GLYNN CAPITAL MANAGEMENT LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 48
New Positions 1
Increased Positions 9
Decreased Positions 13
Positions with Activity 22
Sold Out Positions 2
Total Mkt Value (in $ millions) 295

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

Sector Weighting

Basic Materials
Capital Goods 0.21%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 0.5%
Energy 0.98%
Financial 7.25%
Healthcare 2%
Services 16.33%
Technology 59.59%
Transportation
Utilities

22 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 31,489 140 .45 74,464
WORKDAY INC CL A 24,815 292 1.19 277,259
FACEBOOK INC CL A 22,164 -360 (1.6) 280,595
NIMBLE STORAGE INC COM 19,209 917 5.01 789,182
LINKEDIN CORP COM CL A 18,581 -3,086 (14.24) 90,545
FINANCIAL ENGINES INC COM 14,284 614 4.49 339,050
YELP INC CL A 14,210 4,729 49.88 357,402
TWITTER INC COM 14,011 4,868 53.24 370,265
SALESFORCE COM INC COM 14,003 2,732 24.24 190,883
PALO ALTO NETWORKS INC COM 13,035 -161 (1.22) 86,430
SPLUNK INC COM 12,360 -1,640 (11.71) 185,285
MERCADOLIBRE INC COM 11,554 -3,148 (21.41) 79,493
SERVICENOW INC COM 10,210 -652 (6) 138,446
NETSUITE INC COM 9,587 -632 (6.19) 100,686
GUIDEWIRE SOFTWARE INC COM 9,178 -2,463 (21.16) 183,009
GOOGLE INC CL A 7,462 -74 (0.99) 13,539
GOOGLE INC CL C 7,283 -73 (0.99) 13,539
DEMANDWARE INC COM 6,995 3,992 132.93 114,241
YUME INC COM 3,584 -41 (1.14) 694,642
TIFFANY & CO NEW COM 178 178 New 2,000