Glynn Capital Management as of March 31, 2012
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 52 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Responsys | 6.9 | $16M | 1.3M | 11.97 | |
| NetSuite | 4.7 | $11M | 213k | 50.29 | |
| MercadoLibre (MELI) | 4.6 | $11M | 108k | 97.79 | |
| Linkedin Corp | 4.5 | $10M | 102k | 101.99 | |
| Amazon (AMZN) | 4.5 | $10M | 51k | 202.50 | |
| salesforce (CRM) | 4.2 | $9.7M | 63k | 154.51 | |
| Citrix Systems | 4.2 | $9.5M | 121k | 78.91 | |
| Informatica Corporation | 4.1 | $9.3M | 176k | 52.90 | |
| Financial Engines | 3.9 | $8.9M | 400k | 22.36 | |
| Qlik Technologies | 3.7 | $8.6M | 267k | 32.00 | |
| Aruba Networks | 3.7 | $8.4M | 378k | 22.28 | |
| Advent Software | 3.3 | $7.5M | 293k | 25.60 | |
| Red Hat | 3.3 | $7.5M | 125k | 59.89 | |
| LogMeIn | 3.0 | $7.0M | 198k | 35.23 | |
| VMware | 2.8 | $6.4M | 57k | 112.37 | |
| Millennial Media | 2.6 | $6.1M | 258k | 23.50 | |
| Fusion-io | 2.6 | $5.9M | 207k | 28.41 | |
| Spreadtrum Communications | 2.6 | $5.9M | 356k | 16.50 | |
| 21vianet Group (VNET) | 2.5 | $5.8M | 512k | 11.35 | |
| Fortinet (FTNT) | 2.5 | $5.7M | 205k | 27.65 | |
| VELTI PLC ST Helier | 2.4 | $5.6M | 412k | 13.55 | |
| ARM Holdings | 2.4 | $5.4M | 190k | 28.29 | |
| Pandora Media | 1.9 | $4.4M | 435k | 10.21 | |
| iSoftStone Holdings | 1.9 | $4.3M | 484k | 8.83 | |
| International Business Machines (IBM) | 1.8 | $4.2M | 20k | 208.65 | |
| Servicesource | 1.7 | $3.9M | 255k | 15.48 | |
| VanceInfo Technologies | 1.7 | $3.9M | 325k | 12.04 | |
| Cafepress | 1.4 | $3.1M | 164k | 19.15 | |
| Makemytrip Limited Mauritius (MMYT) | 1.1 | $2.5M | 111k | 22.97 | |
| Berkshire Hathaway Inc. Class B | 1.0 | $2.2M | 28k | 81.16 | |
| Abbott Laboratories (ABT) | 0.9 | $2.1M | 35k | 61.29 | |
| Linear Technology Corporation | 0.6 | $1.4M | 43k | 33.70 | |
| Intel Corporation (INTC) | 0.6 | $1.4M | 50k | 28.12 | |
| EMC Corporation | 0.6 | $1.3M | 45k | 29.89 | |
| Apple (AAPL) | 0.6 | $1.3M | 2.1k | 599.52 | |
| Johnson & Johnson (JNJ) | 0.5 | $1.2M | 17k | 65.99 | |
| General Electric Company | 0.5 | $1.1M | 56k | 20.07 | |
| Schlumberger (SLB) | 0.5 | $1.1M | 16k | 69.94 | |
| General Mills (GIS) | 0.5 | $1.1M | 27k | 39.44 | |
| Merck & Co | 0.4 | $886k | 23k | 38.41 | |
| Dayton Hudson Corp | 0.3 | $766k | 13k | 58.30 | |
| 0.3 | $702k | 1.1k | 641.10 | ||
| Halliburton Company (HAL) | 0.3 | $664k | 20k | 33.20 | |
| Oracle Corporation (ORCL) | 0.3 | $668k | 23k | 29.17 | |
| Visa (V) | 0.3 | $590k | 5.0k | 118.00 | |
| Dolby Laboratories (DLB) | 0.2 | $571k | 15k | 38.07 | |
| Qualcomm (QCOM) | 0.2 | $476k | 7.0k | 68.00 | |
| Intuit (INTU) | 0.2 | $424k | 7.1k | 60.14 | |
| Automatic Data Processing (ADP) | 0.2 | $381k | 6.9k | 55.13 | |
| 3 M Company | 0.2 | $357k | 4.0k | 89.25 | |
| Royal Dutch Shell | 0.1 | $281k | 4.0k | 70.25 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $144k | 10k | 14.40 |
