Glynn Capital Management as of June 30, 2019
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 43 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 8.4 | $49M | 179k | 274.57 | |
| Atlassian Corp Plc cl a | 8.2 | $48M | 367k | 130.84 | |
| Facebook Inc cl a (META) | 8.1 | $48M | 246k | 193.00 | |
| Amazon (AMZN) | 7.7 | $45M | 24k | 1893.64 | |
| salesforce (CRM) | 7.2 | $42M | 278k | 151.73 | |
| Workday Inc cl a (WDAY) | 6.5 | $38M | 184k | 205.58 | |
| Veeva Sys Inc cl a (VEEV) | 5.4 | $32M | 196k | 162.11 | |
| Appfolio (APPF) | 4.5 | $26M | 257k | 102.27 | |
| Netflix (NFLX) | 4.3 | $25M | 68k | 367.32 | |
| Okta Inc cl a (OKTA) | 3.9 | $23M | 184k | 123.51 | |
| stock | 3.8 | $22M | 176k | 125.75 | |
| Square Inc cl a (SQ) | 3.7 | $22M | 300k | 72.53 | |
| Coupa Software | 3.7 | $22M | 171k | 126.61 | |
| Docusign (DOCU) | 3.4 | $20M | 400k | 49.71 | |
| Zoom Video Communications In cl a (ZM) | 3.3 | $20M | 219k | 88.79 | |
| Twilio Inc cl a (TWLO) | 3.3 | $19M | 141k | 136.35 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 3.2 | $19M | 900k | 20.80 | |
| Slack Technologies | 2.8 | $17M | 443k | 37.50 | |
| Tenable Hldgs (TENB) | 1.4 | $8.0M | 279k | 28.54 | |
| Domo Cl B Ord (DOMO) | 0.9 | $5.4M | 198k | 27.32 | |
| Berkshire Hathaway Inc. Class B | 0.6 | $3.6M | 17k | 213.17 | |
| Visa (V) | 0.6 | $3.5M | 20k | 173.55 | |
| Johnson & Johnson (JNJ) | 0.4 | $2.2M | 16k | 139.26 | |
| Abbott Laboratories (ABT) | 0.4 | $2.1M | 25k | 84.08 | |
| Merck & Co (MRK) | 0.3 | $1.9M | 23k | 83.84 | |
| Intel Corporation (INTC) | 0.3 | $1.9M | 39k | 47.88 | |
| Abbvie (ABBV) | 0.3 | $1.8M | 25k | 72.72 | |
| Guidewire Software (GWRE) | 0.3 | $1.7M | 17k | 101.36 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.6M | 12k | 133.96 | |
| Apple (AAPL) | 0.3 | $1.6M | 8.1k | 197.90 | |
| Royal Dutch Shell | 0.3 | $1.6M | 24k | 65.05 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.5M | 14k | 110.82 | |
| General Mills (GIS) | 0.2 | $1.4M | 27k | 52.53 | |
| Schlumberger (SLB) | 0.2 | $1.4M | 36k | 39.73 | |
| Intuit (INTU) | 0.2 | $1.3M | 5.0k | 261.40 | |
| Halliburton Company (HAL) | 0.2 | $1.2M | 52k | 22.73 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.2M | 1.1k | 1082.73 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $1.2M | 1.1k | 1080.76 | |
| Target Corporation (TGT) | 0.2 | $1.1M | 13k | 86.61 | |
| EOG Resources (EOG) | 0.2 | $945k | 10k | 93.20 | |
| Wells Fargo & Company (WFC) | 0.1 | $907k | 19k | 47.33 | |
| Suncor Energy (SU) | 0.1 | $808k | 26k | 31.18 | |
| 3M Company (MMM) | 0.1 | $693k | 4.0k | 173.25 |
