Glynn Capital Management LLC Top Holdings and 13F Report (2025) About Glynn Capital Management LLCInvestment ActivityGlynn Capital Management LLC has $424.06 million in total holdings as of December 31, 2024.Glynn Capital Management LLC owns shares of 50 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 9.50% of the portfolio was purchased this quarter.About 21.77% of the portfolio was sold this quarter.This quarter, Glynn Capital Management LLC has purchased 47 new stocks and bought additional shares in 10 stocks.Glynn Capital Management LLC sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Oscar Health $36,734,705Atlassian $36,708,762ServiceNow $27,935,222Klaviyo, Inc. $26,919,740CrowdStrike $23,807,493 Largest New Holdings this Quarter Vertiv $13,468,920 HoldingArista Networks $11,717,617 HoldingGE Vernova Inc $11,841 HoldingMarvell Technology $11,708 HoldingLumentum $11,501 Holding Largest Purchases this Quarter Vertiv 118,554 shares (about $13.47M)Arista Networks 106,013 shares (about $11.72M)Oscar Health 817,518 shares (about $10.99M)Taiwan Semiconductor Manufacturing 10,178 shares (about $2.01M)NU 166,098 shares (about $1.72M) Largest Sales this Quarter Klaviyo, Inc. 506,821 shares (about $20.90M)Toast 394,467 shares (about $14.38M)Datadog 95,582 shares (about $13.66M)ServiceNow 11,226 shares (about $11.90M)GitLab 177,615 shares (about $10.01M) 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$36,734,705$10,987,442 ▲42.7%2,733,2378.7%FinanceTEAMAtlassian$36,708,762$2,937,597 ▼-7.4%150,8298.7%Computer and TechnologyNOWServiceNow$27,935,222$11,900,907 ▼-29.9%26,3516.6%Computer and TechnologyKlaviyo, Inc.$26,919,740$20,901,298 ▼-43.7%652,7586.3%COMCRWDCrowdStrike$23,807,493$5,707,229 ▼-19.3%69,5805.6%Computer and TechnologyNETCloudflare$23,160,568$3,878,741 ▼-14.3%215,0875.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$21,987,154$2,010,053 ▲10.1%111,3335.2%Computer and TechnologyDDOGDatadog$21,695,989$13,657,712 ▼-38.6%151,8375.1%Computer and TechnologyNUNU$19,921,845$1,720,775 ▲9.5%1,922,9584.7%FinanceMDBMongoDB$19,760,913$295,902 ▲1.5%84,8804.7%Computer and TechnologyTOSTToast$19,010,388$14,378,322 ▼-43.1%521,5474.5%Computer and TechnologySNOWSnowflake$18,551,898$1,653,422 ▼-8.2%120,1474.4%Computer and TechnologyADYEYAdyen$18,511,548$6,935,309 ▼-27.3%1,262,7254.4%Computer and TechnologyGTLBGitLab$17,372,705$10,008,605 ▼-36.6%308,3004.1%Computer and TechnologyVRTVertiv$13,468,920$13,468,920 ▲New Holding118,5543.2%Computer and TechnologyArista Networks$11,717,617$11,717,617 ▲New Holding106,0132.8%COMBASECouchbase$8,285,6170.0%531,4702.0%Computer and TechnologyLLYEli Lilly and Company$5,628,6520.0%7,2911.3%MedicalAMZNAmazon.com$4,804,8600.0%21,9011.1%Retail/WholesaleAAPLApple$4,789,282$3,255 ▲0.1%19,1251.1%Computer and TechnologyBerkshire Hathaway Inc., Class$4,464,3550.0%9,8491.1%COMMETAMeta Platforms$4,052,315$4,684 ▲0.1%6,9211.0%Computer and TechnologyMSFTMicrosoft$3,906,883$7,165 ▲0.2%9,2690.9%Computer and TechnologyVVisa$3,672,3850.0%11,6200.9%Business ServicesABBVAbbVie$2,620,5420.0%14,7470.6%MedicalGOOGLAlphabet$2,593,410$20,255 ▲0.8%13,7000.6%Computer and TechnologyGOOGAlphabet$2,555,3240.0%13,4180.6%Computer and TechnologyNFLXNetflix$2,405,6730.0%2,6990.6%Consumer DiscretionaryCRMSalesforce$2,388,1190.0%7,1430.6%Computer and TechnologyOPRTOportun Financial$2,282,3440.0%588,2330.5%FinanceWDAYWorkday$2,172,3550.0%8,4190.5%Computer and TechnologyINTUIntuit$1,818,8790.0%2,8940.4%Computer and TechnologyABTAbbott Laboratories$1,653,4420.0%14,6180.4%MedicalJNJJohnson & Johnson$1,439,4030.0%9,9530.3%MedicalMRKMerck & Co., Inc.$1,412,7150.0%14,2010.3%MedicalTGTTarget$1,036,6950.0%7,6690.2%Retail/WholesaleShell Plc (fka Royal Dutch She$876,5990.0%13,9920.2%COMHALHalliburton$811,3220.0%29,8390.2%Oils/EnergySLBSchlumberger$803,7980.0%20,9650.2%Oils/EnergyNVDANVIDIA$117,638$13,429 ▼-10.2%8760.0%Computer and TechnologyTSLATesla$50,884$8,077 ▼-13.7%1260.0%Auto/Tires/TrucksAVGOBroadcom$43,3540.0%1870.0%Computer and TechnologyAMDAdvanced Micro Devices$20,776$3,865 ▲22.9%1720.0%Computer and TechnologyMELIMercadoLibre$20,405$3,401 ▲20.0%120.0%Retail/WholesaleMUMicron Technology$18,4310.0%2190.0%Computer and TechnologyGE Vernova Inc$11,841$11,841 ▲New Holding360.0%COMMRVLMarvell Technology$11,708$11,708 ▲New Holding1060.0%Computer and TechnologyLITELumentum$11,501$11,501 ▲New Holding1370.0%Computer and TechnologyCEGConstellation Energy$11,185$11,185 ▲New Holding500.0%Oils/EnergyADBEAdobe$6,226$10,228 ▼-62.2%140.0%Computer and TechnologyGROVGrove Collaborative$0$305,440 ▼-100.0%00.0%Consumer StaplesMynd.ai,Inc.,ADS$0$23,507 ▼-100.0%00.0%COMASMLASML$0$18,331 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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