Brandywine Managers as of June 30, 2020
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 40 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Okta Cl A (OKTA) | 7.4 | $1.8M | 9.1k | 200.22 | |
| Twilio Cl A (TWLO) | 6.6 | $1.6M | 7.3k | 219.45 | |
| Slack Technologies Com Cl A | 6.5 | $1.6M | 51k | 31.10 | |
| Teladoc (TDOC) | 5.7 | $1.4M | 7.3k | 190.82 | |
| Natera (NTRA) | 5.3 | $1.3M | 26k | 49.84 | |
| Campbell Soup Company (CPB) | 4.9 | $1.2M | 24k | 49.64 | |
| Docusign (DOCU) | 3.7 | $913k | 5.3k | 172.26 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.7 | $890k | 8.9k | 100.28 | |
| Veeva Sys Cl A Com (VEEV) | 3.6 | $867k | 3.7k | 234.32 | |
| Schrodinger (SDGR) | 3.5 | $861k | 9.4k | 91.60 | |
| Twist Bioscience Corp (TWST) | 3.5 | $860k | 19k | 45.29 | |
| Zscaler Incorporated (ZS) | 3.1 | $767k | 7.0k | 109.57 | |
| Moderna (MRNA) | 2.4 | $584k | 9.1k | 64.20 | |
| Datadog Cl A Com (DDOG) | 2.4 | $583k | 6.7k | 87.01 | |
| Guardant Health (GH) | 2.4 | $576k | 7.1k | 81.13 | |
| Pagerduty (PD) | 2.3 | $570k | 20k | 28.60 | |
| Livongo Health | 2.3 | $564k | 7.5k | 75.20 | |
| Smartsheet Com Cl A (SMAR) | 2.1 | $519k | 10k | 50.88 | |
| Anaplan | 2.0 | $485k | 11k | 45.33 | |
| Varonis Sys (VRNS) | 1.9 | $451k | 5.1k | 88.43 | |
| Alnylam Pharmaceuticals (ALNY) | 1.8 | $430k | 2.9k | 148.28 | |
| Intuitive Surgical Com New (ISRG) | 1.8 | $427k | 750.00 | 569.33 | |
| Quanterix Ord (QTRX) | 1.7 | $418k | 15k | 27.40 | |
| 10x Genomics Cl A Com (TXG) | 1.6 | $384k | 4.3k | 89.30 | |
| Xilinx | 1.5 | $354k | 3.6k | 98.33 | |
| Neurocrine Biosciences (NBIX) | 1.4 | $329k | 2.7k | 121.85 | |
| Zuora Com Cl A | 1.3 | $326k | 26k | 12.73 | |
| Servicenow (NOW) | 1.3 | $324k | 800.00 | 405.00 | |
| New Relic | 1.3 | $315k | 4.6k | 68.85 | |
| Beam Therapeutics (BEAM) | 1.3 | $305k | 11k | 28.05 | |
| NVIDIA Corporation (NVDA) | 1.2 | $304k | 800.00 | 380.00 | |
| Fulcrum Therapeutics (FULC) | 1.2 | $281k | 15k | 18.26 | |
| Palo Alto Networks (PANW) | 1.0 | $253k | 1.1k | 230.00 | |
| Arista Networks | 1.0 | $252k | 1.2k | 210.00 | |
| Tabula Rasa Healthcare | 1.0 | $252k | 4.6k | 54.78 | |
| Transmedics Group (TMDX) | 1.0 | $242k | 14k | 17.93 | |
| Personalis Ord (PSNL) | 1.0 | $236k | 18k | 12.99 | |
| Regenxbio Inc equity us cm (RGNX) | 0.9 | $228k | 6.2k | 36.77 | |
| Ceva (CEVA) | 0.9 | $224k | 6.0k | 37.48 | |
| Servicesource | 0.5 | $120k | 76k | 1.58 |
