Glynn Capital Management 13F filings

Manager(s): John W. Glynn

Holdings as of 2023-03-31

Filed on 2023-05-08 under CIK 911270

Company

Investment Type

Change

Value (x$1000)

increase or decrease

ATLASSIAN CORPORATION CL A Stock

242,733 sh

6,621 sh
3%

$41,549

$11,166

Crowdstrike Holdings Inc

226,914 sh

31,721 sh
16%

$31,146

$10,594

Snowflake Inc.

184,870 sh

2,074 sh
1%

$28,524

$2,285

ServiceNow Inc

58,976 sh

949 sh
2%

$27,407

$4,877

Okta Inc

303,108 sh

-89,644 sh
-23%

$26,140

-$697

Datadog Inc

330,701 sh

5,442 sh
2%

$24,029

$122

MongoDB Inc.

101,876 sh

30,402 sh
43%

$23,749

$9,680

Smartsheet Inc

454,740 sh

-175,176 sh
-28%

$21,737

-$3,056

HashiCorp Inc.

646,312 sh

20,694 sh
3%

$18,930

$1,826

SEA LTD SPONSORED ADS

215,064 sh

2,457 sh
1%

$18,614

$7,552

Toast Inc.

1,040,151 sh

-251,100 sh
-19%

$18,463

-$4,818

NU HOLDINGS CL A ORD COM

3,526,653 sh

75,056 sh
2%

$16,787

$2,739

Block Inc.

211,157 sh

-95,882 sh
-31%

$14,496

-$4,798

Gitlab Inc.

402,492 sh

6,722 sh
2%

$13,801

-$4,183

Oscar Health Inc.

1,915,719 sh

$12,529

Couchbase Inc.

531,470 sh

$7,472

Xometry Inc.

358,913 sh

2,946 sh
1%

$5,373

-$6,100

Apple Inc

32,320 sh

$5,330

BERKSHIRE HATHAWAY CL B COM

16,897 sh

$5,217

Eli Lilly

13,490 sh

$4,633

Visa Inc

20,000 sh

$4,509

AbbVie Inc.

25,000 sh

$3,984

Microsoft Corp

13,536 sh

$3,902

Amazon.com Inc

37,080 sh

$3,830

Workday Inc

14,450 sh

$2,985

Abbott Laboratories

25,000 sh

$2,532

Johnson & Johnson

16,128 sh

$2,500

Merck & Co. Inc.

23,068 sh

$2,454

Salesforce.com Inc

12,197 sh

$2,437

Alphabet Inc

22,040 sh

$2,292

Meta Platforms, Inc.

10,802 sh

$2,289

Alphabet Inc

22,000 sh

$2,282

OPORTUN FINL CORP COM

588,233 sh

$2,271

Intuit Inc

5,000 sh

$2,229

Target Corp

13,140 sh

$2,176

Schlumberger Ltd

36,014 sh

$1,768

Halliburton Co.

51,993 sh

$1,645

Netflix Inc

4,500 sh

$1,555

GROVE COLLABORATIVE HOLD INC COM CL A

3,329,943 sh

$1,459

ROYAL DUTCH SHELL PLC SPONS ADR A

24,135 sh

$1,389

SCIENCE 37 HOLDINGS INC COM

3,539,824 sh

$997

WELLS FARGO CO NEW COM

19,165 sh

$716

1stdibs.com Inc.

161,757 sh

-361,803 sh
-69%

$642

-$2,018

Playstudios Inc

157,649 sh

-522,761 sh
-77%

$582

-$2,058

3M Co.

4,000 sh

$420

Sumo Logic Inc. COM

0 sh

-2,287,909 sh
-100%

-$18,532

Palantir Technologies Inc.

0 sh

-1,505,246 sh
-100%

-$9,664