Glynn Capital Management LLC Portfolio Holdings
Glynn Capital Management LLC
- $355 Million
- Q2 2025
Glynn Capital Management LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $355 Million distributed in 47 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Oscar Health, Inc. with a value of $64.5M, Taiwan Semiconductor Manufacturing CO LTD with a value of $27.1M, Snowflake Inc. with a value of $25.7M, Toast, Inc. with a value of $25.4M, and Nu Holdings Ltd. with a value of $25M.
Examining the 13F form we can see an increase of $24M in the current position value, from $331M to 355M.
Below you can find more details about Glynn Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$355 Million
Technology: $215 Million
Healthcare: $77 Million
Financial Services: $31.3 Million
Industrials: $18.2 Million
Communication Services: $7.84 Million
Consumer Cyclical: $4.72 Million
Energy: $843,000
Consumer Defensive: $608,000
Other: $0
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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