GLYNN CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 52
New Positions 1
Increased Positions 5
Decreased Positions 19
Positions with Activity 24
Sold Out Positions 5
Total Mkt Value (in $ millions) 294

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

Sector Weighting

Basic Materials
Capital Goods 0.23%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 0.49%
Energy 0.88%
Financial 10.92%
Healthcare 2.02%
Services 12.66%
Technology 60.14%
Transportation
Utilities

19 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LINKEDIN CORP COM CL A 24,478 -6,060 (19.84) 105,585
WORKDAY INC CL A 23,093 -1,171 (4.83) 274,000
FACEBOOK INC CL A 23,032 -3,338 (12.66) 285,155
AMAZON COM INC COM 22,465 -261 (1.15) 74,134
MERCADOLIBRE INC COM 12,931 -2,827 (17.94) 101,153
SPLUNK INC COM 12,905 -1,810 (12.3) 209,865
GUIDEWIRE SOFTWARE INC COM 11,964 -1,876 (13.55) 232,123
NETSUITE INC COM 11,961 -1,601 (11.81) 107,326
PALO ALTO NETWORKS INC COM 11,023 -6,354 (36.57) 87,495
SERVICENOW INC COM 10,264 -3,132 (23.38) 147,286
SALESFORCE COM INC COM 9,269 -1,692 (15.43) 153,637
TWITTER INC COM 9,088 -1,886 (17.19) 241,625
GOOGLE INC CL A 7,342 -1,050 (12.51) 13,674
GOOGLE INC CL C 7,230 -1,034 (12.51) 13,674
BAIDU INC SPON ADR REP A -6,361 Sold Out 0
ORACLE CORP COM -925 Sold Out 0
SILVER SPRING NETWORKS INC COM -254 Sold Out 0
SPDR GOLD TRUST GOLD SHS -192 Sold Out 0
TIFFANY & CO NEW COM -215 Sold Out 0


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