What does GLYNN CAPITAL MANAGEMENT LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

GLYNN CAPITAL MANAGEMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

Oscar Health, Inc.

$30M2.6M14.2%

Taiwan Semiconductor

$21M62K10.1%

Vertiv Holding

$18M71K8.5%

Nu Holdings Ltd.

$13M899K6.2%

Toast, Inc.

$11M431K5.5%

Samsara Inc.

$10M325K4.9%

Forgent Power Solutions Inc

$10M341K4.8%

Arista Networks

$9M77K4.5%

Cloudflare, Inc

$9M43K4.3%

CrowdStrike Holdings, Inc

$9M23K4.2%

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