$52.7 Million is the total value of BRANDYWINE MANAGERS, LLC's 40 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 300.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DKNG | New | DRAFTKINGS INC | $25,163,000 | – | 591,654 | +100.0% | 47.74% | – |
| WORK | Buy | SLACK TECHNOLOGIES INC | $1,948,000 | +23.4% | 72,530 | +42.8% | 3.70% | -43.0% |
| WFC | New | WELLS FARGO CO NEW | $494,000 | – | 21,000 | +100.0% | 0.94% | – |
| BLI | New | BERKELEY LTS INC | $414,000 | – | 5,419 | +100.0% | 0.78% | – |
| RLAY | New | RELAY THERAPEUTICS INC | $351,000 | – | 8,250 | +100.0% | 0.67% | – |
| U | New | UNITY SOFTWARE INC | $336,000 | – | 3,845 | +100.0% | 0.64% | – |
| CRM | New | SALESFORCE COM INC | $251,000 | – | 1,000 | +100.0% | 0.48% | – |
| FULC | Buy | FULCRUM THERAPEUTICS INC | $162,000 | -42.3% | 20,388 | +32.5% | 0.31% | -73.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-15 |
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.