HoldingsChannel.com
Brandywine Managers LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
CAMPBELL SOUP CO 5,827,248 -81,766 $268,986
     CPB5,827,248-81,766$268,986
SLACK TECHNOLOGIES INC 54,776 UNCH $1,470
     WORK54,776UNCH$1,470
TELADOC HEALTH INC 7,300 -300 $1,132
     TDOC7,300-300$1,132
OKTA INC 9,050 UNCH $1,106
     OKTA9,050UNCH$1,106
NATERA INC 25,700 UNCH $767
     NTRA25,700UNCH$767
TWILIO INC 7,300 -3,980 $653
     TWLO7,300-3,980$653
TWIST BIOSCIENCE CORP 20,188 UNCH $617
     TWST20,188UNCH$617
VEEVA SYS INC 3,700 -9,633 $579
     VEEV3,700-9,633$579
CROWDSTRIKE HLDGS INC 9,875 +1,075 $550
     CRWD9,875+1,075$550
DOCUSIGN INC 5,500 UNCH $508
     DOCU5,500UNCH$508
GUARDANT HEALTH INC 7,100 UNCH $494
     GH7,100UNCH$494
ZSCALER INC 7,500 -1,100 $456
     ZS7,500-1,100$456
SMARTSHEET INC 10,700 UNCH $444
     SMAR10,700UNCH$444
SCHRODINGER INC 10,200 +10,200 $440
     SDGR10,200+10,200$440
INTUITIVE SURGICAL INC 850 UNCH $421
     ISRG850UNCH$421
ANAPLAN INC 12,700 -7,578 $384
     PLAN12,700-7,578$384
XILINX INC 4,700 +1,600 $366
     XLNX4,700+1,600$366
PAGERDUTY INC 19,930 +2,200 $344
     PD19,930+2,200$344
VARONIS SYS INC 5,100 UNCH $325
     VRNS5,100UNCH$325
ALNYLAM PHARMACEUTICALS INC 2,900 UNCH $316
     ALNY2,900UNCH$316
MODERNA INC 10,096 UNCH $302
     MRNA10,096UNCH$302
QUANTERIX CORP 16,257 +400 $299
     QTRX16,257+400$299
BEAM THERAPEUTICS INC 15,300 +15,300 $275
     BEAM15,300+15,300$275
10X GENOMICS INC 4,300 UNCH $268
     TXG4,300UNCH$268
NEW RELIC INC 5,575 UNCH $258
     NEWR5,575UNCH$258
DATADOG INC 7,000 -800 $252
     DDOG7,000-800$252
TABULA RASA HEALTHCARE INC 4,800 -300 $251
     TRHC4,800-300$251
ARISTA NETWORKS INC 1,200 UNCH $243
     ANET1,200UNCH$243
NEUROCRINE BIOSCIENCES INC 2,700 UNCH $234
     NBIX2,700UNCH$234
SERVICENOW INC 800 -6,765 $229
     NOW800-6,765$229
LIVONGO HEALTH INC 7,500 +7,500 $214
     LVGO7,500+7,500$214
NVIDIA CORP 800 +800 $211
     NVDA800+800$211
ZUORA INC 25,600 -26,500 $206
     ZUO25,600-26,500$206
REGENXBIO INC 6,200 +400 $201
     RGNX6,200+400$201
FULCRUM THERAPEUTICS INC 15,388 +4,000 $184
     FULC15,388+4,000$184
TRANSMEDICS GROUP INC 13,500 +1,200 $163
     TMDX13,500+1,200$163
PERSONALIS INC 18,165 UNCH $147
     PSNL18,165UNCH$147

See Full List: All Stocks Held By Brandywine Managers LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Brandywine Managers LLC

Size ($ in 1000's)
At 03/31/2020: $284,362
At 12/31/2019: $333,510

Brandywine Managers LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Brandywine Managers LLC 13F filings. Link to 13F filings: SEC filings

Brandywine Managers LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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