Glynn Capital Management 13F filings

KLAVIYO SRS A ORD COM

1,159,579 sh

-204,189 sh
-15%

$41,026

$7,082

Oscar Health Inc.

1,915,719 sh

$40,632

ServiceNow Inc

37,577 sh

-6,458 sh
-15%

$33,608

-$1,033

Datadog Inc

247,419 sh

-22,465 sh
-8%

$28,468

-$6,533

ADYEN N V UNSPONSRED ADS STOCK

1,735,802 sh

-130,974 sh
-7%

$27,131

$4,972

Toast Inc.

916,014 sh

-54,419 sh
-6%

$25,932

$924

ATLASSIAN CORPORATION CL A

162,899 sh

-17,718 sh
-10%

$25,870

-$6,078

Gitlab Inc.

485,915 sh

68,990 sh
17%

$25,044

$4,314

Crowdstrike Holdings Inc

86,260 sh

3,352 sh
4%

$24,193

-$7,577

NU HOLDINGS CL A ORD COM

1,756,860 sh

-1,162,223 sh
-40%

$23,981

-$13,646

MongoDB Inc.

83,609 sh

-3,538 sh
-4%

$22,604

$821

Cloudflare Inc

251,108 sh

48,701 sh
24%

$20,312

$3,547

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

101,155 sh

101,155 sh
NEW

$17,568

Snowflake Inc.

130,855 sh

-10,003 sh
-7%

$15,030

-$3,999

Couchbase Inc.

531,470 sh

$8,567

Eli Lilly

7,291 sh

-6,199 sh
-46%

$6,459

-$5,755

BERKSHIRE HATHAWAY CL B COM

9,849 sh

-7,048 sh
-42%

$4,533

-$2,341

Apple Inc

19,112 sh

-12,911 sh
-40%

$4,453

-$2,292

Amazon.com Inc

21,901 sh

-15,179 sh
-41%

$4,081

-$3,085

Microsoft Corp

9,252 sh

-5,770 sh
-38%

$3,981

-$2,733

Meta Platforms, Inc.

6,913 sh

-3,889 sh
-36%

$3,957

-$1,490

Visa Inc

11,620 sh

-8,380 sh
-42%

$3,195

-$2,054

AbbVie Inc.

14,747 sh

-10,253 sh
-41%

$2,912

-$1,376

Alphabet Inc

13,593 sh

-9,068 sh
-40%

$2,254

-$1,874

Alphabet Inc

13,418 sh

-9,291 sh
-41%

$2,243

-$1,922

Workday Inc

8,419 sh

-6,031 sh
-42%

$2,058

-$1,172

Salesforce.com Inc

7,143 sh

-5,054 sh
-41%

$1,955

-$1,181

Netflix Inc

2,699 sh

-1,801 sh
-40%

$1,914

-$1,123

Intuit Inc

2,894 sh

-2,106 sh
-42%

$1,797

-$1,489

Abbott Laboratories

14,618 sh

-10,382 sh
-42%

$1,667

-$931

OPORTUN FINL CORP COM

588,233 sh

$1,653

Merck & Co. Inc.

14,201 sh

-8,867 sh
-38%

$1,613

-$1,243

Johnson & Johnson

9,953 sh

-6,175 sh
-38%

$1,613

-$744

Target Corp

7,669 sh

-5,471 sh
-42%

$1,195

-$750

ROYAL DUTCH SHELL PLC SPONS ADR A

13,992 sh

-10,143 sh
-42%

$923

-$819

Schlumberger Ltd

20,965 sh

-15,049 sh
-42%

$879

-$820

Halliburton Co.

29,839 sh

-22,154 sh
-43%

$867

-$889

GROVE COLLABORATIVE HOLD INC COM CL A

226,252 sh

-439,735 sh
-66%

$305

-$874

NVIDIA Corp.

976 sh

976 sh
NEW

$119

Tesla Inc

146 sh

146 sh
NEW

$38

Broadcom Inc

187 sh

187 sh
NEW

$32

Mynd ai Inc Common Stock

29,380 sh

-17,606 sh
-37%

$24

-$106

Advanced Micro Devices Inc

140 sh

140 sh
NEW

$23

Micron Technology Inc

219 sh

219 sh
NEW

$23

MERCADOLIBRE INC COM

10 sh

10 sh
NEW

$21

Adobe Inc.

37 sh

37 sh
NEW

$19

ASML HOLDING N V N Y REGISTRY SHS

22 sh

22 sh
NEW

$18

Okta Inc

0 sh

-335,668 sh
-100%

$0

-$31,422

Glynn Capital Management 13F filings

Holdings as of 2024-09-30