GLYNN CAPITAL MANAGEMENT LLC
Follow13F filer, CIK 911270, MENLO PARK, CA
GLYNN CAPITAL MANAGEMENT LLC reported $333,988,219 across 40 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-07. Its ten largest share positions make up 64.97% of the portfolio.
Accepted , ingested 13F-HR 0000911270-26-000009
- Period
- 2026-09-30
- Reported value
- $334M
- Holdings
- 40
- Top 10 weight
- 64.97%
- New
- 3
- Sold out
- 6
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| LIFEadded | +357,432 | $12M |
| CRWDadded | +43,891 | $11.6M |
| TWLOadded | +39,350 | $11.5M |
| BEnew | +34,248 | $9.49M |
| SPCXnew | +57,600 | $8.69M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| OSCRreduced | -1,194,992 | -$36.9M |
| RBLXexited | -268,731 | -$14.6M |
| ANETreduced | -32,971 | -$6.71M |
| IOTexited | -175,678 | -$5.7M |
| TSMreduced | -11,901 | -$5.43M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q3 2026
Share positions as resolved from 13F-HR 0000911270-26-000009, largest first. % of portfolio is the value over $333,988,219, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| INFQINFLEQTION INC | 4,315,260 | $58.1M | 17.4% | 0 | Timeline | ||
| OSCROSCAR HEALTH INC | 1,380,836 | $42.6M | 12.75% | -1,194,992 | Timeline | ||
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 42,124 | $19.2M | 5.75% | -11,901 | Timeline | ||
| LIFEETHOS TECHNOLOGIES INC | 476,575 | $16M | 4.79% | +357,432 | Timeline | ||
| CRWDCROWDSTRIKE HLDGS INC | 58,862 | $15.6M | 4.67% | +43,891 | Timeline | ||
| PLTRPALANTIR TECHNOLOGIES INC | 81,826 | $15.3M | 4.58% | +13,050 | Timeline | ||
| HOODROBINHOOD MKTS INC | 115,256 | $13M | 3.88% | -1,907 | Timeline | ||
| FPSFORGENT POWER SOLUTIONS INC | 345,268 | $12.9M | 3.87% | +10,515 | Timeline | ||
| NETCLOUDFLARE INC | 35,115 | $12.2M | 3.65% | -12,771 | Timeline | ||
| LITELUMENTUM HLDGS INC | 12,449 | $12.1M | 3.62% | -2,385 | Timeline | ||
| CRWVCOREWEAVE INC | 133,275 | $11.6M | 3.48% | -12,732 | Timeline | ||
| TWLOTWILIO INC | 39,451 | $11.5M | 3.45% | +39,350 | Timeline | ||
| VRTVERTIV HOLDINGS CO | 46,362 | $11.2M | 3.35% | -13,127 | Timeline | ||
| AMDADVANCED MICRO DEVICES INC | 18,049 | $11M | 3.31% | -6,811 | Timeline | ||
| SNDKSANDISK CORP | 6,291 | $10.9M | 3.28% | +2,468 | Timeline | ||
| DDOGDATADOG INC | 36,751 | $10.1M | 3.01% | +6,101 | Timeline | ||
| BEBLOOM ENERGY CORP | 34,248 | $9.49M | 2.84% | new | Timeline | ||
| ANETARISTA NETWORKS INC | 43,234 | $8.8M | 2.64% | -32,971 | Timeline | ||
| SPCXSPACE EXPLORATION TECHN CORP | 57,600 | $8.69M | 2.6% | new | Timeline | ||
| GEVGE VERNOVA INC | 8,513 | $8.09M | 2.42% | -149 | Timeline | ||
| TOSTTOAST INC | 248,515 | $7.2M | 2.16% | -4,114 | Timeline | ||
| APPAPPLOVIN CORP | 24,694 | $7.17M | 2.15% | -423 | Timeline | ||
| NVDANVIDIA CORPORATION | 847 | $193K | 0.06% | +83 | Timeline | ||
| GOOGLALPHABET INC | 458 | $158K | 0.05% | +61 | Timeline | ||
| AAPLAPPLE INC | 429 | $143K | 0.04% | -62 | Timeline | ||
| MSFTMICROSOFT CORP | 237 | $122K | 0.04% | -18 | Timeline | ||
| AMZNAMAZON COM INC | 407 | $101K | 0.03% | +54 | Timeline | ||
| METAMETA PLATFORMS INC | 114 | $82.7K | 0.02% | 0 | Timeline | ||
| AVGOBROADCOM INC | 191 | $67.1K | 0.02% | 0 | Timeline | ||
| MUMICRON TECHNOLOGY INC | 44 | $46.9K | 0.01% | -18 | Timeline | ||
| TSLATESLA INC | 111 | $39.4K | 0.01% | 0 | Timeline | ||
| FIXCOMFORT SYS USA INC | 19 | $31.4K | 0.01% | +7 | Timeline | ||
| SNOWSNOWFLAKE INC | 86 | $29.2K | 0.01% | +24 | Timeline | ||
| INTCINTEL CORP | 211 | $25.4K | 0.01% | 0 | Timeline | ||
| SHOPSHOPIFY INC | 170 | $25.2K | 0.01% | 0 | Timeline | ||
| ADIANALOG DEVICES INC | 55 | $21.8K | 0.01% | 0 | Timeline | ||
| AMATAPPLIED MATLS INC | 42 | $21.5K | 0.01% | -8 | Timeline | ||
| LRCXLAM RESEARCH CORP | 64 | $21K | 0.01% | -13 | Timeline | ||
| JFrogJFrog | 193 | $18.7K | 0.01% | -62 | |||
| SKHYSK HYNIX INC | 69 | $12.7K | <0.01% | new | Timeline |
Sold out in Q3 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
How Q3 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000911270-26-000009 | base | 2026-10-07 |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000911270-26-000009 | Quarter ended 2026-09-30 | 2026-10-07 | ||
