StockDriftsStockDriftsTop 35 Glynn Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INFQ | Infleqtion, Inc | 17.4% | 4.32M | $58.1M | +0.00%(+0) | $11.12(-21.31%) | 2026-09-30 | |
| OSCR | Oscar Health, Inc. | 12.75% | 1.38M | $42.6M | -46.39%(-1.19M) | $18.13(+79.46%) | 2026-09-30 | |
| TSM | Taiwan Semiconductor | 5.75% | 42.1K | $19.2M | -22.03%(-11.90K) | $176.40(+138.22%) | 2026-09-30 | |
| LIFE | Ethos Technologies, Inc | 4.79% | 476.6K | $16.0M | +300.00%(+357.43K) | $23.02(+68.80%) | 2026-09-30 | |
| CRWD | CrowdStrike Holdings, Inc | 4.67% | 58.9K | $15.6M | -1.71%(-1.02K) | $159.46(+43.05%) | 2026-09-30 | |
| PLTR | Palantir Technologies Inc. | 4.58% | 81.8K | $15.3M | +18.97%(+13.05K) | $156.55(+24.02%) | 2026-09-30 | |
| HOOD | Robinhood Markets, Inc. | 3.88% | 115.3K | $13.0M | -1.63%(-1.91K) | $91.20(+5.83%) | 2026-09-30 | |
| FPS | Forgent Power Solutions Inc | 3.87% | 345.3K | $12.9M | +3.14%(+10.52K) | $29.80(+5.77%) | 2026-09-30 | |
| NET | Cloudflare, Inc. | 3.65% | 35.1K | $12.2M | -26.67%(-12.77K) | $101.22(+193.98%) | 2026-09-30 | |
| LITE | Lumentum Holdings, Inc. | 3.62% | 12.4K | $12.1M | -16.08%(-2.38K) | $584.14(+42.86%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.44% | +97.39% | -4.38% | -20.04% |
| Top 20 Holdings Unweighted | +25.73% | +98.76% | +0.23% | +1.14% |
Glynn Capital Management LLC reports $333.99M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are INFQ (17.4%), OSCR (12.8%) and TSM (5.8%). The top 20 holdings account for 93.6% of reported assets. Its disclosed equity book has returned +97.39% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Glynn Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 911270). View Glynn Capital Management LLC’s 13F filings on SEC