Data as of Q4 2025 (Dec 31, 2025)

GLYNN CAPITAL MANAGEMENT LLC

•CIK: 911270•Filing: Q4 2025

**GLYNN CAPITAL MANAGEMENT LLC** manages $291M across a diversified portfolio of 37 positions. The firm exhibits concentrated exposure, with its top holdings including OSCR at $39.4M and TSM at $23.2M. Significant allocations are also maintained in AIG ($20.5M), VRT ($20.0M), and MDB ($18.1M). This structure suggests a tactical, high-conviction approach across varied sectors.

Total AUM
$291.1M
QoQ Performance
-8.1%
Positions
37
Top 10 Concentration
67.8%
Latest Filing
Q4 2025

Top Holdings Allocation

OSCR
TSM
NU
VRT
MDB
TOST
SNOW
KVYO
OSCR13.5%
TSM8.0%
NU7.0%
VRT6.9%
MDB6.2%
TOST5.9%
SNOW5.9%
KVYO5.1%

📈 Biggest Buys

—
ServiceNow, Inc.
+391.3%
4.3% of portfolio
APP
AppLovin Corporation
+126636.4%
3.2% of portfolio
RBLX
Roblox Corp
NEW
2.0% of portfolio
TOST
Toast, Inc.
+32.5%
5.9% of portfolio
NFLX
Netflix, Inc.
+775.0%
0.0% of portfolio

📉 Biggest Sells

MDB
MongoDB, Inc
-25.9%
6.2% of portfolio
TEAM1EUR
Atlassian Corporation
-25.5%
3.7% of portfolio
NET
Cloudflare, Inc
-26.1%
3.6% of portfolio
TSM
Taiwan Semiconductor
-12.1%
8.0% of portfolio
NU
Nu Holdings Ltd.
-12.2%
7.0% of portfolio

Sector Breakdown

Other99.7%
Technology0.2%
Consumer0.1%
Communication0.0%
Financial0.0%

Changes from Q3 2025

NEW2 new positions
↑7 increased
↓15 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

OSCR13.5%
Oscar Health, Inc.
$39.4M
TSM8.0%
Taiwan Semiconductor
$23.2M
NU7.0%
Nu Holdings Ltd.
$20.5M
VRT6.9%
Vertiv Holding
$20.0M
MDB6.2%
MongoDB, Inc
$18.1M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.