Brandywine Managers as of Dec. 31, 2020
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 42 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Keurig Dr Pepper (KDP) | 34.8 | $25M | 795k | 31.85 | |
| Draftkings Com Cl A | 12.7 | $9.2M | 199k | 46.56 | |
| Crowdstrike Hldgs Cl A (CRWD) | 4.1 | $3.0M | 14k | 211.79 | |
| Slack Technologies Com Cl A | 4.1 | $3.0M | 71k | 42.24 | |
| Twist Bioscience Corp (TWST) | 3.7 | $2.7M | 19k | 141.30 | |
| Natera (NTRA) | 3.5 | $2.6M | 26k | 99.53 | |
| Twilio Cl A (TWLO) | 3.4 | $2.5M | 7.3k | 338.49 | |
| Okta Cl A (OKTA) | 3.2 | $2.3M | 9.1k | 254.25 | |
| Teladoc (TDOC) | 2.0 | $1.5M | 7.3k | 200.00 | |
| Zscaler Incorporated (ZS) | 1.9 | $1.4M | 7.0k | 199.71 | |
| Pagerduty (PD) | 1.8 | $1.3M | 31k | 41.71 | |
| Docusign (DOCU) | 1.6 | $1.2M | 5.3k | 222.26 | |
| Campbell Soup Company (CPB) | 1.6 | $1.2M | 24k | 48.35 | |
| Veeva Sys Cl A Com (VEEV) | 1.4 | $1.0M | 3.7k | 272.16 | |
| Moderna (MRNA) | 1.3 | $950k | 9.1k | 104.44 | |
| Guardant Health (GH) | 1.3 | $915k | 7.1k | 128.87 | |
| Beam Therapeutics (BEAM) | 1.2 | $888k | 11k | 81.66 | |
| Varonis Sys (VRNS) | 1.1 | $834k | 5.1k | 163.53 | |
| Anaplan | 1.1 | $769k | 11k | 71.87 | |
| Schrodinger (SDGR) | 1.0 | $744k | 9.4k | 79.15 | |
| Quanterix Ord (QTRX) | 1.0 | $709k | 15k | 46.47 | |
| Datadog Cl A Com (DDOG) | 1.0 | $709k | 7.2k | 98.47 | |
| Smartsheet Com Cl A (SMAR) | 1.0 | $707k | 10k | 69.31 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $614k | 750.00 | 818.67 | |
| 10x Genomics Cl A Com (TXG) | 0.8 | $609k | 4.3k | 141.63 | |
| Unity Software (U) | 0.8 | $590k | 3.8k | 153.45 | |
| Xilinx | 0.7 | $510k | 3.6k | 141.67 | |
| Berkeley Lts | 0.7 | $485k | 5.4k | 89.50 | |
| Servicenow (NOW) | 0.6 | $440k | 800.00 | 550.00 | |
| NVIDIA Corporation (NVDA) | 0.6 | $418k | 800.00 | 522.50 | |
| C3 Ai Cl A (AI) | 0.6 | $411k | 3.0k | 138.76 | |
| Palo Alto Networks (PANW) | 0.5 | $391k | 1.1k | 355.45 | |
| Alnylam Pharmaceuticals (ALNY) | 0.5 | $377k | 2.9k | 130.00 | |
| Abcellera Biologics (ABCL) | 0.5 | $360k | 8.9k | 40.29 | |
| Zuora Com Cl A | 0.5 | $357k | 26k | 13.95 | |
| Arista Networks | 0.5 | $349k | 1.2k | 290.83 | |
| Relay Therapeutics (RLAY) | 0.5 | $343k | 8.3k | 41.58 | |
| Seer Com Cl A (SEER) | 0.4 | $304k | 5.4k | 56.08 | |
| Regenxbio Inc equity us cm (RGNX) | 0.4 | $299k | 6.6k | 45.30 | |
| Fulcrum Therapeutics (FULC) | 0.3 | $239k | 20k | 11.72 | |
| salesforce (CRM) | 0.3 | $223k | 1.0k | 223.00 | |
| Servicesource | 0.2 | $134k | 76k | 1.77 |
