$356 Million is the total value of BRANDYWINE MANAGERS, LLC's 33 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEEV | Buy | VEEVA SYS INC | $557,000 | 0.0% | 10,070 | +2.0% | 0.16% | -3.7% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $274,000 | +5.0% | 750 | +200.0% | 0.08% | +1.3% |
| TDOC | Buy | TELADOC INC | $237,000 | +8.2% | 6,800 | +3.0% | 0.07% | +4.7% |
| OKTA | Buy | OKTA INCcl a | $232,000 | +6.9% | 9,050 | +17.5% | 0.06% | +3.2% |
| VRNS | New | VARONIS SYS INC | $228,000 | – | 4,700 | +100.0% | 0.06% | – |
| NTRA | Buy | NATERA INC | $227,000 | +26.1% | 25,300 | +80.7% | 0.06% | +23.1% |
| CEVA | Buy | CEVA INC | $220,000 | +10.0% | 4,777 | +2.1% | 0.06% | +6.9% |
| SPLK | New | SPLUNK INC | $215,000 | – | 2,600 | +100.0% | 0.06% | – |
| KN | Buy | KNOWLES CORP | $179,000 | 0.0% | 12,200 | +4.3% | 0.05% | -3.8% |
| TRXC | Buy | TRANSENTERIX INC | $172,000 | +145.7% | 89,100 | +81.8% | 0.05% | +140.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $168,000 | -12.0% | 16,300 | +8.7% | 0.05% | -16.1% |
| P | Buy | PANDORA MEDIA INC | $158,000 | -17.7% | 32,699 | +30.8% | 0.04% | -21.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
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.