Glynn Capital Management as of Dec. 31, 2017
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 40 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Okta Inc cl a (OKTA) | 12.9 | $60M | 2.3M | 25.61 | |
| Amazon (AMZN) | 9.1 | $42M | 36k | 1169.46 | |
| Pure Storage Inc - Class A (PSTG) | 7.0 | $33M | 2.0M | 15.86 | |
| salesforce (CRM) | 6.6 | $31M | 301k | 102.23 | |
| Cloudera | 6.6 | $31M | 1.9M | 16.52 | |
| Facebook Inc cl a (META) | 5.9 | $27M | 155k | 176.46 | |
| Workday Inc cl a (WDAY) | 4.9 | $23M | 223k | 101.74 | |
| Palo Alto Networks (PANW) | 4.7 | $22M | 151k | 144.94 | |
| Netflix (NFLX) | 4.6 | $22M | 112k | 191.96 | |
| Atlassian Corp Plc cl a | 4.5 | $21M | 462k | 45.52 | |
| Servicenow (NOW) | 4.5 | $21M | 159k | 130.39 | |
| Alphabet Inc Class A cs (GOOGL) | 4.0 | $19M | 18k | 1053.38 | |
| stock | 3.8 | $18M | 216k | 82.84 | |
| Veeva Sys Inc cl a (VEEV) | 3.5 | $16M | 291k | 55.28 | |
| Appfolio (APPF) | 2.8 | $13M | 315k | 41.50 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 2.8 | $13M | 316k | 40.92 | |
| Proofpoint | 2.4 | $11M | 125k | 88.81 | |
| MercadoLibre (MELI) | 2.4 | $11M | 35k | 314.66 | |
| Berkshire Hathaway Inc. Class B | 0.7 | $3.3M | 17k | 198.20 | |
| Abbvie | 0.5 | $2.4M | 25k | 96.72 | |
| Intel Corporation (INTC) | 0.5 | $2.3M | 50k | 46.16 | |
| Visa (V) | 0.5 | $2.3M | 20k | 114.00 | |
| Johnson & Johnson (JNJ) | 0.5 | $2.3M | 16k | 139.69 | |
| Royal Dutch Shell | 0.3 | $1.6M | 24k | 66.71 | |
| General Mills (GIS) | 0.3 | $1.6M | 27k | 59.28 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $1.5M | 1.4k | 1046.06 | |
| Abbott Laboratories (ABT) | 0.3 | $1.4M | 25k | 57.08 | |
| Apple (AAPL) | 0.3 | $1.4M | 8.4k | 169.29 | |
| Schlumberger (SLB) | 0.3 | $1.5M | 22k | 67.38 | |
| Merck & Co | 0.3 | $1.3M | 23k | 56.27 | |
| Guidewire Software (GWRE) | 0.3 | $1.3M | 17k | 74.26 | |
| Wells Fargo & Company (WFC) | 0.2 | $1.2M | 19k | 60.68 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.1M | 14k | 84.43 | |
| Eog Resources | 0.2 | $1.1M | 10k | 107.89 | |
| General Electric Company | 0.2 | $977k | 56k | 17.44 | |
| Halliburton Company (HAL) | 0.2 | $977k | 20k | 48.85 | |
| Suncor Energy (SU) | 0.2 | $952k | 26k | 36.74 | |
| 3 M Company | 0.2 | $941k | 4.0k | 235.25 | |
| Dayton Hudson Corp | 0.2 | $857k | 13k | 65.22 | |
| Intuit (INTU) | 0.2 | $789k | 5.0k | 157.80 |
