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GLYNN CAPITAL MANAGEMENT LLC

AUM: $1.69 B

13-F Portfolio Value: $316.83 M

Last 13-F Filed: Q3 2025

Concentration in top 10: 70.09%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
IOT	Samsara Inc.	2.98%	253,793	$9,453,789	253,793	New	$37.25	13F
AMD	Advanced Micro Devices	0.00521%	102	$16,503	102	New	$161.79	13F
APP	AppLovin	0.00249%	11	$7,904	11	New	$718.55	13F