Brandywine Managers as of June 30, 2022
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 42 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uipath Cl A (PATH) | 19.4 | $7.9M | 435k | 18.19 | |
| Keurig Dr Pepper (KDP) | 17.2 | $7.0M | 199k | 35.39 | |
| Crowdstrike Hldgs Cl A (CRWD) | 11.5 | $4.7M | 28k | 168.57 | |
| Moderna (MRNA) | 3.3 | $1.4M | 9.5k | 142.90 | |
| Campbell Soup Company (CPB) | 2.8 | $1.2M | 24k | 48.06 | |
| salesforce (CRM) | 2.8 | $1.1M | 6.9k | 165.05 | |
| Zscaler Incorporated (ZS) | 2.6 | $1.0M | 7.0k | 149.57 | |
| Mastercard Incorporated Cl A (MA) | 2.1 | $868k | 2.8k | 315.64 | |
| Twilio Cl A (TWLO) | 2.0 | $820k | 9.8k | 83.83 | |
| Okta Cl A (OKTA) | 2.0 | $818k | 9.1k | 90.39 | |
| Natera (NTRA) | 1.9 | $763k | 22k | 35.43 | |
| Pagerduty (PD) | 1.9 | $756k | 31k | 24.77 | |
| Intuitive Surgical Com New (ISRG) | 1.7 | $701k | 3.5k | 200.57 | |
| Veeva Sys Cl A Com (VEEV) | 1.7 | $688k | 3.5k | 197.93 | |
| Datadog Cl A Com (DDOG) | 1.7 | $686k | 7.2k | 95.28 | |
| Alnylam Pharmaceuticals (ALNY) | 1.6 | $672k | 4.6k | 145.83 | |
| Advanced Micro Devices (AMD) | 1.5 | $619k | 8.1k | 76.43 | |
| Twist Bioscience Corp (TWST) | 1.5 | $615k | 18k | 34.95 | |
| Palo Alto Networks (PANW) | 1.5 | $610k | 1.2k | 493.93 | |
| Abcellera Biologics (ABCL) | 1.5 | $607k | 57k | 10.65 | |
| Schrodinger (SDGR) | 1.4 | $552k | 21k | 26.43 | |
| NVIDIA Corporation (NVDA) | 1.3 | $540k | 3.6k | 151.52 | |
| Guardant Health (GH) | 1.3 | $537k | 13k | 40.35 | |
| Relay Therapeutics (RLAY) | 1.3 | $533k | 32k | 16.76 | |
| Beam Therapeutics (BEAM) | 1.2 | $506k | 13k | 38.72 | |
| Servicenow (NOW) | 1.0 | $425k | 893.00 | 475.92 | |
| Varonis Sys (VRNS) | 1.0 | $398k | 14k | 29.31 | |
| 10x Genomics Cl A Com (TXG) | 0.9 | $373k | 8.2k | 45.26 | |
| Snowflake Cl A (SNOW) | 0.9 | $354k | 2.5k | 138.88 | |
| Ionis Pharmaceuticals (IONS) | 0.8 | $313k | 8.5k | 37.00 | |
| Quanterix Ord (QTRX) | 0.8 | $309k | 19k | 16.21 | |
| Samsara Com Cl A (IOT) | 0.7 | $286k | 26k | 11.18 | |
| Denali Therapeutics (DNLI) | 0.7 | $283k | 9.6k | 29.48 | |
| Berkeley Lts | 0.7 | $272k | 55k | 4.97 | |
| Teladoc (TDOC) | 0.6 | $253k | 7.6k | 33.17 | |
| Smartsheet Com Cl A (SMAR) | 0.6 | $242k | 7.7k | 31.43 | |
| Docusign (DOCU) | 0.6 | $242k | 4.2k | 57.47 | |
| Roblox Corp Cl A (RBLX) | 0.6 | $238k | 7.2k | 32.87 | |
| Unity Software (U) | 0.5 | $218k | 5.9k | 36.84 | |
| Seer Com Cl A (SEER) | 0.3 | $138k | 15k | 8.98 | |
| Fulcrum Therapeutics (FULC) | 0.3 | $128k | 26k | 4.90 | |
| Servicesource | 0.3 | $112k | 76k | 1.48 |
