Brandywine Managers as of March 31, 2020
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 38 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Campbell Soup Company (CPB) | 94.6 | $269M | 5.8M | 46.16 | |
| Slack Technologies | 0.5 | $1.5M | 55k | 26.84 | |
| Teladoc (TDOC) | 0.4 | $1.1M | 7.3k | 155.07 | |
| Okta Inc cl a (OKTA) | 0.4 | $1.1M | 9.1k | 122.21 | |
| Natera (NTRA) | 0.3 | $767k | 26k | 29.84 | |
| Twilio Inc cl a (TWLO) | 0.2 | $653k | 7.3k | 89.45 | |
| Twist Bioscience Corp (TWST) | 0.2 | $617k | 20k | 30.56 | |
| Veeva Sys Inc cl a (VEEV) | 0.2 | $579k | 3.7k | 156.49 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $550k | 9.9k | 55.70 | |
| Docusign (DOCU) | 0.2 | $508k | 5.5k | 92.36 | |
| Guardant Health (GH) | 0.2 | $494k | 7.1k | 69.58 | |
| Zscaler Incorporated (ZS) | 0.2 | $456k | 7.5k | 60.80 | |
| Smartsheet (SMAR) | 0.2 | $444k | 11k | 41.50 | |
| Schrodinger (SDGR) | 0.2 | $440k | 10k | 43.14 | |
| Intuitive Surgical (ISRG) | 0.1 | $421k | 850.00 | 495.29 | |
| Anaplan | 0.1 | $384k | 13k | 30.24 | |
| Xilinx | 0.1 | $366k | 4.7k | 77.87 | |
| Pagerduty (PD) | 0.1 | $344k | 20k | 17.26 | |
| Varonis Sys (VRNS) | 0.1 | $325k | 5.1k | 63.73 | |
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $316k | 2.9k | 108.97 | |
| Moderna (MRNA) | 0.1 | $302k | 10k | 29.91 | |
| Quanterix Ord (QTRX) | 0.1 | $299k | 16k | 18.39 | |
| Beam Therapeutics (BEAM) | 0.1 | $275k | 15k | 17.97 | |
| 10x Genomics Inc Cl A (TXG) | 0.1 | $268k | 4.3k | 62.33 | |
| New Relic | 0.1 | $258k | 5.6k | 46.28 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $252k | 7.0k | 36.00 | |
| Tabula Rasa Healthcare | 0.1 | $251k | 4.8k | 52.29 | |
| Arista Networks (ANET) | 0.1 | $243k | 1.2k | 202.50 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $234k | 2.7k | 86.67 | |
| Servicenow (NOW) | 0.1 | $229k | 800.00 | 286.25 | |
| Livongo Health | 0.1 | $214k | 7.5k | 28.53 | |
| NVIDIA Corporation (NVDA) | 0.1 | $211k | 800.00 | 263.75 | |
| Zuora Inc ordinary shares (ZUO) | 0.1 | $206k | 26k | 8.05 | |
| Regenxbio Inc equity us cm (RGNX) | 0.1 | $201k | 6.2k | 32.42 | |
| Fulcrum Therapeutics (FULC) | 0.1 | $184k | 15k | 11.96 | |
| Transmedics Group (TMDX) | 0.1 | $163k | 14k | 12.07 | |
| Personalis Ord (PSNL) | 0.1 | $147k | 18k | 8.09 | |
| Servicesource | 0.0 | $67k | 76k | 0.88 |
