Brandywine Managers as of June 30, 2018
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 34 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Campbell Soup Company (CPB) | 90.6 | $227M | 5.6M | 40.54 | |
| Ringcentral (RNG) | 0.7 | $1.6M | 23k | 70.36 | |
| Zendesk | 0.5 | $1.3M | 24k | 54.48 | |
| Servicenow (NOW) | 0.5 | $1.3M | 7.6k | 172.50 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.2M | 5.1k | 243.83 | |
| Amazon (AMZN) | 0.5 | $1.2M | 705.00 | 1699.29 | |
| Hubspot (HUBS) | 0.5 | $1.2M | 9.7k | 125.37 | |
| Paycom Software (PAYC) | 0.5 | $1.2M | 12k | 98.84 | |
| Everbridge, Inc. Cmn (EVBG) | 0.5 | $1.1M | 24k | 47.41 | |
| Ptc (PTC) | 0.4 | $1.1M | 12k | 93.82 | |
| Shopify Inc cl a (SHOP) | 0.4 | $1.0M | 7.1k | 145.90 | |
| athenahealth | 0.4 | $983k | 6.2k | 159.06 | |
| Autodesk (ADSK) | 0.4 | $945k | 7.2k | 131.07 | |
| Guidewire Software (GWRE) | 0.4 | $911k | 10k | 88.75 | |
| FleetCor Technologies | 0.3 | $863k | 4.1k | 210.74 | |
| Workday Inc cl a (WDAY) | 0.3 | $839k | 6.9k | 121.16 | |
| Ultimate Software | 0.3 | $755k | 2.9k | 257.24 | |
| Veeva Sys Inc cl a (VEEV) | 0.3 | $712k | 9.3k | 76.81 | |
| New Relic | 0.2 | $470k | 4.7k | 100.53 | |
| Okta Inc cl a (OKTA) | 0.2 | $456k | 9.1k | 50.39 | |
| Natera (NTRA) | 0.2 | $435k | 23k | 18.83 | |
| Transenterix | 0.2 | $402k | 92k | 4.36 | |
| Twilio Inc cl a (TWLO) | 0.2 | $409k | 7.3k | 56.03 | |
| Teladoc (TDOC) | 0.1 | $377k | 6.5k | 58.00 | |
| Intuitive Surgical (ISRG) | 0.1 | $359k | 750.00 | 478.67 | |
| Pegasystems (PEGA) | 0.1 | $356k | 6.5k | 54.77 | |
| Varonis Sys (VRNS) | 0.1 | $350k | 4.7k | 74.47 | |
| Arista Networks | 0.1 | $309k | 1.2k | 257.50 | |
| Proofpoint | 0.1 | $277k | 2.4k | 115.42 | |
| Pandora Media | 0.1 | $258k | 33k | 7.89 | |
| Irhythm Technologies (IRTC) | 0.1 | $261k | 3.2k | 81.26 | |
| Advanced Micro Devices (AMD) | 0.1 | $226k | 15k | 14.97 | |
| Palo Alto Networks (PANW) | 0.1 | $226k | 1.1k | 205.45 | |
| Knowles (KN) | 0.1 | $197k | 13k | 15.27 |
