Glynn Capital Management as of March 31, 2018
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 42 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Okta Inc cl a (OKTA) | 11.0 | $49M | 1.2M | 39.85 | |
| Amazon (AMZN) | 10.0 | $45M | 31k | 1447.33 | |
| salesforce (CRM) | 7.4 | $33M | 283k | 116.30 | |
| Facebook Inc cl a (META) | 6.3 | $28M | 178k | 159.79 | |
| Workday Inc cl a (WDAY) | 5.9 | $26M | 207k | 127.11 | |
| Servicenow (NOW) | 5.5 | $24M | 147k | 165.45 | |
| Atlassian Corp Plc cl a | 5.2 | $23M | 429k | 53.92 | |
| Netflix (NFLX) | 4.9 | $22M | 75k | 295.36 | |
| Palo Alto Networks (PANW) | 4.9 | $22M | 121k | 181.52 | |
| stock | 4.4 | $20M | 201k | 98.39 | |
| Veeva Sys Inc cl a (VEEV) | 4.4 | $20M | 270k | 73.02 | |
| Alphabet Inc Class A cs (GOOGL) | 3.9 | $18M | 17k | 1037.14 | |
| Appfolio (APPF) | 3.6 | $16M | 394k | 40.85 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 3.5 | $16M | 292k | 53.80 | |
| Proofpoint | 3.0 | $13M | 116k | 113.65 | |
| Pure Storage Inc - Class A (PSTG) | 2.7 | $12M | 610k | 19.95 | |
| MercadoLibre (MELI) | 2.3 | $10M | 29k | 356.40 | |
| Cloudera | 2.2 | $10M | 465k | 21.58 | |
| Redfin Corp (RDFN) | 1.6 | $6.9M | 303k | 22.83 | |
| Berkshire Hathaway Inc. Class B | 0.8 | $3.4M | 17k | 199.50 | |
| Intel Corporation (INTC) | 0.6 | $2.6M | 50k | 52.08 | |
| Visa (V) | 0.5 | $2.4M | 20k | 119.60 | |
| Abbvie | 0.5 | $2.4M | 25k | 94.64 | |
| Johnson & Johnson (JNJ) | 0.5 | $2.1M | 16k | 128.16 | |
| Abbott Laboratories (ABT) | 0.3 | $1.5M | 25k | 59.92 | |
| Royal Dutch Shell | 0.3 | $1.5M | 24k | 63.81 | |
| Apple (AAPL) | 0.3 | $1.4M | 8.4k | 167.74 | |
| Schlumberger (SLB) | 0.3 | $1.4M | 22k | 64.78 | |
| Guidewire Software (GWRE) | 0.3 | $1.4M | 17k | 80.81 | |
| Merck & Co | 0.3 | $1.3M | 23k | 54.49 | |
| General Mills (GIS) | 0.3 | $1.2M | 27k | 45.07 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $1.1M | 1.1k | 1031.76 | |
| Eog Resources | 0.2 | $1.1M | 10k | 105.23 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.0M | 14k | 77.39 | |
| Wells Fargo & Company (WFC) | 0.2 | $1.0M | 19k | 52.39 | |
| Halliburton Company (HAL) | 0.2 | $939k | 20k | 46.95 | |
| Suncor Energy (SU) | 0.2 | $895k | 26k | 34.54 | |
| Dayton Hudson Corp | 0.2 | $912k | 13k | 69.41 | |
| 3 M Company | 0.2 | $878k | 4.0k | 219.50 | |
| Intuit (INTU) | 0.2 | $867k | 5.0k | 173.40 | |
| Dropbox Inc-class A (DBX) | 0.2 | $781k | 25k | 31.24 | |
| Microsoft Corporation (MSFT) | 0.2 | $718k | 7.9k | 91.33 |
