13F Insight
DOSSIER · 13F-HR · Q2 2026

GLYNN CAPITAL MANAGEMENT LLC

$363M in tracked AUM across 43 positions as of Q2 2026.

GC
CIK 0000911270 · last filed Jun 30, 2026
Total AUM
$363M
as of Q2 2026
Holdings
43
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

GLYNN CAPITAL MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
OSCR
Oscar Health, Inc.
$73M2.6M20.2%02
INFQ
Infleqtion, Inc
$57M4.3M15.8%03
TSM
Taiwan Semiconductor
$26M54K7.1%04
VRT
Vertiv Holding
$20M59K5.5%05
FPS
Forgent Power Solutions Inc
$19M335K5.1%06
RBLX
Roblox Corporation
$15M269K4.0%07
CRWV
Coreweave, Inc.
$15M146K4.0%08
AMD
Advanced Micro Devices
$14M25K4.0%09
ANET
Arista Networks
$13M76K3.6%10
APP
AppLovin Corporation
$13M25K3.6%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$460M▲ 2.1%
43 positionsLocked
Showing 12 of 100