$334 Million is the total value of BRANDYWINE MANAGERS, LLC's 49 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALNY | Sell | ALNYLAM PHARMACEUTICALS INC | $334,000 | +34.1% | 2,900 | -6.5% | 0.10% | +20.5% |
| MRNA | Sell | MODERNA INC | $197,000 | -2.0% | 10,096 | -19.8% | 0.06% | -11.9% |
| FULC | Sell | FULCRUM THERAPEUTICS INC | $189,000 | -4.1% | 11,388 | -61.7% | 0.06% | -13.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-13
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.