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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%
$0
-$18,532
Palantir Technologies Inc.
0 sh
-1,505,246 sh
-100%
$0
-$9,664