GLYNN CAPITAL MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
42
Total value ($000)
$209,229
Net value change ($000)
-81,903 (-28.1%)
New positions
11
Sold out positions
6
Turnover %
52.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FPS 9,995 NEW
PLTR 8,742 NEW
HOOD 8,283 NEW
LITE 8,026 NEW
CRWV 7,926 NEW
IOT 2,563 33.2%
RBLX 1,679 29.4%
AMAT 17 NEW
LRCX 13 NEW
TTMI 13 NEW
Top Reduces (Value $000, Stocks/ETFs)
KVYO -14,832 -100.0%
ADYYF -14,274 -100.0%
MDB -12,697 -70.3%
NOW -12,506 -100.0%
SNOW -10,860 -63.4%
TEAM -10,839 -100.0%
FLUT -10,704 -100.0%
OSCR -9,654 -24.5%
NU -7,536 -36.8%
TOST -5,856 -33.9%
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