Brandywine Managers as of Dec. 31, 2021
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 43 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Keurig Dr Pepper (KDP) | 24.9 | $22M | 597k | 36.86 | |
| Uipath Cl A (PATH) | 21.1 | $19M | 432k | 43.13 | |
| Krispy Kreme (DNUT) | 6.9 | $6.1M | 322k | 18.92 | |
| Crowdstrike Hldgs Cl A (CRWD) | 5.3 | $4.7M | 23k | 204.75 | |
| Twilio Cl A (TWLO) | 2.9 | $2.6M | 9.8k | 263.34 | |
| Moderna (MRNA) | 2.7 | $2.4M | 9.5k | 253.94 | |
| Zscaler Incorporated (ZS) | 2.5 | $2.2M | 7.0k | 321.29 | |
| Okta Cl A (OKTA) | 2.3 | $2.0M | 9.1k | 224.20 | |
| salesforce (CRM) | 2.0 | $1.8M | 6.9k | 254.16 | |
| Natera (NTRA) | 1.9 | $1.7M | 18k | 93.37 | |
| Twist Bioscience Corp (TWST) | 1.5 | $1.3M | 17k | 77.40 | |
| Datadog Cl A Com (DDOG) | 1.5 | $1.3M | 7.2k | 178.06 | |
| Intuitive Surgical Com New (ISRG) | 1.4 | $1.3M | 3.5k | 359.37 | |
| 10x Genomics Cl A Com (TXG) | 1.2 | $1.1M | 7.2k | 148.95 | |
| Pagerduty (PD) | 1.2 | $1.1M | 31k | 34.73 | |
| NVIDIA Corporation (NVDA) | 1.2 | $1.0M | 3.6k | 294.05 | |
| Campbell Soup Company (CPB) | 1.2 | $1.0M | 24k | 43.47 | |
| Beam Therapeutics (BEAM) | 1.2 | $1.0M | 13k | 79.69 | |
| Xilinx | 1.1 | $997k | 4.7k | 212.13 | |
| Veeva Sys Cl A Com (VEEV) | 1.1 | $990k | 3.9k | 255.42 | |
| Guardant Health (GH) | 1.1 | $980k | 9.8k | 100.01 | |
| Docusign (DOCU) | 1.0 | $839k | 5.5k | 152.24 | |
| Quanterix Ord (QTRX) | 0.9 | $792k | 19k | 42.40 | |
| Smartsheet Com Cl A (SMAR) | 0.9 | $790k | 10k | 77.45 | |
| Varonis Sys (VRNS) | 0.9 | $784k | 16k | 48.76 | |
| Relay Therapeutics (RLAY) | 0.9 | $781k | 25k | 30.72 | |
| Alnylam Pharmaceuticals (ALNY) | 0.9 | $781k | 4.6k | 169.49 | |
| Teladoc (TDOC) | 0.8 | $700k | 7.6k | 91.78 | |
| Palo Alto Networks (PANW) | 0.8 | $688k | 1.2k | 557.09 | |
| Unity Software (U) | 0.7 | $627k | 4.4k | 142.95 | |
| Servicenow (NOW) | 0.7 | $580k | 893.00 | 649.50 | |
| Schrodinger (SDGR) | 0.6 | $565k | 16k | 34.84 | |
| Anaplan | 0.6 | $545k | 12k | 45.84 | |
| Abcellera Biologics (ABCL) | 0.6 | $533k | 37k | 14.30 | |
| Roblox Corp Cl A (RBLX) | 0.5 | $463k | 4.5k | 103.10 | |
| Fulcrum Therapeutics (FULC) | 0.5 | $447k | 25k | 17.68 | |
| Denali Therapeutics (DNLI) | 0.5 | $428k | 9.6k | 44.58 | |
| Berkeley Lts | 0.5 | $420k | 23k | 18.19 | |
| Seer Com Cl A (SEER) | 0.4 | $351k | 15k | 22.84 | |
| Sentinelone Cl A (S) | 0.3 | $282k | 5.6k | 50.49 | |
| Samsara Com Cl A (IOT) | 0.3 | $270k | 9.6k | 28.06 | |
| Ionis Pharmaceuticals (IONS) | 0.3 | $257k | 8.5k | 30.38 | |
| Servicesource | 0.1 | $75k | 76k | 0.99 |
