GLYNN CAPITAL MANAGEMENT LLC

Q2 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$363,387
Net value change ($000)
+154,158 (73.7%)
New positions
7
Sold out positions
6
Turnover %
23.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
INFQ 57,479 NEW
OSCR 43,735 147.1%
AMD 14,430 131181.8%
GEV 10,153 42304.2%
FPS 8,704 87.1%
SNDK 8,692 NEW
RBLX 7,229 97.9%
CRWV 6,608 83.4%
APP 4,707 57.2%
LITE 4,702 58.6%
Top Reduces (Value $000, Stocks/ETFs)
NU -12,923 -100.0%
SNOW -6,266 -99.7%
MDB -5,376 -100.0%
IOT -4,596 -44.7%
TOST -4,395 -38.5%
PLTR -718 -8.2%
V -12 -100.0%
OKTA -11 -100.0%
MA -11 -100.0%
SHOP -10 -34.5%
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