Brandywine Managers as of Dec. 31, 2018
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 46 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Campbell Soup Company (CPB) | 87.3 | $185M | 5.6M | 32.99 | |
| Ringcentral (RNG) | 0.9 | $1.9M | 23k | 82.44 | |
| Zendesk | 0.7 | $1.4M | 24k | 58.39 | |
| Paycom Software (PAYC) | 0.7 | $1.4M | 12k | 122.48 | |
| Servicenow (NOW) | 0.6 | $1.3M | 7.6k | 178.06 | |
| Hubspot (HUBS) | 0.6 | $1.2M | 9.7k | 125.68 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.1M | 5.1k | 226.26 | |
| Everbridge, Inc. Cmn (EVBG) | 0.5 | $1.1M | 20k | 56.76 | |
| Workday Inc cl a (WDAY) | 0.5 | $1.1M | 6.9k | 159.71 | |
| Amazon (AMZN) | 0.5 | $1.1M | 705.00 | 1502.13 | |
| Shopify Inc cl a (SHOP) | 0.5 | $988k | 7.1k | 138.47 | |
| Ptc (PTC) | 0.5 | $959k | 12k | 82.92 | |
| Autodesk (ADSK) | 0.4 | $927k | 7.2k | 128.57 | |
| Guidewire Software (GWRE) | 0.4 | $824k | 10k | 80.27 | |
| Veeva Sys Inc cl a (VEEV) | 0.4 | $828k | 9.3k | 89.32 | |
| athenahealth | 0.4 | $815k | 6.2k | 131.88 | |
| FleetCor Technologies | 0.4 | $761k | 4.1k | 185.84 | |
| Ultimate Software | 0.3 | $719k | 2.9k | 244.97 | |
| Twilio Inc cl a (TWLO) | 0.3 | $652k | 7.3k | 89.32 | |
| Okta Inc cl a (OKTA) | 0.3 | $577k | 9.1k | 63.76 | |
| Twist Bioscience Corp (TWST) | 0.2 | $462k | 20k | 23.11 | |
| New Relic | 0.2 | $379k | 4.7k | 81.07 | |
| Teladoc (TDOC) | 0.2 | $387k | 7.8k | 49.62 | |
| Intuitive Surgical (ISRG) | 0.2 | $359k | 750.00 | 478.67 | |
| Natera (NTRA) | 0.2 | $366k | 26k | 13.97 | |
| Smartsheet (SMAR) | 0.2 | $341k | 14k | 24.89 | |
| Pegasystems (PEGA) | 0.1 | $311k | 6.5k | 47.85 | |
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $306k | 4.2k | 72.86 | |
| Zuora Inc ordinary shares (ZUO) | 0.1 | $301k | 17k | 18.13 | |
| Docusign (DOCU) | 0.1 | $301k | 7.5k | 40.13 | |
| Anaplan | 0.1 | $287k | 11k | 26.57 | |
| Varonis Sys (VRNS) | 0.1 | $270k | 5.1k | 52.94 | |
| Zscaler Incorporated (ZS) | 0.1 | $286k | 7.3k | 39.18 | |
| Guardant Health (GH) | 0.1 | $267k | 7.1k | 37.61 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $257k | 3.6k | 71.39 | |
| Arista Networks (ANET) | 0.1 | $253k | 1.2k | 210.83 | |
| Carbon Black | 0.1 | $248k | 19k | 13.41 | |
| Moderna (MRNA) | 0.1 | $246k | 16k | 15.28 | |
| Xilinx | 0.1 | $238k | 2.8k | 85.00 | |
| Regenxbio Inc equity us cm (RGNX) | 0.1 | $235k | 5.6k | 41.96 | |
| Proofpoint | 0.1 | $218k | 2.6k | 83.85 | |
| Palo Alto Networks (PANW) | 0.1 | $207k | 1.1k | 188.18 | |
| Transenterix | 0.1 | $209k | 92k | 2.26 | |
| Quanterix Ord (QTRX) | 0.1 | $217k | 12k | 18.30 | |
| Knowles (KN) | 0.1 | $172k | 13k | 13.33 | |
| Servicesource | 0.0 | $82k | 76k | 1.08 |
