Glynn Capital Management LLC Portfolio Holdings
Glynn Capital Management LLC
- $421 Million
- Q2 2024
Glynn Capital Management LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $421 Million distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nu Holdings Ltd. with a value of $37.6M, Datadog, Inc. with a value of $35M, Service Now, Inc. with a value of $34.6M, Crowd Strike Holdings, Inc. with a value of $31.8M, and Okta, Inc. with a value of $31.4M.
Examining the 13F form we can see an decrease of $38.8M in the current position value, from $460M to 421M.
Below you can find more details about Glynn Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$421 Million
Technology: $291 Million
Healthcare: $54.6 Million
Financial Services: $44.6 Million
Communication Services: $16.8 Million
Consumer Cyclical: $7.17 Million
Energy: $4.7 Million
Consumer Defensive: $1.95 Million