| 13F-HR 0000911270-26-000007 | Quarter ended 2026-06-30 | 2026-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-26-000005 | Quarter ended 2026-03-31 | 2026-05-08 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-26-000003 | Quarter ended 2025-12-31 | 2026-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-25-000010 | Quarter ended 2025-09-30 | 2025-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-25-000008 | Quarter ended 2025-06-30 | 2025-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-25-000005 | Quarter ended 2025-03-31 | 2025-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-25-000003 | Quarter ended 2024-12-31 | 2025-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-24-000010 | Quarter ended 2024-09-30 | 2024-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-24-000007 | Quarter ended 2024-06-30 | 2024-08-02 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-24-000005 | Quarter ended 2024-03-31 | 2024-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-24-000003 | Quarter ended 2023-12-31 | 2024-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-23-000014 | Quarter ended 2023-09-30 | 2023-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-23-000009 | Quarter ended 2023-06-30 | 2023-08-02 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-23-000006 | Quarter ended 2023-03-31 | 2023-05-08 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-23-000004 | Quarter ended 2022-12-31 | 2023-02-02 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-22-000009 | Quarter ended 2022-09-30 | 2022-10-28 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-22-000007 | Quarter ended 2022-06-30 | 2022-07-25 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-22-000005 | Quarter ended 2022-03-31 | 2022-04-25 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-22-000003 | Quarter ended 2021-12-31 | 2022-02-07 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-21-000010 | Quarter ended 2021-09-30 | 2021-11-01 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-21-000008 | Quarter ended 2021-06-30 | 2021-08-03 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-21-000006 | Quarter ended 2021-03-31 | 2021-05-03 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-21-000004 | Quarter ended 2020-12-31 | 2021-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-20-000008 | Quarter ended 2020-09-30 | 2020-11-03 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-20-000006 | Quarter ended 2020-06-30 | 2020-08-03 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-20-000004 | Quarter ended 2020-03-31 | 2020-05-04 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-20-000002 | Quarter ended 2019-12-31 | 2020-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-19-000008 | Quarter ended 2019-09-30 | 2019-11-04 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-19-000006 | Quarter ended 2019-06-30 | 2019-08-02 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-19-000004 | Quarter ended 2019-03-31 | 2019-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-19-000002 | Quarter ended 2018-12-31 | 2019-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-18-000009 | Quarter ended 2018-09-30 | 2018-10-31 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-18-000007 | Quarter ended 2018-06-30 | 2018-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-18-000004 | Quarter ended 2018-03-31 | 2018-05-02 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-18-000002 | Quarter ended 2017-12-31 | 2018-01-16 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-17-000010 | Quarter ended 2017-09-30 | 2017-10-19 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000911270-17-000008 | Quarter ended 2017-06-30 | 2017-10-02 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-17-000006 | Quarter ended 2017-06-30 | 2017-08-03 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-17-000004 | Quarter ended 2017-03-31 | 2017-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-17-000002 | Quarter ended 2016-12-31 | 2017-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-16-000015 | Quarter ended 2016-09-30 | 2016-10-28 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-16-000013 | Quarter ended 2016-06-30 | 2016-07-28 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-16-000011 | Quarter ended 2016-03-31 | 2016-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-16-000010 | Quarter ended 2015-12-31 | 2016-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-15-000008 | Quarter ended 2015-09-30 | 2015-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-15-000006 | Quarter ended 2015-06-30 | 2015-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-15-000004 | Quarter ended 2015-03-31 | 2015-05-06 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-15-000002 | Quarter ended 2014-12-31 | 2015-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-14-000009 | Quarter ended 2014-09-30 | 2014-11-04 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-14-000007 | Quarter ended 2014-06-30 | 2014-08-06 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-14-000004 | Quarter ended 2014-03-31 | 2014-05-06 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-14-000002 | Quarter ended 2013-12-31 | 2014-01-28 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-13-000008 | Quarter ended 2013-09-30 | 2013-11-05 | acceptance time not in the bulk data set | |
| 13F-HR 0000911270-13-000006 | Quarter ended 2013-06-30 | 2013-08-02 | acceptance time not in the bulk data set |