$24.4 Million is the total value of BRANDYWINE MANAGERS, LLC's 40 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WORK | Sell | SLACK TECHNOLOGIES INC | $1,579,000 | +7.4% | 50,776 | -7.3% | 6.48% | +1154.2% |
| CPB | Sell | CAMPBELL SOUP CO | $1,192,000 | -99.6% | 24,014 | -99.6% | 4.90% | -94.8% |
| DOCU | Sell | DOCUSIGN INC | $913,000 | +79.7% | 5,300 | -3.6% | 3.75% | +1994.4% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $890,000 | +61.8% | 8,875 | -10.1% | 3.66% | +1793.8% |
| SDGR | Sell | SCHRODINGER INC | $861,000 | +95.7% | 9,400 | -7.8% | 3.54% | +2180.6% |
| TWST | Sell | TWIST BIOSCIENCE CORP | $860,000 | +39.4% | 18,988 | -5.9% | 3.53% | +1527.2% |
| ZS | Sell | ZSCALER INC | $767,000 | +68.2% | 7,000 | -6.7% | 3.15% | +1868.8% |
| MRNA | Sell | MODERNA INC | $584,000 | +93.4% | 9,096 | -9.9% | 2.40% | +2162.3% |
| DDOG | Sell | DATADOG INC | $583,000 | +131.3% | 6,700 | -4.3% | 2.39% | +2589.9% |
| SMAR | Sell | SMARTSHEET INC | $519,000 | +16.9% | 10,200 | -4.7% | 2.13% | +1266.0% |
| PLAN | Sell | ANAPLAN INC | $485,000 | +26.3% | 10,700 | -15.7% | 1.99% | +1375.6% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $427,000 | +1.4% | 750 | -11.8% | 1.75% | +1084.5% |
| QTRX | Sell | QUANTERIX CORP | $418,000 | +39.8% | 15,257 | -6.2% | 1.72% | +1534.3% |
| XLNX | Sell | XILINX INC | $354,000 | -3.3% | 3,600 | -23.4% | 1.45% | +1027.1% |
| NEWR | Sell | NEW RELIC INC | $315,000 | +22.1% | 4,575 | -17.9% | 1.29% | +1320.9% |
| BEAM | Sell | BEAM THERAPEUTICS INC | $305,000 | +10.9% | 10,875 | -28.9% | 1.25% | +1190.7% |
| TRHC | Sell | TABULA RASA HEALTHCARE INC | $252,000 | +0.4% | 4,600 | -4.2% | 1.04% | +1076.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
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.