Glynn Capital Management 13F filings

Manager(s): John W. Glynn

Holdings as of 2024-03-31

Filed on 2024-05-06 under CIK 911270

Company

Investment Type

Change

Value (x$1000)

increase or decrease

ServiceNow Inc

49,188 sh

-4,123 sh
-8%

$37,501

-$163

ATLASSIAN CORPORATION CL A

186,517 sh

11,357 sh
6%

$36,391

-$5,273

NU HOLDINGS CL A ORD COM

3,005,176 sh

-229,899 sh
-7%

$35,852

$8,904

Datadog Inc

279,156 sh

-25,768 sh
-8%

$34,504

-$2,508

Crowdstrike Holdings Inc

102,611 sh

-42,566 sh
-29%

$32,896

-$4,171

Okta Inc

289,883 sh

-9,695 sh
-3%

$30,328

$3,207

KLAVIYO SRS A ORD COM

1,139,307 sh

848,152 sh
291%

$29,030

$20,942

Snowflake Inc.

177,734 sh

-5,793 sh
-3%

$28,722

-$7,800

Oscar Health Inc.

1,915,719 sh

$28,487

ADYEN N V UNSPONSRED ADS STOCK

1,680,007 sh

-40,194 sh
-2%

$28,409

$6,253

Toast Inc.

1,062,149 sh

1,892 sh
0%

$26,469

$7,109

Gitlab Inc.

431,355 sh

-5,472 sh
-1%

$25,157

-$2,346

MongoDB Inc.

54,366 sh

-4,642 sh
-8%

$19,498

-$4,627

HashiCorp Inc.

547,998 sh

-48,002 sh
-8%

$14,769

$680

Couchbase Inc.

531,470 sh

$13,983

Smartsheet Inc

313,077 sh

-30,893 sh
-9%

$12,053

-$4,396

Eli Lilly

13,490 sh

$10,495

Bill.com Holdings Inc.

127,817 sh

-12,471 sh
-9%

$8,784

-$2,662

BERKSHIRE HATHAWAY CL B COM

16,897 sh

$7,106

Amazon.com Inc

37,080 sh

$6,688

Microsoft Corp

15,022 sh

-60,762 sh
-80%

$6,320

-$22,178

Visa Inc

20,000 sh

$5,582

Apple Inc

32,023 sh

$5,491

Meta Platforms, Inc.

10,802 sh

$5,245

AbbVie Inc.

25,000 sh

$4,553

Workday Inc

14,450 sh

$3,941

Salesforce.com Inc

12,197 sh

$3,673

Alphabet Inc

22,709 sh

669 sh
3%

$3,458

$352

Alphabet Inc

22,661 sh

661 sh
3%

$3,420

$347

Intuit Inc

5,000 sh

$3,250

Merck & Co. Inc.

23,068 sh

$3,044

Abbott Laboratories

25,000 sh

$2,842

Netflix Inc

4,500 sh

$2,733

Johnson & Johnson

16,128 sh

$2,551

Target Corp

13,140 sh

$2,329

Halliburton Co.

51,993 sh

$2,050

Schlumberger Ltd

36,014 sh

$1,974

ROYAL DUTCH SHELL PLC SPONS ADR A

24,135 sh

$1,618

OPORTUN FINL CORP COM

588,233 sh

$1,429

GROVE COLLABORATIVE HOLD INC COM CL A

665,987 sh

$1,112

Xometry Inc.

0 sh

-361,747 sh
-100%

-$12,990

SCIENCE 37 HOLDINGS INC COM

0 sh

-176,992 sh
-100%

-$945