GLYNN CAPITAL MANAGEMENT LLC Information

3000 SANDHILL RD BLDG 3-230, MENLO PARK, California, 94025, (650) 854-2215

Report Date: 06/30/2014

Position Statistics

Total Positions 53
New Positions 5
Increased Positions 17
Decreased Positions 8
Positions with Activity 25
Sold Out Positions 3
Total Mkt Value (in $ millions) 320

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 0.18%
Conglomerates 0%
Consumer Cyclical 0.07%
Consumer/Non-Cyclical 0.42%
Energy 1.1%
Financial 8.85%
Healthcare 1.82%
Services 13.54%
Technology 61.64%
Transportation
Utilities

53 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LINKEDIN CORP COM CL A 27,668 11,641 72.64 131,725
FACEBOOK INC CL A 24,953 5,122 25.83 326,485
WORKDAY INC CL A 24,679 9,459 62.15 287,900
AMAZON COM INC COM 24,298 5,592 29.90 74,994
NIMBLE STORAGE INC COM 18,650 9,085 94.98 698,775
YELP INC CL A 16,882 16,882 New 222,018
TWITTER INC COM 14,793 New 291,770
XOOM CORP COM 14,454 459 3.28 616,906
MERCADOLIBRE INC COM 13,995 568 4.23 123,270
PALO ALTO NETWORKS INC COM 13,601 -542 (3.84) 137,929
SPLUNK INC COM 13,487 13,487 New 239,300
GUIDEWIRE SOFTWARE INC COM 12,048 2,075 20.80 268,518
SERVICENOW INC COM 11,728 1,586 15.64 192,226
SALESFORCE COM INC COM 10,437 -115 (1.09) 181,678
NETSUITE INC COM 10,362 3,525 51.56 121,694
GOOGLE INC CL A 9,273 181 1.99 15,630
GOOGLE INC CL C 9,140 178 1.99 15,630
FINANCIAL ENGINES INC COM 6,954 -171 (2.39) 191,674
BAIDU INC SPON ADR REP A 6,034 -1,298 (17.71) 27,541
BERKSHIRE HATHAWAY INC DEL CL B NEW 3,860 New 27,650