Glynn Capital Management as of Dec. 31, 2012
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 54 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 11.7 | $24M | 891k | 26.62 | |
| Amazon (AMZN) | 5.5 | $11M | 44k | 250.87 | |
| MercadoLibre (MELI) | 4.9 | $9.9M | 126k | 78.55 | |
| LogMeIn | 4.4 | $8.9M | 396k | 22.41 | |
| Informatica Corporation | 3.9 | $7.8M | 259k | 30.32 | |
| Financial Engines | 3.8 | $7.8M | 280k | 27.74 | |
| Pandora Media | 3.8 | $7.7M | 838k | 9.18 | |
| Proofpoint | 3.7 | $7.5M | 612k | 12.31 | |
| Imperva | 3.6 | $7.4M | 235k | 31.53 | |
| Fusion-io | 3.5 | $7.0M | 306k | 22.93 | |
| Workday Inc cl a (WDAY) | 3.4 | $6.8M | 125k | 54.50 | |
| Equinix | 3.2 | $6.6M | 32k | 206.19 | |
| NetSuite | 3.1 | $6.4M | 94k | 67.30 | |
| salesforce (CRM) | 3.1 | $6.3M | 38k | 168.11 | |
| Guidewire Software (GWRE) | 3.0 | $6.1M | 207k | 29.72 | |
| ARM Holdings | 2.9 | $5.8M | 154k | 37.83 | |
| VMware | 2.6 | $5.2M | 56k | 94.14 | |
| Zillow | 2.5 | $5.1M | 184k | 27.75 | |
| Linkedin Corp | 2.4 | $5.0M | 43k | 114.83 | |
| Red Hat | 2.4 | $4.9M | 93k | 52.96 | |
| Citrix Systems | 2.2 | $4.5M | 69k | 65.62 | |
| Spreadtrum Communications | 2.1 | $4.3M | 242k | 17.62 | |
| Makemytrip Limited Mauritius (MMYT) | 1.7 | $3.4M | 271k | 12.44 | |
| Millennial Media | 1.7 | $3.4M | 270k | 12.53 | |
| Qlik Technologies | 1.6 | $3.2M | 148k | 21.72 | |
| International Business Machines (IBM) | 1.4 | $2.9M | 15k | 191.53 | |
| Berkshire Hathaway Inc. Class B | 1.2 | $2.5M | 28k | 89.69 | |
| Responsys | 0.9 | $1.8M | 308k | 5.96 | |
| Abbott Laboratories (ABT) | 0.8 | $1.6M | 25k | 65.48 | |
| Linear Technology Corporation | 0.7 | $1.5M | 43k | 34.30 | |
| Trulia | 0.7 | $1.4M | 84k | 16.24 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.2M | 17k | 70.12 | |
| General Electric Company | 0.6 | $1.2M | 56k | 20.99 | |
| Schlumberger (SLB) | 0.6 | $1.1M | 16k | 69.31 | |
| EMC Corporation | 0.6 | $1.1M | 45k | 25.30 | |
| General Mills (GIS) | 0.5 | $1.1M | 27k | 40.42 | |
| Intel Corporation (INTC) | 0.5 | $1.0M | 50k | 20.62 | |
| Merck & Co | 0.5 | $944k | 23k | 40.92 | |
| Halliburton Company (HAL) | 0.4 | $808k | 23k | 34.68 | |
| 0.4 | $775k | 1.1k | 707.76 | ||
| Dayton Hudson Corp | 0.4 | $777k | 13k | 59.13 | |
| Visa (V) | 0.4 | $758k | 5.0k | 151.60 | |
| Cafepress | 0.3 | $684k | 119k | 5.77 | |
| Oracle Corporation (ORCL) | 0.3 | $666k | 20k | 33.30 | |
| Apple (AAPL) | 0.3 | $639k | 1.2k | 532.50 | |
| Dolby Laboratories (DLB) | 0.2 | $440k | 15k | 29.33 | |
| Qualcomm (QCOM) | 0.2 | $433k | 7.0k | 61.86 | |
| Intuit (INTU) | 0.2 | $419k | 7.1k | 59.43 | |
| Automatic Data Processing (ADP) | 0.2 | $393k | 6.9k | 56.87 | |
| 3 M Company | 0.2 | $371k | 4.0k | 92.75 | |
| Royal Dutch Shell | 0.1 | $276k | 4.0k | 69.00 | |
| Liberty Global | 0.1 | $203k | 3.5k | 58.84 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $144k | 10k | 14.40 | |
| Gen | 0.1 | $110k | 12k | 9.17 |
