Brandywine Managers as of Sept. 30, 2019
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 48 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Campbell Soup Company (CPB) | 88.0 | $263M | 5.6M | 46.92 | |
| Ringcentral (RNG) | 1.0 | $2.9M | 23k | 125.65 | |
| Paycom Software (PAYC) | 0.8 | $2.4M | 12k | 209.51 | |
| Shopify Inc cl a (SHOP) | 0.7 | $2.2M | 7.1k | 311.70 | |
| Veeva Sys Inc cl a (VEEV) | 0.7 | $2.0M | 13k | 152.70 | |
| Servicenow (NOW) | 0.6 | $1.9M | 7.6k | 253.80 | |
| Zendesk | 0.6 | $1.8M | 24k | 72.88 | |
| Hubspot (HUBS) | 0.5 | $1.5M | 9.7k | 151.63 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.4M | 5.1k | 276.21 | |
| Amazon (AMZN) | 0.4 | $1.2M | 705.00 | 1736.17 | |
| Twilio Inc cl a (TWLO) | 0.4 | $1.2M | 11k | 109.93 | |
| Everbridge, Inc. Cmn (EVBG) | 0.4 | $1.2M | 20k | 61.72 | |
| Workday Inc cl a (WDAY) | 0.4 | $1.2M | 6.9k | 169.96 | |
| Autodesk (ADSK) | 0.4 | $1.1M | 7.2k | 147.71 | |
| Guidewire Software (GWRE) | 0.4 | $1.1M | 10k | 105.41 | |
| Slack Technologies | 0.3 | $1.1M | 45k | 23.73 | |
| Okta Inc cl a (OKTA) | 0.3 | $891k | 9.1k | 98.45 | |
| Natera (NTRA) | 0.3 | $843k | 26k | 32.80 | |
| Zuora Inc ordinary shares (ZUO) | 0.3 | $784k | 52k | 15.05 | |
| Teladoc (TDOC) | 0.2 | $515k | 7.6k | 67.76 | |
| Anaplan | 0.2 | $508k | 11k | 47.04 | |
| Twist Bioscience Corp (TWST) | 0.2 | $482k | 20k | 23.88 | |
| Intuitive Surgical (ISRG) | 0.1 | $459k | 850.00 | 540.00 | |
| Guardant Health (GH) | 0.1 | $453k | 7.1k | 63.80 | |
| Zscaler Incorporated (ZS) | 0.1 | $406k | 8.6k | 47.21 | |
| Avalara | 0.1 | $424k | 6.3k | 67.25 | |
| Smartsheet (SMAR) | 0.1 | $386k | 11k | 36.07 | |
| Quanterix Ord (QTRX) | 0.1 | $348k | 16k | 21.95 | |
| New Relic | 0.1 | $343k | 5.6k | 61.52 | |
| Docusign (DOCU) | 0.1 | $341k | 5.5k | 62.00 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $332k | 5.7k | 58.25 | |
| Varonis Sys (VRNS) | 0.1 | $305k | 5.1k | 59.80 | |
| Arista Networks (ANET) | 0.1 | $287k | 1.2k | 239.17 | |
| Transmedics Group (TMDX) | 0.1 | $292k | 12k | 23.74 | |
| Xilinx | 0.1 | $278k | 2.9k | 95.86 | |
| Personalis Ord (PSNL) | 0.1 | $267k | 18k | 14.70 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $243k | 2.7k | 90.00 | |
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $249k | 3.1k | 80.32 | |
| Bluebird Bio (BLUE) | 0.1 | $230k | 2.5k | 92.00 | |
| Tabula Rasa Healthcare | 0.1 | $225k | 4.1k | 54.88 | |
| Pagerduty (PD) | 0.1 | $234k | 8.3k | 28.19 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $237k | 7.0k | 33.86 | |
| Palo Alto Networks (PANW) | 0.1 | $224k | 1.1k | 203.64 | |
| Regenxbio Inc equity us cm (RGNX) | 0.1 | $206k | 5.8k | 35.52 | |
| Moderna (MRNA) | 0.1 | $201k | 13k | 15.96 | |
| 10x Genomics Inc Cl A (TXG) | 0.1 | $217k | 4.3k | 50.47 | |
| Fulcrum Therapeutics (FULC) | 0.1 | $197k | 30k | 6.63 | |
| Servicesource | 0.0 | $67k | 76k | 0.88 |
