GCM
Glynn Capital Management Portfolio holdings
AUM
$445M
This Quarter Return
-10.06%
1 Year Return
+45.56%
3 Year Return
+170.62%
5 Year Return
+124.78%
10 Year Return
+999.31%
AUM
$939M
AUM Growth
+$939M
(-18%)
Cap. Flow
-$76.2M
Cap. Flow
% of AUM
-8.12%
Top 10 Holdings %
Top 10 Hldgs %
60.31%
Holding
52
New
5
Increased
8
Reduced
9
Closed
3
Top Buys
| 1 |
Nu Holdings
NU
|
$28M |
| 2 |
Olo Inc
OLO
|
$22.9M |
| 3 |
Okta
OKTA
|
$16.4M |
| 4 |
XYZ
Block, Inc.
XYZ
|
$12.1M |
| 5 |
Sea Limited
SE
|
$11.9M |
Top Sells
| 1 |
Atlassian
TEAM
|
$41.6M |
| 2 |
COUP
Coupa Software Incorporated
COUP
|
$31.2M |
| 3 |
Veeva Systems
VEEV
|
$26.8M |
| 4 |
SMAR
Smartsheet Inc.
SMAR
|
$25.7M |
| 5 |
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% |