Glynn Capital Management as of Dec. 31, 2021
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 49 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Okta Inc cl a (OKTA) | 8.0 | $75M | 335k | 224.17 | |
| Atlassian Corp Plc cl a | 7.5 | $70M | 184k | 381.29 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 7.4 | $70M | 2.1M | 33.43 | |
| Shopify Inc cl a (SHOP) | 6.8 | $64M | 46k | 1377.40 | |
| Twilio Inc cl a (TWLO) | 5.7 | $53M | 202k | 263.34 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 5.3 | $50M | 243k | 204.75 | |
| Datadog Inc Cl A (DDOG) | 5.2 | $49M | 273k | 178.11 | |
| Docusign (DOCU) | 5.1 | $48M | 312k | 152.31 | |
| Square Inc cl a (SQ) | 4.8 | $45M | 281k | 161.51 | |
| Palantir Technologies (PLTR) | 4.6 | $43M | 2.4M | 18.21 | |
| Sumo Logic Ord | 4.2 | $40M | 2.9M | 13.56 | |
| Smartsheet (SMAR) | 4.0 | $37M | 481k | 77.45 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 3.7 | $35M | 157k | 223.71 | |
| Snowflake Inc Cl A (SNOW) | 3.7 | $35M | 102k | 338.75 | |
| Servicenow (NOW) | 3.0 | $28M | 44k | 649.10 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 3.0 | $28M | 3.0M | 9.38 | |
| Olo (OLO) | 2.4 | $23M | 1.1M | 20.81 | |
| Toast (TOST) | 1.8 | $17M | 496k | 34.71 | |
| Compass (COMP) | 1.8 | $17M | 1.9M | 9.09 | |
| Oscar Health Cl A Ord (OSCR) | 1.6 | $15M | 1.9M | 7.85 | |
| Oportun Finl Corp (OPRT) | 1.3 | $12M | 588k | 20.25 | |
| 1stdibs (DIBS) | 0.7 | $6.5M | 524k | 12.51 | |
| Amazon (AMZN) | 0.7 | $6.2M | 1.9k | 3334.41 | |
| Apple (AAPL) | 0.6 | $5.7M | 32k | 177.57 | |
| Berkshire Hathaway Inc. Class B | 0.5 | $5.1M | 17k | 298.99 | |
| Microsoft Corporation (MSFT) | 0.5 | $4.6M | 14k | 336.29 | |
| Visa (V) | 0.5 | $4.3M | 20k | 216.70 | |
| Workday Inc cl a (WDAY) | 0.4 | $3.9M | 15k | 273.15 | |
| Facebook Inc cl a (META) | 0.4 | $3.8M | 11k | 336.37 | |
| Eli Lilly & Co. (LLY) | 0.4 | $3.7M | 14k | 276.20 | |
| Abbott Laboratories (ABT) | 0.4 | $3.5M | 25k | 140.72 | |
| Abbvie (ABBV) | 0.4 | $3.4M | 25k | 135.40 | |
| Intuit (INTU) | 0.3 | $3.2M | 5.0k | 643.20 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $3.2M | 1.1k | 2893.83 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $3.2M | 1.1k | 2897.27 | |
| salesforce (CRM) | 0.3 | $3.1M | 12k | 254.16 | |
| Target Corporation (TGT) | 0.3 | $3.0M | 13k | 231.43 | |
| Samsara (IOT) | 0.3 | $2.8M | 100k | 28.11 | |
| Johnson & Johnson (JNJ) | 0.3 | $2.8M | 16k | 171.07 | |
| Netflix (NFLX) | 0.3 | $2.7M | 4.5k | 602.44 | |
| Guidewire Software (GWRE) | 0.2 | $1.9M | 17k | 113.52 | |
| Merck & Co (MRK) | 0.2 | $1.8M | 23k | 76.64 | |
| General Mills (GIS) | 0.2 | $1.7M | 26k | 67.39 | |
| Halliburton Company (HAL) | 0.1 | $1.2M | 52k | 22.87 | |
| Schlumberger (SLB) | 0.1 | $1.1M | 36k | 29.96 | |
| Royal Dutch Shell | 0.1 | $1.0M | 24k | 43.38 | |
| Wells Fargo & Company (WFC) | 0.1 | $920k | 19k | 48.00 | |
| 3M Company (MMM) | 0.1 | $711k | 4.0k | 177.75 | |
| Playstudios (MYPS) | 0.0 | $134k | 34k | 3.94 |
