Glynn Capital Management as of Sept. 30, 2018
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 41 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.3 | $61M | 31k | 2003.01 | |
| salesforce (CRM) | 9.5 | $47M | 298k | 159.03 | |
| Atlassian Corp Plc cl a | 8.4 | $42M | 435k | 96.14 | |
| Facebook Inc cl a (META) | 7.3 | $36M | 221k | 164.46 | |
| Servicenow (NOW) | 6.2 | $31M | 158k | 195.63 | |
| Workday Inc cl a (WDAY) | 6.0 | $30M | 206k | 145.98 | |
| Palo Alto Networks (PANW) | 5.5 | $27M | 120k | 225.26 | |
| stock | 4.8 | $24M | 199k | 120.91 | |
| Veeva Sys Inc cl a (VEEV) | 4.7 | $24M | 216k | 108.87 | |
| Netflix (NFLX) | 4.5 | $23M | 60k | 374.14 | |
| Dropbox Inc-class A (DBX) | 4.5 | $22M | 837k | 26.83 | |
| Okta Inc cl a (OKTA) | 4.2 | $21M | 299k | 70.36 | |
| Appfolio (APPF) | 4.2 | $21M | 268k | 78.40 | |
| Alphabet Inc Class A cs (GOOGL) | 4.1 | $20M | 17k | 1207.09 | |
| Zuora Inc ordinary shares (ZUO) | 2.6 | $13M | 568k | 23.11 | |
| Proofpoint | 2.5 | $12M | 115k | 106.33 | |
| Berkshire Hathaway Inc. Class B | 0.7 | $3.6M | 17k | 214.12 | |
| Docusign (DOCU) | 0.7 | $3.7M | 70k | 52.57 | |
| Visa (V) | 0.6 | $3.0M | 20k | 150.10 | |
| Intel Corporation (INTC) | 0.5 | $2.4M | 50k | 47.28 | |
| Abbvie | 0.5 | $2.4M | 25k | 94.56 | |
| Johnson & Johnson (JNJ) | 0.5 | $2.2M | 16k | 138.14 | |
| Apple (AAPL) | 0.4 | $1.9M | 8.4k | 225.71 | |
| Abbott Laboratories (ABT) | 0.4 | $1.8M | 25k | 73.36 | |
| Guidewire Software (GWRE) | 0.3 | $1.7M | 17k | 101.00 | |
| Merck & Co | 0.3 | $1.6M | 23k | 70.92 | |
| Royal Dutch Shell | 0.3 | $1.6M | 24k | 68.16 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.4M | 14k | 107.34 | |
| Halliburton Company (HAL) | 0.3 | $1.4M | 35k | 40.52 | |
| Tenable Hldgs (TENB) | 0.3 | $1.4M | 35k | 38.89 | |
| Schlumberger (SLB) | 0.3 | $1.3M | 22k | 60.93 | |
| Eog Resources | 0.3 | $1.3M | 10k | 127.61 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $1.3M | 1.1k | 1193.28 | |
| General Mills (GIS) | 0.2 | $1.1M | 27k | 42.93 | |
| Intuit (INTU) | 0.2 | $1.1M | 5.0k | 227.40 | |
| Dayton Hudson Corp | 0.2 | $1.2M | 13k | 88.20 | |
| Microsoft Corporation (MSFT) | 0.2 | $1.0M | 9.0k | 114.37 | |
| Wells Fargo & Company (WFC) | 0.2 | $1.0M | 19k | 52.54 | |
| Suncor Energy (SU) | 0.2 | $1.0M | 26k | 38.70 | |
| 3 M Company | 0.2 | $843k | 4.0k | 210.75 | |
| Svmk Inc ordinary shares | 0.1 | $404k | 25k | 16.03 |
