Glynn Capital Management as of Dec. 31, 2019
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 43 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Atlassian Corp Plc cl a | 8.1 | $46M | 383k | 120.34 | |
| Servicenow (NOW) | 7.2 | $41M | 145k | 282.32 | |
| Workday Inc cl a (WDAY) | 6.9 | $40M | 242k | 164.45 | |
| Amazon (AMZN) | 6.8 | $39M | 21k | 1847.83 | |
| salesforce (CRM) | 6.4 | $37M | 225k | 162.64 | |
| Facebook Inc cl a (META) | 6.0 | $34M | 168k | 205.25 | |
| Netflix (NFLX) | 5.9 | $34M | 104k | 323.57 | |
| Docusign (DOCU) | 5.4 | $31M | 418k | 74.11 | |
| Elastic N V ord (ESTC) | 5.1 | $29M | 457k | 64.30 | |
| Veeva Sys Inc cl a (VEEV) | 5.0 | $29M | 205k | 140.66 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 4.9 | $28M | 2.7M | 10.35 | |
| Coupa Software | 4.6 | $26M | 179k | 146.25 | |
| Okta Inc cl a (OKTA) | 3.9 | $22M | 192k | 115.37 | |
| Twilio Inc cl a (TWLO) | 3.5 | $20M | 204k | 98.28 | |
| Appfolio (APPF) | 3.5 | $20M | 181k | 109.95 | |
| Square Inc cl a (SQ) | 3.4 | $20M | 314k | 62.56 | |
| Zoom Video Communications In cl a (ZM) | 2.7 | $16M | 229k | 68.04 | |
| Slack Technologies | 2.5 | $14M | 637k | 22.48 | |
| Domo Cl B Ord (DOMO) | 0.8 | $4.3M | 198k | 21.72 | |
| Berkshire Hathaway Inc. Class B | 0.7 | $3.8M | 17k | 226.49 | |
| Visa (V) | 0.7 | $3.8M | 20k | 187.90 | |
| Johnson & Johnson (JNJ) | 0.4 | $2.4M | 16k | 145.90 | |
| Apple (AAPL) | 0.4 | $2.4M | 8.1k | 293.69 | |
| Intel Corporation (INTC) | 0.4 | $2.3M | 39k | 59.84 | |
| Abbvie (ABBV) | 0.4 | $2.2M | 25k | 88.52 | |
| Abbott Laboratories (ABT) | 0.4 | $2.2M | 25k | 86.84 | |
| Merck & Co (MRK) | 0.4 | $2.1M | 23k | 90.95 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.9M | 12k | 157.74 | |
| Guidewire Software (GWRE) | 0.3 | $1.9M | 17k | 109.80 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.8M | 14k | 131.43 | |
| Target Corporation (TGT) | 0.3 | $1.7M | 13k | 128.23 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $1.5M | 1.1k | 1339.09 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $1.5M | 1.1k | 1336.66 | |
| General Mills (GIS) | 0.2 | $1.4M | 27k | 53.58 | |
| Royal Dutch Shell | 0.2 | $1.4M | 24k | 58.96 | |
| Schlumberger (SLB) | 0.2 | $1.4M | 36k | 40.21 | |
| Intuit (INTU) | 0.2 | $1.3M | 5.0k | 262.00 | |
| Halliburton Company (HAL) | 0.2 | $1.3M | 52k | 24.46 | |
| Tenable Hldgs (TENB) | 0.2 | $1.1M | 48k | 23.95 | |
| Wells Fargo & Company (WFC) | 0.2 | $1.0M | 19k | 53.80 | |
| EOG Resources (EOG) | 0.1 | $849k | 10k | 83.73 | |
| Suncor Energy (SU) | 0.1 | $850k | 26k | 32.80 | |
| 3M Company (MMM) | 0.1 | $706k | 4.0k | 176.50 |
