GLYNN CAPITAL MANAGEMENT LLC

MENLO PARK, CA · CIK 911270 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAtherton, CA

As an employer

US visa salary filings

Filings FY20251
Median salary offered$285,000
Middle half$285,000 – $285,000
Job titles1

Job title	Filings	Median	Range
Vp Of Finance And Information SystemsMenlo Park, CA	1	$285,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Glynn Capital Management LLC.

$363.4m reported value +73.7% vs Q1 2026

43positions

72.9%in top 10

7 new 15 added 16 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	OSCAR HEALTH INC CL A OSCR	OSCR	2,575,828	$73.5m20.22%	20.22%	Reduced -16.0k	-15,964 -0.6%
2	INFLEQTION INC COM SHS INFQ	INFQ	4,315,260	$57.5m15.82%	15.82%	New
3	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	54,025	$25.8m7.10%	7.10%	Reduced -8.4k	-8,449 -13.5%
4	VERTIV HOLDINGS CO COM CL A VRT	VRT	59,489	$19.9m5.48%	5.48%	Reduced -11.7k	-11,747 -16.5%
5	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	334,753	$18.7m5.15%	5.15%	Reduced -6.7k	-6,714 -2.0%
6	ROBLOX CORP CL A RBLX	RBLX	268,731	$14.6m4.02%	4.02%	Added +138.2k	+138,168 105.8%
7	COREWEAVE INC COM CL A CRWV	CRWV	146,007	$14.5m4.00%	4.00%	Added +43.7k	+43,700 42.7%
8	ADVANCED MICRO DEVICES INC COM AMD	AMD	24,860	$14.4m3.97%	3.97%	Added +24.8k	+24,805 45100.0%
9	ARISTA NETWORKS INC COM SHS ANET	ANET	76,205	$12.9m3.56%	3.56%	Reduced -597	-597 -0.8%
10	APPLOVIN CORP COM CL A APP	APP	25,117	$12.9m3.56%	3.56%	Added +4.4k	+4,429 21.4%
11	LUMENTUM HLDGS INC COM LITE	LITE	14,834	$12.7m3.50%	3.50%	Added +3.4k	+3,414 29.9%
12	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	117,163	$11.7m3.23%	3.23%	Reduced -2.4k	-2,364 -2.0%
13	CLOUDFLARE INC CL A COM NET	NET	47,886	$11.7m3.23%	3.23%	Added +4.7k	+4,706 10.9%
14	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	14,971	$11.4m3.14%	3.14%	Reduced -7.7k	-7,664 -33.9%
15	GE VERNOVA INC COM GEV	GEV	8,662	$10.2m2.80%	2.80%	Added +8.6k	+8,635 31981.5%
16	SANDISK CORP COM SNDK	SNDK	3,823	$8.7m2.39%	2.39%	New
17	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	68,776	$8.0m2.21%	2.21%	Added +9.0k	+9,011 15.1%
18	DATADOG INC CL A COM DDOG	DDOG	30,650	$8.0m2.20%	2.20%	Reduced -33.5k	-33,549 -52.3%
19	TOAST INC CL A TOST	TOST	252,629	$7.0m1.93%	1.93%	Reduced -178.3k	-178,264 -41.4%
20	SAMSARA INC COM CL A IOT	IOT	175,678	$5.7m1.57%	1.57%	Reduced -149.1k	-149,117 -45.9%
21	ETHOS TECHNOLOGIES INC CL A LIFE	LIFE	119,143	$2.2m0.59%	0.59%	New
22	NVIDIA CORPORATION COM NVDA	NVDA	764	$152.9k0.04%	0.04%	Reduced -125	-125 -14.1%
23	APPLE INC COM AAPL	AAPL	491	$142.1k0.04%	0.04%	Added +61	+61 14.2%
24	ALPHABET INC CAP STK CL A GOOGL	GOOGL	397	$141.9k0.04%	0.04%	Unchanged
25	MICROSOFT CORP COM MSFT	MSFT	255	$95.1k0.03%	0.03%	Added +65	+65 34.2%
26	AMAZON COM INC COM AMZN	AMZN	353	$84.1k0.02%	0.02%	Added +56	+56 18.9%
27	BROADCOM INC COM AVGO	AVGO	191	$72.2k0.02%	0.02%	Added +12	+12 6.7%
28	MICRON TECHNOLOGY INC COM MU	MU	62	$71.6k0.02%	0.02%	Added +18	+18 40.9%
29	META PLATFORMS INC CL A META	META	114	$64.2k0.02%	0.02%	Unchanged
30	TESLA INC COM TSLA	TSLA	111	$46.7k0.01%	0.01%	Unchanged
31	APPLIED MATLS INC COM AMAT	AMAT	50	$36.1k0.01%	0.01%	Unchanged
32	LAM RESEARCH CORP COM NEW LRCX	LRCX	77	$33.4k0.01%	0.01%	Added +14	+14 22.2%
33	INTEL CORP COM INTC	INTC	211	$29.5k0.01%	0.01%	New
34	COMFORT SYS USA INC COM FIX	FIX	12	$23.8k0.01%	0.01%	New
35	JFrog COM COM		255	$23.2k0.01%	0.01%	New
36	ANALOG DEVICES INC COM ADI	ADI	55	$21.8k0.01%	0.01%	Added +14	+14 34.1%
37	TWILIO INC CL A TWLO	TWLO	101	$20.8k0.01%	0.01%	Reduced -1	-1 -1.0%
38	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	170	$19.4k0.01%	0.01%	Reduced -71	-71 -29.5%
39	SNOWFLAKE INC CL A SNOW	SNOW	62	$15.8k0.00%	0.00%	Reduced -41.6k	-41,590 -99.8%
40	TTM TECHNOLOGIES INC COM TTMI	TTMI	82	$15.3k0.00%	0.00%	Reduced -53	-53 -39.3%
41	QUALCOMM INC COM QCOM	QCOM	63	$11.6k0.00%	0.00%	New
42	UBER TECHNOLOGIES INC COM UBER	UBER	161	$11.6k0.00%	0.00%	Unchanged
43	NETFLIX INC COM NFLX	NFLX	151	$10.8k0.00%	0.00%	Reduced -51	-51 -25.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NU HLDGS LTD NU	NU	899,277	$12.9m899.3k shares
MONGODB INC MDB	MDB	21,964	$5.4m22.0k shares
VISA INC V	V	39	$11.8k39 shares
MASTERCARD INCORPORATED MA	MA	23	$11.5k23 shares
OKTA INC OKTA	OKTA	142	$11.2k142 shares
MERCADOLIBRE INC MELI	MELI	6	$10.4k6 shares