Glynn Capital Management as of Dec. 31, 2018
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 43 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.8 | $46M | 31k | 1501.97 | |
| Atlassian Corp Plc cl a | 9.8 | $46M | 514k | 88.98 | |
| salesforce (CRM) | 8.7 | $41M | 298k | 136.97 | |
| Servicenow (NOW) | 8.3 | $39M | 218k | 178.05 | |
| Workday Inc cl a (WDAY) | 6.8 | $32M | 200k | 159.68 | |
| Facebook Inc cl a (META) | 6.2 | $29M | 221k | 131.09 | |
| Docusign (DOCU) | 5.3 | $25M | 620k | 40.08 | |
| Palo Alto Networks (PANW) | 4.8 | $23M | 120k | 188.35 | |
| Veeva Sys Inc cl a (VEEV) | 4.7 | $22M | 245k | 89.32 | |
| stock | 4.3 | $20M | 193k | 104.85 | |
| Okta Inc cl a (OKTA) | 4.1 | $19M | 298k | 63.80 | |
| Dropbox Inc-class A (DBX) | 3.6 | $17M | 837k | 20.43 | |
| Proofpoint | 3.5 | $16M | 195k | 83.81 | |
| Netflix (NFLX) | 3.5 | $16M | 60k | 267.65 | |
| Appfolio (APPF) | 3.4 | $16M | 267k | 59.22 | |
| Twilio Inc cl a (TWLO) | 2.7 | $13M | 140k | 89.30 | |
| Coupa Software | 2.3 | $11M | 170k | 62.86 | |
| Domo Cl B Ord (DOMO) | 0.8 | $3.9M | 198k | 19.63 | |
| Berkshire Hathaway Inc. Class B | 0.7 | $3.5M | 17k | 204.18 | |
| Visa (V) | 0.6 | $2.6M | 20k | 131.95 | |
| Intel Corporation (INTC) | 0.5 | $2.3M | 50k | 46.92 | |
| Abbvie | 0.5 | $2.3M | 25k | 92.20 | |
| Johnson & Johnson (JNJ) | 0.4 | $2.1M | 16k | 129.03 | |
| Abbott Laboratories (ABT) | 0.4 | $1.8M | 25k | 72.32 | |
| Merck & Co | 0.4 | $1.8M | 23k | 76.43 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.6M | 14k | 115.72 | |
| Royal Dutch Shell | 0.3 | $1.4M | 24k | 58.26 | |
| Guidewire Software (GWRE) | 0.3 | $1.4M | 17k | 80.22 | |
| Apple (AAPL) | 0.3 | $1.3M | 8.4k | 157.74 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.2M | 12k | 101.55 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.1M | 1.1k | 1044.55 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $1.1M | 1.1k | 1035.39 | |
| General Mills (GIS) | 0.2 | $1.0M | 27k | 38.95 | |
| Intuit (INTU) | 0.2 | $984k | 5.0k | 196.80 | |
| Halliburton Company (HAL) | 0.2 | $939k | 35k | 26.59 | |
| Wells Fargo & Company (WFC) | 0.2 | $883k | 19k | 46.07 | |
| Schlumberger (SLB) | 0.2 | $895k | 25k | 36.08 | |
| Dayton Hudson Corp | 0.2 | $868k | 13k | 66.06 | |
| Eog Resources | 0.2 | $884k | 10k | 87.18 | |
| Tenable Hldgs (TENB) | 0.2 | $774k | 35k | 22.20 | |
| Suncor Energy (SU) | 0.2 | $725k | 26k | 27.98 | |
| 3 M Company | 0.2 | $762k | 4.0k | 190.50 | |
| Svmk Inc ordinary shares | 0.1 | $309k | 25k | 12.26 |
