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GLYNN CAPITAL MANAGEMENT LLC

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13F filer, CIK 911270, MENLO PARK, CA

GLYNN CAPITAL MANAGEMENT LLC reported $363,387,057 across 43 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-05. Its ten largest share positions make up 72.88% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000911270-26-000007

Period
2026-06-30
Reported value
$363M
Holdings
43
Top 10 weight
72.88%
New
7
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INFQnew+4,315,260$57.5M
AMDadded+24,805$14.4M
GEVadded+8,635$10.1M
SNDKnew+3,823$8.69M
RBLXadded+138,168$7.51M

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

SecurityShares changeApprox. value
NUexited-899,277-$12.9M
SNOWreduced-41,590-$10.6M
DDOGreduced-33,549-$8.73M
CRWDreduced-7,664-$5.85M
MDBexited-21,964-$5.38M

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, Q2 2026

Share positions as resolved from 13F-HR 0000911270-26-000007, largest first. % of portfolio is the value over $363,387,057, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,733,237 shares; 2025Q1: 3,115,217 shares; 2025Q2: 3,009,778 shares; 2025Q3: 2,856,025 shares; 2025Q4: 2,740,597 shares; 2026Q1: 2,591,792 shares; 2026Q2: 2,575,828 shares 2,575,828$73.5M20.22%-15,964Timeline
INFQINFLEQTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,315,260 shares 4,315,260$57.5M15.82%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 111,333 shares; 2025Q1: 110,743 shares; 2025Q2: 119,699 shares; 2025Q3: 86,701 shares; 2025Q4: 76,211 shares; 2026Q1: 62,474 shares; 2026Q2: 54,025 shares 54,025$25.8M7.1%-8,449Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 118,554 shares; 2025Q1: 217,023 shares; 2025Q2: 210,522 shares; 2025Q3: 139,951 shares; 2025Q4: 123,222 shares; 2026Q1: 71,236 shares; 2026Q2: 59,489 shares 59,489$19.9M5.48%-11,747Timeline
FPSFORGENT POWER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341,467 shares; 2026Q2: 334,753 shares 334,753$18.7M5.15%-6,714Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,419 shares; 2026Q1: 130,563 shares; 2026Q2: 268,731 shares 268,731$14.6M4.02%+138,168Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,307 shares; 2026Q2: 146,007 shares 146,007$14.5M4%+43,700Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 172 shares; 2025Q1: 61 shares; 2025Q2: not reported; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 55 shares; 2026Q2: 24,860 shares 24,860$14.4M3.97%+24,805Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 106,013 shares; 2025Q1: 105,436 shares; 2025Q2: 104,474 shares; 2025Q3: 94,008 shares; 2025Q4: 82,567 shares; 2026Q1: 76,802 shares; 2026Q2: 76,205 shares 76,205$12.9M3.56%-597Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 13,941 shares; 2026Q1: 20,688 shares; 2026Q2: 25,117 shares 25,117$12.9M3.56%+4,429Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,420 shares; 2026Q2: 14,834 shares 14,834$12.7M3.5%+3,414Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,527 shares; 2026Q2: 117,163 shares 117,163$11.7M3.23%-2,364Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 215,087 shares; 2025Q1: 156,909 shares; 2025Q2: 106,866 shares; 2025Q3: 71,263 shares; 2025Q4: 52,682 shares; 2026Q1: 43,180 shares; 2026Q2: 47,886 shares 47,886$11.7M3.23%+4,706Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69,580 shares; 2025Q1: 69,193 shares; 2025Q2: 45,906 shares; 2025Q3: 28,332 shares; 2025Q4: 27,613 shares; 2026Q1: 22,635 shares; 2026Q2: 14,971 shares 14,971$11.4M3.14%-7,664Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 47 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 27 shares; 2026Q2: 8,662 shares 8,662$10.2M2.8%+8,635Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,823 shares 3,823$8.69M2.39%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,765 shares; 2026Q2: 68,776 shares 68,776$8.02M2.21%+9,011Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 151,837 shares; 2025Q1: 189,499 shares; 2025Q2: 109,398 shares; 2025Q3: 89,367 shares; 2025Q4: 83,713 shares; 2026Q1: 64,199 shares; 2026Q2: 30,650 shares 30,650$7.98M2.2%-33,549Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 521,547 shares; 2025Q1: 518,895 shares; 2025Q2: 573,784 shares; 2025Q3: 367,321 shares; 2025Q4: 486,583 shares; 2026Q1: 430,893 shares; 2026Q2: 252,629 shares 252,629$7.03M1.93%-178,264Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253,793 shares; 2025Q4: 218,067 shares; 2026Q1: 324,795 shares; 2026Q2: 175,678 shares 175,678$5.7M1.57%-149,117Timeline
