Glynn Capital Management as of Dec. 31, 2011
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 52 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SuccessFactors | 5.8 | $11M | 279k | 39.87 | |
| Financial Engines | 4.8 | $9.2M | 411k | 22.33 | |
| MercadoLibre (MELI) | 4.5 | $8.6M | 108k | 79.54 | |
| NetSuite | 4.2 | $8.1M | 199k | 40.55 | |
| Citrix Systems | 3.9 | $7.5M | 124k | 60.72 | |
| Advent Software | 3.8 | $7.2M | 294k | 24.36 | |
| Aruba Networks | 3.7 | $7.0M | 378k | 18.52 | |
| salesforce (CRM) | 3.6 | $6.9M | 68k | 101.46 | |
| Amazon (AMZN) | 3.6 | $6.8M | 39k | 173.10 | |
| LogMeIn | 3.5 | $6.8M | 175k | 38.55 | |
| Informatica Corporation | 3.4 | $6.6M | 178k | 36.93 | |
| Red Hat | 3.2 | $6.0M | 146k | 41.29 | |
| Responsys | 3.0 | $5.8M | 655k | 8.89 | |
| Spreadtrum Communications | 3.0 | $5.8M | 276k | 20.88 | |
| Linkedin Corp | 3.0 | $5.7M | 91k | 63.02 | |
| Servicesource | 3.0 | $5.6M | 359k | 15.69 | |
| Qlik Technologies | 2.8 | $5.4M | 224k | 24.20 | |
| VMware | 2.6 | $5.1M | 61k | 83.19 | |
| ARM Holdings | 2.6 | $5.0M | 180k | 27.67 | |
| QuinStreet (QNST) | 2.6 | $5.0M | 529k | 9.36 | |
| Makemytrip Limited Mauritius (MMYT) | 2.4 | $4.7M | 194k | 24.04 | |
| 21vianet Group (VNET) | 2.3 | $4.4M | 482k | 9.15 | |
| Fortinet (FTNT) | 2.2 | $4.3M | 195k | 21.81 | |
| International Business Machines (IBM) | 2.1 | $4.1M | 22k | 183.89 | |
| iSoftStone Holdings | 2.1 | $4.0M | 456k | 8.75 | |
| Rackspace Hosting | 2.0 | $3.8M | 88k | 43.01 | |
| VELTI PLC ST Helier | 1.9 | $3.5M | 521k | 6.80 | |
| VanceInfo Technologies | 1.8 | $3.4M | 379k | 9.07 | |
| Genomic Health | 1.8 | $3.4M | 134k | 25.39 | |
| Linear Technology Corporation | 1.4 | $2.6M | 87k | 30.03 | |
| Berkshire Hathaway Inc. Class B | 1.1 | $2.1M | 28k | 76.31 | |
| Abbott Laboratories (ABT) | 1.0 | $2.0M | 35k | 56.23 | |
| Intel Corporation (INTC) | 0.6 | $1.2M | 50k | 24.24 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.1M | 17k | 65.58 | |
| Schlumberger (SLB) | 0.6 | $1.1M | 16k | 68.31 | |
| General Mills (GIS) | 0.6 | $1.1M | 27k | 40.42 | |
| General Electric Company | 0.5 | $1.0M | 56k | 17.91 | |
| EMC Corporation | 0.5 | $959k | 45k | 21.55 | |
| Merck & Co | 0.5 | $870k | 23k | 37.71 | |
| Apple (AAPL) | 0.5 | $850k | 2.1k | 404.76 | |
| 0.4 | $707k | 1.1k | 645.66 | ||
| Halliburton Company (HAL) | 0.4 | $690k | 20k | 34.50 | |
| Dayton Hudson Corp | 0.3 | $673k | 13k | 51.22 | |
| Oracle Corporation (ORCL) | 0.3 | $587k | 23k | 25.63 | |
| Visa (V) | 0.3 | $508k | 5.0k | 101.60 | |
| Dolby Laboratories (DLB) | 0.2 | $458k | 15k | 30.53 | |
| Automatic Data Processing (ADP) | 0.2 | $373k | 6.9k | 53.97 | |
| Qualcomm (QCOM) | 0.2 | $383k | 7.0k | 54.71 | |
| Intuit (INTU) | 0.2 | $371k | 7.1k | 52.62 | |
| 3 M Company | 0.2 | $327k | 4.0k | 81.75 | |
| Royal Dutch Shell | 0.1 | $292k | 4.0k | 73.00 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $113k | 10k | 11.30 |
