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
$743M
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$16.5M
3
+$12.5M
4
HCP
HashiCorp, Inc. Class A Common Stock
HCP
+$9.76M
5
BASE
Couchbase
BASE
+$9.26M

Top Sells

1
+$47.6M
2
+$22.9M
3
+$7.59M
4
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$5.55M
5
GWRE icon
Guidewire Software
GWRE
+$1.92M

Sector Composition

1 Technology 74.3%
2 Financials 6.13%
3 Industrials 5.24%
4 Consumer Discretionary 5.24%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-25,880
52
– –
-16,940
53
– –
-1,102,265
1 2
3