Glynn Capital Management as of Sept. 30, 2013
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 51 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Facebook Inc cl a (META) | 16.4 | $50M | 991k | 50.23 | |
Amazon (AMZN) | 5.6 | $17M | 54k | 312.64 | |
MercadoLibre (MELI) | 4.7 | $14M | 105k | 134.91 | |
4.3 | $13M | 15k | 875.93 | ||
Linkedin Corp | 4.3 | $13M | 53k | 246.05 | |
Workday Inc cl a (WDAY) | 4.2 | $13M | 159k | 80.93 | |
Financial Engines | 4.0 | $12M | 202k | 59.44 | |
Palo Alto Networks (PANW) | 3.9 | $12M | 260k | 45.82 | |
Xoom | 3.8 | $12M | 367k | 31.76 | |
Qualcomm (QCOM) | 3.8 | $12M | 171k | 67.32 | |
Equinix | 3.5 | $11M | 58k | 183.66 | |
Guidewire Software (GWRE) | 3.4 | $10M | 218k | 47.11 | |
NetSuite | 3.4 | $10M | 94k | 107.94 | |
Servicenow (NOW) | 3.3 | $10M | 195k | 51.95 | |
Marketo | 3.3 | $10M | 315k | 31.88 | |
Baidu (BIDU) | 3.2 | $9.8M | 63k | 155.19 | |
ARM Holdings | 3.2 | $9.6M | 200k | 48.12 | |
Imperva | 3.1 | $9.4M | 223k | 42.02 | |
salesforce (CRM) | 2.5 | $7.7M | 148k | 51.91 | |
Yume | 2.5 | $7.4M | 703k | 10.60 | |
Informatica Corporation | 2.2 | $6.6M | 170k | 38.97 | |
Violin Memory | 1.3 | $4.0M | 545k | 7.35 | |
Proofpoint | 1.3 | $3.9M | 122k | 32.12 | |
Berkshire Hathaway Inc. Class B | 1.0 | $3.1M | 28k | 113.53 | |
International Business Machines (IBM) | 0.9 | $2.8M | 15k | 185.20 | |
Linear Technology Corporation | 0.6 | $1.7M | 43k | 39.65 | |
Johnson & Johnson (JNJ) | 0.5 | $1.5M | 17k | 86.70 | |
Schlumberger (SLB) | 0.5 | $1.4M | 16k | 88.38 | |
General Electric Company | 0.4 | $1.3M | 56k | 23.89 | |
General Mills (GIS) | 0.4 | $1.3M | 27k | 47.92 | |
Intel Corporation (INTC) | 0.4 | $1.1M | 50k | 22.92 | |
Halliburton Company (HAL) | 0.4 | $1.1M | 23k | 48.15 | |
Abbvie | 0.4 | $1.1M | 25k | 44.72 | |
Merck & Co | 0.4 | $1.1M | 23k | 47.60 | |
EMC Corporation | 0.3 | $1.0M | 40k | 25.55 | |
Visa (V) | 0.3 | $955k | 5.0k | 191.00 | |
Dayton Hudson Corp | 0.3 | $841k | 13k | 64.00 | |
Abbott Laboratories (ABT) | 0.3 | $830k | 25k | 33.20 | |
Oracle Corporation (ORCL) | 0.2 | $663k | 20k | 33.15 | |
Silver Spring Networks | 0.2 | $643k | 37k | 17.34 | |
Cafepress | 0.2 | $595k | 97k | 6.11 | |
Apple (AAPL) | 0.2 | $572k | 1.2k | 476.67 | |
Dolby Laboratories (DLB) | 0.2 | $518k | 15k | 34.53 | |
Automatic Data Processing (ADP) | 0.2 | $500k | 6.9k | 72.35 | |
3 M Company | 0.2 | $478k | 4.0k | 119.50 | |
Intuit (INTU) | 0.1 | $467k | 7.1k | 66.24 | |
Liberty Global | 0.1 | $260k | 3.5k | 75.36 | |
Royal Dutch Shell | 0.1 | $263k | 4.0k | 65.75 | |
Charles Schwab Corporation (SCHW) | 0.1 | $211k | 10k | 21.10 | |
SPDR Gold Trust (GLD) | 0.1 | $218k | 1.7k | 128.24 | |
Gen | 0.1 | $192k | 12k | 16.00 |