GLYNN CAPITAL MANAGEMENT LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 54
New Positions 5
Increased Positions 17
Decreased Positions 8
Positions with Activity 25
Sold Out Positions 3
Total Mkt Value (in $ millions) 316

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

Sector Weighting

Basic Materials
Capital Goods 0.19%
Conglomerates 0%
Consumer Cyclical 0.07%
Consumer/Non-Cyclical 0.43%
Energy 0.99%
Financial 8.11%
Healthcare 1.8%
Services 11.65%
Technology 64.53%
Transportation
Utilities

54 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
EQUINIX INC COM NEW -11,051 Sold Out 0
IMPERVA INC COM -4,543 Sold Out 0
RALLY SOFTWARE DEV CORP COM -3,095 Sold Out 0
BAIDU INC SPON ADR REP A 6,129 -1,319 (17.71) 27,541
SILVER SPRING NETWORKS INC COM 279 -55 (16.45) 30,983
PALO ALTO NETWORKS INC COM 14,905 -594 (3.84) 137,929
FINANCIAL ENGINES INC COM 6,789 -166 (2.39) 191,674
SALESFORCE COM INC COM 10,823 -119 (1.09) 181,678
3M CO COM 594 New 4,000
ABBOTT LABS COM 1,062 New 25,000
ABBVIE INC COM 1,507 New 25,000
APPLE INC COM 884 New 8,400
AUTOMATIC DATA PROCESSING INC COM 527 New 6,911
BERKSHIRE HATHAWAY INC DEL CL B NEW 3,854 New 27,650
CDK GLOBAL INC COM 68 New 2,304
E M C CORP MASS COM 1,127 New 40,000
GENERAL ELECTRIC CO COM 1,436 New 56,016
GENERAL MLS INC COM 1,361 New 26,672
HALLIBURTON CO COM 1,300 New 23,300
INTEL CORP COM 1,659 New 50,000


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