$284 Million is the total value of BRANDYWINE MANAGERS, LLC's 38 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BLUE | Exit | BLUEBIRD BIO INC | $0 | – | -2,800 | -100.0% | -0.07% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -1,100 | -100.0% | -0.08% | – |
| AVLR | Exit | AVALARA INC | $0 | – | -6,305 | -100.0% | -0.14% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -7,505 | -100.0% | -0.15% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -10,265 | -100.0% | -0.34% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -6,925 | -100.0% | -0.34% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -705 | -100.0% | -0.39% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -7,210 | -100.0% | -0.40% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -9,675 | -100.0% | -0.46% | – |
| EVBG | Exit | EVERBRIDGE INC | $0 | – | -19,750 | -100.0% | -0.46% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -5,065 | -100.0% | -0.50% | – |
| ZEN | Exit | ZENDESK INC | $0 | – | -24,285 | -100.0% | -0.56% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -7,135 | -100.0% | -0.85% | – |
| PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -11,675 | -100.0% | -0.93% | – |
| RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -23,095 | -100.0% | -1.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
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.