Brandywine Managers as of June 30, 2021
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 45 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Keurig Dr Pepper (KDP) | 32.0 | $28M | 795k | 35.24 | |
| Uipath Cl A (PATH) | 10.5 | $9.2M | 136k | 67.93 | |
| Crowdstrike Hldgs Cl A (CRWD) | 5.9 | $5.2M | 21k | 251.31 | |
| Slack Technologies Com Cl A | 4.8 | $4.2M | 95k | 44.30 | |
| Twilio Cl A (TWLO) | 4.4 | $3.9M | 9.8k | 394.19 | |
| Twist Bioscience Corp (TWST) | 2.6 | $2.3M | 17k | 133.25 | |
| Moderna (MRNA) | 2.5 | $2.2M | 9.5k | 235.02 | |
| Okta Cl A (OKTA) | 2.5 | $2.2M | 9.1k | 244.64 | |
| Natera (NTRA) | 2.3 | $2.1M | 18k | 113.51 | |
| Beam Therapeutics (BEAM) | 1.9 | $1.7M | 13k | 128.68 | |
| Docusign (DOCU) | 1.8 | $1.5M | 5.5k | 279.62 | |
| Zscaler Incorporated (ZS) | 1.7 | $1.5M | 7.0k | 216.00 | |
| 10x Genomics Cl A Com (TXG) | 1.6 | $1.4M | 7.2k | 195.79 | |
| Pagerduty (PD) | 1.5 | $1.3M | 31k | 42.57 | |
| Teladoc (TDOC) | 1.4 | $1.3M | 7.6k | 166.25 | |
| Schrodinger (SDGR) | 1.4 | $1.2M | 16k | 75.60 | |
| Guardant Health (GH) | 1.4 | $1.2M | 9.8k | 124.20 | |
| Veeva Sys Cl A Com (VEEV) | 1.4 | $1.2M | 3.9k | 310.89 | |
| Quanterix Ord (QTRX) | 1.2 | $1.1M | 19k | 58.68 | |
| Campbell Soup Company (CPB) | 1.2 | $1.1M | 24k | 45.60 | |
| Intuitive Surgical Com New (ISRG) | 1.2 | $1.1M | 1.2k | 919.31 | |
| Berkeley Lts | 1.1 | $946k | 21k | 44.83 | |
| Varonis Sys (VRNS) | 1.1 | $927k | 16k | 57.65 | |
| Relay Therapeutics (RLAY) | 0.9 | $795k | 22k | 36.60 | |
| Alnylam Pharmaceuticals (ALNY) | 0.9 | $781k | 4.6k | 169.49 | |
| Datadog Cl A Com (DDOG) | 0.9 | $749k | 7.2k | 104.03 | |
| Smartsheet Com Cl A (SMAR) | 0.8 | $738k | 10k | 72.35 | |
| NVIDIA Corporation (NVDA) | 0.8 | $713k | 891.00 | 800.22 | |
| Denali Therapeutics (DNLI) | 0.8 | $671k | 8.6k | 78.47 | |
| Unity Software (U) | 0.7 | $603k | 5.5k | 109.92 | |
| Xilinx | 0.7 | $580k | 4.0k | 144.64 | |
| Anaplan | 0.7 | $570k | 11k | 53.27 | |
| Abcellera Biologics (ABCL) | 0.6 | $552k | 25k | 21.99 | |
| Seer Com Cl A (SEER) | 0.6 | $504k | 15k | 32.80 | |
| Servicenow (NOW) | 0.6 | $491k | 893.00 | 549.83 | |
| Palo Alto Networks (PANW) | 0.5 | $458k | 1.2k | 370.85 | |
| Zuora Com Cl A (ZUO) | 0.5 | $442k | 26k | 17.27 | |
| Roblox Corp Cl A (RBLX) | 0.5 | $404k | 4.5k | 89.96 | |
| Tabula Rasa Healthcare | 0.4 | $392k | 7.8k | 50.05 | |
| Ionis Pharmaceuticals (IONS) | 0.4 | $337k | 8.5k | 39.83 | |
| C3 Ai Cl A (AI) | 0.4 | $314k | 5.0k | 62.45 | |
| salesforce (CRM) | 0.3 | $244k | 1.0k | 244.00 | |
| Sentinelone Cl A (S) | 0.3 | $237k | 5.6k | 42.44 | |
| Fulcrum Therapeutics (FULC) | 0.2 | $214k | 20k | 10.50 | |
| Servicesource | 0.1 | $107k | 76k | 1.41 |
