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) 316

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 0.43%
Energy 1.1%
Financial 8.58%
Healthcare 1.82%
Services 13.2%
Technology 62.22%
Transportation
Utilities

25 Activity 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 27,712 11,660 72.64 131,725
FACEBOOK INC CL A 25,792 5,294 25.83 326,485
AMAZON COM INC COM 24,135 5,555 29.90 74,994
WORKDAY INC CL A 23,829 9,134 62.15 287,900
NIMBLE STORAGE INC COM 18,336 8,932 94.98 698,775
YELP INC CL A 15,439 15,439 New 222,018
XOOM CORP COM 13,745 437 3.28 616,906
PALO ALTO NETWORKS INC COM 13,694 -546 (3.84) 137,929
MERCADOLIBRE INC COM 13,461 546 4.23 123,270
SPLUNK INC COM 13,214 13,214 New 239,300
GUIDEWIRE SOFTWARE INC COM 12,169 2,096 20.80 268,518
SERVICENOW INC COM 11,493 1,555 15.64 192,226
NETSUITE INC COM 10,890 3,705 51.56 121,694
SALESFORCE COM INC COM 10,397 -114 (1.09) 181,678
GOOGLE INC CL A 9,187 179 1.99 15,630
GOOGLE INC CL C 9,009 176 1.99 15,630
FINANCIAL ENGINES INC COM 6,550 -161 (2.39) 191,674
BAIDU INC SPON ADR REP A 6,072 -1,306 (17.71) 27,541
SILVER SPRING NETWORKS INC COM 286 -56 (16.45) 30,983
NIKE INC CL B 232 232 New 2,600