Glynn Capital Management LLC Portfolio Holdings by Sector

Glynn Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MDB ADYEY NET CRWD TOST IOT MSFT OKTA 8 stocks	$87,174 34.54% of portfolio	2	5	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare OSCR 1 stocks	$54,064 21.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SNOW NOW DDOG SHOP APP 5 stocks	$48,112 19.06% of portfolio	1	3	1	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA AVGO AMD 4 stocks	$24,467 9.7% of portfolio	1	2	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$22,292 8.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$12,128 4.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services OPRT MA V 3 stocks	$3,627 1.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$172 0.07% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$149 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts

Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$109 0.04% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$49 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$23 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts

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