Brandywine Managers as of June 30, 2019
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 48 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Campbell Soup Company (CPB) | 84.2 | $225M | 5.6M | 40.07 | |
| Slack Technologies | 1.3 | $3.4M | 90k | 37.50 | |
| Ringcentral (RNG) | 1.0 | $2.7M | 23k | 114.92 | |
| Paycom Software (PAYC) | 1.0 | $2.6M | 12k | 226.72 | |
| Zendesk | 0.8 | $2.2M | 24k | 89.03 | |
| Shopify Inc cl a (SHOP) | 0.8 | $2.1M | 7.1k | 300.21 | |
| Servicenow (NOW) | 0.8 | $2.1M | 7.6k | 274.55 | |
| Everbridge, Inc. Cmn (EVBG) | 0.7 | $1.8M | 20k | 89.42 | |
| Hubspot (HUBS) | 0.6 | $1.6M | 9.7k | 170.54 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.5M | 5.1k | 294.57 | |
| Veeva Sys Inc cl a (VEEV) | 0.6 | $1.5M | 9.3k | 162.14 | |
| Workday Inc cl a (WDAY) | 0.5 | $1.4M | 6.9k | 205.63 | |
| Amazon (AMZN) | 0.5 | $1.3M | 705.00 | 1893.62 | |
| Autodesk (ADSK) | 0.4 | $1.2M | 7.2k | 162.97 | |
| FleetCor Technologies | 0.4 | $1.1M | 4.1k | 280.83 | |
| Okta Inc cl a (OKTA) | 0.4 | $1.1M | 9.1k | 123.54 | |
| Guidewire Software (GWRE) | 0.4 | $1.0M | 10k | 101.41 | |
| Ptc (PTC) | 0.4 | $1.0M | 12k | 89.75 | |
| Twilio Inc cl a (TWLO) | 0.4 | $995k | 7.3k | 136.30 | |
| Zuora Inc ordinary shares (ZUO) | 0.3 | $752k | 49k | 15.32 | |
| Natera (NTRA) | 0.3 | $709k | 26k | 27.59 | |
| Guardant Health (GH) | 0.2 | $613k | 7.1k | 86.34 | |
| Twist Bioscience Corp (TWST) | 0.2 | $586k | 20k | 29.03 | |
| Zscaler Incorporated (ZS) | 0.2 | $552k | 7.2k | 76.67 | |
| Quanterix Ord (QTRX) | 0.2 | $536k | 16k | 33.80 | |
| Anaplan | 0.2 | $545k | 11k | 50.46 | |
| Teladoc (TDOC) | 0.2 | $505k | 7.6k | 66.45 | |
| Smartsheet (SMAR) | 0.2 | $518k | 11k | 48.41 | |
| Intuitive Surgical (ISRG) | 0.2 | $446k | 850.00 | 524.71 | |
| Pegasystems (PEGA) | 0.2 | $463k | 6.5k | 71.23 | |
| Carbon Black | 0.2 | $451k | 27k | 16.70 | |
| New Relic | 0.1 | $404k | 4.7k | 86.42 | |
| Tabula Rasa Healthcare | 0.1 | $409k | 8.2k | 49.88 | |
| Transmedics Group (TMDX) | 0.1 | $345k | 12k | 28.99 | |
| Xilinx | 0.1 | $330k | 2.8k | 117.86 | |
| Varonis Sys (VRNS) | 0.1 | $316k | 5.1k | 61.96 | |
| Arista Networks (ANET) | 0.1 | $312k | 1.2k | 260.00 | |
| Docusign (DOCU) | 0.1 | $323k | 6.5k | 49.69 | |
| Regenxbio Inc equity us cm (RGNX) | 0.1 | $283k | 5.5k | 51.45 | |
| Bluebird Bio (BLUE) | 0.1 | $254k | 2.0k | 127.00 | |
| Pagerduty (PD) | 0.1 | $259k | 5.5k | 47.09 | |
| Personalis Ord (PSNL) | 0.1 | $276k | 10k | 27.15 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $228k | 2.7k | 84.44 | |
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $225k | 3.1k | 72.58 | |
| Palo Alto Networks (PANW) | 0.1 | $224k | 1.1k | 203.64 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $205k | 3.0k | 68.33 | |
| Moderna (MRNA) | 0.1 | $184k | 13k | 14.61 | |
| Servicesource | 0.0 | $72k | 76k | 0.95 |
