Brandywine Managers as of Sept. 30, 2022
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 39 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uipath Cl A (PATH) | 18.0 | $5.5M | 435k | 12.61 | |
| Crowdstrike Hldgs Cl A (CRWD) | 15.1 | $4.6M | 28k | 164.80 | |
| Zscaler Incorporated (ZS) | 3.8 | $1.2M | 7.0k | 164.43 | |
| Campbell Soup Company (CPB) | 3.7 | $1.1M | 24k | 47.14 | |
| Moderna (MRNA) | 3.7 | $1.1M | 9.5k | 118.30 | |
| salesforce (CRM) | 3.3 | $994k | 6.9k | 143.79 | |
| Natera (NTRA) | 3.1 | $944k | 22k | 43.84 | |
| Alnylam Pharmaceuticals (ALNY) | 3.0 | $922k | 4.6k | 200.09 | |
| Mastercard Incorporated Cl A (MA) | 2.6 | $782k | 2.8k | 284.36 | |
| Guardant Health (GH) | 2.4 | $716k | 13k | 53.80 | |
| Relay Therapeutics (RLAY) | 2.3 | $712k | 32k | 22.39 | |
| Pagerduty (PD) | 2.3 | $704k | 31k | 23.07 | |
| Twilio Cl A (TWLO) | 2.2 | $676k | 9.8k | 69.11 | |
| Intuitive Surgical Com New (ISRG) | 2.2 | $655k | 3.5k | 187.41 | |
| Veeva Sys Cl A Com (VEEV) | 2.1 | $646k | 3.9k | 164.84 | |
| Datadog Cl A Com (DDOG) | 2.1 | $639k | 7.2k | 88.75 | |
| Beam Therapeutics (BEAM) | 2.0 | $623k | 13k | 47.68 | |
| Twist Bioscience Corp (TWST) | 2.0 | $620k | 18k | 35.23 | |
| Palo Alto Networks (PANW) | 2.0 | $607k | 3.7k | 163.83 | |
| Okta Cl A (OKTA) | 1.9 | $583k | 10k | 56.89 | |
| Abcellera Biologics (ABCL) | 1.9 | $563k | 57k | 9.88 | |
| Schrodinger (SDGR) | 1.7 | $522k | 21k | 24.99 | |
| Advanced Micro Devices (AMD) | 1.7 | $513k | 8.1k | 63.34 | |
| NVIDIA Corporation (NVDA) | 1.4 | $433k | 3.6k | 121.49 | |
| Snowflake Cl A (SNOW) | 1.4 | $433k | 2.5k | 169.87 | |
| Ionis Pharmaceuticals (IONS) | 1.2 | $374k | 8.5k | 44.21 | |
| Varonis Sys (VRNS) | 1.2 | $360k | 14k | 26.51 | |
| Servicenow (NOW) | 1.1 | $337k | 893.00 | 377.38 | |
| 10x Genomics Cl A Com (TXG) | 1.0 | $319k | 11k | 28.46 | |
| Samsara Com Cl A (IOT) | 1.0 | $309k | 26k | 12.08 | |
| Denali Therapeutics (DNLI) | 1.0 | $295k | 9.6k | 30.73 | |
| Smartsheet Com Cl A (SMAR) | 0.9 | $265k | 7.7k | 34.42 | |
| Roblox Corp Cl A (RBLX) | 0.9 | $260k | 7.2k | 35.91 | |
| Docusign (DOCU) | 0.7 | $225k | 4.2k | 53.43 | |
| Fulcrum Therapeutics (FULC) | 0.7 | $211k | 26k | 8.08 | |
| Quanterix Ord (QTRX) | 0.7 | $210k | 19k | 11.01 | |
| Sentinelone Cl A (S) | 0.7 | $202k | 7.9k | 25.57 | |
| Berkeley Lts | 0.5 | $157k | 55k | 2.87 | |
| Seer Com Cl A (SEER) | 0.4 | $119k | 15k | 7.74 |
