Glynn Capital Management LLC Portfolio Holdings
Glynn Capital Management LLC
- $331 Million
- Q1 2025
Glynn Capital Management LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $331 Million distributed in 48 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Oscar Health, Inc. with a value of $40.8M, Crowd Strike Holdings, Inc. with a value of $24.4M, Nu Holdings Ltd. with a value of $22.9M, Service Now, Inc. with a value of $20.9M, and Adyen N V (Netherlands) with a value of $19.2M.
Examining the 13F form we can see an decrease of $9.81M in the current position value, from $341M to 331M.
Below you can find more details about Glynn Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$331 Million
Technology: $209 Million
Healthcare: $54.8 Million
Financial Services: $30.2 Million
Industrials: $18.8 Million
Communication Services: $10.8 Million
Consumer Cyclical: $4.19 Million
Energy: $2.36 Million
Consumer Defensive: $800,000
Other: $4,000