Brandywine Managers as of Sept. 30, 2018
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 34 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Campbell Soup Company (CPB) | 87.9 | $206M | 5.6M | 36.63 | |
| Ringcentral (RNG) | 0.9 | $2.1M | 23k | 93.05 | |
| Paycom Software (PAYC) | 0.8 | $1.8M | 12k | 155.37 | |
| Zendesk | 0.7 | $1.7M | 24k | 70.99 | |
| Servicenow (NOW) | 0.6 | $1.5M | 7.6k | 195.64 | |
| Hubspot (HUBS) | 0.6 | $1.5M | 9.7k | 150.90 | |
| Amazon (AMZN) | 0.6 | $1.4M | 705.00 | 2002.84 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.4M | 5.1k | 269.89 | |
| Ptc (PTC) | 0.5 | $1.2M | 12k | 106.18 | |
| Shopify Inc cl a (SHOP) | 0.5 | $1.2M | 7.1k | 164.40 | |
| Everbridge, Inc. Cmn (EVBG) | 0.5 | $1.1M | 20k | 57.62 | |
| Autodesk (ADSK) | 0.5 | $1.1M | 7.2k | 156.17 | |
| Guidewire Software (GWRE) | 0.4 | $1.0M | 10k | 101.02 | |
| Workday Inc cl a (WDAY) | 0.4 | $1.0M | 6.9k | 145.99 | |
| Veeva Sys Inc cl a (VEEV) | 0.4 | $1.0M | 9.3k | 108.85 | |
| Ultimate Software | 0.4 | $946k | 2.9k | 322.32 | |
| FleetCor Technologies | 0.4 | $933k | 4.1k | 227.84 | |
| athenahealth | 0.3 | $826k | 6.2k | 133.66 | |
| Twilio Inc cl a (TWLO) | 0.3 | $630k | 7.3k | 86.30 | |
| Okta Inc cl a (OKTA) | 0.3 | $637k | 9.1k | 70.39 | |
| Teladoc (TDOC) | 0.2 | $561k | 6.5k | 86.31 | |
| Natera (NTRA) | 0.2 | $555k | 23k | 23.92 | |
| Transenterix | 0.2 | $535k | 92k | 5.80 | |
| Advanced Micro Devices (AMD) | 0.2 | $466k | 15k | 30.86 | |
| New Relic | 0.2 | $441k | 4.7k | 94.33 | |
| Intuitive Surgical (ISRG) | 0.2 | $431k | 750.00 | 574.67 | |
| Pegasystems (PEGA) | 0.2 | $407k | 6.5k | 62.62 | |
| Varonis Sys (VRNS) | 0.2 | $374k | 5.1k | 73.33 | |
| Arista Networks | 0.1 | $319k | 1.2k | 265.83 | |
| Proofpoint | 0.1 | $255k | 2.4k | 106.25 | |
| Palo Alto Networks (PANW) | 0.1 | $248k | 1.1k | 225.45 | |
| NVIDIA Corporation (NVDA) | 0.1 | $225k | 800.00 | 281.25 | |
| Xilinx | 0.1 | $224k | 2.8k | 80.00 | |
| Knowles (KN) | 0.1 | $214k | 13k | 16.59 |
