Glynn Capital Management LLC Top Holdings and 13F Report (2024) → Shocking $16T Elon Musk Crypto Leak (From Crypto 101 Media) (Ad) About Glynn Capital Management LLCInvestment ActivityGlynn Capital Management LLC has $533.73 million in total holdings as of March 31, 2024.Glynn Capital Management LLC owns shares of 40 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.51% of the portfolio was purchased this quarter.About 13.15% of the portfolio was sold this quarter.This quarter, Glynn Capital Management LLC has purchased 42 new stocks and bought additional shares in 5 stocks.Glynn Capital Management LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings ServiceNow $37,500,931Atlassian $36,391,332NU $35,851,750Datadog $34,503,682CrowdStrike $32,896,060 Largest Purchases this Quarter Klaviyo, Inc. 848,152 shares (about $21.61M)Atlassian 11,357 shares (about $2.22M)Alphabet 669 shares (about $101.86K)Alphabet 661 shares (about $99.76K)Toast 1,892 shares (about $47.15K) Largest Sales this Quarter Microsoft 60,762 shares (about $25.56M)CrowdStrike 42,566 shares (about $13.65M)Datadog 25,768 shares (about $3.18M)ServiceNow 4,123 shares (about $3.14M)NU 229,899 shares (about $2.74M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGlynn Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNOWServiceNow$37,500,931$3,143,375 ▼-7.7%49,1887.0%Computer and TechnologyTEAMAtlassian$36,391,332$2,215,864 ▲6.5%186,5176.8%Computer and TechnologyNUNU$35,851,750$2,742,695 ▼-7.1%3,005,1766.7%Business ServicesDDOGDatadog$34,503,682$3,184,925 ▼-8.5%279,1566.5%Computer and TechnologyCRWDCrowdStrike$32,896,060$13,646,234 ▼-29.3%102,6116.2%Computer and TechnologyOKTAOkta$30,327,559$1,014,291 ▼-3.2%289,8835.7%Computer and TechnologyKlaviyo, Inc.$29,029,542$21,610,913 ▲291.3%1,139,3075.4%COMSNOWSnowflake$28,721,814$936,149 ▼-3.2%177,7345.4%Computer and TechnologyOSCROscar Health$28,486,7420.0%1,915,7195.3%FinanceADYEYAdyen$28,408,918$679,681 ▼-2.3%1,680,0075.3%Business ServicesTOSTToast$26,468,753$47,149 ▲0.2%1,062,1495.0%Computer and TechnologyGTLBGitLab$25,156,624$319,127 ▼-1.3%431,3554.7%Computer and TechnologyMDBMongoDB$19,497,822$1,664,807 ▼-7.9%54,3663.7%Computer and TechnologyHCPHashiCorp$14,768,546$1,293,654 ▼-8.1%547,9982.8%Computer and TechnologyBASECouchbase$13,982,9760.0%531,4702.6%Computer and TechnologySMARSmartsheet$12,053,464$1,189,380 ▼-9.0%313,0772.3%Computer and TechnologyLLYEli Lilly and Company$10,494,6800.0%13,4902.0%MedicalBILLBILL$8,783,584$857,007 ▼-8.9%127,8171.6%Computer and TechnologyBerkshire Hathaway Inc., Class$7,105,5260.0%16,8971.3%COMAMZNAmazon.com$6,688,4900.0%37,0801.3%Retail/WholesaleMSFTMicrosoft$6,320,056$25,563,789 ▼-80.2%15,0221.2%Computer and TechnologyVVisa$5,581,6000.0%20,0001.0%Business ServicesAAPLApple$5,491,3040.0%32,0231.0%Computer and TechnologyMETAMeta Platforms$5,245,2350.0%10,8021.0%Computer and TechnologyABBVAbbVie$4,552,5000.0%25,0000.9%MedicalWDAYWorkday$3,941,2370.0%14,4500.7%Computer and TechnologyCRMSalesforce$3,673,4920.0%12,1970.7%Computer and TechnologyGOOGAlphabet$3,457,672$101,862 ▲3.0%22,7090.6%Computer and TechnologyGOOGLAlphabet$3,420,225$99,765 ▲3.0%22,6610.6%Computer and TechnologyINTUIntuit$3,250,0000.0%5,0000.6%Computer and TechnologyMRKMerck & Co., Inc.$3,043,8230.0%23,0680.6%MedicalABTAbbott Laboratories$2,841,5000.0%25,0000.5%MedicalNFLXNetflix$2,732,9850.0%4,5000.5%Consumer DiscretionaryJNJJohnson & Johnson$2,551,2880.0%16,1280.5%MedicalTGTTarget$2,328,5390.0%13,1400.4%Retail/WholesaleHALHalliburton$2,049,5640.0%51,9930.4%Oils/EnergySLBSchlumberger$1,973,9270.0%36,0140.4%Oils/EnergyRoyal Dutch Shell Plc$1,618,0100.0%24,1350.3%COMOPRTOportun Financial$1,429,4060.0%588,2330.3%FinanceGROVGrove Collaborative$1,112,1980.0%665,9870.2%Consumer StaplesXMTRXometry$0$12,990,335 ▼-100.0%00.0%Industrial ProductsSNCEScience 37$0$945,137 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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