StockDriftsStockDriftsTop 38 Glynn Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OSCR | Oscar Health, Inc. | 14.21% | 2.59M | $29.7M | -5.43%(-148.81K) | $18.13(+77.48%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor | 10.09% | 62.5K | $21.1M | -18.02%(-13.74K) | $176.40(+146.13%) | 2026-03-31 | |
| VRT | Vertiv Holding | 8.53% | 71.2K | $17.9M | -42.19%(-51.99K) | $100.36(+199.46%) | 2026-03-31 | |
| NU | Nu Holdings Ltd. | 6.18% | 899.3K | $12.9M | -26.42%(-322.87K) | $9.23(+47.47%) | 2026-03-31 | |
| TOST | Toast, Inc. | 5.46% | 430.9K | $11.4M | -11.45%(-55.69K) | $32.88(-12.35%) | 2026-03-31 | |
| IOT | Samsara Inc. | 4.92% | 324.8K | $10.3M | +48.94%(+106.73K) | $36.89(-2.60%) | 2026-03-31 | |
| FPS | Forgent Power Solutions Inc | 4.78% | 341.5K | $10.0M | new | $29.27(+60.10%) | 2026-03-31 | |
| ANET | Arista Networks | 4.51% | 76.8K | $9.4M | -6.98%(-5.76K) | $103.24(+54.97%) | 2026-03-31 | |
| NET | Cloudflare, Inc | 4.26% | 43.2K | $8.9M | -18.04%(-9.50K) | $88.28(+174.58%) | 2026-03-31 | |
| CRWD | CrowdStrike Holdings, Inc | 4.22% | 22.6K | $8.8M | -18.03%(-4.98K) | $159.46(+21.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.14% | +41.01% |
| Top 20 Holdings Unweighted | +14.00% | +48.15% |
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