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Glynn Capital Management

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Today:
Week:
1-month:
All-time:
0.0%
+1.6%
-1.2%
+7.1%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
0.0%
-0.9%
-0.5%
-12.8%
 

Data since: Jan-1-2008
Current Portfolio: Q1 2013


     
Huntington Stee... 0.0%
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Cavalry Managem... 0.0%
     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q1 2013 View as: Alerts Holdings Detail
 AMZN $281.76 0.00 0.00% 9,301 3% $128.2B - 33% -1% +7.7% $13.2M | 49.6K shares - increase of 5.3K shares
 CRM $38.25 0.00 0.00% 100 0% $22.5B - 27% -20% -78.2% $28.4M | 159.0K shares - increase of 8.0K shares
 EQIX $191.33 0.00 0.00% 0% $9.4B - 20% -17% -11.0% $7.6M | 35.0K shares - increase of 3.0K shares
 FB $24.21 0.00 0.00% 256,501 6% $58.3B - 38% -28% -5.2% $25.2M | 985.1K shares - increase of 94.5K shares
 FIO $13.26 0.00 0.00% 475 0% $1.3B - 4% -59% -15.5% $8.2M | 500.0K shares - increase of 194.2K shares
 FNGN $47.13 0.00 0.00% 0% $2.2B 0.4% 160% -1% +31.5% $8.6M | 238.3K shares - decrease of 41.6K shares
 GWRE $42.90 0.00 0.00% 0% $2.4B - 83% -2% +13.8% $8.7M | 226.5K shares - increase of 20.0K shares
 INFA $36.25 0.00 0.00% 0% $3.9B - 52% -19% +7.8% $8.6M | 248.5K shares - decrease of 10.0K shares
 MELI $113.62 0.00 0.00% 2,895 4% $5.0B 0.5% 77% -12% +16.1% $10.4M | 107.9K shares - decrease of 17.8K shares
 N $88.50 0.00 0.00% 0% $6.5B - 88% -8% +12.2% $8.9M | 111.0K shares - increase of 16.6K shares
 PFPT $22.98 0.00 0.00% 0% $782.4M - 135% -2% +37.2% $7.4M | 436.6K shares - decrease of 175.7K shares
 QCOM $62.38 0.00 0.00% 450 0% $107.6B 2.2% 17% -9% -5.5% $8.3M | 124.0K shares - increase of 117.0K shares
 RHT $46.63 0.00 0.00% 700 0% $8.8B - 4% -22% -3.5% $8.0M | 159.1K shares - increase of 66.0K shares
 WDAY $61.20 0.00 0.00% 7,200 6% $10.5B - 36% -12% -0.1% $9.2M | 150.1K shares - increase of 25.1K shares
 XOOM $21.79 0.00 0.00% 0% $717.7M - 23% -16% +1.7% $22.1M | 966.1K shares - New Holding
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Discuss Glynn Capital Management's portfolio
 
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Benzinga Market Primer: Wednesday, June 19: FOMC Edition
ATU  LZB  S  MU  ADBE  TTEK  POOL  DISH  FDS  FDX  RHT  CLWR  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - June 19, 06:28AM from (www.benzinga.com)
Free & Live Event: Join our very own Nic Chahine for a for a webinar tonight to discuss how to boost your weekly  more ...
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America’s Most Wasteful Companies
AMD  AMAT  DOW  FRX  HPQ  EA  DELL  AMZN  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - June 19, 06:15AM from (247wallst.com)
Big companies often invest in research and development to promote growth and profitability. Yet this expense can sometimes  more ...
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Guidewire Software Announces Addition of Affecto to PartnerConnect Program
GWRE  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - June 19, 02:00AM from (www.businesswire.com)
Affecto PLC and Guidewire Software, Inc. (NYSE: GWRE), a provider of core system software to general insurers, today announced  more ...
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Xoom Launches New Mobile Apps for International Money Transfer
XOOM  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - June 18, 09:43PM from (globenewswire.com)

SAN FRANCISCO, June 18, 2013 (GLOBE NEWSWIRE) -- Xoom Corporation (Nasdaq:XOOM), a leading  more ...

