Brandywine Managers as of March 31, 2019
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 48 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Campbell Soup Company (CPB) | 85.7 | $214M | 5.6M | 38.13 | |
| Ringcentral (RNG) | 1.0 | $2.5M | 23k | 107.82 | |
| Paycom Software (PAYC) | 0.9 | $2.2M | 12k | 189.12 | |
| Zendesk | 0.8 | $2.1M | 24k | 84.99 | |
| Servicenow (NOW) | 0.8 | $1.9M | 7.6k | 246.53 | |
| Hubspot (HUBS) | 0.6 | $1.6M | 9.7k | 166.20 | |
| Shopify Inc cl a (SHOP) | 0.6 | $1.5M | 7.1k | 206.59 | |
| Everbridge, Inc. Cmn (EVBG) | 0.6 | $1.5M | 20k | 74.99 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.4M | 5.1k | 266.54 | |
| Workday Inc cl a (WDAY) | 0.5 | $1.3M | 6.9k | 192.78 | |
| Amazon (AMZN) | 0.5 | $1.3M | 705.00 | 1780.14 | |
| Veeva Sys Inc cl a (VEEV) | 0.5 | $1.2M | 9.3k | 126.86 | |
| Autodesk (ADSK) | 0.5 | $1.1M | 7.2k | 155.76 | |
| Ptc (PTC) | 0.4 | $1.1M | 12k | 92.17 | |
| FleetCor Technologies | 0.4 | $1.0M | 4.1k | 246.64 | |
| Guidewire Software (GWRE) | 0.4 | $997k | 10k | 97.13 | |
| Ultimate Software | 0.4 | $969k | 2.9k | 330.15 | |
| Twilio Inc cl a (TWLO) | 0.4 | $943k | 7.3k | 129.18 | |
| Okta Inc cl a (OKTA) | 0.3 | $749k | 9.1k | 82.76 | |
| Guardant Health (GH) | 0.2 | $545k | 7.1k | 76.76 | |
| Natera (NTRA) | 0.2 | $530k | 26k | 20.62 | |
| Zscaler Incorporated (ZS) | 0.2 | $511k | 7.2k | 70.97 | |
| Wells Fargo & Company (WFC) | 0.2 | $483k | 10k | 48.30 | |
| Twist Bioscience Corp (TWST) | 0.2 | $463k | 20k | 23.16 | |
| New Relic | 0.2 | $461k | 4.7k | 98.61 | |
| Smartsheet (SMAR) | 0.2 | $461k | 11k | 40.80 | |
| Intuitive Surgical (ISRG) | 0.2 | $428k | 750.00 | 570.67 | |
| Pegasystems (PEGA) | 0.2 | $423k | 6.5k | 65.08 | |
| Teladoc (TDOC) | 0.2 | $423k | 7.6k | 55.66 | |
| Tabula Rasa Healthcare | 0.2 | $412k | 7.3k | 56.44 | |
| Anaplan | 0.2 | $425k | 11k | 39.35 | |
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $374k | 4.0k | 93.50 | |
| Arista Networks (ANET) | 0.1 | $377k | 1.2k | 314.17 | |
| Carbon Black | 0.1 | $375k | 27k | 13.94 | |
| Xilinx | 0.1 | $355k | 2.8k | 126.79 | |
| Docusign (DOCU) | 0.1 | $337k | 6.5k | 51.85 | |
| Proofpoint | 0.1 | $316k | 2.6k | 121.54 | |
| Bluebird Bio (BLUE) | 0.1 | $315k | 2.0k | 157.50 | |
| Varonis Sys (VRNS) | 0.1 | $304k | 5.1k | 59.61 | |
| Quanterix Ord (QTRX) | 0.1 | $306k | 12k | 25.81 | |
| Zuora Inc ordinary shares (ZUO) | 0.1 | $292k | 15k | 20.00 | |
| Palo Alto Networks (PANW) | 0.1 | $267k | 1.1k | 242.73 | |
| Knowles (KN) | 0.1 | $280k | 16k | 17.61 | |
| Regenxbio Inc equity us cm (RGNX) | 0.1 | $281k | 4.9k | 57.35 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $238k | 2.7k | 88.15 | |
| Moderna (MRNA) | 0.1 | $254k | 13k | 20.32 | |
| Ionis Pharmaceuticals (IONS) | 0.1 | $203k | 2.5k | 81.20 | |
| Servicesource | 0.0 | $70k | 76k | 0.92 |
