GCM
Glynn Capital Management Portfolio holdings
AUM
$317M
1-Year Est. Return
41.64%
1 Year Est. Return
+41.64%
AUM
$445M
AUM Growth
+$64.7M
(+17%)
Holding
56
Top Buys
| 1 | +$18.1M | |
| 2 | +$5.87M | |
| 3 | +$2.51M | |
| 4 |
Toast
TOST
|
+$2.43M |
| 5 |
Atlassian
TEAM
|
+$2.26M |
Top Sells
| 1 | +$16.3M | |
| 2 | +$11.9M | |
| 3 | +$10.8M | |
| 4 |
Cloudflare
NET
|
+$9.8M |
| 5 |
BASE
Couchbase
BASE
|
+$8.37M |
Sector Composition
| 1 | Technology | 57.09% |
| 2 | Healthcare | 17.31% |
| 3 | Financials | 8.08% |
| 4 | Industrials | 6.08% |
| 5 | Consumer Discretionary | 5.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Halliburton
HAL
$23B
| – | – |
-29,839
|
|
||
52
Lumentum
LITE
$16.5B
| – | – |
-75
|
|
||
53
Marvell Technology
MRVL
$74.5B
| – | – |
-56
|
|
||
54
SLB Ltd
SLB
$55.2B
| – | – |
-20,965
|
|
||
|
RDS.A
55
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| – | – |
-13,992
|
|