13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0000911270
申报总市值
US$3.3亿
US$3.3亿
43 檔
58.5%
Glynn Capital Management LLC 在 Q2 2026 季度的美股仓位总计估值为 US$3.3亿，分散于 43 个持仓标的之中，反映其市场参与广度与投资规模。
Glynn Capital Management LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 15 档持股的同时，亦同步清仓 6 档并减仓 16 档标的。
在资产配置集中度方面，Glynn Capital Management LLC 的前 5 大核心持股（包含 OSCR, INFQ, TSM 等）合计占整体申报市值的 58.5%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OSCR | Oscar Health Inc - Class A | 股票-医疗保健 | 20.22% | -7.47% | -0.62% | |
| 2 | INFQ | Infleqtion Inc | 股票-其他 | 15.82% | +1.58% | — | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 7.10% | -1.35% | -13.52% | |
| 4 | VRT | Vertiv Holdings Co-a | 股票-工业 | 5.48% | -2.13% | -16.49% | |
| 5 | FPS | Forgent Power Solutions Inc | 股票-其他 | 5.15% | -1.28% | -1.97% | |
| 6 | RBLX | Roblox CORP -class A | 股票-通信服务 | 4.02% | -4.02% | EXIT | |
| 7 | CRWV | Coreweave Inc-cl A | 股票-科技 | 4.00% | -0.52% | +42.71% | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 3.97% | -0.66% | +45100.00% | |
| 9 | ANET | Arista Networks Inc | 股票-科技 | 3.56% | -0.92% | -0.78% | |
| 10 | APP | Applovin Corp-class A | 股票-科技 | 3.56% | -1.41% | +21.41% | |
| 11 | LITE | Lumentum Holdings Inc | 股票-科技 | 3.50% | +0.12% | +29.89% | |
| 12 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 3.23% | +0.65% | -1.98% | |
| 13 | NET | Cloudflare Inc - Class A | 股票-科技 | 3.23% | +0.42% | +10.90% | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 3.14% | +1.53% | -33.86% | |
| 15 | GEV | GE Vernova Inc | 股票-工业 | 2.80% | -0.38% | +31981.48% | |
| 16 | SNDK | Sandisk CORP | 股票-科技 | 2.39% | +0.89% | — | |
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.21% | +2.37% | +15.08% | |
| 18 | DDOG | Datadog Inc - Class A | 股票-科技 | 2.20% | +0.81% | -52.26% | |
| 19 | TOST | Toast Inc-class A | 股票-科技 | 1.93% | +0.23% | -41.37% | |
| 20 | IOT | Samsara Inc-cl A | 股票-科技 | 1.57% | -1.57% | EXIT | |
| 21 | LIFE | Ethos Technologies Inc Cl-a | 股票-其他 | 0.59% | +4.20% | — | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.04% | +0.02% | -14.06% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 0.04% | — | +14.19% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.04% | +0.01% | — | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.03% | +0.01% | +34.21% | |
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.02% | +0.01% | +18.86% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.02% | — | +6.70% | |
| 28 | MU | Micron Technology Inc | 股票-科技 | 0.02% | -0.01% | +40.91% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.02% | — | — | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.01% | — | — | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.01% | — | — | |
| 32 | LRCX | Lam Research CORP | 股票-科技 | 0.01% | — | +22.22% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.01% | — | — | |
| 34 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.01% | — | — | |
| 35 | ✓ | 股票-其他 | 0.01% | — | — | ||
| 36 | ADI | Analog Devices Inc | 股票-科技 | 0.01% | — | +34.15% | |
| 37 | TWLO | Twilio Inc - A | 股票-科技 | 0.01% | +3.44% | -0.98% | |
| 38 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.01% | — | -29.46% | |
| 39 | SNOW | Snowflake Inc | 股票-科技 | — | +0.01% | -99.85% | |
| 40 | TTMI | Ttm Technologies | 股票-科技 | — | — | EXIT | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | — | — | EXIT | |