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Microsoft Boutiques at Best Buy: Guess Who Wins
AAPL  BBY  MSFT  AMZN  SSNLF  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - June 18, 06:33PM from (ycharts.com)
Investor reaction to Best Buy’s (BBY) deal to put mini-Microsoft (MSFT) stores inside its big boxes wasn’t terribly enthusiastic,  more ...
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Bits Blog: I.B.M. Inflates Its Cloud
IBM  CRM  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - June 18, 05:45PM from (bits.blogs.nytimes.com)
I.B.M. announced it has 100 cloud computing offerings and is targeting executives in areas like marketing and human resources.<img  more ...
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Photo Release -- Xoom Launches New Mobile Apps for International Money Transfer
XOOM  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - June 18, 04:43PM from (globenewswire.com)
SAN FRANCISCO, June 18, 2013 (GLOBE NEWSWIRE) -- Xoom Corporation (Nasdaq:XOOM), a leading  more ...
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Is 3D Printing Company Makerbot Going Public?
SSYS  AMZN  
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - June 18, 04:17PM from (www.energyandcapital.com)
3D printer manufacturer Makerbot is positioned for an IPO or acquisition.  more ...
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Microsoft Said to Add Qualcomm as Surface RT Supplier
INTC  MSFT  QCOM  NVDA  GOOG  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - June 18, 04:06PM from (www.bloomberg.com)
Microsoft Corp. (MSFT), seeking to break into the market for tablet computers, will update its Surface RT using chips from  more ...
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Why Did Google Want Waze so Badly?
AAPL  MSFT  GOOG  FB  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - June 18, 03:25PM from (www.investopedia.com)
Google acquired Waze on June 11. Why does the company want this single app so badly?  more ...
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Amazon Announces 'Birthday Gift' Feature, Expands FreeTime Unlimited Selection
AMZN  FB  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - June 18, 03:04PM from (www.benzinga.com)
When Facebook (NASDAQ: FB) announced its gift giving initiative, the goal was to turn a profit in a fun and clever way.  more ...
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Can Apple Dominate Taiwan's Growing Tablet Market?
AAPL  AMZN  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - June 18, 01:04PM from (www.benzinga.com)
The Taiwanese tablet market is set to grow exponentially this year, nearly doubling the hardware sales of 2012.  more ...
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Amazon (NASDAQ: AMZN) Automated Warehouses
GPS  WMT  WAG  SPLS  AMZN  
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - June 18, 09:41AM from (www.energyandcapital.com)
Amazon (NASDAQ: AMZN) expands its grocery delivery service with the help of robotic warehousing.  more ...
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UBS Issues List of Stocks to Buy: Growth at a Reasonable Price
INTC  SLB  QCOM  TEVA  AGN  ESRX  EBAY  UBS  COL  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - June 18, 08:20AM from (247wallst.com)
The research team at UBS A.G. (NYSE: UBS) has released what Wall Street calls a Q-GARP list, which is simply "quality growth  more ...
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Facebook Dominates Twitter Among Brands — Optimal
FB  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - June 18, 06:16AM from (247wallst.com)
Optimal Inc. has released a new study about brand leadership numbers between Twitter and Facebook Inc. (NASDAQ: FB). The  more ...
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Facebook's Zuckerberg Meets Samsung Executives Amid Mobile Push
FB  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - June 18, 03:33AM from (www.bloomberg.com)
Facebook Inc. (FB) Chief Executive Officer Mark Zuckerberg, seeking to boost advertising sales from mobile devices, is meeting  more ...
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More Data on Privacy, but Picture Is No Clearer
AAPL  MSFT  GOOG  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - June 17, 08:59PM from (www.nytimes.com)
Apple joined the list of companies that have disclosed information about government surveillance, but many questions remain  more ...
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Advertising: Longing to Stay Wanted, MTV Turns Its Attention to Younger Viewers
OMC  HPQ  PEP  PG  UN  FB  VIAB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - June 17, 08:21PM from (www.nytimes.com)
Trying to avoid a decline in viewership, MTV plans to present a nationwide study of 1,800 “young millennials” to marketers  more ...
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FIO: Flynn Departure from Board Amplifies Uncertainty, Says RBC
FIO  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - June 17, 07:46PM from (blogs.barrons.com)
Shares of server acceleration hardware provider Fusion-IO (FIO) today fell 38 cents, or 2.8%, to close at $13.29, after the  more ...
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Cloud Profit Lags Older Software, Box CEO Levie Says
IBM  AKAM  RAX  CRM  ORCL  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - June 17, 04:37PM from (www.bloomberg.com)
Cloud software companies can’t expect as much profit as traditional vendors because customers increasingly have more choices,  more ...
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