Glynn Capital Management as of Dec. 31, 2022
Portfolio Holdings for Glynn Capital Management
Glynn Capital Management holds 47 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Atlassian Corporation Cl A (TEAM) | 7.4 | $30M | 236k | 128.68 | |
| Okta Inc cl a (OKTA) | 6.5 | $27M | 393k | 68.33 | |
| Snowflake Inc Cl A (SNOW) | 6.4 | $26M | 183k | 143.54 | |
| Smartsheet (SMAR) | 6.0 | $25M | 630k | 39.36 | |
| Datadog Inc Cl A (DDOG) | 5.8 | $24M | 325k | 73.50 | |
| Toast (TOST) | 5.6 | $23M | 1.3M | 18.03 | |
| Servicenow (NOW) | 5.5 | $23M | 58k | 388.27 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 5.0 | $21M | 195k | 105.29 | |
| Square Inc cl a (SQ) | 4.7 | $19M | 307k | 62.84 | |
| Sumo Logic Ord | 4.5 | $19M | 2.3M | 8.10 | |
| Gitlab (GTLB) | 4.4 | $18M | 396k | 45.44 | |
| Hashicorp Cl A Ord (HCP) | 4.1 | $17M | 626k | 27.34 | |
| Mongodb Inc. Class A (MDB) | 3.4 | $14M | 72k | 196.84 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 3.4 | $14M | 3.5M | 4.07 | |
| Xometry (XMTR) | 2.8 | $12M | 356k | 32.23 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 2.7 | $11M | 213k | 52.03 | |
| Palantir Technologies (PLTR) | 2.3 | $9.7M | 1.5M | 6.42 | |
| Couchbase (BASE) | 1.7 | $7.0M | 532k | 13.26 | |
| Berkshire Hathaway Inc. Class B | 1.3 | $5.2M | 17k | 308.90 | |
| Eli Lilly & Co. (LLY) | 1.2 | $4.9M | 14k | 365.84 | |
| Oscar Health Cl A Ord (OSCR) | 1.1 | $4.7M | 1.9M | 2.46 | |
| Apple (AAPL) | 1.0 | $4.2M | 32k | 129.93 | |
| Visa (V) | 1.0 | $4.2M | 20k | 207.76 | |
| Abbvie (ABBV) | 1.0 | $4.0M | 25k | 161.61 | |
| Microsoft Corporation (MSFT) | 0.8 | $3.2M | 14k | 239.82 | |
| Oportun Finl Corp (OPRT) | 0.8 | $3.2M | 588k | 5.51 | |
| Amazon (AMZN) | 0.8 | $3.1M | 37k | 84.00 | |
| Johnson & Johnson (JNJ) | 0.7 | $2.8M | 16k | 176.65 | |
| Abbott Laboratories (ABT) | 0.7 | $2.7M | 25k | 109.79 | |
| 1stdibs (DIBS) | 0.6 | $2.7M | 524k | 5.08 | |
| Playstudios (MYPS) | 0.6 | $2.6M | 680k | 3.88 | |
| Merck & Co (MRK) | 0.6 | $2.6M | 23k | 110.95 | |
| Workday Inc cl a (WDAY) | 0.6 | $2.4M | 15k | 167.33 | |
| Halliburton Company (HAL) | 0.5 | $2.0M | 52k | 39.35 | |
| Target Corporation (TGT) | 0.5 | $2.0M | 13k | 149.04 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $2.0M | 22k | 88.73 | |
| Intuit (INTU) | 0.5 | $1.9M | 5.0k | 389.22 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $1.9M | 22k | 88.23 | |
| Schlumberger (SLB) | 0.5 | $1.9M | 36k | 53.46 | |
| salesforce (CRM) | 0.4 | $1.6M | 12k | 132.59 | |
| Science 37 Holdings | 0.4 | $1.5M | 3.5M | 0.42 | |
| Royal Dutch Shell | 0.3 | $1.4M | 24k | 56.95 | |
| Grove Collaborative Hold | 0.3 | $1.3M | 3.3M | 0.40 | |
| Netflix (NFLX) | 0.3 | $1.3M | 4.5k | 294.88 | |
| Facebook Inc cl a (META) | 0.3 | $1.3M | 11k | 120.34 | |
| Wells Fargo & Company (WFC) | 0.2 | $791k | 19k | 41.29 | |
| 3M Company (MMM) | 0.1 | $480k | 4.0k | 119.92 |
