Glynn Capital Management LLC Portfolio Holdings
Glynn Capital Management LLC
- $341 Million
- Q4 2024
Glynn Capital Management LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $341 Million distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Oscar Health, Inc. with a value of $36.7M, Service Now, Inc. with a value of $27.9M, Crowd Strike Holdings, Inc. with a value of $23.8M, Cloudflare, Inc. with a value of $23.2M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $22M.
Examining the 13F form we can see an decrease of $23.9M in the current position value, from $365M to 341M.
Below you can find more details about Glynn Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$341 Million
Technology: $235 Million
Healthcare: $49.5 Million
Financial Services: $25.9 Million
Communication Services: $11.6 Million
Industrials: $10.3 Million
Consumer Cyclical: $4.87 Million
Energy: $2.34 Million
Consumer Defensive: $1.04 Million
Other: $11,000