$267 Million is the total value of BRANDYWINE MANAGERS, LLC's 48 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 62.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WORK | New | SLACK TECHNOLOGIES INC | $3,367,000 | – | 89,782 | +100.0% | 1.26% | – |
| ZUO | Buy | ZUORA INC | $752,000 | +157.5% | 49,100 | +236.3% | 0.28% | +141.0% |
| TWST | Buy | TWIST BIOSCIENCE CORP | $586,000 | +26.6% | 20,188 | +1.0% | 0.22% | +18.3% |
| QTRX | Buy | QUANTERIX CORP | $536,000 | +75.2% | 15,857 | +33.7% | 0.20% | +63.4% |
| CBLK | Buy | CARBON BLACK INC | $451,000 | +20.3% | 27,000 | +0.4% | 0.17% | +12.7% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $446,000 | +4.2% | 850 | +13.3% | 0.17% | -2.9% |
| TRHC | Buy | TABULA RASA HEALTHCARE INC | $409,000 | -0.7% | 8,200 | +12.3% | 0.15% | -7.3% |
| TMDX | New | TRANSMEDICS GROUP INC | $345,000 | – | 11,900 | +100.0% | 0.13% | – |
| RGNX | Buy | REGENXBIO INC | $283,000 | +0.7% | 5,500 | +12.2% | 0.11% | -6.2% |
| PSNL | New | PERSONALIS INC | $276,000 | – | 10,165 | +100.0% | 0.10% | – |
| PD | New | PAGERDUTY INC | $259,000 | – | 5,500 | +100.0% | 0.10% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $205,000 | – | 3,000 | +100.0% | 0.08% | – |
| MRNA | Buy | MODERNA INC | $184,000 | -27.6% | 12,596 | +0.8% | 0.07% | -32.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CROWDSTRIKE HLDGS INC | 40 | Q2 2024 | 94.6% |
| SERVICESOURCE INTL INC | 31 | Q2 2024 | 1.3% |
| WELLS FARGO CO NEW | 29 | Q2 2024 | 3.6% |
| OKTA INC | 28 | Q2 2024 | 7.4% |
| NVIDIA CORPORATION | 28 | Q2 2024 | 5.3% |
| IONIS PHARMACEUTICALS INC | 28 | Q2 2024 | 3.2% |
| TWILIO INC - A | 25 | Q1 2024 | 6.6% |
| NATERA INC | 23 | Q2 2024 | 6.0% |
| ZUORA INC | 23 | Q2 2024 | 3.8% |
| TWIST BIOSCIENCE CORP | 23 | Q2 2024 | 3.7% |
View BRANDYWINE MANAGERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 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 |
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.