Glynn Capital Management LLC Top Holdings and 13F Report (2025) About Glynn Capital Management LLCInvestment ActivityGlynn Capital Management LLC has $444.78 million in total holdings as of June 30, 2025.Glynn Capital Management LLC owns shares of 47 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 7.69% of the portfolio was purchased this quarter.About 20.00% of the portfolio was sold this quarter.This quarter, Glynn Capital Management LLC has purchased 48 new stocks and bought additional shares in 5 stocks.Glynn Capital Management LLC sold shares of 32 stocks and completely divested from 9 stocks this quarter.Largest Holdings Oscar Health $64,529,640Taiwan Semiconductor Manufacturing $27,110,627Vertiv $27,033,130Snowflake $25,716,096Toast $25,412,893 Largest New Holdings this Quarter G3643J108 - Flutter Entertainment PLC $18,141,759 Holding166764100 - Chevron $843,246 Holding88160R101 - Tesla $35,260 HoldingM2682V108 - CyberArk Software $22,785 Holding82509L107 - Shopify $18,341 Holding Largest Purchases this Quarter Flutter Entertainment PLC 63,486 shares (about $18.14M)Klaviyo, Inc. 174,941 shares (about $5.87M)MongoDB 11,933 shares (about $2.51M)Toast 54,889 shares (about $2.43M)Atlassian 11,148 shares (about $2.26M) Largest Sales this Quarter CrowdStrike 23,287 shares (about $11.86M)Datadog 80,101 shares (about $10.76M)Cloudflare 50,043 shares (about $9.80M)NU 418,952 shares (about $5.75M)ServiceNow 5,425 shares (about $5.58M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGlynn Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorOSCROscar Health$64,529,640$2,260,612 ▼-3.4%3,009,77814.5%FinanceTSMTaiwan Semiconductor Manufacturing$27,110,627$2,028,444 ▲8.1%119,6996.1%Computer and TechnologyVRTVertiv$27,033,130$834,793 ▼-3.0%210,5226.1%Computer and TechnologySNOWSnowflake$25,716,096$1,057,537 ▼-3.9%114,9225.8%Computer and TechnologyTOSTToast$25,412,893$2,431,034 ▲10.6%573,7845.7%Computer and TechnologyNUNU$24,956,886$5,748,021 ▼-18.7%1,819,0155.6%FinanceKlaviyo, Inc.$23,682,564$5,874,519 ▲33.0%705,2585.3%COMTEAMAtlassian$23,677,451$2,264,047 ▲10.6%116,5865.3%Computer and TechnologyCRWDCrowdStrike$23,380,385$11,860,302 ▼-33.7%45,9065.3%Computer and TechnologyMDBMongoDB$22,815,833$2,505,811 ▲12.3%108,6525.1%Computer and TechnologyNOWServiceNow$21,368,643$5,577,334 ▼-20.7%20,7854.8%Computer and TechnologyNETCloudflare$20,927,569$9,799,921 ▼-31.9%106,8664.7%Computer and TechnologyADYEYAdyen$18,734,975$4,260,792 ▼-18.5%1,023,2104.2%Computer and TechnologyFlutter Entertainment PLC$18,141,759$18,141,759 ▲New Holding63,4864.1%COMDDOGDatadog$14,695,433$10,759,967 ▼-42.3%109,3983.3%Computer and TechnologyArista Networks$10,688,735$98,422 ▼-0.9%104,4742.4%COMLLYEli Lilly and Company$5,488,671$194,883 ▼-3.4%7,0411.2%MedicalBerkshire Hathaway Inc., Class$4,662,906$121,442 ▼-2.5%9,5991.0%COMAMZNAmazon.com$4,660,063$150,063 ▼-3.1%21,2411.0%Retail/WholesaleMSFTMicrosoft$4,480,172$101,969 ▼-2.2%9,0071.0%Computer and TechnologyOPRTOportun Financial$4,211,7480.0%588,2330.9%FinanceAAPLApple$3,793,593$133,155 ▼-3.4%18,4900.9%Computer and TechnologyABBVAbbVie$2,644,528$92,810 ▼-3.4%14,2470.6%MedicalGOOGLAlphabet$2,406,068$23,791 ▼-1.0%13,6530.5%Computer and TechnologyGOOGAlphabet$2,238,307$141,912 ▼-6.0%12,6180.5%Computer and TechnologyVVisa$2,079,883$2,045,798 ▼-49.6%5,8580.5%Business ServicesINTUIntuit$2,043,112$236,289 ▼-10.4%2,5940.5%Computer and TechnologyCRMSalesforce$1,947,8250.0%7,1430.4%Computer and TechnologyWDAYWorkday$1,900,560$120,000 ▼-5.9%7,9190.4%Computer and TechnologyMETAMeta Platforms$1,888,034$3,226,929 ▼-63.1%2,5580.4%Computer and TechnologyABTAbbott Laboratories$1,879,386$108,808 ▼-5.5%13,8180.4%MedicalJNJJohnson & Johnson$1,443,946$76,375 ▼-5.0%9,4530.3%MedicalNFLXNetflix$1,312,347$2,326,068 ▼-63.9%9800.3%Consumer DiscretionaryMRKMerck & Co., Inc.$1,005,411$118,740 ▼-10.6%12,7010.2%MedicalCVXChevron$843,246$843,246 ▲New Holding5,8890.2%EnergyTGTTarget$608,572$147,975 ▼-19.6%6,1690.1%Retail/WholesaleNVDANVIDIA$151,354$14,535 ▼-8.8%9580.0%Computer and TechnologyAVGOBroadcom$60,092$6,616 ▼-9.9%2180.0%Computer and TechnologyTSLATesla$35,260$35,260 ▲New Holding1110.0%Auto/Tires/TrucksMELIMercadoLibre$28,750$2,614 ▼-8.3%110.0%Retail/WholesaleCYBRCyberArk Software$22,785$22,785 ▲New Holding560.0%Computer and TechnologySHOPShopify$18,341$18,341 ▲New Holding1590.0%Computer and TechnologyOKTAOkta$14,196$14,196 ▲New Holding1420.0%Computer and TechnologyMUMicron Technology$13,927$13,064 ▼-48.4%1130.0%Computer and TechnologyGE Vernova Inc$12,700$12,171 ▼-48.9%240.0%COMMAMastercard$8,429$8,429 ▲New Holding150.0%Business ServicesReddit Inc$7,378$7,378 ▲New Holding490.0%COMGTLBGitLab$0$16,254,151 ▼-100.0%00.0%Computer and TechnologyBASECouchbase$0$8,370,652 ▼-100.0%00.0%Computer and TechnologyShell Plc (fka Royal Dutch She$0$1,025,334 ▼-100.0%00.0%COMSLBSchlumberger$0$876,337 ▼-100.0%00.0%EnergyHALHalliburton$0$757,015 ▼-100.0%00.0%EnergyAMDAdvanced Micro Devices$0$6,267 ▼-100.0%00.0%Computer and TechnologyLITELumentum$0$4,675 ▼-100.0%00.0%Computer and TechnologyCEGConstellation Energy$0$4,234 ▼-100.0%00.0%EnergyMRVLMarvell Technology$0$3,448 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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