$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IONS | Exit | IONIS PHARMACEUTICALS INC | $0 | – | -2,500 | -100.0% | -0.08% | – |
| KN | Exit | KNOWLES CORP | $0 | – | -15,900 | -100.0% | -0.11% | – |
| PFPT | Exit | PROOFPOINT INC | $0 | – | -2,600 | -100.0% | -0.13% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -10,000 | -100.0% | -0.19% | – |
| ULTI | Exit | ULTIMATE SOFTWARE GROUP INC | $0 | – | -2,935 | -100.0% | -0.39% | – |
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.