Glynn Capital Management as of June 30, 2014
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 50 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Inc cl a (WDAY) | 8.3 | $26M | 288k | 89.86 | |
| Amazon (AMZN) | 7.9 | $24M | 75k | 324.79 | |
| Linkedin Corp | 7.3 | $23M | 132k | 171.47 | |
| Facebook Inc cl a (META) | 7.1 | $22M | 327k | 67.29 | |
| Nimble Storage | 6.9 | $22M | 699k | 30.72 | |
| Yelp Inc cl a (YELP) | 5.5 | $17M | 222k | 76.68 | |
| Xoom | 5.2 | $16M | 617k | 26.36 | |
| stock | 4.3 | $13M | 239k | 55.33 | |
| 3.9 | $12M | 292k | 40.97 | ||
| Servicenow (NOW) | 3.8 | $12M | 192k | 61.96 | |
| MercadoLibre (MELI) | 3.8 | $12M | 123k | 95.40 | |
| Palo Alto Networks (PANW) | 3.7 | $12M | 138k | 83.85 | |
| Guidewire Software (GWRE) | 3.5 | $11M | 269k | 40.66 | |
| salesforce (CRM) | 3.4 | $11M | 182k | 58.08 | |
| NetSuite | 3.4 | $11M | 122k | 86.88 | |
| 3.0 | $9.1M | 16k | 584.64 | ||
| Google Inc Class C | 2.9 | $9.0M | 16k | 575.30 | |
| Financial Engines | 2.8 | $8.7M | 192k | 45.28 | |
| Baidu (BIDU) | 1.7 | $5.1M | 28k | 186.81 | |
| Yume | 1.3 | $4.1M | 703k | 5.90 | |
| Berkshire Hathaway Inc. Class B | 1.1 | $3.5M | 28k | 126.55 | |
| Violin Memory | 0.7 | $2.2M | 488k | 4.43 | |
| Linear Technology Corporation | 0.7 | $2.0M | 43k | 47.07 | |
| Schlumberger (SLB) | 0.6 | $1.9M | 16k | 117.94 | |
| Johnson & Johnson (JNJ) | 0.6 | $1.8M | 17k | 104.60 | |
| International Business Machines (IBM) | 0.5 | $1.7M | 9.2k | 181.28 | |
| Halliburton Company (HAL) | 0.5 | $1.7M | 23k | 71.03 | |
| Intel Corporation (INTC) | 0.5 | $1.5M | 50k | 30.90 | |
| General Electric Company | 0.5 | $1.5M | 56k | 26.28 | |
| Abbvie | 0.5 | $1.4M | 25k | 56.44 | |
| General Mills (GIS) | 0.5 | $1.4M | 27k | 52.53 | |
| Merck & Co | 0.4 | $1.3M | 23k | 57.83 | |
| EMC Corporation | 0.3 | $1.1M | 40k | 26.35 | |
| Visa (V) | 0.3 | $1.1M | 5.0k | 210.80 | |
| Abbott Laboratories (ABT) | 0.3 | $1.0M | 25k | 40.88 | |
| Oracle Corporation (ORCL) | 0.3 | $811k | 20k | 40.55 | |
| Apple (AAPL) | 0.2 | $781k | 8.4k | 92.98 | |
| Dayton Hudson Corp | 0.2 | $761k | 13k | 57.91 | |
| Qualcomm (QCOM) | 0.2 | $697k | 8.8k | 79.20 | |
| Automatic Data Processing (ADP) | 0.2 | $548k | 6.9k | 79.29 | |
| 3 M Company | 0.2 | $573k | 4.0k | 143.25 | |
| Intuit (INTU) | 0.1 | $403k | 5.0k | 80.60 | |
| Silver Spring Networks | 0.1 | $413k | 31k | 13.33 | |
| Royal Dutch Shell | 0.1 | $329k | 4.0k | 82.25 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $269k | 10k | 26.90 | |
| Liberty Global | 0.1 | $292k | 6.9k | 42.32 | |
| Nike (NKE) | 0.1 | $202k | 2.6k | 77.69 | |
| SPDR Gold Trust (GLD) | 0.1 | $218k | 1.7k | 128.24 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $221k | 1.8k | 126.29 | |
| Tiffany & Co. | 0.1 | $200k | 2.0k | 100.00 |
