Glynn Capital Management as of Dec. 31, 2020
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 45 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Farfetch Ltd ord sh cl a (FTCHQ) | 15.8 | $163M | 2.6M | 63.81 | |
| Atlassian Corp Plc cl a | 6.9 | $71M | 302k | 233.87 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 6.8 | $70M | 331k | 211.82 | |
| Twilio Inc cl a (TWLO) | 6.7 | $69M | 205k | 338.50 | |
| Docusign (DOCU) | 5.9 | $61M | 276k | 222.30 | |
| Smartsheet (SMAR) | 5.8 | $60M | 865k | 69.29 | |
| Coupa Software | 5.8 | $59M | 175k | 338.91 | |
| Square Inc cl a (SQ) | 5.1 | $53M | 242k | 217.64 | |
| Workday Inc cl a (WDAY) | 4.7 | $48M | 202k | 239.61 | |
| Shopify Inc cl a (SHOP) | 4.6 | $48M | 42k | 1131.94 | |
| Okta Inc cl a (OKTA) | 4.2 | $44M | 171k | 254.26 | |
| Netflix (NFLX) | 3.8 | $39M | 72k | 540.73 | |
| Servicenow (NOW) | 3.3 | $35M | 63k | 550.43 | |
| Veeva Sys Inc cl a (VEEV) | 3.0 | $31M | 112k | 272.25 | |
| Zoom Video Communications In cl a (ZM) | 2.9 | $30M | 89k | 337.32 | |
| Datadog Inc Cl A (DDOG) | 2.7 | $28M | 282k | 98.44 | |
| Snowflake Inc Cl A (SNOW) | 2.3 | $24M | 85k | 281.40 | |
| Oportun Finl Corp (OPRT) | 2.2 | $23M | 1.2M | 19.37 | |
| Appfolio (APPF) | 1.5 | $16M | 88k | 180.04 | |
| Amazon (AMZN) | 0.6 | $6.0M | 1.9k | 3256.74 | |
| Sumo Logic Ord | 0.5 | $4.7M | 165k | 28.58 | |
| Visa (V) | 0.4 | $4.4M | 20k | 218.75 | |
| Apple (AAPL) | 0.4 | $4.3M | 32k | 132.70 | |
| Berkshire Hathaway Inc. Class B | 0.4 | $3.9M | 17k | 231.88 | |
| Facebook Inc cl a (META) | 0.3 | $3.1M | 11k | 273.19 | |
| Microsoft Corporation (MSFT) | 0.3 | $3.0M | 14k | 222.44 | |
| Abbott Laboratories (ABT) | 0.3 | $2.7M | 25k | 109.48 | |
| Abbvie (ABBV) | 0.3 | $2.7M | 25k | 107.16 | |
| Johnson & Johnson (JNJ) | 0.2 | $2.5M | 16k | 157.37 | |
| Target Corporation (TGT) | 0.2 | $2.3M | 13k | 176.56 | |
| Eli Lilly & Co. (LLY) | 0.2 | $2.3M | 14k | 168.87 | |
| salesforce (CRM) | 0.2 | $2.3M | 10k | 222.48 | |
| Guidewire Software (GWRE) | 0.2 | $2.2M | 17k | 128.75 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $1.9M | 1.1k | 1752.27 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.9M | 1.1k | 1752.73 | |
| Intuit (INTU) | 0.2 | $1.9M | 5.0k | 379.80 | |
| Merck & Co (MRK) | 0.2 | $1.9M | 23k | 81.80 | |
| General Mills (GIS) | 0.2 | $1.6M | 27k | 58.79 | |
| Halliburton Company (HAL) | 0.1 | $983k | 52k | 18.91 | |
| Royal Dutch Shell | 0.1 | $848k | 24k | 35.14 | |
| Schlumberger (SLB) | 0.1 | $786k | 36k | 21.82 | |
| Unity Software (U) | 0.1 | $767k | 5.0k | 153.40 | |
| 3M Company (MMM) | 0.1 | $699k | 4.0k | 174.75 | |
| Wells Fargo & Company (WFC) | 0.1 | $578k | 19k | 30.16 | |
| EOG Resources (EOG) | 0.0 | $506k | 10k | 49.90 |
