$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| OKTA | OKTA INCcl a | $1,812,000 | +63.8% | 9,050 | 0.0% | 7.44% | +1812.9% | |
| TWLO | TWILIO INCcl a | $1,602,000 | +145.3% | 7,300 | 0.0% | 6.58% | +2760.0% | |
| TDOC | TELADOC HEALTH INC | $1,393,000 | +23.1% | 7,300 | 0.0% | 5.72% | +1337.2% | |
| NTRA | NATERA INC | $1,281,000 | +67.0% | 25,700 | 0.0% | 5.26% | +1848.1% | |
| VEEV | VEEVA SYS INC | $867,000 | +49.7% | 3,700 | 0.0% | 3.56% | +1645.1% | |
| GH | GUARDANT HEALTH INC | $576,000 | +16.6% | 7,100 | 0.0% | 2.36% | +1259.2% | |
| PD | PAGERDUTY INC | $570,000 | +65.7% | 19,930 | 0.0% | 2.34% | +1834.7% | |
| LVGO | LIVONGO HEALTH INC | $564,000 | +163.6% | 7,500 | 0.0% | 2.32% | +2988.0% | |
| VRNS | VARONIS SYS INC | $451,000 | +38.8% | 5,100 | 0.0% | 1.85% | +1524.6% | |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $430,000 | +36.1% | 2,900 | 0.0% | 1.77% | +1491.0% | |
| TXG | 10X GENOMICS INC | $384,000 | +43.3% | 4,300 | 0.0% | 1.58% | +1577.7% | |
| NBIX | NEUROCRINE BIOSCIENCES INC | $329,000 | +40.6% | 2,700 | 0.0% | 1.35% | +1547.6% | |
| ZUO | ZUORA INC | $326,000 | +58.3% | 25,600 | 0.0% | 1.34% | +1759.7% | |
| NOW | SERVICENOW INC | $324,000 | +41.5% | 800 | 0.0% | 1.33% | +1542.0% | |
| NVDA | NVIDIA CORPORATION | $304,000 | +44.1% | 800 | 0.0% | 1.25% | +1586.5% | |
| FULC | FULCRUM THERAPEUTICS INC | $281,000 | +52.7% | 15,388 | 0.0% | 1.15% | +1675.4% | |
| ANET | ARISTA NETWORKS INC | $252,000 | +3.7% | 1,200 | 0.0% | 1.04% | +1117.6% | |
| TMDX | TRANSMEDICS GROUP INC | $242,000 | +48.5% | 13,500 | 0.0% | 0.99% | +1643.9% | |
| PSNL | PERSONALIS INC | $236,000 | +60.5% | 18,165 | 0.0% | 0.97% | +1763.5% | |
| RGNX | REGENXBIO INC | $228,000 | +13.4% | 6,200 | 0.0% | 0.94% | +1218.3% | |
| SREV | SERVICESOURCE INTL INC | $120,000 | +79.1% | 75,879 | 0.0% | 0.49% | +1954.2% |
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.