Brandywine Managers as of Dec. 31, 2019
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 49 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Campbell Soup Company (CPB) | 87.6 | $292M | 5.9M | 49.42 | |
| Ringcentral (RNG) | 1.2 | $3.9M | 23k | 168.65 | |
| Paycom Software (PAYC) | 0.9 | $3.1M | 12k | 264.75 | |
| Shopify Inc cl a (SHOP) | 0.8 | $2.8M | 7.1k | 397.62 | |
| Servicenow (NOW) | 0.6 | $2.1M | 7.6k | 282.35 | |
| Veeva Sys Inc cl a (VEEV) | 0.6 | $1.9M | 13k | 140.63 | |
| Zendesk | 0.6 | $1.9M | 24k | 76.63 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.7M | 5.1k | 329.71 | |
| Hubspot (HUBS) | 0.5 | $1.5M | 9.7k | 158.45 | |
| Everbridge, Inc. Cmn (EVBG) | 0.5 | $1.5M | 20k | 78.08 | |
| Autodesk (ADSK) | 0.4 | $1.3M | 7.2k | 183.50 | |
| Amazon (AMZN) | 0.4 | $1.3M | 705.00 | 1848.23 | |
| Slack Technologies | 0.4 | $1.2M | 55k | 22.47 | |
| Guidewire Software (GWRE) | 0.3 | $1.1M | 10k | 109.79 | |
| Workday Inc cl a (WDAY) | 0.3 | $1.1M | 6.9k | 164.48 | |
| Twilio Inc cl a (TWLO) | 0.3 | $1.1M | 11k | 98.32 | |
| Anaplan | 0.3 | $1.1M | 20k | 52.42 | |
| Okta Inc cl a (OKTA) | 0.3 | $1.0M | 9.1k | 115.36 | |
| Natera (NTRA) | 0.3 | $866k | 26k | 33.70 | |
| Zuora Inc ordinary shares (ZUO) | 0.2 | $747k | 52k | 14.34 | |
| Teladoc (TDOC) | 0.2 | $636k | 7.6k | 83.68 | |
| Guardant Health (GH) | 0.2 | $555k | 7.1k | 78.17 | |
| Intuitive Surgical (ISRG) | 0.1 | $502k | 850.00 | 590.59 | |
| Zoom Video Communications In cl a (ZM) | 0.1 | $511k | 7.5k | 68.09 | |
| Smartsheet (SMAR) | 0.1 | $481k | 11k | 44.95 | |
| Avalara | 0.1 | $462k | 6.3k | 73.28 | |
| Twist Bioscience Corp (TWST) | 0.1 | $424k | 20k | 21.00 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $439k | 8.8k | 49.89 | |
| Varonis Sys (VRNS) | 0.1 | $396k | 5.1k | 77.65 | |
| Zscaler Incorporated (ZS) | 0.1 | $400k | 8.6k | 46.51 | |
| Docusign (DOCU) | 0.1 | $408k | 5.5k | 74.18 | |
| Pagerduty (PD) | 0.1 | $415k | 18k | 23.41 | |
| New Relic | 0.1 | $366k | 5.6k | 65.65 | |
| Quanterix Ord (QTRX) | 0.1 | $375k | 16k | 23.65 | |
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $334k | 2.9k | 115.17 | |
| 10x Genomics Inc Cl A (TXG) | 0.1 | $328k | 4.3k | 76.28 | |
| Xilinx | 0.1 | $303k | 3.1k | 97.74 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $290k | 2.7k | 107.41 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $295k | 7.8k | 37.82 | |
| Palo Alto Networks (PANW) | 0.1 | $254k | 1.1k | 230.91 | |
| Bluebird Bio (BLUE) | 0.1 | $246k | 2.8k | 87.86 | |
| Arista Networks (ANET) | 0.1 | $244k | 1.2k | 203.33 | |
| Regenxbio Inc equity us cm (RGNX) | 0.1 | $238k | 5.8k | 41.03 | |
| Tabula Rasa Healthcare | 0.1 | $248k | 5.1k | 48.63 | |
| Transmedics Group (TMDX) | 0.1 | $234k | 12k | 19.02 | |
| Moderna (MRNA) | 0.1 | $197k | 10k | 19.51 | |
| Personalis Ord (PSNL) | 0.1 | $198k | 18k | 10.90 | |
| Fulcrum Therapeutics (FULC) | 0.1 | $189k | 11k | 16.60 | |
| Servicesource | 0.0 | $127k | 76k | 1.67 |
