GLYNN CAPITAL MANAGEMENT LLC

Q4 2025 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$291,132
Net value change ($000)
-25,696 (-8.1%)
New positions
2
Sold out positions
0
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
APP 9,386 117325.0%
RBLX 5,706 NEW
TOST 3,868 28.8%
KVYO 2,170 17.1%
GOOGL 43 41.0%
MDB 28 0.2%
AAPL 14 9.4%
MU 11 NEW
NVDA 6 3.4%
AMZN 5 5.4%
Top Reduces (Value $000, Stocks/ETFs)
OSCR -14,683 -27.2%
NET -4,906 -32.1%
FLUT -4,052 -27.5%
TEAM -3,483 -24.3%
SNOW -2,923 -14.6%
ANET -2,879 -21.0%
NOW -2,787 -18.2%
ADYYF -2,635 -15.6%
NU -1,834 -8.2%
IOT -1,724 -18.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type