GLYNN Capital Management LLC
Glynn Capital Management LLC is an investment management firm headquartered in Menlo Park, California, United States. It focuses on growth-oriented private and public technology companies and serves institutional investors, family offices, and high-net-worth individuals. The firm was founded in 1973 and operates with a specialized team supporting long-term capital appreciation strategies.
Investment Strategy
Glynn Capital Management LLC employs a long-term investment approach focused on growth-stage technology companies, both private and public. The firm seeks high-quality businesses with durable competitive advantages, strong management teams, and significant growth potential. Its core investment philosophy emphasizes deep fundamental research and partnering with management to support value creation, typically favoring concentrated portfolios and a selective investment process.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O OSCR | Oscar Health, Inc. | 14.51% | $64.5M | 3,009,778 | $15.83 | $21.44 | +$23.7M |
T TSM | Taiwan Semiconductor | 6.10% | $27.1M | 119,699 | $179.64 | $226.49 | +$8.7M |
V VRT | Vertiv Holding | 6.08% | $27.0M | 210,522 | $94.82 | $128.41 | +$11.4M |
S SNOW | Snowflake, Inc. | 5.78% | $25.7M | 114,922 | $230.38 | $223.77 | +$8.2M |
T TOST | Toast, Inc. | 5.71% | $25.4M | 573,784 | $29.05 | $44.29 | +$8.2M |