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Disclosed positions
GLYNN CAPITAL MANAGEMENT LLC: source evidence dated 2026-08-06T03:59:59.999Z.
- Issuer
- Oscar Health, Inc.
- Ticker
- OSCR
- Class
- COM
- Reported value
- $73,462,615
- Reported amount
- 2,575,828
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000911270-26-000007Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| Oscar Health, Inc. | OSCR | COM | $73,462,615 | 2,575,828 | SH | None |
| Infleqtion, Inc | INFQ | COM | $57,479,263 | 4,315,260 | SH | None |
| Taiwan Semiconductor | TSM | COM | $25,800,719 | 54,025 | SH | None |
| Vertiv Holding | VRT | COM | $19,918,107 | 59,489 | SH | None |
| Forgent Power Solutions Inc | FPS | COM | $18,699,303 | 334,753 | SH | None |
| Roblox Corporation | RBLX | COM | $14,613,592 | 268,731 | SH | None |
| Coreweave, Inc. | CRWV | COM | $14,533,537 | 146,007 | SH | None |
| Advanced Micro Devices | AMD | COM | $14,441,423 | 24,860 | SH | None |
| Arista Networks | ANET | COM | $12,945,705 | 76,205 | SH | None |
| AppLovin Corporation | APP | COM | $12,941,032 | 25,117 | SH | None |
| Lumentum Holdings, Inc. | LITE | COM | $12,728,462 | 14,834 | SH | None |
| Robinhood Markets, Inc. | HOOD | COM | $11,749,106 | 117,163 | SH | None |
| Cloudflare, Inc. | NET | COM | $11,745,478 | 47,886 | SH | None |
| CrowdStrike Holdings, Inc | CRWD | COM | $11,424,969 | 14,971 | SH | None |
| GE Vernova, Inc. | GEV | COM | $10,176,637 | 8,662 | SH | None |
| Sandisk Corp. | SNDK | COM | $8,692,470 | 3,823 | SH | None |
| Palantir Technologies Inc. | PLTR | COM | $8,024,096 | 68,776 | SH | None |
| Datadog, Inc. | DDOG | COM | $7,980,034 | 30,650 | SH | None |
| Toast, Inc. | TOST | COM | $7,028,139 | 252,629 | SH | None |
| Samsara, Inc. | IOT | COM | $5,697,238 | 175,678 | SH | None |
| Ethos Technologies, Inc | LIFE | COM | $2,161,254 | 119,143 | SH | None |
| Nvidia Corp. | NVDA | COM | $152,869 | 764 | SH | None |
| Apple, Inc. | AAPL | COM | $142,076 | 491 | SH | None |
| Alphabet Inc. Class A | GOOGL | COM | $141,876 | 397 | SH | None |
| Microsoft Corp. | MSFT | COM | $95,120 | 255 | SH | None |
| Amazon.com, Inc. | AMZN | COM | $84,134 | 353 | SH | None |
| Broadcom Inc. | AVGO | COM | $72,150 | 191 | SH | None |
| Micron Technology, Inc. | MU | COM | $71,566 | 62 | SH | None |
| Meta Platforms, Inc. (fka Face | META | COM | $64,215 | 114 | SH | None |
| Tesla, Inc. | TSLA | COM | $46,687 | 111 | SH | None |
| Applied Materials, Inc. | AMAT | COM | $36,150 | 50 | SH | None |
| Lam Research Corp. | LRCX | COM | $33,366 | 77 | SH | None |
| Intel Corp. | INTC | COM | $29,462 | 211 | SH | None |
| Comfort Systems | FIX | COM | $23,783 | 12 | SH | None |
| JFrog | Unresolved | COM | $23,174 | 255 | SH | None |
| Analog Devices | ADI | COM | $21,844 | 55 | SH | None |
| Twilio Inc. | TWLO | COM | $20,839 | 101 | SH | None |
| Shopify, Inc. | SHOP | COM | $19,411 | 170 | SH | None |
| Snowflake, Inc. | SNOW | COM | $15,779 | 62 | SH | None |
| TTM Technologies | TTMI | COM | $15,336 | 82 | SH | None |
| Qualcomm, Inc. | QCOM | COM | $11,642 | 63 | SH | None |
| Uber Technologies, Inc | UBER | COM | $11,618 | 161 | SH | None |
| Netflix, Inc. | NFLX | COM | $10,781 | 151 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.