Glynn Capital Management as of March 31, 2014
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 47 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.6 | $19M | 58k | 336.37 | |
| 6.7 | $17M | 15k | 1114.52 | ||
| Workday Inc cl a (WDAY) | 6.4 | $16M | 178k | 91.43 | |
| Facebook Inc cl a (META) | 6.2 | $16M | 260k | 60.24 | |
| Linkedin Corp | 5.5 | $14M | 76k | 184.94 | |
| 5.4 | $14M | 292k | 46.67 | ||
| Nimble Storage | 5.3 | $14M | 358k | 37.89 | |
| Xoom | 4.6 | $12M | 597k | 19.52 | |
| MercadoLibre (MELI) | 4.4 | $11M | 118k | 95.11 | |
| Guidewire Software (GWRE) | 4.3 | $11M | 222k | 49.05 | |
| salesforce (CRM) | 4.1 | $11M | 184k | 57.09 | |
| Equinix | 4.1 | $11M | 57k | 184.84 | |
| Financial Engines | 3.9 | $10M | 196k | 50.78 | |
| Servicenow (NOW) | 3.9 | $10M | 166k | 59.92 | |
| Palo Alto Networks (PANW) | 3.9 | $9.8M | 143k | 68.60 | |
| Imperva | 3.2 | $8.1M | 145k | 55.70 | |
| NetSuite | 3.0 | $7.6M | 80k | 94.83 | |
| Yume | 2.0 | $5.1M | 703k | 7.31 | |
| Baidu (BIDU) | 2.0 | $5.1M | 34k | 152.27 | |
| Rally Software Development | 1.7 | $4.2M | 315k | 13.38 | |
| Berkshire Hathaway Inc. Class B | 1.4 | $3.5M | 28k | 124.95 | |
| Linear Technology Corporation | 0.8 | $2.1M | 43k | 48.70 | |
| Violin Memory | 0.8 | $2.0M | 488k | 4.00 | |
| International Business Machines (IBM) | 0.7 | $1.8M | 9.2k | 192.53 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.7M | 17k | 98.23 | |
| Schlumberger (SLB) | 0.6 | $1.6M | 16k | 97.50 | |
| General Electric Company | 0.6 | $1.5M | 56k | 25.89 | |
| General Mills (GIS) | 0.5 | $1.4M | 27k | 51.81 | |
| Halliburton Company (HAL) | 0.5 | $1.4M | 23k | 58.88 | |
| Merck & Co | 0.5 | $1.3M | 23k | 56.79 | |
| Intel Corporation (INTC) | 0.5 | $1.3M | 50k | 25.82 | |
| Abbvie | 0.5 | $1.3M | 25k | 51.40 | |
| EMC Corporation | 0.4 | $1.1M | 40k | 27.40 | |
| Visa (V) | 0.4 | $1.1M | 5.0k | 215.80 | |
| Abbott Laboratories (ABT) | 0.4 | $963k | 25k | 38.52 | |
| Oracle Corporation (ORCL) | 0.3 | $818k | 20k | 40.90 | |
| Dayton Hudson Corp | 0.3 | $795k | 13k | 60.50 | |
| Qualcomm (QCOM) | 0.3 | $694k | 8.8k | 78.86 | |
| Apple (AAPL) | 0.2 | $644k | 1.2k | 536.67 | |
| Silver Spring Networks | 0.2 | $645k | 37k | 17.39 | |
| Automatic Data Processing (ADP) | 0.2 | $534k | 6.9k | 77.27 | |
| 3 M Company | 0.2 | $543k | 4.0k | 135.75 | |
| Intuit (INTU) | 0.1 | $389k | 5.0k | 77.80 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $273k | 10k | 27.30 | |
| Liberty Global | 0.1 | $281k | 6.9k | 40.72 | |
| Royal Dutch Shell | 0.1 | $292k | 4.0k | 73.00 | |
| SPDR Gold Trust (GLD) | 0.1 | $210k | 1.7k | 123.53 |
