Glynn Capital Management 13F filings

Manager(s): John W. Glynn

Holdings as of 2023-12-31

Filed on 2024-02-05 under CIK 911270

Company

Investment Type

Change

Value (x$1000)

increase or decrease

ATLASSIAN CORPORATION CL A

175,160 sh

-3,425 sh
-2%

$41,664

$5,677

ServiceNow Inc

53,311 sh

-6,745 sh
-11%

$37,664

$4,095

Crowdstrike Holdings Inc

145,177 sh

-22,355 sh
-13%

$37,067

$9,025

Datadog Inc

304,924 sh

-7,585 sh
-2%

$37,012

$8,546

Snowflake Inc.

183,527 sh

-4,901 sh
-3%

$36,522

$7,736

Microsoft Corp

75,784 sh

-1,100 sh
-1%

$28,498

$4,222

Gitlab Inc.

436,827 sh

-7,950 sh
-2%

$27,503

$7,390

Okta Inc

299,578 sh

-6,549 sh
-2%

$27,121

$2,169

NU HOLDINGS CL A ORD COM

3,235,075 sh

-621,539 sh
-16%

$26,948

-$1,012

MongoDB Inc.

59,008 sh

-7,335 sh
-11%

$24,125

$1,180

ADYEN N V UNSPONSRED ADS STOCK

1,720,201 sh

274,932 sh
19%

$22,156

$11,461

Toast Inc.

1,060,257 sh

-14,217 sh
-1%

$19,360

-$765

Oscar Health Inc.

1,915,719 sh

$17,529

Smartsheet Inc

343,970 sh

-8,422 sh
-2%

$16,449

$2,191

HashiCorp Inc.

596,000 sh

60,562 sh
11%

$14,089

$1,865

Xometry Inc.

361,747 sh

-1,931 sh
-1%

$12,990

$6,815

Couchbase Inc.

531,470 sh

$11,969

Bill.com Holdings Inc.

140,288 sh

-1,816 sh
-1%

$11,446

-$3,982

KLAVIYO SRS A ORD COM

291,155 sh

45,406 sh
18%

$8,088

-$390

Eli Lilly

13,490 sh

$7,864

Apple Inc

32,023 sh

-297 sh
-1%

$6,165

$631

BERKSHIRE HATHAWAY CL B COM

16,897 sh

$6,026

Amazon.com Inc

37,080 sh

$5,634

Visa Inc

20,000 sh

$5,207

Workday Inc

14,450 sh

$3,989

AbbVie Inc.

25,000 sh

$3,874

Meta Platforms, Inc.

10,802 sh

$3,823

Salesforce.com Inc

12,197 sh

$3,210

Intuit Inc

5,000 sh

$3,125

Alphabet Inc

22,040 sh

$3,106

Alphabet Inc

22,000 sh

$3,073

Abbott Laboratories

25,000 sh

$2,752

Johnson & Johnson

16,128 sh

$2,528

Merck & Co. Inc.

23,068 sh

$2,515

OPORTUN FINL CORP COM

588,233 sh

$2,300

Netflix Inc

4,500 sh

$2,191

Halliburton Co.

51,993 sh

$1,880

Schlumberger Ltd

36,014 sh

$1,874

Target Corp

13,140 sh

$1,871

ROYAL DUTCH SHELL PLC SPONS ADR A

24,135 sh

$1,588

GROVE COLLABORATIVE HOLD INC COM CL A

665,987 sh

$1,179

SCIENCE 37 HOLDINGS INC COM

176,992 sh

-3,362,832 sh
-95%

$945

-$471

Block Inc.

0 sh

-120,562 sh
-100%

-$5,336