$344 Million is the total value of BRANDYWINE MANAGERS, LLC's 34 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 1100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEEV | Buy | VEEVA SYS INC | $557,000 | +34.2% | 9,870 | +45.8% | 0.16% | +38.5% |
| ISRG | New | INTUITIVE SURGICAL INC | $261,000 | – | 250 | +100.0% | 0.08% | – |
| NEWR | New | NEW RELIC INC | $258,000 | – | 5,175 | +100.0% | 0.08% | – |
| ANET | New | ARISTA NETWORKS INC | $228,000 | – | 1,200 | +100.0% | 0.07% | – |
| TDOC | New | TELADOC INC | $219,000 | – | 6,600 | +100.0% | 0.06% | – |
| OKTA | New | OKTA INC | $217,000 | – | 7,700 | +100.0% | 0.06% | – |
| CEVA | New | CEVA INC | $200,000 | – | 4,677 | +100.0% | 0.06% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $191,000 | – | 15,000 | +100.0% | 0.06% | – |
| P | New | PANDORA MEDIA INC | $192,000 | – | 24,999 | +100.0% | 0.06% | – |
| NTRA | New | NATERA INC | $180,000 | – | 14,000 | +100.0% | 0.05% | – |
| KN | New | KNOWLES CORP | $179,000 | – | 11,700 | +100.0% | 0.05% | – |
| TRXC | New | TRANSENTERIX INC | $70,000 | – | 49,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CROWDSTRIKE HLDGS INC | 37 | Q3 2023 | 94.6% |
| SERVICESOURCE INTL INC | 28 | Q3 2023 | 1.3% |
| WELLS FARGO CO NEW | 26 | Q3 2023 | 3.6% |
| OKTA INC | 25 | Q3 2023 | 7.4% |
| NVIDIA CORPORATION | 25 | Q3 2023 | 5.3% |
| IONIS PHARMACEUTICALS INC | 25 | Q3 2023 | 3.2% |
| TWILIO INC - A | 23 | Q3 2023 | 6.6% |
| QUANTERIX CORP | 21 | Q3 2023 | 2.0% |
| NATERA INC | 20 | Q3 2023 | 6.0% |
| ZUORA INC | 20 | Q3 2023 | 3.8% |
View BRANDYWINE MANAGERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-10 |
View BRANDYWINE MANAGERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.