Glynn Capital Management as of Sept. 30, 2019
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 43 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Atlassian Corp Plc cl a | 8.8 | $48M | 383k | 125.44 | |
| Servicenow (NOW) | 8.7 | $48M | 187k | 253.85 | |
| Facebook Inc cl a (META) | 8.3 | $46M | 257k | 178.08 | |
| Workday Inc cl a (WDAY) | 7.5 | $41M | 242k | 169.96 | |
| Amazon (AMZN) | 6.7 | $37M | 21k | 1735.92 | |
| salesforce (CRM) | 6.1 | $33M | 225k | 148.44 | |
| Veeva Sys Inc cl a (VEEV) | 5.7 | $31M | 205k | 152.69 | |
| Docusign (DOCU) | 4.7 | $26M | 418k | 61.92 | |
| Coupa Software | 4.2 | $23M | 179k | 129.57 | |
| Netflix (NFLX) | 4.2 | $23M | 87k | 267.62 | |
| Elastic N V ord (ESTC) | 3.7 | $20M | 243k | 82.34 | |
| Square Inc cl a (SQ) | 3.6 | $19M | 314k | 61.95 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 3.5 | $19M | 2.2M | 8.64 | |
| Okta Inc cl a (OKTA) | 3.5 | $19M | 192k | 98.46 | |
| Zoom Video Communications In cl a (ZM) | 3.2 | $18M | 229k | 76.20 | |
| Appfolio (APPF) | 3.1 | $17M | 181k | 95.14 | |
| Twilio Inc cl a (TWLO) | 3.0 | $16M | 147k | 109.96 | |
| Slack Technologies | 2.9 | $16M | 669k | 23.73 | |
| Tenable Hldgs (TENB) | 1.1 | $6.2M | 279k | 22.38 | |
| Berkshire Hathaway Inc. Class B | 0.6 | $3.5M | 17k | 208.03 | |
| Visa (V) | 0.6 | $3.4M | 20k | 172.00 | |
| Domo Cl B Ord (DOMO) | 0.6 | $3.2M | 198k | 15.98 | |
| Abbott Laboratories (ABT) | 0.4 | $2.1M | 25k | 83.68 | |
| Johnson & Johnson (JNJ) | 0.4 | $2.1M | 16k | 129.40 | |
| Intel Corporation (INTC) | 0.4 | $2.0M | 39k | 51.52 | |
| Merck & Co (MRK) | 0.4 | $1.9M | 23k | 84.19 | |
| Abbvie (ABBV) | 0.3 | $1.9M | 25k | 75.72 | |
| Apple (AAPL) | 0.3 | $1.8M | 8.1k | 224.01 | |
| Guidewire Software (GWRE) | 0.3 | $1.8M | 17k | 105.37 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.7M | 12k | 139.01 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.5M | 14k | 111.86 | |
| General Mills (GIS) | 0.3 | $1.5M | 27k | 55.11 | |
| Royal Dutch Shell | 0.3 | $1.4M | 24k | 58.84 | |
| Target Corporation (TGT) | 0.3 | $1.4M | 13k | 106.93 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.3M | 1.1k | 1220.91 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $1.3M | 1.1k | 1218.69 | |
| Intuit (INTU) | 0.2 | $1.3M | 5.0k | 266.00 | |
| Schlumberger (SLB) | 0.2 | $1.2M | 36k | 34.18 | |
| Wells Fargo & Company (WFC) | 0.2 | $967k | 19k | 50.46 | |
| Halliburton Company (HAL) | 0.2 | $980k | 52k | 18.85 | |
| Suncor Energy (SU) | 0.1 | $818k | 26k | 31.56 | |
| EOG Resources (EOG) | 0.1 | $753k | 10k | 74.26 | |
| 3M Company (MMM) | 0.1 | $658k | 4.0k | 164.50 |
