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GLYNN Capital Management LLC

CIK:0000911270
Private Equity
$1B AUM
47 holdings
Menlo Park, CA, United States
Founded:1973
18 employees
glynncapital.com
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

GLYNN Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 46 equity positions with a total 13F market value of $445M. The fund increased holdings in Oscar Health, Inc., Flutter Entertainment PLC, Vertiv Holding among other positions. GLYNN Capital Management LLC reduced exposure to Gitlab Inc., Couchbase, Inc., Datadog, Inc. among others.

Top Buys
O
OSCROscar Health, Inc.
+$23.7M
F
FLUTFlutter Entertainment PLC
+$18.1M
V
VRTVertiv Holding
+$11.4M
T
TSMTaiwan Semiconductor
+$8.7M
S
SNOWSnowflake, Inc.
+$8.2M
Top Sells
G
GTLBGitlab Inc.
-$16.3M
B
BASECouchbase, Inc.
-$8.4M
D
DDOGDatadog, Inc.
-$4.1M
M
METAMeta Platforms, Inc. (fka Face
-$2.1M
V
VVisa Inc.
-$2.0M

Top Holdings

O
OSCROscar Health, Inc.
+14.5%$64.5M
T
TSMTaiwan Semiconductor
+6.1%$27.1M
V
VRTVertiv Holding
+6.1%$27.0M
S
SNOWSnowflake, Inc.
+5.8%$25.7M
T
TOSTToast, Inc.
+5.7%$25.4M

Equity Positions (46)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
O
OSCR
Oscar Health, Inc.14.51%$64.5M3,009,778$15.83$21.44+$23.7M
T
TSM
Taiwan Semiconductor6.10%$27.1M119,699$179.64$226.49+$8.7M
V
VRT
Vertiv Holding6.08%$27.0M210,522$94.82$128.41+$11.4M
S
SNOW
Snowflake, Inc.5.78%$25.7M114,922$230.38$223.77+$8.2M
T
TOST
Toast, Inc.5.71%$25.4M573,784$29.05$44.29+$8.2M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+41.5%
HOSPITAL & MEDICAL SERVICE PLANS
+14.5%
FINANCE SERVICES
+6.6%
SEMICONDUCTORS & RELATED DEVICES
+6.1%
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
+6.1%

Investment Team (9)

NameRoleLocationLinkedIn
A
Alan Tse		PrincipalCA , United States
Catherine Gacad
Catherine Gacad		PartnerSan Francisco, CA , United States
David Glynn
David Glynn		Managing PartnerSan Francisco, CA , United States
G
Gail Boddy		PartnerSan Francisco, CA , United States
James Cobb
James Cobb		PrincipalSan Francisco, CA , United States
Vivian Nahmias
Vivian Nahmias		PartnerMenlo Park, CA , United States
P
Patricia Sun		Head TraderMenlo Park, CA , United States
Shannon Brady Paolucci
Shannon Brady Paolucci		PrincipalLos Angeles, CA , United States
T
Taleha Aftab		PrincipalSan Francisco, CA , United States