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Glynn Capital Management LLC 13F filings

Manager(s): John W. Glynn

Holdings as of 2021-03-31

Filed on 2021-05-03 under CIK 911270

Company
Investment Type
Change
Value (x$1000)
increase or decrease
FARFETCH LTD ORD SH CL A
2,069,062 sh
-480,938 sh
-19%
$109,702
-$53,013
Twilio Inc Cl A
184,163 sh
-20,627 sh
-10%
$62,755
-$6,566
DOCUSIGN INC
304,483 sh
28,825 sh
10%
$61,643
$364
OKTA INC
277,741 sh
106,318 sh
62%
$61,222
$17,636
SHOPIFY INC CL A
53,043 sh
11,048 sh
26%
$58,692
$11,156
ATLASSIAN CORP PLC CL A
275,074 sh
-27,274 sh
-9%
$57,975
-$12,735
CROWDSTRIKE HLDGS
305,016 sh
-25,941 sh
-8%
$55,668
-$14,435
PALANTIR TECHNOLOGIES INC CL A
2,385,783 sh
2,385,783 sh
NEW
$55,565
$55,565
SUMO LOGIC ORD COM
2,938,274 sh
2,773,274 sh
1681%
$55,416
$50,700
SQUARE INC
223,643 sh
-18,806 sh
-8%
$50,778
-$1,989
Smartsheet Inc Class A
788,584 sh
-76,652 sh
-9%
$50,406
-$9,546
Workday, Inc. Cl. A
183,786 sh
-18,175 sh
-9%
$45,658
-$2,734
Coupa Software Incorporated
161,610 sh
-13,691 sh
-8%
$41,127
-$18,284
Netflix Inc
65,505 sh
-6,529 sh
-9%
$34,171
-$4,780
APPFOLIO INC
206,289 sh
118,353 sh
135%
$29,171
$13,339
SERVICENOW INC
56,179 sh
-6,528 sh
-10%
$28,096
-$6,420
VEEVA SYS INC
101,430 sh
-10,951 sh
-10%
$26,498
-$4,098
Zoom Video Comms Inc Cl A
81,671 sh
-6,861 sh
-8%
$26,240
-$3,624
OPORTUN FINL CORP COM
1,186,454 sh
 
$24,571
Datadog, Inc.
293,964 sh
12,288 sh
4%
$24,499
-$3,229
SNOWFLAKE INC CL A Stock
106,542 sh
21,542 sh
25%
$24,428
$509
AMAZON COM INC
1,854 sh
 
$5,736
BERKSHIRE HATHAWAY CL B COM
16,897 sh
 
$4,317
Visa Inc.
20,000 sh
 
$4,235
APPLE INC
32,320 sh
 
$3,948
Facebook, Inc.
11,300 sh
 
$3,328
MICROSOFT CORP
13,536 sh
 
$3,191
ABBOTT LABS
25,000 sh
 
$2,996
AbbVie, Inc.
25,000 sh
 
$2,705
JOHNSON & JOHNSON
16,128 sh
 
$2,651
TARGET CORP
13,140 sh
 
$2,603
LILLY ELI & CO
13,490 sh
 
$2,520
Alphabet Inc., Cl. C
1,102 sh
 
$2,280
Alphabet Inc., Cl. A
1,100 sh
 
$2,269
Salesforce.com
10,212 sh
 
$2,164
INTUIT
5,000 sh
 
$1,915
Merck & Co Inc.
23,068 sh
 
$1,778
GUIDEWIRE SOFTWARE
16,940 sh
 
$1,722
GENERAL MLS INC
26,672 sh
 
$1,636
HALLIBURTON CO
51,993 sh
 
$1,116
SCHLUMBERGER LTD
36,014 sh
 
$979
ROYAL DUTCH SHELL PLC SPONS ADR A
24,135 sh
 
$946
3M Company
4,000 sh
 
$771
WELLS FARGO CO NEW COM
19,165 sh
 
$749
EOG RESOURCES INC
10,140 sh
 
$735
UNITY SOFTWARE INC COM Stock
0 sh
-5,000 sh
-100%
$0
-$767