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GLYNN CAPITAL MANAGEMENT LLC
Venture Capital
GLYNN CAPITAL MANAGEMENT LLC is a Venture Capital based in Menlo Park, CA led by David S Glynn, reporting $1.6B in AUM as of Q3 2025 with 61% Technology concentration, 73% concentrated in top 10 holdings, 18% allocation to OSCR, and 61% technology allocation.
PresidentDavid S Glynn
- Portfolio Value
- $299.9M
- Positions
- 34
- Top Holding
- OSCR at 18.03%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GLYNN CAPITAL MANAGEMENT LLC's portfolio (73.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Medical - Healthcare Plans Healthcare | $54.1M | 18.03% | -$2.9M Sold | 1.10% 2.9M shares | |
Semiconductors Technology | $24.2M | 8.07% | -$9.2M Sold | — 86.7K shares | |
Banks - Diversified Financial Services | $22.3M | 7.43% | -$6.8M Sold | 0.03% 1.4M shares | |
Electrical Equipment & Parts Industrials | $21.1M | 7.04% | -$10.6M Sold | 0.04% 140.0K shares | |
Software - Application Technology | $20.1M | 6.69% | -$5.9M Sold | 0.03% 89.0K shares | |
Software - Infrastructure Technology | $18.0M | 6.02% | -$15.7M Sold | 0.07% 58.1K shares | |
Software - Application Technology | $15.3M | 5.10% | -$3.8M Sold | 0.01% 16.6K shares | |
Software - Infrastructure Technology | $15.3M | 5.10% | -$7.6M Sold | 0.02% 71.3K shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $14.8M | 4.92% | -$1.4M Sold | 0.03% 58.1K shares | |
Software - Application Technology | $14.3M | 4.78% | -$4.3M Sold | 0.03% 89.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GLYNN CAPITAL MANAGEMENT LLC's latest filing
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Analytics
Portfolio insights and performance metrics for GLYNN CAPITAL MANAGEMENT LLC
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