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
$939M
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$28M
2 +$22.9M
3 +$16.4M
4
XYZ
Block Inc
XYZ
+$12.1M
5
SE icon
Sea Limited
SE
+$11.9M

Top Sells

1 +$41.6M
2 +$31.2M
3 +$26.8M
4
SMAR
Smartsheet Inc.
SMAR
+$25.7M
5
CRWD icon
CrowdStrike
CRWD
+$22.3M

Sector Composition

1 Technology 74.78%
2 Industrials 7.48%
3 Financials 5.35%
4 Consumer Discretionary 5.1%
5 Healthcare 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-142,469