Glynn Capital Management as of March 31, 2019
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 43 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 9.1 | $49M | 200k | 246.49 | |
| salesforce (CRM) | 8.2 | $44M | 279k | 158.37 | |
| Atlassian Corp Plc cl a | 8.1 | $44M | 389k | 112.39 | |
| Amazon (AMZN) | 7.7 | $42M | 24k | 1780.76 | |
| Facebook Inc cl a (META) | 7.5 | $41M | 243k | 166.69 | |
| Workday Inc cl a (WDAY) | 6.5 | $35M | 181k | 192.85 | |
| Veeva Sys Inc cl a (VEEV) | 5.8 | $31M | 245k | 126.86 | |
| Netflix (NFLX) | 4.4 | $24M | 67k | 356.56 | |
| Proofpoint | 4.0 | $22M | 180k | 121.43 | |
| stock | 4.0 | $22M | 173k | 124.60 | |
| Palo Alto Networks (PANW) | 3.9 | $21M | 87k | 242.88 | |
| Appfolio (APPF) | 3.7 | $20M | 253k | 79.40 | |
| Docusign (DOCU) | 3.5 | $19M | 369k | 51.84 | |
| Dropbox Inc-class A (DBX) | 3.4 | $18M | 837k | 21.80 | |
| Twilio Inc cl a (TWLO) | 3.4 | $18M | 140k | 129.18 | |
| Okta Inc cl a (OKTA) | 3.2 | $17M | 208k | 82.73 | |
| Coupa Software | 2.9 | $16M | 170k | 90.98 | |
| Tenable Hldgs (TENB) | 1.6 | $8.8M | 279k | 31.66 | |
| Domo Cl B Ord (DOMO) | 1.5 | $8.0M | 198k | 40.33 | |
| Square Inc cl a (SQ) | 0.9 | $5.1M | 68k | 74.92 | |
| Berkshire Hathaway Inc. Class B | 0.6 | $3.4M | 17k | 200.86 | |
| Visa (V) | 0.6 | $3.1M | 20k | 156.20 | |
| Johnson & Johnson (JNJ) | 0.4 | $2.3M | 16k | 139.82 | |
| Intel Corporation (INTC) | 0.4 | $2.1M | 39k | 53.70 | |
| Abbott Laboratories (ABT) | 0.4 | $2.0M | 25k | 79.92 | |
| Abbvie | 0.4 | $2.0M | 25k | 80.60 | |
| Merck & Co | 0.3 | $1.9M | 23k | 83.19 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.8M | 14k | 129.73 | |
| Apple (AAPL) | 0.3 | $1.6M | 8.4k | 190.00 | |
| Guidewire Software (GWRE) | 0.3 | $1.6M | 17k | 97.17 | |
| Royal Dutch Shell | 0.3 | $1.5M | 24k | 62.61 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.4M | 12k | 117.92 | |
| General Mills (GIS) | 0.3 | $1.4M | 27k | 51.74 | |
| Intuit (INTU) | 0.2 | $1.3M | 5.0k | 261.40 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.3M | 1.1k | 1177.27 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $1.3M | 1.1k | 1173.32 | |
| Schlumberger (SLB) | 0.2 | $1.1M | 25k | 43.58 | |
| Dayton Hudson Corp | 0.2 | $1.1M | 13k | 80.29 | |
| Halliburton Company (HAL) | 0.2 | $1.0M | 35k | 29.31 | |
| Eog Resources | 0.2 | $965k | 10k | 95.17 | |
| Wells Fargo & Company (WFC) | 0.2 | $926k | 19k | 48.32 | |
| Suncor Energy (SU) | 0.2 | $840k | 26k | 32.41 | |
| 3 M Company | 0.1 | $831k | 4.0k | 207.75 |
