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Glynn Capital Management LLC 13F filings

Manager(s): John W. Glynn

Holdings as of 2020-12-31

Filed on 2021-02-11 under CIK 911270

Company
Investment Type
Change
Value (x$1000)
increase or decrease
FARFETCH LTD ORD SH CL A
2,550,000 sh
-900,000 sh
-26%
$162,715
$75,913
ATLASSIAN CORP PLC CL A
302,348 sh
31,945 sh
12%
$70,710
$21,553
CROWDSTRIKE HLDGS
330,957 sh
152,088 sh
85%
$70,103
$45,541
Twilio Inc Cl A
204,790 sh
-24,182 sh
-11%
$69,321
$12,744
DOCUSIGN INC
275,658 sh
31,259 sh
13%
$61,279
$8,675
Smartsheet Inc Class A
865,236 sh
-122,732 sh
-12%
$59,952
$11,127
Coupa Software Incorporated
175,301 sh
-25,224 sh
-13%
$59,411
$4,419
SQUARE INC
242,449 sh
-17,533 sh
-7%
$52,767
$10,507
Workday, Inc. Cl. A
201,961 sh
-9,419 sh
-4%
$48,392
$2,918
SHOPIFY INC CL A
41,995 sh
14,860 sh
55%
$47,536
$19,778
OKTA INC
171,423 sh
-15,423 sh
-8%
$43,586
$3,629
Netflix Inc
72,034 sh
-4,637 sh
-6%
$38,951
$613
SERVICENOW INC
62,707 sh
-7,639 sh
-11%
$34,516
$398
VEEVA SYS INC
112,381 sh
-50,015 sh
-31%
$30,596
-$15,068
Zoom Video Comms Inc Cl A
88,532 sh
-10,284 sh
-10%
$29,864
-$16,590
Datadog, Inc.
281,676 sh
-28,764 sh
-9%
$27,728
-$3,987
SNOWFLAKE INC CL A Stock
85,000 sh
 
$23,919
OPORTUN FINL CORP COM
1,186,454 sh
 
$22,982
APPFOLIO INC
87,936 sh
-7,823 sh
-8%
$15,832
$2,252
AMAZON COM INC
1,854 sh
-14,002 sh
-88%
$6,038
-$43,888
SUMO LOGIC ORD COM
165,000 sh
 
$4,716
Visa Inc.
20,000 sh
 
$4,375
APPLE INC
32,320 sh
 
$4,289
BERKSHIRE HATHAWAY CL B COM
16,897 sh
 
$3,918
Facebook, Inc.
11,300 sh
 
$3,087
MICROSOFT CORP
13,536 sh
1,256 sh
10%
$3,011
$428
ABBOTT LABS
25,000 sh
 
$2,737
AbbVie, Inc.
25,000 sh
 
$2,679
JOHNSON & JOHNSON
16,128 sh
 
$2,538
TARGET CORP
13,140 sh
 
$2,320
LILLY ELI & CO
13,490 sh
 
$2,278
Salesforce.com
10,212 sh
 
$2,272
GUIDEWIRE SOFTWARE
16,940 sh
 
$2,181
Alphabet Inc., Cl. C
1,102 sh
 
$1,931
Alphabet Inc., Cl. A
1,100 sh
 
$1,928
INTUIT
5,000 sh
 
$1,899
Merck & Co Inc.
23,068 sh
 
$1,887
GENERAL MLS INC
26,672 sh
 
$1,568
HALLIBURTON CO
51,993 sh
 
$983
ROYAL DUTCH SHELL PLC SPONS ADR A
24,135 sh
 
$848
SCHLUMBERGER LTD
36,014 sh
 
$786
UNITY SOFTWARE INC COM Stock
5,000 sh
 
$767
3M Company
4,000 sh
 
$699
WELLS FARGO CO NEW COM
19,165 sh
 
$578
EOG RESOURCES INC
10,140 sh
 
$506
ELASTIC N V ORD SHS
0 sh
-284,951 sh
-100%
$0
-$30,743
SLACK TECHNOLOGIES INC
0 sh
-1,063,969 sh
-100%
$0
-$28,578
DOMO INC
0 sh
-194,626 sh
-100%
$0
-$7,460
INTEL CORP
0 sh
-38,700 sh
-100%
$0
-$2,004