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Brandywine Managers, LLC

Q1 2020 Holdings

Filed 2020-05-15 | 38 holdings | $874.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Alnylam Pharmaceuticals Inc(ALNY)COM02043Q107$316.0K2,90036.1%
Beam Therapeutics Inc(BEAM)COM07373V105$275.0K15,30031.4%
Campbell Soup Co(CPB)COM134429109$269.0K5,827,24830.7%
Slack Technologies Inc(WORK)COM CL A83088V102$1.5K54,7760.2%
Teladoc Health Inc(TDOC)COM87918A105$1.1K7,3000.1%
Okta Inc(OKTA)CL A679295105$1.1K9,0500.1%
Natera Inc(NTRA)COM632307104$76725,7000.1%
Twilio Inc(TWLO)CL A90138F102$6537,3000.1%
Twist Bioscience Corp(TWST)COM90184D100$61720,1880.1%
Veeva SYS Inc(VEEV)CL A COM922475108$5793,7000.1%
Crowdstrike Hldgs Inc(CRWD)CL A22788C105$5509,8750.1%
Docusign Inc(DOCU)COM256163106$5085,5000.1%
Guardant Health Inc(GH)COM40131M109$4947,1000.1%
Zscaler Inc(ZS)COM98980G102$4567,5000.1%
Smartsheet Inc(SMARGBP)COM CL A83200N103$44410,7000.1%
Schrodinger Inc(SDGR)COM80810D103$44010,2000.1%
Intuitive Surgical Inc(ISRG)COM NEW46120E602$4218500.0%
Anaplan Inc(PLANUSD)COM03272L108$38412,7000.0%
Xilinx Inc(XLNXEUR)COM983919101$3664,7000.0%
Pagerduty Inc(PD)COM69553P100$34419,9300.0%
Varonis SYS Inc(VRNS)COM922280102$3255,1000.0%
Moderna Inc(MRNA)COM60770K107$30210,0960.0%
Quanterix Corp(QTRX)COM74766Q101$29916,2570.0%
10X Genomics Inc(TXG)CL A COM88025U109$2684,3000.0%
New Relic Inc(NEWREUR)COM64829B100$2585,5750.0%
Datadog Inc(DDOG)CL A COM23804L103$2527,0000.0%
Tabula Rasa Healthcare IncCOM873379101$2514,8000.0%
Arista Networks Inc(ANETEUR)COM040413106$2431,2000.0%
Neurocrine Biosciences Inc(NBIX)COM64125C109$2342,7000.0%
Servicenow Inc(NOW)COM81762P102$2298000.0%
Livongo Health Inc(LVGO)COM539183103$2147,5000.0%
Nvidia Corp(NVDA)COM67066G104$2118000.0%
Zuora Inc(ZUOUSD)COM CL A98983V106$20625,6000.0%
Regenxbio Inc(RGNX)COM75901B107$2016,2000.0%
Fulcrum Therapeutics Inc(FULC)COM359616109$18415,3880.0%
Transmedics Group Inc(TMDX)COM89377M109$16313,5000.0%
Personalis Inc(PSNL)COM71535D106$14718,1650.0%
Servicesource Intl IncCOM81763U100$6775,8790.0%