GLYNN CAPITAL MANAGEMENT LLC

Q3 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
9/30/2026
Date filed
10/6/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$333,988
Net value change ($000)
-29,399 (-8.1%)
New positions
3
Sold out positions
6
Turnover %
11.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
LIFE 13,838 640.4%
TWLO 11,517 54842.9%
BE 9,486 NEW
Space Exploration Technologies 8,690 NEW
PLTR 7,282 90.8%
CRWD 4,159 36.4%
SNDK 2,254 25.9%
DDOG 2,084 26.1%
HOOD 1,217 10.4%
INFQ 648 1.1%
Top Reduces (Value $000, Stocks/ETFs)
OSCR -30,878 -42.0%
RBLX -14,614 -100.0%
VRT -8,730 -43.8%
TSM -6,584 -25.5%
FPS -5,772 -30.9%
APP -5,769 -44.6%
IOT -5,697 -100.0%
ANET -4,144 -32.0%
AMD -3,399 -23.5%
CRWV -2,923 -20.1%
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