Brandywine Managers as of Sept. 30, 2020
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 40 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Draftkings Com Cl A | 47.7 | $25M | 592k | 42.53 | |
| Slack Technologies Com Cl A | 3.7 | $1.9M | 73k | 26.86 | |
| Okta Cl A (OKTA) | 3.7 | $1.9M | 9.1k | 213.81 | |
| Natera (NTRA) | 3.5 | $1.9M | 26k | 72.26 | |
| Twilio Cl A (TWLO) | 3.4 | $1.8M | 7.3k | 247.12 | |
| Teladoc (TDOC) | 3.0 | $1.6M | 7.3k | 219.18 | |
| Twist Bioscience Corp (TWST) | 2.7 | $1.4M | 19k | 76.00 | |
| Campbell Soup Company (CPB) | 2.2 | $1.2M | 24k | 48.39 | |
| Docusign (DOCU) | 2.2 | $1.1M | 5.3k | 215.28 | |
| Veeva Sys Cl A Com (VEEV) | 2.0 | $1.0M | 3.7k | 281.08 | |
| Zscaler Incorporated (ZS) | 1.9 | $985k | 7.0k | 140.71 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $891k | 6.5k | 137.33 | |
| Guardant Health (GH) | 1.5 | $794k | 7.1k | 111.83 | |
| Datadog Cl A Com (DDOG) | 1.3 | $684k | 6.7k | 102.09 | |
| Anaplan | 1.3 | $670k | 11k | 62.62 | |
| Moderna (MRNA) | 1.2 | $644k | 9.1k | 70.80 | |
| Varonis Sys (VRNS) | 1.1 | $589k | 5.1k | 115.49 | |
| 10x Genomics Cl A Com (TXG) | 1.0 | $536k | 4.3k | 124.65 | |
| Intuitive Surgical Com New (ISRG) | 1.0 | $532k | 750.00 | 709.33 | |
| Pagerduty (PD) | 1.0 | $517k | 19k | 27.11 | |
| Quanterix Ord (QTRX) | 1.0 | $515k | 15k | 33.76 | |
| Smartsheet Com Cl A (SMAR) | 1.0 | $504k | 10k | 49.41 | |
| Wells Fargo & Company (WFC) | 0.9 | $494k | 21k | 23.52 | |
| Schrodinger (SDGR) | 0.8 | $447k | 9.4k | 47.55 | |
| NVIDIA Corporation (NVDA) | 0.8 | $433k | 800.00 | 541.25 | |
| Alnylam Pharmaceuticals (ALNY) | 0.8 | $422k | 2.9k | 145.52 | |
| Berkeley Lts | 0.8 | $414k | 5.4k | 76.40 | |
| Servicenow (NOW) | 0.7 | $388k | 800.00 | 485.00 | |
| Xilinx | 0.7 | $375k | 3.6k | 104.17 | |
| Relay Therapeutics (RLAY) | 0.7 | $351k | 8.3k | 42.55 | |
| Unity Software (U) | 0.6 | $336k | 3.8k | 87.39 | |
| Palo Alto Networks (PANW) | 0.5 | $269k | 1.1k | 244.55 | |
| Beam Therapeutics (BEAM) | 0.5 | $268k | 11k | 24.64 | |
| Zuora Com Cl A (ZUO) | 0.5 | $265k | 26k | 10.35 | |
| Neurocrine Biosciences (NBIX) | 0.5 | $260k | 2.7k | 96.30 | |
| New Relic | 0.5 | $258k | 4.6k | 56.39 | |
| salesforce (CRM) | 0.5 | $251k | 1.0k | 251.00 | |
| Arista Networks (ANET) | 0.5 | $248k | 1.2k | 206.67 | |
| Fulcrum Therapeutics (FULC) | 0.3 | $162k | 20k | 7.95 | |
| Servicesource | 0.2 | $112k | 76k | 1.48 |
