account_balance
Investment manager · 13F filer · SEC CIK 911270
Glynn Capital Management LLC
Reported value$363Mas of Jun 30, 2026
Positions43 7 new, 6 sold out
Top 10 weight72.9%OSCR alone is 20%
FiledAug 536 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
OSCROscar Health, Inc.
20.2%
INFQInfleqtion, Inc
15.8%New
TSMTaiwan Semiconductor
7.1%Trimmed −14%
VRTVertiv Holding
5.5%Trimmed −16%
FPSForgent Power Solutions Inc
5.1%
RBLXRoblox Corporation
4.0%Added +106%
CRWVCoreweave, Inc.
4.0%Added +43%
AMDAdvanced Micro Devices
4.0%Added +45100%
ANETArista Networks
3.6%
APPAppLovin Corporation
3.6%Added +21%
LITELumentum Holdings, Inc.
3.5%Added +30%
HOODRobinhood Markets, Inc.
3.2%
OSCROscar Health, Inc.
20.2%
INFQInfleqtion, Inc
15.8%New
TSM7.1%VRT5.5%FPS5.1%RBLX4.0%CRWV4.0%AMD4.0%ANET3.6%APP3.6%LITE3.5%HOOD3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
OSCR Oscar Health, Inc. 20.2% HeldINFQ Infleqtion, Inc 15.8% NewTSM Taiwan Semiconductor 7.1% Trimmed −14%VRT Vertiv Holding 5.5% Trimmed −16%FPS Forgent Power Solutions Inc 5.1% HeldRBLX Roblox Corporation 4.0% Added +106%CRWV Coreweave, Inc. 4.0% Added +43%AMD Advanced Micro Devices 4.0% Added +45100%ANET Arista Networks 3.6% HeldAPP AppLovin Corporation 3.6% Added +21%LITE Lumentum Holdings, Inc. 3.5% Added +30%HOOD Robinhood Markets, Inc. 3.2% Held
What changed