GCM

Glynn Capital Management Portfolio holdings

AUM $317M
1-Year Est. Return 41.64%
This Quarter Est. Return
1 Year Est. Return
+41.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$941M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$24.6M
3
+$23M
4
SNOW icon
Snowflake
SNOW
+$21.3M
5
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$20.3M

Top Sells

1
+$51.6M
2
+$23.5M
3
+$8.07M
4
TEAM icon
Atlassian
TEAM
+$7.19M
5
VEEV icon
Veeva Systems
VEEV
+$7.02M

Sector Composition

1 Technology 71.66%
2 Industrials 9.29%
3 Healthcare 6.04%
4 Consumer Discretionary 5.3%
5 Communication Services 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.6M 0.38%
16,897
27
$3.6M 0.38%
+165,000
28
$2.96M 0.31%
11,300
29
$2.72M 0.29%
25,000
30
$2.58M 0.27%
12,280
31
$2.57M 0.27%
10,212
-205,443
32
$2.4M 0.26%
16,128
33
$2.19M 0.23%
25,000
34
$2.07M 0.22%
13,140
35
$2M 0.21%
38,700
36
$2M 0.21%
13,490
37
$1.91M 0.2%
24,175
38
$1.77M 0.19%
16,940
39
$1.65M 0.17%
26,672
40
$1.63M 0.17%
5,000
41
$1.62M 0.17%
22,040
42
$1.61M 0.17%
22,000
43
$641K 0.07%
4,784
44
$627K 0.07%
51,993
45
$607K 0.06%
24,135
46
$560K 0.06%
36,014
47
$451K 0.05%
19,165
48
$436K 0.05%
+5,000
49
$364K 0.04%
10,140
1
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