Brandywine Managers
Latest statistics and disclosures from Brandywine Managers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CPB, VT, ACWI, ATHN, Ringcentral, and represent 96.81% of Brandywine Managers's stock portfolio.
- Added to shares of these 10 stocks: ATHN, Servicenow, Veeva Sys Inc cl a, Workday Inc cl a, PEGA, Guidewire Software, Ringcentral, Paycom Software, ADSK, Expedia.
- Started 2 new stock positions in PEGA, Veeva Sys Inc cl a.
- Reduced shares in these 1 stocks: VT (-$9.99M).
- Brandywine Managers was a net seller of stock by $3.88M.
- Brandywine Managers has $353.29M in assets under management (AUM), dropping by -4.49%.
Companies in the Brandywine Managers portfolio as of June 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Campbell Soup Company (CPB) | 54.75 | 3.71M | 52.15 | |
| Vanguard Total World Stock Idx Fd (VT) | 27.44 | 1.44M | -9% | 67.53 |
| iShares MSCI ACWI Index Fund (ACWI) | 14.13 | 762324 | 65.49 | |
| athenahealth (ATHN) | 0.25 | 6180 | +95% | 140.61 |
| Ringcentral | 0.24 | 23095 | +65% | 36.54 |
| Servicenow | 0.23 | 7565 | +110% | 106.01 |
| Paycom Software | 0.23 | 11675 | +72% | 68.44 |
| Autodesk (ADSK) | 0.21 | 7210 | +82% | 100.83 |
| Workday Inc cl a | 0.21 | 7725 | +116% | 96.96 |
| Adobe Systems Incorporated (ADBE) | 0.20 | 5065 | +78% | 141.36 |
| Guidewire Software | 0.20 | 10265 | +93% | 68.68 |
| Amazon (AMZN) | 0.19 | 705 | +80% | 967.38 |
| Expedia | 0.19 | 4535 | +89% | 148.84 |
| Zendesk | 0.19 | 24285 | +73% | 27.79 |
| Ptc | 0.18 | 11565 | +89% | 55.08 |
| Hubspot | 0.18 | 9675 | +80% | 65.74 |
| Shopify Inc cl a | 0.18 | 7135 | 86.90 | |
| Ultimate Software (ULTI) | 0.17 | 2935 | +104% | 210.22 |
| FleetCor Technologies (FLT) | 0.17 | 4095 | +105% | 144.32 |
| Cornerstone Ondemand Inc | 0.16 | 15970 | +92% | 35.75 |
| Veeva Sys Inc cl a | 0.12 | 6770 | NEW | 61.30 |
| Pegasystems (PEGA) | 0.11 | 6500 | NEW | 58.31 |
| SPS Commerce (SPSC) | 0.08 | 4410 | 63.72 |
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Past 13F-HR SEC Filings by Brandywine Managers
- Brandywine Managers 2017 Q1 filed May 9, 2017
- Brandywine Managers 2016 Q4 filed Feb. 14, 2017
- Brandywine Managers 2016 Q3 filed Nov. 14, 2016
- Brandywine Managers 2016 Q2 filed Aug. 12, 2016
- Brandywine Managers 2016 Q1 filed May 13, 2016
- Brandywine Managers 2015 Q4 filed Feb. 12, 2016
- Brandywine Managers 2014 Q1 filed May 15, 2014
- Brandywine Managers 2013 Q1 filed May 15, 2013
- Brandywine Managers 2012 Q3 filed Nov. 6, 2012
- Brandywine Managers 2012 Q1 filed May 8, 2012
- Brandywine Managers 2011 Q4 filed Feb. 13, 2012
- Brandywine Managers 2011 Q3 filed Nov. 10, 2011
- Brandywine Managers 2011 Q2 filed Aug. 15, 2011
- Brandywine Managers 2011 Q1 filed May 11, 2011
- Brandywine Managers 2010 Q4 filed Feb. 14, 2011