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 |
