GLYNN CAPITAL MANAGEMENT LLC
3000 SANDHILL RD BLDG 3-230, MENLO PARK, California, 94025, (650) 854-2215
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 60 |
| New Positions | 5 |
| Increased Positions | 19 |
| Decreased Positions | 15 |
| Positions with Activity | 34 |
| Sold Out Positions | 7 |
| Total Mkt Value (in $ millions) |
258 |
Sector Weighting
| Basic Materials | |
| Capital Goods | 0.25% |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | 0.52% |
| Energy | 0.96% |
| Financial | 14.74% |
| Healthcare | 1.8% |
| Services | 7.1% |
| Technology | 74.63% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
60 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| FACEBOOK INC | CL A | 23,850 | 2,288 | 10.61 | 985,123 |
| XOOM CORP | COM | 21,052 | 21,052 | New | 966,146 |
| AMAZON COM INC | COM | 13,971 | 1,493 | 11.97 | 49,586 |
| MERCADOLIBRE INC | COM | 12,254 | -2,020 | (14.15) | 107,855 |
| FINANCIAL ENGINES INC | COM | 11,232 | -1,961 | (14.86) | 238,324 |
| IMPERVA INC | COM | 10,439 | 703 | 7.22 | 252,395 |
| PROOFPOINT INC | COM | 10,032 | -4,038 | (28.7) | 436,564 |
| NETSUITE INC | COM | 9,824 | 1,468 | 17.57 | 111,002 |
| GUIDEWIRE SOFTWARE INC | COM | 9,718 | 858 | 9.68 | 226,525 |
| WORKDAY INC | CL A | 9,185 | 1,535 | 20.06 | 150,080 |
| INFORMATICA CORP | COM | 9,007 | -363 | (3.87) | 248,464 |
| QUALCOMM INC | COM | 7,735 | 7,298 | 1,671.43 | 124,000 |
| GOOGLE INC | CL A | 7,471 | 6,484 | 657.53 | 8,295 |
| RED HAT INC | COM | 7,418 | 3,078 | 70.90 | 159,085 |
| LINKEDIN CORP | COM CL A | 7,096 | -658 | (8.49) | 39,550 |
| BAIDU INC | SPON ADR REP A | 6,741 | 6,741 | New | 70,000 |
| EQUINIX INC | COM NEW | 6,697 | 574 | 9.38 | 35,000 |
| FUSION-IO INC | COM | 6,630 | 2,575 | 63.49 | 500,003 |
| SERVICENOW INC | COM | 6,592 | 6,592 | New | 175,000 |
| SALESFORCE COM INC | COM | 6,084 | 306 | 5.30 | 159,048 |
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