| 42 | UBER | Uber Technologies Inc | 股票-工业 | — | — | EXIT | |
| 43 | NFLX | Netflix Inc | 股票-通信服务 | — | — | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | INFQ | Infleqtion Inc | +15.8% | NEW | 新建仓 |
| 2 | OSCR | Oscar Health Inc - Class A | +6% | -0.62% | 减仓 |
| 3 | AMD | Advanced Micro Devices | +4% | +45100.00% | 加仓 |
| 4 | GEV | GE Vernova Inc | +2.8% | +31981.48% | 加仓 |
| 5 | SNDK | Sandisk CORP | +2.4% | NEW | 新建仓 |
| 6 | LIFE | Ethos Technologies Inc Cl-a | +0.6% | NEW | 新建仓 |
| 7 | RBLX | Roblox CORP -class A | +0.5% | +105.82% | 加仓 |
| 8 | FPS | Forgent Power Solutions Inc | +0.4% | -1.97% | 减仓 |
| 9 | CRWV | Coreweave Inc-cl A | +0.2% | +42.71% | 加仓 |
| 10 | MU | Micron Technology Inc | 0% | +40.91% | 加仓 |
| 11 | INTC | Intel CORP | 0% | NEW | 新建仓 |
| 12 | FIX | Comfort Systems USA Inc | 0% | NEW | 新建仓 |
| 13 | ✓ | 0% | NEW | 新建仓 | |
| 14 | MSFT | Microsoft CORP | — | +34.21% | 加仓 |
| 15 | LRCX | Lam Research CORP | — | +22.22% | 加仓 |
| 16 | AMAT | Applied Materials Inc | — | — | 不变 |
| 17 | QCOM | Qualcomm Inc | — | NEW | 新建仓 |
| 18 | MELI | Mercadolibre Inc | — | EXIT | 清仓 |
| 19 | SHOP | Shopify Inc - Class A | — | -29.46% | 减仓 |
| 20 | ADI | Analog Devices Inc | — | +34.15% | 加仓 |
| 21 | TWLO | Twilio Inc - A | — | -0.98% | 减仓 |
| 22 | AAPL | Apple Inc | 0% | +14.19% | 加仓 |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | — | 不变 |
| 24 | AMZN | Amazon.com Inc | 0% | +18.86% | 加仓 |
| 25 | AVGO | Broadcom Inc | 0% | +6.70% | 加仓 |
| 26 | V | Visa Inc-class A Shares | 0% | EXIT | 清仓 |
| 27 | MA | Mastercard Inc - A | 0% | EXIT | 清仓 |
| 28 | OKTA | Okta Inc | 0% | EXIT | 清仓 |
| 29 | NFLX | Netflix Inc | 0% | -25.25% | 减仓 |
| 30 | TSLA | Tesla Inc | 0% | — | 不变 |
| 31 | TTMI | Ttm Technologies | 0% | -39.26% | 减仓 |
| 32 | META | Meta Platforms Inc-class A | 0% | — | 不变 |
| 33 | UBER | Uber Technologies Inc | 0% | — | 不变 |
| 34 | NVDA | Nvidia CORP | 0% | -14.06% | 减仓 |
| 35 | LITE | Lumentum Holdings Inc | -0.3% | +29.89% | 加仓 |
| 36 | APP | Applovin Corp-class A | -0.4% | +21.41% | 加仓 |
| 37 | HOOD | Robinhood Markets Inc - A | -0.7% | -1.98% | 减仓 |
| 38 | ANET | Arista Networks Inc | -1% | -0.78% | 减仓 |
| 39 | NET | Cloudflare Inc - Class A | -1% | +10.90% | 加仓 |
| 40 | CRWD | Crowdstrike Holdings Inc - A | -1.1% | -33.86% | 减仓 |
| 41 | DDOG | Datadog Inc - Class A | -1.4% | -52.26% | 减仓 |
| 42 | PLTR | Palantir Technologies Inc-a | -2% | +15.08% | 加仓 |
| 43 | MDB | Mongodb Inc | -2.6% | EXIT | 清仓 |
| 44 | TSM | Taiwan Semiconductor-sp Adr | -3% | -13.52% | 减仓 |
| 45 | SNOW | Snowflake Inc | -3% | -99.85% | 减仓 |
| 46 | VRT | Vertiv Holdings Co-a | -3.1% | -16.49% | 减仓 |
| 47 | IOT | Samsara Inc-cl A | -3.4% | -45.91% | 减仓 |
| 48 | TOST | Toast Inc-class A | -3.5% | -41.37% | 减仓 |
| 49 | NU | Nu Holdings Ltd. | -6.2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Glynn Capital Management LLC 在 Q2 2026 季度的美股持仓总市值约为 US$3.3亿，共申报了 43 个公开持股仓位。
在 Q2 2026 季度，Glynn Capital Management LLC 按市值排列的前三大核心持股分别为：OSCR (20.2%)、INFQ (15.8%)、TSM (7.1%)。其中最大持股仓位 OSCR 占据整体投资组合约 20.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
INFQ
市值: US$5747.9万
本季最大获利了结 / 清仓标的
NU
前期市值: US$1292.3万
在 Q2 2026 季度中，Glynn Capital Management LLC 共进行了 44 项持仓异动，包含新建仓 7 个仓位、加仓 15 个仓位、减仓 16 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 INFQ。 本季清仓仓位包含 NU。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。