Brandywine Managers as of March 31, 2023
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 48 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Procter & Gamble Company (PG) | 15.9 | $22M | 157k | 141.84 | |
| Philip Morris International (PM) | 14.3 | $20M | 207k | 97.41 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 10.0 | $14M | 155k | 91.16 | |
| Automatic Data Processing (ADP) | 8.4 | $12M | 53k | 220.72 | |
| Starbucks Corporation (SBUX) | 7.8 | $11M | 108k | 102.45 | |
| Keurig Dr Pepper (KDP) | 7.2 | $10M | 293k | 34.60 | |
| Uipath Cl A (PATH) | 5.4 | $7.6M | 435k | 17.56 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 5.0 | $7.1M | 23k | 308.28 | |
| Clorox Company (CLX) | 4.0 | $5.6M | 36k | 156.04 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.8 | $3.9M | 29k | 137.26 | |
| Expeditors International of Washington (EXPD) | 2.7 | $3.8M | 35k | 107.18 | |
| Moderna (MRNA) | 1.0 | $1.5M | 9.5k | 153.58 | |
| salesforce (CRM) | 1.0 | $1.4M | 6.9k | 199.78 | |
| Campbell Soup Company (CPB) | 0.9 | $1.3M | 24k | 54.98 | |
| Natera (NTRA) | 0.8 | $1.2M | 22k | 55.52 | |
| Pagerduty (PD) | 0.8 | $1.1M | 31k | 34.98 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $999k | 2.8k | 363.41 | |
| NVIDIA Corporation (NVDA) | 0.7 | $990k | 3.6k | 277.77 | |
| Alnylam Pharmaceuticals (ALNY) | 0.7 | $923k | 4.6k | 200.32 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $893k | 3.5k | 255.47 | |
| Okta Cl A (OKTA) | 0.6 | $884k | 10k | 86.24 | |
| Zscaler Incorporated (ZS) | 0.6 | $865k | 7.4k | 116.83 | |
| Advanced Micro Devices (AMD) | 0.6 | $794k | 8.1k | 98.01 | |
| Palo Alto Networks (PANW) | 0.5 | $740k | 3.7k | 199.74 | |
| Veeva Sys Cl A Com (VEEV) | 0.5 | $720k | 3.9k | 183.79 | |
| Twilio Cl A (TWLO) | 0.5 | $652k | 9.8k | 66.63 | |
| 10x Genomics Cl A Com (TXG) | 0.4 | $625k | 11k | 55.79 | |
| Mobileye Global Common Class A (MBLY) | 0.4 | $565k | 13k | 43.27 | |
| Schrodinger (SDGR) | 0.4 | $550k | 21k | 26.33 | |
| Uber Technologies (UBER) | 0.4 | $539k | 17k | 31.70 | |
| Relay Therapeutics (RLAY) | 0.4 | $524k | 32k | 16.47 | |
| Datadog Cl A Com (DDOG) | 0.4 | $523k | 7.2k | 72.66 | |
| Samsara Com Cl A (IOT) | 0.4 | $504k | 26k | 19.72 | |
| Abcellera Biologics (ABCL) | 0.3 | $430k | 57k | 7.54 | |
| Servicenow (NOW) | 0.3 | $415k | 893.00 | 464.72 | |
| Prime Medicine (PRME) | 0.3 | $406k | 33k | 12.30 | |
| Snowflake Cl A (SNOW) | 0.3 | $393k | 2.5k | 154.29 | |
| Guardant Health (GH) | 0.3 | $374k | 16k | 23.44 | |
| Smartsheet Com Cl A (SMAR) | 0.3 | $368k | 7.7k | 47.80 | |
| Roblox Corp Cl A (RBLX) | 0.2 | $326k | 7.2k | 44.98 | |
| Twist Bioscience Corp (TWST) | 0.2 | $316k | 21k | 15.08 | |
| Olink Hldg Ab Sponsored Ads (OLK) | 0.2 | $306k | 14k | 22.53 | |
| Unity Software (U) | 0.2 | $270k | 8.3k | 32.44 | |
| Beam Therapeutics (BEAM) | 0.2 | $247k | 8.1k | 30.62 | |
| Docusign (DOCU) | 0.2 | $246k | 4.2k | 58.30 | |
| Denali Therapeutics (DNLI) | 0.2 | $221k | 9.6k | 23.04 | |
| Fulcrum Therapeutics (FULC) | 0.1 | $75k | 26k | 2.85 | |
| Berkeley Lts | 0.0 | $35k | 30k | 1.16 |
