Brandywine Managers as of March 31, 2022
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 42 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Keurig Dr Pepper (KDP) | 23.3 | $14M | 398k | 33.96 | |
Uipath Cl A (PATH) | 16.2 | $9.4M | 435k | 21.59 | |
Crowdstrike Hldgs Cl A (CRWD) | 10.4 | $6.0M | 27k | 227.08 | |
Zscaler Incorporated (ZS) | 2.9 | $1.7M | 7.0k | 241.29 | |
Moderna (MRNA) | 2.8 | $1.6M | 9.5k | 172.24 | |
Twilio Cl A (TWLO) | 2.8 | $1.6M | 9.8k | 164.79 | |
salesforce (CRM) | 2.5 | $1.5M | 6.9k | 212.35 | |
Okta Cl A (OKTA) | 2.4 | $1.4M | 9.1k | 150.94 | |
Datadog Cl A Com (DDOG) | 1.9 | $1.1M | 7.2k | 151.53 | |
Campbell Soup Company (CPB) | 1.8 | $1.1M | 24k | 44.56 | |
Intuitive Surgical Com New (ISRG) | 1.8 | $1.1M | 3.5k | 301.57 | |
Pagerduty (PD) | 1.8 | $1.0M | 31k | 34.18 | |
NVIDIA Corporation (NVDA) | 1.7 | $972k | 3.6k | 272.73 | |
Advanced Micro Devices (AMD) | 1.5 | $886k | 8.1k | 109.40 | |
Natera (NTRA) | 1.5 | $876k | 22k | 40.68 | |
Twist Bioscience Corp (TWST) | 1.5 | $869k | 18k | 49.38 | |
Veeva Sys Cl A Com (VEEV) | 1.4 | $823k | 3.9k | 212.33 | |
Anaplan | 1.3 | $773k | 12k | 65.02 | |
Palo Alto Networks (PANW) | 1.3 | $769k | 1.2k | 622.67 | |
Varonis Sys (VRNS) | 1.3 | $764k | 16k | 47.51 | |
Relay Therapeutics (RLAY) | 1.3 | $761k | 25k | 29.93 | |
Alnylam Pharmaceuticals (ALNY) | 1.3 | $752k | 4.6k | 163.19 | |
Beam Therapeutics (BEAM) | 1.3 | $749k | 13k | 57.32 | |
Guardant Health (GH) | 1.1 | $659k | 10k | 66.22 | |
10x Genomics Cl A Com (TXG) | 1.1 | $627k | 8.2k | 76.08 | |
Fulcrum Therapeutics (FULC) | 1.1 | $618k | 26k | 23.65 | |
Docusign (DOCU) | 1.0 | $590k | 5.5k | 107.06 | |
Schrodinger (SDGR) | 1.0 | $567k | 17k | 34.13 | |
Smartsheet Com Cl A (SMAR) | 1.0 | $559k | 10k | 54.80 | |
Quanterix Ord (QTRX) | 1.0 | $557k | 19k | 29.22 | |
Teladoc (TDOC) | 0.9 | $550k | 7.6k | 72.11 | |
Servicenow (NOW) | 0.9 | $497k | 893.00 | 556.55 | |
Unity Software (U) | 0.8 | $435k | 4.4k | 99.18 | |
Abcellera Biologics (ABCL) | 0.7 | $391k | 40k | 9.75 | |
Samsara Com Cl A (IOT) | 0.6 | $325k | 20k | 16.04 | |
Ionis Pharmaceuticals (IONS) | 0.5 | $313k | 8.5k | 37.00 | |
Denali Therapeutics (DNLI) | 0.5 | $309k | 9.6k | 32.18 | |
Roblox Corp Cl A (RBLX) | 0.4 | $249k | 5.4k | 46.27 | |
Seer Com Cl A (SEER) | 0.4 | $234k | 15k | 15.23 | |
Berkeley Lts | 0.4 | $218k | 31k | 7.11 | |
Sentinelone Cl A (S) | 0.4 | $216k | 5.6k | 38.67 | |
Servicesource | 0.2 | $99k | 76k | 1.30 |