Glynn Capital Management as of June 30, 2017
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 41 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.2 | $42M | 43k | 968.01 | |
| salesforce (CRM) | 8.2 | $31M | 353k | 86.60 | |
| Pure Storage Inc - Class A (PSTG) | 7.7 | $29M | 2.2M | 12.81 | |
| Facebook Inc cl a (META) | 7.6 | $28M | 188k | 150.98 | |
| Workday Inc cl a (WDAY) | 7.0 | $26M | 267k | 97.00 | |
| Palo Alto Networks (PANW) | 6.6 | $25M | 184k | 133.81 | |
| Alphabet Inc Class A cs (GOOGL) | 6.0 | $22M | 24k | 929.66 | |
| Netflix (NFLX) | 5.5 | $20M | 136k | 149.41 | |
| stock | 5.2 | $20M | 343k | 56.89 | |
| MercadoLibre (MELI) | 4.6 | $17M | 69k | 250.89 | |
| Atlassian Corp Plc cl a | 4.6 | $17M | 487k | 35.18 | |
| Servicenow (NOW) | 4.1 | $15M | 143k | 106.00 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 3.0 | $11M | 230k | 49.01 | |
| New Relic | 3.0 | $11M | 257k | 43.01 | |
| Veeva Sys Inc cl a (VEEV) | 2.6 | $9.8M | 161k | 61.31 | |
| Appfolio (APPF) | 2.2 | $8.2M | 250k | 32.60 | |
| Proofpoint | 2.1 | $7.9M | 91k | 86.83 | |
| Berkshire Hathaway Inc. Class B | 0.8 | $2.9M | 17k | 169.38 | |
| Alphabet Inc Class C cs (GOOG) | 0.6 | $2.4M | 2.6k | 908.78 | |
| Johnson & Johnson (JNJ) | 0.6 | $2.1M | 16k | 132.32 | |
| Visa (V) | 0.5 | $1.9M | 20k | 93.80 | |
| Abbvie | 0.5 | $1.8M | 25k | 72.52 | |
| Intel Corporation (INTC) | 0.5 | $1.7M | 50k | 33.74 | |
| Okta Inc cl a (OKTA) | 0.5 | $1.7M | 73k | 22.80 | |
| General Electric Company | 0.4 | $1.5M | 56k | 27.01 | |
| Merck & Co | 0.4 | $1.5M | 23k | 64.07 | |
| General Mills (GIS) | 0.4 | $1.5M | 27k | 55.41 | |
| Royal Dutch Shell | 0.3 | $1.3M | 24k | 53.20 | |
| Abbott Laboratories (ABT) | 0.3 | $1.2M | 25k | 48.60 | |
| Apple (AAPL) | 0.3 | $1.2M | 8.4k | 144.05 | |
| Guidewire Software (GWRE) | 0.3 | $1.2M | 17k | 68.71 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.1M | 14k | 82.28 | |
| Wells Fargo & Company (WFC) | 0.3 | $1.1M | 19k | 55.41 | |
| Schlumberger (SLB) | 0.3 | $1.1M | 16k | 65.81 | |
| Eog Resources | 0.2 | $918k | 10k | 90.53 | |
| Halliburton Company (HAL) | 0.2 | $854k | 20k | 42.70 | |
| 3 M Company | 0.2 | $833k | 4.0k | 208.25 | |
| Automatic Data Processing (ADP) | 0.2 | $731k | 7.1k | 102.52 | |
| Suncor Energy (SU) | 0.2 | $757k | 26k | 29.21 | |
| Intuit (INTU) | 0.2 | $664k | 5.0k | 132.80 | |
| Dayton Hudson Corp | 0.2 | $687k | 13k | 52.28 |
