GLYNN CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 51
New Positions 2
Increased Positions 11
Decreased Positions 12
Positions with Activity 23
Sold Out Positions 3
Total Mkt Value (in $ millions) 240

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

Sector Weighting

Basic Materials
Capital Goods 0.24%
Conglomerates 1.28%
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.59%
Energy 1.57%
Financial 11.94%
Healthcare 2.33%
Services 9.03%
Technology 61.91%
Transportation
Utilities

23 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 19,988 1,651 9.00 57,734
FACEBOOK INC CL A 17,213 -12,430 (41.93) 259,470
XOOM CORP COM 14,538 4,542 45.43 597,306
WORKDAY INC CL A 14,273 523 3.80 177,550
LINKEDIN CORP COM CL A 11,947 2,427 25.49 76,300
TWITTER INC COM 11,184 2,606 30.39 291,770
PALO ALTO NETWORKS INC COM 11,033 -3,692 (25.08) 143,429
MERCADOLIBRE INC COM 10,689 495 4.85 118,270
SALESFORCE COM INC COM 9,957 108 1.10 183,678
SERVICENOW INC COM 9,478 -1,368 (12.62) 166,226
NIMBLE STORAGE INC COM 9,250 903 10.82 358,375
FINANCIAL ENGINES INC COM 7,439 554 8.05 196,374
NETSUITE INC COM 6,427 -1,201 (15.74) 80,294
IMPERVA INC COM 3,292 -2,085 (38.78) 144,695
RALLY SOFTWARE DEV CORP COM 3,076 -141 (4.4) 315,153
VIOLIN MEMORY INC COM 2,011 -233 (10.38) 487,999
INTERNATIONAL BUSINESS MACHS COM 1,737 -1,083 (38.4) 9,240
QUALCOMM INC COM 700 -9,297 (92.99) 8,800
LIBERTY GLOBAL PLC SHS CL C 294 294 New 6,900
SPDR GOLD TRUST GOLD SHS 219 219 New 1,700


Create your free portfolio