Long-term investor
Glynn Capital Management LLC @glynncapitalmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000911270).
Record
- Tracked since 2025-06-30 (446 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +7.9% · all +7.9%
- Max drawdown n/a · win rate 7% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- OSCR · 20.2% · long · since 2025-06-30
- INFQ · 15.8% · long · since 2026-06-30
- TSM · 7.1% · long · since 2025-06-30
- VRT · 5.5% · long · since 2025-06-30
- FPS · 5.1% · long · since 2026-03-31
- RBLX · 4.0% · long · since 2025-12-31
- CRWV · 4.0% · long · since 2026-03-31
- AMD · 4.0% · long · since 2025-09-30
- 040413205 · 3.6% · long · since 2025-06-30
- APP · 3.6% · long · since 2025-09-30
- LITE · 3.5% · long · since 2026-03-31
- 770700102 · 3.2% · long · since 2026-03-31