Brandywine Managers as of Sept. 30, 2021
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 44 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Keurig Dr Pepper (KDP) | 28.4 | $27M | 795k | 34.16 | |
| Uipath Cl A (PATH) | 18.0 | $17M | 328k | 52.61 | |
| Crowdstrike Hldgs Cl A (CRWD) | 5.9 | $5.7M | 23k | 245.76 | |
| Krispy Kreme (DNUT) | 4.7 | $4.5M | 322k | 14.00 | |
| Moderna (MRNA) | 3.8 | $3.7M | 9.5k | 384.86 | |
| Twilio Cl A (TWLO) | 3.3 | $3.1M | 9.8k | 319.06 | |
| salesforce (CRM) | 2.4 | $2.3M | 8.4k | 271.19 | |
| Okta Cl A (OKTA) | 2.2 | $2.1M | 9.1k | 237.35 | |
| Natera (NTRA) | 2.1 | $2.0M | 18k | 111.42 | |
| Twist Bioscience Corp (TWST) | 1.9 | $1.9M | 17k | 106.99 | |
| Zscaler Incorporated (ZS) | 1.9 | $1.8M | 7.0k | 262.29 | |
| Docusign (DOCU) | 1.5 | $1.4M | 5.5k | 257.49 | |
| Pagerduty (PD) | 1.3 | $1.3M | 31k | 41.42 | |
| Guardant Health (GH) | 1.3 | $1.2M | 9.8k | 125.01 | |
| Intuitive Surgical Com New (ISRG) | 1.2 | $1.2M | 1.2k | 993.99 | |
| Beam Therapeutics (BEAM) | 1.2 | $1.1M | 13k | 86.98 | |
| Veeva Sys Cl A Com (VEEV) | 1.2 | $1.1M | 3.9k | 288.18 | |
| 10x Genomics Cl A Com (TXG) | 1.1 | $1.1M | 7.2k | 145.63 | |
| Datadog Cl A Com (DDOG) | 1.1 | $1.0M | 7.2k | 141.39 | |
| Campbell Soup Company (CPB) | 1.0 | $1.0M | 24k | 41.81 | |
| Varonis Sys (VRNS) | 1.0 | $978k | 16k | 60.82 | |
| Teladoc (TDOC) | 1.0 | $967k | 7.6k | 126.79 | |
| Quanterix Ord (QTRX) | 1.0 | $930k | 19k | 49.79 | |
| Schrodinger (SDGR) | 0.9 | $887k | 16k | 54.70 | |
| Alnylam Pharmaceuticals (ALNY) | 0.9 | $870k | 4.6k | 188.80 | |
| NVIDIA Corporation (NVDA) | 0.8 | $738k | 3.6k | 207.07 | |
| Smartsheet Com Cl A (SMAR) | 0.7 | $702k | 10k | 68.82 | |
| Unity Software (U) | 0.7 | $693k | 5.5k | 126.32 | |
| Relay Therapeutics (RLAY) | 0.7 | $685k | 22k | 31.53 | |
| Anaplan | 0.7 | $652k | 11k | 60.93 | |
| Abcellera Biologics (ABCL) | 0.6 | $616k | 31k | 20.05 | |
| Xilinx | 0.6 | $605k | 4.0k | 150.87 | |
| Palo Alto Networks (PANW) | 0.6 | $592k | 1.2k | 479.35 | |
| Fulcrum Therapeutics (FULC) | 0.6 | $575k | 20k | 28.20 | |
| Servicenow (NOW) | 0.6 | $556k | 893.00 | 622.62 | |
| Seer Com Cl A (SEER) | 0.6 | $531k | 15k | 34.56 | |
| Berkeley Lts | 0.5 | $452k | 23k | 19.57 | |
| Denali Therapeutics (DNLI) | 0.4 | $431k | 8.6k | 50.40 | |
| Roblox Corp Cl A (RBLX) | 0.4 | $339k | 4.5k | 75.48 | |
| Sentinelone Cl A (S) | 0.3 | $299k | 5.6k | 53.54 | |
| Ionis Pharmaceuticals (IONS) | 0.3 | $284k | 8.5k | 33.57 | |
| C3 Ai Cl A (AI) | 0.2 | $233k | 5.0k | 46.34 | |
| Tabula Rasa Healthcare | 0.2 | $205k | 7.8k | 26.17 | |
| Servicesource | 0.1 | $102k | 76k | 1.34 |
