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Glynn Capital Management LLC Portfolio
$334M across 40 positions as of 2026-09-30, with 65% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+16.2%
+1.7% a year vs the S&P 500
3 years
+25.3%
+4.0% a year vs the S&P 500
5 years
-3.3%
-15.5% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +33.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -14.7% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +29.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -12.3% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +16.8% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| Infleqtion, Inc | $58.1M | 17.4% | 4,315,260 |
| Oscar Health, Inc. | $42.6M | 12.8% | 1,380,836 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $19.2M | 5.8% | 42,124 |
| Ethos Technologies, Inc | $16M | 4.8% | 476,575 |
| CRWDCrowdStrike Holdings Inc | $15.6M | 4.7% | 58,862 |
| PLTRPalantir Technologies Inc | $15.3M | 4.6% | 81,826 |
| HOODRobinhood Markets Inc | $13M | 3.9% | 115,256 |
| Forgent Power Solutions Inc | $12.9M | 3.9% | 345,268 |
| NETCloudflare Inc | $12.2M | 3.7% | 35,115 |
| LITELumentum Holdings Inc | $12.1M | 3.6% | 12,449 |
| CRWVCoreWeave Inc | $11.6M | 3.5% | 133,275 |
| TWLOTwilio Inc | $11.5M | 3.5% | 39,451 |
| VRTVertiv Holdings Co | $11.2M | 3.3% | 46,362 |
| AMDAdvanced Micro Devices Inc | $11M | 3.3% | 18,049 |
| SNDKSandisk Corp | $10.9M | 3.3% | 6,291 |
| DDOGDatadog Inc (Pre-Reincorporation) | $10.1M | 3.0% | 36,751 |
| BEBloom Energy Corp | $9.5M | 2.8% | 34,248 |
| ANETArista Networks Inc | $8.8M | 2.6% | 43,234 |
| SPCXSpace Exploration Technologies Corp | $8.7M | 2.6% | 57,600 |
| GEVGE Vernova Inc | $8.1M | 2.4% | 8,513 |
| TOSTToast Inc | $7.2M | 2.2% | 248,515 |
| APPApplovin Corp | $7.2M | 2.1% | 24,694 |
| NVDANVIDIA Corp | $193.4K | 0.1% | 847 |
| GOOGLAlphabet Inc | $157.6K | 0.0% | 458 |
| AAPLApple Inc | $142.9K | 0.0% | 429 |
| MSFTMicrosoft Corp | $121.6K | 0.0% | 237 |
| AMZNAmazon.com Inc | $101.4K | 0.0% | 407 |
| METAMeta Platforms Inc | $82.7K | 0.0% | 114 |
| AVGOBroadcom Inc | $67.1K | 0.0% | 191 |
| MUMicron Technology Inc | $46.9K | 0.0% | 44 |
| TSLATesla Inc | $39.4K | 0.0% | 111 |
| FIXComfort Systems USA Inc | $31.4K | 0.0% | 19 |
| SNOWSnowflake Inc | $29.2K | 0.0% | 86 |
| INTCIntel Corp | $25.4K | 0.0% | 211 |
| SHOPShopify Inc | $25.2K | 0.0% | 170 |
| ADIAnalog Devices Inc | $21.8K | 0.0% | 55 |
| AMATApplied Materials Inc | $21.5K | 0.0% | 42 |
| LRCXLam Research Corp | $21K | 0.0% | 64 |
| JFrog | $18.7K | 0.0% | 193 |
| SKHYSK Hynix Inc | $12.7K | 0.0% | 69 |
Quarter ending 2026-09-30.
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