LIFEETHOS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119,143 shares 119,143$2.16M0.59%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 876 shares; 2025Q1: 1,050 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 993 shares; 2026Q1: 889 shares; 2026Q2: 764 shares 764$153K0.04%-125Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,125 shares; 2025Q1: 19,139 shares; 2025Q2: 18,490 shares; 2025Q3: 587 shares; 2025Q4: 600 shares; 2026Q1: 430 shares; 2026Q2: 491 shares 491$142K0.04%+61Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,700 shares; 2025Q1: 13,788 shares; 2025Q2: 13,653 shares; 2025Q3: 433 shares; 2025Q4: 474 shares; 2026Q1: 397 shares; 2026Q2: 397 shares 397$142K0.04%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,269 shares; 2025Q1: 9,212 shares; 2025Q2: 9,007 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 190 shares; 2026Q2: 255 shares 255$95.1K0.03%+65Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,901 shares; 2025Q1: 21,925 shares; 2025Q2: 21,241 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 297 shares; 2026Q2: 353 shares 353$84.1K0.02%+56Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 242 shares; 2025Q2: 218 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 191 shares 191$72.2K0.02%+12Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 44 shares; 2026Q2: 62 shares 62$71.6K0.02%+18Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,921 shares; 2025Q1: 6,930 shares; 2025Q2: 2,558 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114$64.2K0.02%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: not reported; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111$46.7K0.01%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50$36.1K0.01%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares; 2026Q2: 77 shares 77$33.4K0.01%+14Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 211 shares 211$29.5K0.01%newTimeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12$23.8K0.01%newTimeline
JFrogJFrogQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255 shares 255$23.2K0.01%new
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares; 2026Q2: 55 shares 55$21.8K0.01%+14Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102 shares; 2026Q2: 101 shares 101$20.8K0.01%-1Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 241 shares; 2026Q2: 170 shares 170$19.4K0.01%-71Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120,147 shares; 2025Q1: 119,648 shares; 2025Q2: 114,922 shares; 2025Q3: 88,959 shares; 2025Q4: 78,147 shares; 2026Q1: 41,652 shares; 2026Q2: 62 shares 62$15.8K<0.01%-41,590Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135 shares; 2026Q2: 82 shares 82$15.3K<0.01%-53Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63 shares 63$11.6K<0.01%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161 shares; 2026Q2: 161 shares 161$11.6K<0.01%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,699 shares; 2025Q1: 2,717 shares; 2025Q2: 980 shares; 2025Q3: 20 shares; 2025Q4: 175 shares; 2026Q1: 202 shares; 2026Q2: 151 shares 151$10.8K<0.01%-51Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NUNU HLDGS LTD899,277$12.9Mshares
MDBMONGODB INC21,964$5.38Mshares
VVISA INC39$11.8Kshares
MAMASTERCARD INCORPORATED23$11.5Kshares
OKTAOKTA INC142$11.2Kshares
MELIMERCADOLIBRE INC6$10.4Kshares

How Q2 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000911270-26-000007 base2026-08-05acceptance time not in the bulk data set