Glynn Capital Management LLC Purchases and Sells in Q4 2024

Glynn Capital Management LLC

$341 Million
Q4 2024

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	10.2K + 10.06%	$172.07 - $207.36 $1.75M - $2.11M	111K $22M
GOOGL	107 + 0.79%	$161.86 - $196.66 $17.3K - $21K	13.7K $2.59M
AAPL	13 + 0.07%	$221.69 - $259.02 $2.88K - $3.37K	19.1K $4.79M
META	8 + 0.12%	$554.08 - $632.68 $4.43K - $5.06K	6.92K $4.08M
MELI	2 + 20.0%	$1666.0 - $2117.3 $3.33K - $4.23K	12 $20K
AMD	32 + 22.86%	$118.88 - $172.8 $3.8K - $5.53K	172 $20K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VRT	119K New	N/A	119K $10.3M
CEG	50 New	$224.28 - $285.52 $11.2K - $14.3K	50 $11K
LITE	137 New	$61.49 - $94.9 $8.42K - $13K	137 $11K
MRVL	106 New	$70.31 - $124.78 $7.45K - $13.2K	106 $11K
Arista Networks	106K New	N/A	106K $0
GE Vernova Inc	36 New	N/A	36 $0

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADYEY	-473K - 27.25%	$12.81 - $15.76 $6.06M - $7.46M	1.26M $18.5M
GTLB	-178K - 36.55%	$48.76 - $67.19 $8.66M - $11.9M	308K $17.4M
TOST	-394K - 43.06%	$27.43 - $43.54 $10.8M - $17.2M	522K $19M
DDOG	-95.6K - 38.63%	$113.98 - $168.65 $10.9M - $16.1M	152K $21.7M
NOW	-11.2K - 29.87%	$867.18 - $1148.42 $9.73M - $12.9M	26.4K $27.9M
CRWD	-16.7K - 19.34%	$275.15 - $388.2 $4.59M - $6.48M	69.6K $23.8M

Activity Summary All Purchases 16 New Holdings 6 Increased Positions 10 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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