Brandywine Managers as of March 31, 2018
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 36 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Campbell Soup Company (CPB) | 88.3 | $161M | 3.7M | 43.31 | |
| Ringcentral (RNG) | 0.8 | $1.5M | 23k | 63.52 | |
| Servicenow (NOW) | 0.7 | $1.3M | 7.6k | 165.50 | |
| Paycom Software (PAYC) | 0.7 | $1.3M | 12k | 107.41 | |
| Zendesk | 0.6 | $1.2M | 24k | 47.89 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.1M | 5.1k | 215.99 | |
| Hubspot (HUBS) | 0.6 | $1.0M | 9.7k | 108.32 | |
| Amazon (AMZN) | 0.6 | $1.0M | 705.00 | 1446.81 | |
| Autodesk (ADSK) | 0.5 | $905k | 7.2k | 125.52 | |
| Ptc (PTC) | 0.5 | $902k | 12k | 77.99 | |
| athenahealth | 0.5 | $884k | 6.2k | 143.04 | |
| Shopify Inc cl a (SHOP) | 0.5 | $889k | 7.1k | 124.60 | |
| Workday Inc cl a (WDAY) | 0.5 | $880k | 6.9k | 127.08 | |
| Everbridge, Inc. Cmn (EVBG) | 0.5 | $869k | 24k | 36.59 | |
| FleetCor Technologies | 0.5 | $829k | 4.1k | 202.44 | |
| Guidewire Software (GWRE) | 0.5 | $830k | 10k | 80.86 | |
| Ultimate Software | 0.4 | $715k | 2.9k | 243.61 | |
| Veeva Sys Inc cl a (VEEV) | 0.4 | $706k | 9.7k | 73.01 | |
| Pegasystems (PEGA) | 0.2 | $394k | 6.5k | 60.62 | |
| New Relic | 0.2 | $361k | 4.9k | 74.05 | |
| Okta Inc cl a (OKTA) | 0.2 | $361k | 9.1k | 39.89 | |
| Arista Networks (ANET) | 0.2 | $332k | 1.3k | 255.38 | |
| Intuitive Surgical (ISRG) | 0.2 | $310k | 750.00 | 413.33 | |
| Varonis Sys (VRNS) | 0.2 | $284k | 4.7k | 60.43 | |
| Twilio Inc cl a (TWLO) | 0.2 | $286k | 7.5k | 38.13 | |
| Proofpoint | 0.1 | $273k | 2.4k | 113.75 | |
| Teladoc (TDOC) | 0.1 | $274k | 6.8k | 40.29 | |
| stock | 0.1 | $256k | 2.6k | 98.46 | |
| Natera (NTRA) | 0.1 | $240k | 26k | 9.27 | |
| Xilinx | 0.1 | $202k | 2.8k | 72.14 | |
| Ceva (CEVA) | 0.1 | $209k | 5.8k | 36.18 | |
| Irhythm Technologies (IRTC) | 0.1 | $202k | 3.2k | 62.89 | |
| Advanced Micro Devices (AMD) | 0.1 | $164k | 16k | 10.06 | |
| Pandora Media | 0.1 | $164k | 33k | 5.02 | |
| Knowles (KN) | 0.1 | $162k | 13k | 12.56 | |
| Transenterix | 0.1 | $161k | 95k | 1.70 |
