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Glynn Capital Management LLC 13F filings

Manager(s): John W. Glynn

Holdings as of 2020-09-30

Filed on 2020-11-03 under CIK 911270

Company name, stock class and CUSIPValue (x$1000) Shares
FARFETCH LTD
ORD SH CL A 30744W107
$86,802$41,1433,450,000 sh806,172 sh
30%
Twilio Inc Cl A
COM 90138F102
$56,577$2,017228,972 sh-19,682 sh
-8%
Coupa Software Incorporated
COM 22266L106
$54,992$9,564200,525 sh36,547 sh
22%
DOCUSIGN INC
COM 256163106
$52,604$4,059244,399 sh-37,495 sh
-13%
AMAZON COM INC
COM 023135106
$49,926$63115,856 sh-2,012 sh
-11%
ATLASSIAN CORP PLC
CL A G06242104
$49,157-$6,714270,403 sh-39,528 sh
-13%
Smartsheet Inc Class A
COM 83200N103
$48,825$22,215987,968 sh465,376 sh
89%
Zoom Video Comms Inc Cl A
COM 98980L101
$46,454$20,50298,816 sh-3,541 sh
-3%
VEEVA SYS INC
CL A COM 922475108
$45,664$1,744162,396 sh-24,960 sh
-13%
Workday, Inc. Cl. A
COM 98138H101
$45,474-$58211,380 sh-31,641 sh
-13%
SQUARE INC
CL A 852234103
$42,260$10,537259,982 sh-42,311 sh
-14%
OKTA INC
CL A 679295105
$39,957-$2,662186,846 sh-26,003 sh
-12%
Netflix Inc
cs 64110L106
$38,338-$1,55676,671 sh-11,001 sh
-13%
SERVICENOW INC
COM 81762P102
$34,118-$13,97270,346 sh-48,378 sh
-41%
Datadog, Inc.
COM 23804L103
$31,715$2,414310,440 sh-26,551 sh
-8%
ELASTIC N V
ORD SHS N14506104
$30,743$190284,951 sh-46,392 sh
-14%
SLACK TECHNOLOGIES INC
COM CL A 83088V102
$28,578$10,5071,063,969 sh482,729 sh
83%
SHOPIFY INC
CL A 82509L107
$27,758$27,75827,135 sh27,135 sh
NEW
CROWDSTRIKE HLDGS
COM 22788C105
$24,562$24,562178,869 sh178,869 sh
NEW
SNOWFLAKE INC CL A
Stock 833445109
$21,335$21,33585,000 sh85,000 sh
NEW
OPORTUN FINL CORP
COM 68376D104
$13,988 1,186,454 sh 
APPFOLIO INC
COM CL A 03783C100
$13,580-$4,61195,759 sh-16,041 sh
-14%
DOMO INC
COM CL B 257554105
$7,460$1,101194,626 sh-3,041 sh
-2%
Visa Inc.
COM 92826C839
$3,999 20,000 sh 
APPLE INC
COM 037833100
$3,743$79532,320 sh24,240 sh
300%
BERKSHIRE HATHAWAY CL B
COM 084670207
$3,598 16,897 sh 
SUMO LOGIC ORD
COM 86646P103
$3,597$3,597165,000 sh165,000 sh
NEW
Facebook, Inc.
COM 30303M102
$2,959 11,300 sh 
ABBOTT LABS
COM 002824100
$2,721 25,000 sh 
MICROSOFT CORP
COM 594918104
$2,583 12,280 sh 
Salesforce.com
COM 79466L302
$2,566-$37,83310,212 sh-205,443 sh
-95%
JOHNSON & JOHNSON
COM 478160104
$2,401 16,128 sh 
AbbVie, Inc.
COM 00287Y109
$2,190 25,000 sh 
TARGET CORP
CS 87612E106
$2,068 13,140 sh 
INTEL CORP
COM 458140100
$2,004 38,700 sh 
LILLY ELI & CO
COM 532457108
$1,997 13,490 sh 
Merck & Co Inc.
COM 58933Y105
$1,913 23,068 sh 
GUIDEWIRE SOFTWARE
COM 40171V100
$1,766 16,940 sh 
GENERAL MLS INC
COM 370334104
$1,645 26,672 sh 
INTUIT
COM 461202103
$1,631 5,000 sh 
Alphabet Inc., Cl. C
COM 02079K107
$1,619 1,102 sh 
Alphabet Inc., Cl. A
COM 02079K305
$1,612 1,100 sh 
3M Company
COM 88579Y101
$641 4,000 sh 
HALLIBURTON CO
COM 406216101
$627 51,993 sh 
ROYAL DUTCH SHELL PLC
SPONS ADR A 780259206
$607 24,135 sh 
SCHLUMBERGER LTD
COM 806857108
$560 36,014 sh 
WELLS FARGO CO NEW
COM 949746101
$451 19,165 sh 
UNITY SOFTWARE INC COM
Stock 91332U101
$436$4365,000 sh5,000 sh
NEW
EOG RESOURCES INC
CS 26875P101
$364 10,140 sh