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
$460M
AUM Growth
+$9.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$7.91M
3
+$6.38M
4
GTLB icon
GitLab
GTLB
+$2.11M
5
NU icon
Nu Holdings
NU
+$2.08M

Top Sells

1
+$4.1M
2
+$3.88M
3
+$2.49M
4
HCP
HashiCorp, Inc. Class A Common Stock
HCP
+$2.4M
5
DDOG icon
Datadog
DDOG
+$1.3M

Sector Composition

1 Technology 75.14%
2 Financials 9.29%
3 Healthcare 6.6%
4 Communication Services 2.33%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.73M 0.81%
25,000
27
$3.24M 0.7%
10,802
28
$3.1M 0.67%
14,450
29
$2.91M 0.63%
22,040
30
$2.88M 0.63%
22,000
31
$2.55M 0.56%
5,000
32
$2.51M 0.55%
16,128
33
$2.47M 0.54%
12,197
34
$2.42M 0.53%
25,000
35
$2.37M 0.52%
23,068
36
$2.11M 0.46%
51,993
37
$2.1M 0.46%
36,014
38
$1.77M 0.39%
665,987
39
$1.7M 0.37%
45,000
40
$1.55M 0.34%
24,135
41
$1.45M 0.32%
13,140
42
$1.42M 0.31%
176,991
43
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-4,784
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