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Disclosery

13F-HR filed by GLYNN CAPITAL MANAGEMENT LLC

GLYNN CAPITAL MANAGEMENT LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-08, with 47 holding rows worth $444,784,209.

Accession
0000911270-25-000008
Filer
CIK 911270
Filed
2025-08-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 47 entries on the cover page, a total value of $444,784,209 stated on the cover page (in dollars after the unit check, H1), rows summing to $444,784,209 with VALUE read as dollars as filed, 13F file number 028-03928. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
OSCAR HEALTH INC687793109CL A3,009,778$64,529,640dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS119,699$27,110,627dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock210,522$27,033,130dollars as filed
SNOWFLAKE INC COM SHS833445109Stock114,922$25,716,096dollars as filed
TOASTINCCLASSCLASSA888787108STOK573,784$25,412,893dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A1,819,015$24,956,886dollars as filed
KLAVIYO INC COM SER A49845K101Stock705,258$23,682,564dollars as filed
ATLASSIANCORPCLASSA049468101STOK116,586$23,677,451dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM45,906$23,380,385dollars as filed
MONGODB INC CL A60937P106Stock108,652$22,815,833dollars as filed
ServiceNow,Inc.81762P102COM20,785$21,368,643dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock106,866$20,927,569dollars as filed
ADYEN ADR00783v104COM1,023,210$18,734,975dollars as filed
FLUTTER ENTMT PLC SHSG3643J108Stock63,486$18,141,759dollars as filed
DATADOGINCCLASSA23804L103STOK109,398$14,695,433dollars as filed
ARISTA NETWORKS INC040413205COM104,474$10,688,735dollars as filed
Eli Lilly and Company532457108COM7,041$5,488,671dollars as filed
BERKSHIRE HATHAWAY INC DEL084670207CLB9,599$4,662,906dollars as filed
Amazon.com, Inc023135106COM21,241$4,660,063dollars as filed
Microsoft Corp594918104COM9,007$4,480,172dollars as filed
OPORTUN FINANCIAL CORP68376D104COMMON STOCK588,233$4,211,748dollars as filed
Apple Inc037833100COM18,490$3,793,593dollars as filed
AbbVie,Inc.00287Y109COM14,247$2,644,528dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM13,653$2,406,068dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM12,618$2,238,307dollars as filed
Visa Inc92826C839COM5,858$2,079,883dollars as filed
Intuit Inc.461202103COM2,594$2,043,112dollars as filed
Salesforce.com, Inc79466L302COM7,143$1,947,825dollars as filed
WORKDAY INC CL A98138H101Stock7,919$1,900,560dollars as filed
META PLATFORMS INC CL A30303M102COM2,558$1,888,034dollars as filed
Abbott Laboratories002824100COM13,818$1,879,386dollars as filed
Johnson & Johnson478160104COM9,453$1,443,946dollars as filed
Netflix, Inc64110L106COM980$1,312,347dollars as filed
Merck & Co.,Inc.58933Y105COM12,701$1,005,411dollars as filed
Chevron Corporation166764100COM5,889$843,246dollars as filed
TARGET CORP COM87612E106Stock6,169$608,572dollars as filed
NVIDIA Corp67066G104COM958$151,354dollars as filed
Broadcom Inc.11135F101COM218$60,092dollars as filed
Tesla Motors, Inc88160R101COM111$35,260dollars as filed
MERCADOLIBREINC58733R102STOK11$28,750dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock56$22,785dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS159$18,341dollars as filed
OKTAINCCLASSA679295105STOK142$14,196dollars as filed
Micron Technology,Inc.595112103COM113$13,927dollars as filed
GE Vernova Inc.36828A101COM24$12,700dollars as filed
MasterCard, Inc57636Q104COM15$8,429dollars as filed
REDDIT INC CL A75734B100Stock49$7,378dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000911270-25-000008this filing2025-08-08acceptance time not in the bulk data set