Brandywine Managers as of Dec. 31, 2017
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 33 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Campbell Soup Company (CPB) | 50.1 | $178M | 3.7M | 48.11 | |
Vanguard Total World Stock Idx (VT) | 29.9 | $107M | 1.4M | 74.26 | |
iShares MSCI ACWI Index Fund (ACWI) | 15.4 | $55M | 762k | 72.09 | |
Ringcentral (RNG) | 0.3 | $1.1M | 23k | 48.41 | |
Servicenow (NOW) | 0.3 | $986k | 7.6k | 130.34 | |
Paycom Software (PAYC) | 0.3 | $938k | 12k | 80.34 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $888k | 5.1k | 175.32 | |
Hubspot (HUBS) | 0.2 | $855k | 9.7k | 88.37 | |
Amazon (AMZN) | 0.2 | $824k | 705.00 | 1168.79 | |
athenahealth | 0.2 | $822k | 6.2k | 133.01 | |
Zendesk | 0.2 | $822k | 24k | 33.85 | |
FleetCor Technologies | 0.2 | $788k | 4.1k | 192.43 | |
Autodesk (ADSK) | 0.2 | $756k | 7.2k | 104.85 | |
Guidewire Software (GWRE) | 0.2 | $762k | 10k | 74.23 | |
Workday Inc cl a (WDAY) | 0.2 | $705k | 6.9k | 101.81 | |
Ptc (PTC) | 0.2 | $703k | 12k | 60.79 | |
Shopify Inc cl a (SHOP) | 0.2 | $721k | 7.1k | 101.05 | |
Ultimate Software | 0.2 | $641k | 2.9k | 218.40 | |
Veeva Sys Inc cl a (VEEV) | 0.2 | $557k | 10k | 55.31 | |
Pegasystems (PEGA) | 0.1 | $306k | 6.5k | 47.08 | |
Intuitive Surgical (ISRG) | 0.1 | $274k | 750.00 | 365.33 | |
Arista Networks (ANET) | 0.1 | $283k | 1.2k | 235.83 | |
New Relic | 0.1 | $282k | 4.9k | 57.85 | |
Teladoc (TDOC) | 0.1 | $237k | 6.8k | 34.85 | |
Okta Inc cl a (OKTA) | 0.1 | $232k | 9.1k | 25.64 | |
Ceva (CEVA) | 0.1 | $220k | 4.8k | 46.05 | |
stock | 0.1 | $215k | 2.6k | 82.69 | |
Varonis Sys (VRNS) | 0.1 | $228k | 4.7k | 48.51 | |
Natera (NTRA) | 0.1 | $227k | 25k | 8.97 | |
Advanced Micro Devices (AMD) | 0.1 | $168k | 16k | 10.31 | |
Knowles (KN) | 0.1 | $179k | 12k | 14.67 | |
Transenterix | 0.1 | $172k | 89k | 1.93 | |
Pandora Media | 0.0 | $158k | 33k | 4.83 |