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) 298

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

Sector Weighting

Basic Materials
Capital Goods 0.22%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 0.5%
Energy 0.95%
Financial 7.04%
Healthcare 1.93%
Services 16%
Technology 58.62%
Transportation
Utilities

48 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
XOOM CORP COM -11,126 Sold Out 0
LINKEDIN CORP COM CL A 22,976 -3,816 (14.24) 90,545
MERCADOLIBRE INC COM 10,334 -2,816 (21.41) 79,493
GUIDEWIRE SOFTWARE INC COM 9,410 -2,525 (21.16) 183,009
SPLUNK INC COM 11,564 -1,534 (11.71) 185,285
SERVICENOW INC COM 10,147 -648 (6) 138,446
NETSUITE INC COM 9,387 -619 (6.19) 100,686
FACEBOOK INC CL A 22,665 -368 (1.6) 280,595
PALO ALTO NETWORKS INC COM 12,316 -152 (1.22) 86,430
CDK GLOBAL INC COM -108 Sold Out 0
GOOGLE INC CL A 7,213 -72 (0.99) 13,539
GOOGLE INC CL C 7,095 -71 (0.99) 13,539
YUME INC COM 3,584 -41 (1.14) 694,642
3M CO COM 647 New 4,000
ABBOTT LABS COM 1,156 New 25,000
ABBVIE INC COM 1,557 New 25,000
APPLE INC COM 1,048 New 8,400
AUTOMATIC DATA PROCESSING INC COM 577 New 6,911
BERKSHIRE HATHAWAY INC DEL CL B NEW 3,890 New 27,650
E M C CORP MASS COM 1,064 New 40,000


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