionsLocked2024Q4Dec 31
$424M▼ 2.9%
50 positionsLocked2024Q3Sep 30
$437M▼ 11.8%
47 positionsLocked2024Q2Jun 30
$495M▼ 7.2%
39 positionsLocked2024Q1Mar 31
$534M▼ 0.2%
40 positionsLocked2023Q4Dec 31
$535M▲ 16.2%
42 positionsLocked
Showing 12 of 100