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 | 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 |