Brandywine Managers as of Dec. 31, 2022
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 37 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uipath Cl A (PATH) | 19.3 | $5.5M | 435k | 12.71 | |
| Crowdstrike Hldgs Cl A (CRWD) | 10.6 | $3.0M | 29k | 105.29 | |
| Moderna (MRNA) | 6.0 | $1.7M | 9.5k | 179.62 | |
| Campbell Soup Company (CPB) | 4.8 | $1.4M | 24k | 56.75 | |
| Alnylam Pharmaceuticals (ALNY) | 3.8 | $1.1M | 4.6k | 237.65 | |
| Mastercard Incorporated Cl A (MA) | 3.3 | $956k | 2.8k | 347.73 | |
| Intuitive Surgical Com New (ISRG) | 3.2 | $927k | 3.5k | 265.35 | |
| salesforce (CRM) | 3.2 | $917k | 6.9k | 132.59 | |
| Natera (NTRA) | 3.0 | $865k | 22k | 40.17 | |
| Pagerduty (PD) | 2.8 | $811k | 31k | 26.56 | |
| Zscaler Incorporated (ZS) | 2.7 | $783k | 7.0k | 111.90 | |
| Okta Cl A (OKTA) | 2.4 | $700k | 10k | 68.33 | |
| Veeva Sys Cl A Com (VEEV) | 2.2 | $632k | 3.9k | 161.38 | |
| Prime Medicine (PRME) | 2.1 | $613k | 33k | 18.58 | |
| Abcellera Biologics (ABCL) | 2.0 | $577k | 57k | 10.13 | |
| Datadog Cl A Com (DDOG) | 1.8 | $529k | 7.2k | 73.50 | |
| Advanced Micro Devices (AMD) | 1.8 | $525k | 8.1k | 64.77 | |
| NVIDIA Corporation (NVDA) | 1.8 | $521k | 3.6k | 146.14 | |
| Palo Alto Networks (PANW) | 1.8 | $517k | 3.7k | 139.54 | |
| Twist Bioscience Corp (TWST) | 1.7 | $499k | 21k | 23.81 | |
| Twilio Cl A (TWLO) | 1.7 | $479k | 9.8k | 48.96 | |
| Relay Therapeutics (RLAY) | 1.7 | $475k | 32k | 14.94 | |
| Mobileye Global Common Class A (MBLY) | 1.6 | $458k | 13k | 35.06 | |
| Guardant Health (GH) | 1.5 | $433k | 16k | 27.20 | |
| 10x Genomics Cl A Com (TXG) | 1.4 | $408k | 11k | 36.44 | |
| Schrodinger (SDGR) | 1.4 | $390k | 21k | 18.69 | |
| Snowflake Cl A (SNOW) | 1.3 | $366k | 2.5k | 143.54 | |
| Servicenow (NOW) | 1.2 | $347k | 893.00 | 388.27 | |
| Samsara Com Cl A (IOT) | 1.1 | $318k | 26k | 12.43 | |
| Beam Therapeutics (BEAM) | 1.1 | $316k | 8.1k | 39.11 | |
| Smartsheet Com Cl A (SMAR) | 1.1 | $303k | 7.7k | 39.36 | |
| Denali Therapeutics (DNLI) | 0.9 | $267k | 9.6k | 27.81 | |
| Quanterix Ord (QTRX) | 0.9 | $264k | 19k | 13.85 | |
| Docusign (DOCU) | 0.8 | $233k | 4.2k | 55.42 | |
| Roblox Corp Cl A (RBLX) | 0.7 | $206k | 7.2k | 28.46 | |
| Fulcrum Therapeutics (FULC) | 0.7 | $190k | 26k | 7.28 | |
| Berkeley Lts | 0.3 | $80k | 30k | 2.68 |
