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) 286

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 0.51%
Energy 0.88%
Financial 10.62%
Healthcare 2.06%
Services 13.47%
Technology 60.82%
Transportation
Utilities

52 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
BAIDU INC SPON ADR REP A -6,426 Sold Out 0
ORACLE CORP COM -884 Sold Out 0
SILVER SPRING NETWORKS INC COM -226 Sold Out 0
SPDR GOLD TRUST GOLD SHS -211 Sold Out 0
TIFFANY & CO NEW COM -182 Sold Out 0
PALO ALTO NETWORKS INC COM 11,095 -6,396 (36.57) 87,495
SERVICENOW INC COM 10,124 -3,089 (23.38) 147,286
LINKEDIN CORP COM CL A 24,519 -6,070 (19.84) 105,585
MERCADOLIBRE INC COM 12,876 -2,815 (17.94) 101,153
TWITTER INC COM 9,525 -1,977 (17.19) 241,625
SALESFORCE COM INC COM 9,006 -1,644 (15.43) 153,637
GUIDEWIRE SOFTWARE INC COM 11,792 -1,849 (13.55) 232,123
FACEBOOK INC CL A 22,194 -3,217 (12.66) 285,155
GOOGLE INC CL C 7,383 -1,056 (12.51) 13,674
GOOGLE INC CL A 7,411 -1,060 (12.51) 13,674
SPLUNK INC COM 11,939 -1,675 (12.3) 209,865
NETSUITE INC COM 11,577 -1,550 (11.81) 107,326
WORKDAY INC CL A 22,797 -1,156 (4.83) 274,000
AMAZON COM INC COM 23,159 -269 (1.15) 74,134
3M CO COM 656 New 4,000