SEC Form 13F

GLYNN CAPITAL MANAGEMENT LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$363,387,057
Positions43

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Oscar Health, Inc.OSCRCOM$73,462,6152,575,828
Infleqtion, IncINFQCOM$57,479,2634,315,260
Taiwan SemiconductorTSMCOM$25,800,71954,025
Vertiv HoldingVRTCOM$19,918,10759,489
Forgent Power Solutions IncFPSCOM$18,699,303334,753
Roblox CorporationRBLXCOM$14,613,592268,731
Coreweave, Inc.CRWVCOM$14,533,537146,007
Advanced Micro DevicesAMDCOM$14,441,42324,860
Arista NetworksANETCOM$12,945,70576,205
AppLovin CorporationAPPCOM$12,941,03225,117

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page