Brandywine Managers as of March 31, 2021
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 46 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Keurig Dr Pepper (KDP) | 36.3 | $27M | 795k | 34.37 | |
| Draftkings Com Cl A | 8.1 | $6.1M | 99k | 61.33 | |
| Twilio Inc - A Cl A (TWLO) | 4.4 | $3.3M | 9.8k | 340.73 | |
| Smartsheet Com Cl A | 3.8 | $2.9M | 71k | 40.64 | |
| Datadog Cl A (CRWD) | 3.5 | $2.6M | 14k | 182.51 | |
| Twist Bioscience Corp (TWST) | 2.8 | $2.1M | 17k | 123.84 | |
| Okta Cl A (OKTA) | 2.7 | $2.0M | 9.1k | 220.44 | |
| Natera (NTRA) | 2.4 | $1.8M | 18k | 101.54 | |
| Guardant Health (GH) | 2.0 | $1.5M | 9.8k | 152.67 | |
| Teladoc (TDOC) | 1.8 | $1.3M | 7.3k | 181.78 | |
| 10x Genomics Inc - Class A Cl A Com (TXG) | 1.7 | $1.3M | 7.2k | 180.96 | |
| Moderna (MRNA) | 1.7 | $1.2M | 9.5k | 130.91 | |
| Pagerduty (PD) | 1.6 | $1.2M | 31k | 40.24 | |
| Campbell Soup Company (CPB) | 1.6 | $1.2M | 24k | 50.26 | |
| Zscaler Incorporated (ZS) | 1.6 | $1.2M | 7.0k | 171.71 | |
| Schrodinger (SDGR) | 1.6 | $1.2M | 15k | 76.26 | |
| Docusign (DOCU) | 1.5 | $1.1M | 5.5k | 202.50 | |
| Quanterix Ord (QTRX) | 1.5 | $1.1M | 19k | 58.46 | |
| Wells Fargo Cl A Com (VEEV) | 1.3 | $1.0M | 3.9k | 261.35 | |
| Beam Therapeutics (BEAM) | 1.2 | $886k | 11k | 80.06 | |
| Ionis Pharmaceuticals Com New (ISRG) | 1.1 | $861k | 1.2k | 739.06 | |
| Varonis Sys (VRNS) | 1.1 | $826k | 16k | 51.37 | |
| Berkeley Lts | 1.1 | $809k | 16k | 50.24 | |
| Seer Com Cl A (SEER) | 1.0 | $769k | 15k | 50.05 | |
| Relay Therapeutics (RLAY) | 0.9 | $690k | 20k | 34.58 | |
| Abcellera Biologics (ABCL) | 0.9 | $658k | 19k | 33.97 | |
| Smartsheet Inc Cl A Com Cl A (SMAR) | 0.9 | $652k | 10k | 63.92 | |
| Alnylam Pharmaceuticals (ALNY) | 0.9 | $651k | 4.6k | 141.28 | |
| Datadog Inc - Class A Cl A Com (DDOG) | 0.8 | $600k | 7.2k | 83.33 | |
| Anaplan | 0.8 | $576k | 11k | 53.83 | |
| Unity Software (U) | 0.7 | $550k | 5.5k | 100.26 | |
| Xilinx | 0.7 | $497k | 4.0k | 123.94 | |
| NVIDIA Corporation (NVDA) | 0.6 | $476k | 891.00 | 534.23 | |
| Servicenow (NOW) | 0.6 | $447k | 893.00 | 500.56 | |
| Arista Networks | 0.6 | $416k | 1.4k | 301.67 | |
| Palo Alto Networks (PANW) | 0.5 | $398k | 1.2k | 322.27 | |
| Wells Fargo & Company (WFC) | 0.5 | $397k | 10k | 39.07 | |
| Zuora Inc Cl A Com Cl A | 0.5 | $379k | 26k | 14.80 | |
| C3.ai Cl A (AI) | 0.5 | $364k | 5.5k | 65.93 | |
| Tabula Rasa Healthcare | 0.5 | $361k | 7.8k | 46.09 | |
| Ionis Pharmaceuticals (IONS) | 0.4 | $319k | 7.1k | 45.02 | |
| Roblox Corp - Class A Cl A (RBLX) | 0.4 | $291k | 4.5k | 64.80 | |
| Fulcrum Therapeutics (FULC) | 0.3 | $240k | 20k | 11.77 | |
| Regenxbio Inc equity us cm (RGNX) | 0.3 | $235k | 6.9k | 34.06 | |
| salesforce (CRM) | 0.3 | $212k | 1.0k | 212.00 | |
| Servicesource | 0.1 | $112k | 76k | 1.48 |
