Glynn Capital Management has filed its Form 13F-HR, disclosing the firm’s equity portfolio holdings as of September 30, 2026. The report lists 40 distinct positions held by the firm, with the total number of shares varying significantly across the holdings.
The largest position in the portfolio is Infleqtion, Inc., held by the firm with 4,315,260 shares. Other top holdings include Oscar Health, Inc. with 1,380,836 shares, and Coreweave, Inc. with 133,275 shares. The portfolio also includes significant positions in technology and semiconductor companies such as Arista Networks, Cloudflare, Inc., and Taiwan Semiconductor.
The filing indicates that Glynn Capital holds these positions in a sole voting capacity, with no shared voting or dispositive rights reported for any of the listed securities.
