Brandywine Managers as of Sept. 30, 2017
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 34 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Campbell Soup Company (CPB) | 50.5 | $174M | 3.7M | 46.82 | |
| Vanguard Total World Stock Idx (VT) | 29.5 | $102M | 1.4M | 70.72 | |
| iShares MSCI ACWI Index Fund (ACWI) | 15.2 | $52M | 762k | 68.82 | |
| Ringcentral (RNG) | 0.3 | $964k | 23k | 41.74 | |
| Servicenow (NOW) | 0.3 | $889k | 7.6k | 117.51 | |
| Paycom Software (PAYC) | 0.2 | $875k | 12k | 74.95 | |
| Autodesk (ADSK) | 0.2 | $809k | 7.2k | 112.21 | |
| Workday Inc cl a (WDAY) | 0.2 | $814k | 7.7k | 105.37 | |
| Hubspot (HUBS) | 0.2 | $813k | 9.7k | 84.03 | |
| Shopify Inc cl a (SHOP) | 0.2 | $831k | 7.1k | 116.47 | |
| Guidewire Software (GWRE) | 0.2 | $799k | 10k | 77.84 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $756k | 5.1k | 149.26 | |
| athenahealth | 0.2 | $769k | 6.2k | 124.43 | |
| Zendesk | 0.2 | $707k | 24k | 29.11 | |
| Amazon (AMZN) | 0.2 | $678k | 705.00 | 961.70 | |
| Cornerstone Ondemand | 0.2 | $649k | 16k | 40.64 | |
| Expedia (EXPE) | 0.2 | $653k | 4.5k | 143.99 | |
| Ptc (PTC) | 0.2 | $651k | 12k | 56.29 | |
| FleetCor Technologies | 0.2 | $634k | 4.1k | 154.82 | |
| Ultimate Software | 0.2 | $556k | 2.9k | 189.44 | |
| Veeva Sys Inc cl a (VEEV) | 0.2 | $557k | 9.9k | 56.43 | |
| Pegasystems (PEGA) | 0.1 | $375k | 6.5k | 57.69 | |
| Intuitive Surgical (ISRG) | 0.1 | $261k | 250.00 | 1044.00 | |
| New Relic | 0.1 | $258k | 5.2k | 49.86 | |
| SPS Commerce (SPSC) | 0.1 | $250k | 4.4k | 56.69 | |
| Arista Networks | 0.1 | $228k | 1.2k | 190.00 | |
| Advanced Micro Devices (AMD) | 0.1 | $191k | 15k | 12.73 | |
| Ceva (CEVA) | 0.1 | $200k | 4.7k | 42.76 | |
| Pandora Media | 0.1 | $192k | 25k | 7.68 | |
| Teladoc (TDOC) | 0.1 | $219k | 6.6k | 33.18 | |
| Okta Inc cl a (OKTA) | 0.1 | $217k | 7.7k | 28.18 | |
| Knowles (KN) | 0.1 | $179k | 12k | 15.30 | |
| Natera (NTRA) | 0.1 | $180k | 14k | 12.86 | |
| Transenterix | 0.0 | $70k | 49k | 1.43 |
