Brandywine Managers as of June 30, 2023
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 48 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Procter & Gamble Company (PG) | 15.8 | $24M | 157k | 151.74 | |
| Philip Morris International (PM) | 13.4 | $20M | 207k | 97.62 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 13.3 | $20M | 210k | 95.94 | |
| Automatic Data Processing (ADP) | 7.7 | $12M | 53k | 219.79 | |
| Starbucks Corporation (SBUX) | 7.0 | $11M | 108k | 99.06 | |
| Uipath Cl A (PATH) | 6.7 | $10M | 612k | 16.57 | |
| Keurig Dr Pepper (KDP) | 6.0 | $9.2M | 293k | 31.27 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 4.5 | $6.8M | 23k | 295.83 | |
| Clorox Company (CLX) | 3.8 | $5.7M | 36k | 159.04 | |
| Expeditors International of Washington (EXPD) | 2.8 | $4.3M | 35k | 121.13 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.8 | $4.2M | 29k | 146.87 | |
| NVIDIA Corporation (NVDA) | 1.0 | $1.5M | 3.6k | 423.02 | |
| salesforce (CRM) | 1.0 | $1.5M | 6.9k | 211.26 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $1.2M | 3.5k | 341.94 | |
| Moderna (MRNA) | 0.8 | $1.2M | 9.5k | 121.50 | |
| Uber Technologies (UBER) | 0.8 | $1.2M | 27k | 43.17 | |
| Campbell Soup Company (CPB) | 0.7 | $1.1M | 24k | 45.71 | |
| Zscaler Incorporated (ZS) | 0.7 | $1.1M | 7.4k | 146.30 | |
| Natera (NTRA) | 0.7 | $1.0M | 22k | 48.66 | |
| Schrodinger (SDGR) | 0.7 | $1.0M | 21k | 49.92 | |
| Palo Alto Networks (PANW) | 0.6 | $947k | 3.7k | 255.51 | |
| Alnylam Pharmaceuticals (ALNY) | 0.6 | $875k | 4.6k | 189.94 | |
| Advanced Micro Devices (AMD) | 0.5 | $831k | 7.3k | 113.91 | |
| Veeva Sys Cl A Com (VEEV) | 0.5 | $775k | 3.9k | 197.73 | |
| Okta Cl A (OKTA) | 0.5 | $711k | 10k | 69.35 | |
| Datadog Cl A Com (DDOG) | 0.5 | $708k | 7.2k | 98.38 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $702k | 1.8k | 393.30 | |
| Pagerduty (PD) | 0.5 | $686k | 31k | 22.48 | |
| Samsara Com Cl A (IOT) | 0.4 | $653k | 24k | 27.71 | |
| 10x Genomics Cl A Com (TXG) | 0.4 | $626k | 11k | 55.84 | |
| Twilio Cl A (TWLO) | 0.4 | $622k | 9.8k | 63.62 | |
| Guardant Health (GH) | 0.4 | $570k | 16k | 35.80 | |
| Mobileye Global Common Class A (MBLY) | 0.3 | $502k | 13k | 38.42 | |
| Servicenow (NOW) | 0.3 | $502k | 893.00 | 561.97 | |
| Prime Medicine (PRME) | 0.3 | $483k | 33k | 14.65 | |
| Snowflake Cl A (SNOW) | 0.3 | $449k | 2.5k | 175.98 | |
| Twist Bioscience Corp (TWST) | 0.3 | $429k | 21k | 20.46 | |
| Relay Therapeutics (RLAY) | 0.3 | $400k | 32k | 12.56 | |
| Abcellera Biologics (ABCL) | 0.2 | $368k | 57k | 6.46 | |
| Unity Software (U) | 0.2 | $362k | 8.3k | 43.42 | |
| Smartsheet Com Cl A (SMAR) | 0.2 | $295k | 7.7k | 38.26 | |
| Roblox Corp Cl A (RBLX) | 0.2 | $292k | 7.2k | 40.30 | |
| Denali Therapeutics (DNLI) | 0.2 | $283k | 9.6k | 29.51 | |
| Beam Therapeutics (BEAM) | 0.2 | $258k | 8.1k | 31.93 | |
| Olink Hldg Ab Sponsored Ads (OLK) | 0.2 | $255k | 14k | 18.75 | |
| Docusign (DOCU) | 0.1 | $215k | 4.2k | 51.09 | |
| Fulcrum Therapeutics (FULC) | 0.1 | $86k | 26k | 3.30 | |
| Berkeley Lts | 0.0 | $15k | 30k | 0.49 |
