GLYNN CAPITAL MANAGEMENT LLC
Top Portfolio Positions
42 positions ·
$202,601,223 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| OSCR |
Oscar Health, Inc.
Healthcare
|
2,591,792 | $29,727,854 | 14.67% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
62,474 | $21,113,088 | 10.42% | |
| VRT |
Vertiv Holdings Co
Industrials
|
71,236 | $17,850,316 | 8.81% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
899,277 | $12,922,610 | 6.38% | |
| TOST |
Toast, Inc.
Technology
|
430,893 | $11,422,973 | 5.64% | |
| IOT |
Samsara Inc.
Technology
|
324,795 | $10,292,753 | 5.08% | |
| FPS |
Forgent Power Solutions, Inc.
Industrials
|
341,467 | $9,994,739 | 4.93% | |
| ANET |
Arista Networks, Inc.
Technology
|
76,802 | $9,429,749 | 4.65% | |
| NET |
Cloudflare, Inc.
Technology
|
43,180 | $8,909,761 | 4.40% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
59,765 | $8,742,424 | 4.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IOT
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,292,753 | 324,795 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,730,475 | 218,067 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,453,789 | 253,793 | Shares | Sole | 2025-11-12 | |
| 2022-03-31 | $1,612,188 | 100,636 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,811,000 | 100,000 | Shares | Sole | 2022-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||