Glynn Capital Management Llc Buys Elastic NV, Netflix Inc, Twilio Inc, Sells Facebook Inc, ServiceNow Inc, Tenable Holdings Inc

Feb 06, 2020

Menlo Park, CA, based Investment company Glynn Capital Management Llc (Current Portfolio) buys Elastic NV, Netflix Inc, Twilio Inc, Farfetch, sells Facebook Inc, ServiceNow Inc, Tenable Holdings Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Glynn Capital Management Llc. As of 2019Q4, Glynn Capital Management Llc owns 42 stocks with a total value of $569 million. These are the details of the buys and sells.

Added Positions: ESTC, NFLX, TWLO, FTCH,
Reduced Positions: FB, NOW, TENB, WORK,

For the details of GLYNN CAPITAL MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/glynn+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of GLYNN CAPITAL MANAGEMENT LLC

Atlassian Corporation PLC (TEAM) - 383,065 shares, 8.10% of the total portfolio.
ServiceNow Inc (NOW) - 145,214 shares, 7.21% of the total portfolio. Shares reduced by 22.52%
Workday Inc (WDAY) - 241,773 shares, 6.99% of the total portfolio.
Amazon.com Inc (AMZN) - 21,035 shares, 6.83% of the total portfolio.
Salesforce.com Inc (CRM) - 225,220 shares, 6.44% of the total portfolio.

Added: Elastic NV (ESTC)

Glynn Capital Management Llc added to a holding in Elastic NV by 87.74%. The purchase prices were between $61.01 and $87.27, with an estimated average price of $73.14. The stock is now traded at around $67.16. The impact to a portfolio due to this purchase was 2.41%. The holding were 456,858 shares as of .

Added: Netflix Inc (NFLX)

Glynn Capital Management Llc added to a holding in Netflix Inc by 20.44%. The purchase prices were between $266.69 and $336.9, with an estimated average price of $297.76. The stock is now traded at around $369.67. The impact to a portfolio due to this purchase was 1%. The holding were 104,148 shares as of .

Added: Twilio Inc (TWLO)

Glynn Capital Management Llc added to a holding in Twilio Inc by 38.49%. The purchase prices were between $91.06 and $116.59, with an estimated average price of $102. The stock is now traded at around $127.15. The impact to a portfolio due to this purchase was 0.98%. The holding were 203,933 shares as of .

Added: Farfetch Ltd (FTCH)

Glynn Capital Management Llc added to a holding in Farfetch Ltd by 23.03%. The purchase prices were between $7.48 and $10.35, with an estimated average price of $9.01. The stock is now traded at around $12.28. The impact to a portfolio due to this purchase was 0.93%. The holding were 2,724,727 shares as of .

Here is the complete portfolio of GLYNN CAPITAL MANAGEMENT LLC. Also check out:

1. GLYNN CAPITAL MANAGEMENT LLC's Undervalued Stocks
2. GLYNN CAPITAL MANAGEMENT LLC's Top Growth Companies, and
3. GLYNN CAPITAL MANAGEMENT LLC's High Yield stocks
4. Stocks that GLYNN CAPITAL MANAGEMENT LLC keeps buying

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