GLYNN CAPITAL MANAGEMENT LLC
MENLO PARK CA · SEC CIK 0000911270
$2.09亿2026Q1 申报市值
42持仓数
67.2%前十大占比 · 第一大 14.2%
11 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FPS 新建仓+$999.47万
PLTR 新建仓+$874.24万
HOOD 新建仓+$828.32万
LITE 新建仓+$802.55万
CRWV 新建仓+$792.57万
2026Q1 卖出最多 按季末市值估算
KVYO 清仓-$1,483.25万
Adyen NV ADR 清仓-$1,427.44万
VRT 减仓-$1,302.67万
NOW 清仓-$1,250.64万
TEAM 清仓-$1,083.89万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| OSCR | Oscar Health, Inc. | $2,972.79万 | 14.21% | 2,591,792 | -148,805 | -5.4% | -$170.68万 | 减仓 |
| TSM | Taiwan Semiconductor | $2,111.31万 | 10.09% | 62,474 | -13,737 | -18.0% | -$464.24万 | 减仓 |
| VRT | Vertiv Holding | $1,785.03万 | 8.53% | 71,236 | -51,986 | -42.2% | -$1,302.67万 | 减仓 |
| NU | Nu Holdings Ltd. | $1,292.26万 | 6.18% | 899,277 | -322,874 | -26.4% | -$463.97万 | 减仓 |
| TOST | Toast, Inc. | $1,142.30万 | 5.46% | 430,893 | -55,690 | -11.4% | -$147.63万 | 减仓 |
| IOT | Samsara Inc. | $1,029.28万 | 4.92% | 324,795 | 106,728 | 48.9% | $338.22万 | 加仓 |
| FPS | Forgent Power Solutions Inc | $999.47万 | 4.78% | 341,467 | 341,467 | — | $999.47万 | 新建仓 |
| ANET | Arista Networks | $942.98万 | 4.51% | 76,802 | -5,765 | -7.0% | -$70.78万 | 减仓 |
| NET | Cloudflare, Inc | $890.98万 | 4.26% | 43,180 | -9,502 | -18.0% | -$196.06万 | 减仓 |
| CRWD | CrowdStrike Holdings, Inc | $883.69万 | 4.22% | 22,635 | -4,978 | -18.0% | -$194.35万 | 减仓 |
| PLTR | Palantir Technologies Inc. | $874.24万 | 4.18% | 59,765 | 59,765 | — | $874.24万 | 新建仓 |
| HOOD | Robinhood | $828.32万 | 3.96% | 119,527 | 119,527 | — | $828.32万 | 新建仓 |
| APP | AppLovin Corporation | $823.38万 | 3.94% | 20,688 | 6,747 | 48.4% | $268.53万 | 加仓 |
| LITE | Lumentum Holdings Inc | $802.55万 | 3.84% | 11,420 | 11,420 | — | $802.55万 | 新建仓 |
| CRWV | Coreweave Inc. | $792.57万 | 3.79% | 102,307 | 102,307 | — | $792.57万 | 新建仓 |
| DDOG | Datadog, Inc. | $757.87万 | 3.62% | 64,199 | -19,514 | -23.3% | -$230.36万 | 减仓 |
| RBLX | Roblox Corp | $738.46万 | 3.53% | 130,563 | 60,144 | 85.4% | $340.17万 | 加仓 |
| SNOW | Snowflake, Inc. | $628.20万 | 3.00% | 41,652 | -36,495 | -46.7% | -$550.42万 | 减仓 |
| MDB | MongoDB, Inc | $537.61万 | 2.57% | 21,964 | -21,099 | -49.0% | -$516.44万 | 减仓 |
| NVDA | Nvidia Corp. | $15.50万 | 0.07% | 889 | -104 | -10.5% | -$1.81万 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $11.42万 | 0.05% | 397 | -77 | -16.2% | -$2.21万 | 减仓 |
| AAPL | Apple Inc. | $10.91万 | 0.05% | 430 | -170 | -28.3% | -$4.31万 | 减仓 |
| MSFT | Microsoft Corp. | $7.03万 | 0.03% | 190 | -101 | -34.7% | -$3.74万 | 减仓 |
| META | Meta Platforms, Inc. (fka Face | $6.52万 | 0.03% | 114 | 22 | 23.9% | $1.26万 | 加仓 |
| AMZN | Amazon.Com Inc. | $6.19万 | 0.03% | 297 | -122 | -29.1% | -$2.54万 | 减仓 |
| AVGO | Broadcom Inc. | $5.54万 | 0.03% | 179 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Inc. | $4.13万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify Inc. | $2.86万 | 0.01% | 241 | 82 | 51.6% | $9,727 | 加仓 |
| GEV | GE Vernova Inc | $2.36万 | 0.01% | 27 | 3 | 12.5% | $2,619 | 加仓 |
| NFLX | Netflix, Inc. | $1.94万 | 0.01% | 202 | 27 | 15.4% | $2,596 | 加仓 |
| AMAT | Applied Materials, Inc. | $1.71万 | 0.01% | 50 | 50 | — | $1.71万 | 新建仓 |
| MU | Micron Technology Inc. | $1.49万 | 0.01% | 44 | 7 | 18.9% | $2,365 | 加仓 |
| LRCX | Lam Research Corp. | $1.35万 | 0.01% | 63 | 63 | — | $1.35万 | 新建仓 |
| TTMI | TTM Technologies | $1.32万 | 0.01% | 135 | 135 | — | $1.32万 | 新建仓 |
| ADI | Analog Devices | $1.30万 | 0.01% | 41 | 41 | — | $1.30万 | 新建仓 |
| TWLO | Twilio Inc. | $1.28万 | 0.01% | 102 | 102 | — | $1.28万 | 新建仓 |
| V | Visa Inc. | $1.18万 | 0.01% | 39 | 15 | 62.5% | $4,533 | 加仓 |
| UBER | Uber Technologies, Inc | $1.16万 | 0.01% | 161 | 161 | — | $1.16万 | 新建仓 |
| MA | Mastercard Inc. | $1.15万 | 0.01% | 23 | 8 | 53.3% | $3,997 | 加仓 |
| AMD | Advanced Micro Devices | $1.12万 | 0.01% | 55 | -47 | -46.1% | -$9,562 | 减仓 |
| OKTA | Okta, Inc. | $1.12万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| MELI | Mercadolibre, Inc. | $1.04万 | 0.00% | 6 | -2 | -25.0% | -$3,458 | 减仓 |
| KVYO | Klaviyo, Inc. | $0 | 0.00% | 0 | -456,805 | -100.0% | -$1,483.25万 | 清仓 |
| — | Adyen NV ADR | $0 | 0.00% | 0 | -893,828 | -100.0% | -$1,427.44万 | 清仓 |
| NOW | ServiceNow, Inc. | $0 | 0.00% | 0 | -81,640 | -100.0% | -$1,250.64万 | 清仓 |
| TEAM | Atlassian Corporation | $0 | 0.00% | 0 | -66,849 | -100.0% | -$1,083.89万 | 清仓 |
| FLUT | Flutter Entertainment PLC | $0 | 0.00% | 0 | -49,779 | -100.0% | -$1,070.45万 | 清仓 |
| OPRT | Oportun Financial Corp. | $0 | 0.00% | 0 | -588,233 | -100.0% | -$311.18万 | 清仓 |