Brandywine Managers as of Dec. 31, 2021
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 43 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Keurig Dr Pepper (KDP) | 24.9 | $22M | 597k | 36.86 | |
Uipath Cl A (PATH) | 21.1 | $19M | 432k | 43.13 | |
Krispy Kreme (DNUT) | 6.9 | $6.1M | 322k | 18.92 | |
Crowdstrike Hldgs Cl A (CRWD) | 5.3 | $4.7M | 23k | 204.75 | |
Twilio Cl A (TWLO) | 2.9 | $2.6M | 9.8k | 263.34 | |
Moderna (MRNA) | 2.7 | $2.4M | 9.5k | 253.94 | |
Zscaler Incorporated (ZS) | 2.5 | $2.2M | 7.0k | 321.29 | |
Okta Cl A (OKTA) | 2.3 | $2.0M | 9.1k | 224.20 | |
salesforce (CRM) | 2.0 | $1.8M | 6.9k | 254.16 | |
Natera (NTRA) | 1.9 | $1.7M | 18k | 93.37 | |
Twist Bioscience Corp (TWST) | 1.5 | $1.3M | 17k | 77.40 | |
Datadog Cl A Com (DDOG) | 1.5 | $1.3M | 7.2k | 178.06 | |
Intuitive Surgical Com New (ISRG) | 1.4 | $1.3M | 3.5k | 359.37 | |
10x Genomics Cl A Com (TXG) | 1.2 | $1.1M | 7.2k | 148.95 | |
Pagerduty (PD) | 1.2 | $1.1M | 31k | 34.73 | |
NVIDIA Corporation (NVDA) | 1.2 | $1.0M | 3.6k | 294.05 | |
Campbell Soup Company (CPB) | 1.2 | $1.0M | 24k | 43.47 | |
Beam Therapeutics (BEAM) | 1.2 | $1.0M | 13k | 79.69 | |
Xilinx | 1.1 | $997k | 4.7k | 212.13 | |
Veeva Sys Cl A Com (VEEV) | 1.1 | $990k | 3.9k | 255.42 | |
Guardant Health (GH) | 1.1 | $980k | 9.8k | 100.01 | |
Docusign (DOCU) | 1.0 | $839k | 5.5k | 152.24 | |
Quanterix Ord (QTRX) | 0.9 | $792k | 19k | 42.40 | |
Smartsheet Com Cl A (SMAR) | 0.9 | $790k | 10k | 77.45 | |
Varonis Sys (VRNS) | 0.9 | $784k | 16k | 48.76 | |
Relay Therapeutics (RLAY) | 0.9 | $781k | 25k | 30.72 | |
Alnylam Pharmaceuticals (ALNY) | 0.9 | $781k | 4.6k | 169.49 | |
Teladoc (TDOC) | 0.8 | $700k | 7.6k | 91.78 | |
Palo Alto Networks (PANW) | 0.8 | $688k | 1.2k | 557.09 | |
Unity Software (U) | 0.7 | $627k | 4.4k | 142.95 | |
Servicenow (NOW) | 0.7 | $580k | 893.00 | 649.50 | |
Schrodinger (SDGR) | 0.6 | $565k | 16k | 34.84 | |
Anaplan | 0.6 | $545k | 12k | 45.84 | |
Abcellera Biologics (ABCL) | 0.6 | $533k | 37k | 14.30 | |
Roblox Corp Cl A (RBLX) | 0.5 | $463k | 4.5k | 103.10 | |
Fulcrum Therapeutics (FULC) | 0.5 | $447k | 25k | 17.68 | |
Denali Therapeutics (DNLI) | 0.5 | $428k | 9.6k | 44.58 | |
Berkeley Lts | 0.5 | $420k | 23k | 18.19 | |
Seer Com Cl A (SEER) | 0.4 | $351k | 15k | 22.84 | |
Sentinelone Cl A (S) | 0.3 | $282k | 5.6k | 50.49 | |
Samsara Com Cl A (IOT) | 0.3 | $270k | 9.6k | 28.06 | |
Ionis Pharmaceuticals (IONS) | 0.3 | $257k | 8.5k | 30.38 | |
Servicesource | 0.1 | $75k | 76k | 0.99 |