GLYNN CAPITAL MANAGEMENT LLC
MENLO PARK CA · SEC CIK 0000911270
$3.63亿2026Q2 申报市值
43持仓数
72.9%前十大占比 · 第一大 20.2%
7 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INFQ 新建仓+$5,747.93万
AMD 加仓+$1,440.95万
GEV 加仓+$1,014.49万
SNDK 新建仓+$869.25万
RBLX 加仓+$751.36万
2026Q2 卖出最多 按季末市值估算
NU 清仓-$1,292.26万
SNOW 减仓-$1,058.47万
DDOG 减仓-$873.48万
CRWD 减仓-$584.87万
MDB 清仓-$537.61万
2026Q2 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. | $7,346.26万 | 20.22% | 2,575,828 | -15,964 | -0.6% | -$45.53万 | 减仓 |
| INFQ | Infleqtion, Inc | $5,747.93万 | 15.82% | 4,315,260 | 4,315,260 | — | $5,747.93万 | 新建仓 |
| TSM | Taiwan Semiconductor | $2,580.07万 | 7.10% | 54,025 | -8,449 | -13.5% | -$403.50万 | 减仓 |
| VRT | Vertiv Holding | $1,991.81万 | 5.48% | 59,489 | -11,747 | -16.5% | -$393.31万 | 减仓 |
| FPS | Forgent Power Solutions Inc | $1,869.93万 | 5.15% | 334,753 | -6,714 | -2.0% | -$37.50万 | 减仓 |
| RBLX | Roblox Corporation | $1,461.36万 | 4.02% | 268,731 | 138,168 | 105.8% | $751.36万 | 加仓 |
| CRWV | Coreweave, Inc. | $1,453.35万 | 4.00% | 146,007 | 43,700 | 42.7% | $434.99万 | 加仓 |
| AMD | Advanced Micro Devices | $1,444.14万 | 3.97% | 24,860 | 24,805 | 45,100.0% | $1,440.95万 | 加仓 |
| ANET | Arista Networks | $1,294.57万 | 3.56% | 76,205 | -597 | -0.8% | -$10.14万 | 减仓 |
| APP | AppLovin Corporation | $1,294.10万 | 3.56% | 25,117 | 4,429 | 21.4% | $228.20万 | 加仓 |
| LITE | Lumentum Holdings, Inc. | $1,272.85万 | 3.50% | 14,834 | 3,414 | 29.9% | $292.94万 | 加仓 |
| HOOD | Robinhood Markets, Inc. | $1,174.91万 | 3.23% | 117,163 | -2,364 | -2.0% | -$23.71万 | 减仓 |
| NET | Cloudflare, Inc. | $1,174.55万 | 3.23% | 47,886 | 4,706 | 10.9% | $115.43万 | 加仓 |
| CRWD | CrowdStrike Holdings, Inc | $1,142.50万 | 3.14% | 14,971 | -7,664 | -33.9% | -$584.87万 | 减仓 |
| GEV | GE Vernova, Inc. | $1,017.66万 | 2.80% | 8,662 | 8,635 | 31,981.5% | $1,014.49万 | 加仓 |
| SNDK | Sandisk Corp. | $869.25万 | 2.39% | 3,823 | 3,823 | — | $869.25万 | 新建仓 |
| PLTR | Palantir Technologies Inc. | $802.41万 | 2.21% | 68,776 | 9,011 | 15.1% | $105.13万 | 加仓 |
| DDOG | Datadog, Inc. | $798.00万 | 2.20% | 30,650 | -33,549 | -52.3% | -$873.48万 | 减仓 |
| TOST | Toast, Inc. | $702.81万 | 1.93% | 252,629 | -178,264 | -41.4% | -$495.93万 | 减仓 |
| IOT | Samsara, Inc. | $569.72万 | 1.57% | 175,678 | -149,117 | -45.9% | -$483.59万 | 减仓 |
| LIFE | Ethos Technologies, Inc | $216.13万 | 0.59% | 119,143 | 119,143 | — | $216.13万 | 新建仓 |
| NVDA | Nvidia Corp. | $15.29万 | 0.04% | 764 | -125 | -14.1% | -$2.50万 | 减仓 |
| AAPL | Apple, Inc. | $14.21万 | 0.04% | 491 | 61 | 14.2% | $1.77万 | 加仓 |
| GOOGL | Alphabet Inc. Class A | $14.19万 | 0.04% | 397 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp. | $9.51万 | 0.03% | 255 | 65 | 34.2% | $2.42万 | 加仓 |
| AMZN | Amazon.com, Inc. | $8.41万 | 0.02% | 353 | 56 | 18.9% | $1.33万 | 加仓 |
| AVGO | Broadcom Inc. | $7.21万 | 0.02% | 191 | 12 | 6.7% | $4,533 | 加仓 |
| MU | Micron Technology, Inc. | $7.16万 | 0.02% | 62 | 18 | 40.9% | $2.08万 | 加仓 |
| META | Meta Platforms, Inc. (fka Face | $6.42万 | 0.02% | 114 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla, Inc. | $4.67万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Materials, Inc. | $3.62万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corp. | $3.34万 | 0.01% | 77 | 14 | 22.2% | $6,067 | 加仓 |
| INTC | Intel Corp. | $2.95万 | 0.01% | 211 | 211 | — | $2.95万 | 新建仓 |
| FIX | Comfort Systems | $2.38万 | 0.01% | 12 | 12 | — | $2.38万 | 新建仓 |
| — | JFrog | $2.32万 | 0.01% | 255 | 255 | — | $2.32万 | 新建仓 |
| ADI | Analog Devices | $2.18万 | 0.01% | 55 | 14 | 34.1% | $5,560 | 加仓 |
| TWLO | Twilio Inc. | $2.08万 | 0.01% | 101 | -1 | -1.0% | -$206 | 减仓 |
| SHOP | Shopify, Inc. | $1.94万 | 0.01% | 170 | -71 | -29.5% | -$8,107 | 减仓 |
| SNOW | Snowflake, Inc. | $1.58万 | 0.00% | 62 | -41,590 | -99.9% | -$1,058.47万 | 减仓 |
| TTMI | TTM Technologies | $1.53万 | 0.00% | 82 | -53 | -39.3% | -$9,912 | 减仓 |
| QCOM | Qualcomm, Inc. | $1.16万 | 0.00% | 63 | 63 | — | $1.16万 | 新建仓 |
| UBER | Uber Technologies, Inc | $1.16万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix, Inc. | $1.08万 | 0.00% | 151 | -51 | -25.2% | -$3,641 | 减仓 |
| NU | Nu Holdings Ltd. | $0 | 0.00% | 0 | -899,277 | -100.0% | -$1,292.26万 | 清仓 |
| MDB | MongoDB, Inc | $0 | 0.00% | 0 | -21,964 | -100.0% | -$537.61万 | 清仓 |
| V | Visa Inc. | $0 | 0.00% | 0 | -39 | -100.0% | -$1.18万 | 清仓 |
| MA | Mastercard Inc. | $0 | 0.00% | 0 | -23 | -100.0% | -$1.15万 | 清仓 |
| OKTA | Okta, Inc. | $0 | 0.00% | 0 | -142 | -100.0% | -$1.12万 | 清仓 |
| MELI | Mercadolibre, Inc. | $0 | 0.00% | 0 | -6 | -100.0% | -$1.04万 | 清仓 |