Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BRANDYWINE MANAGERS LLC 11-13-2019 09-30-2019 48 298,876,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CAMPBELL SOUP CO COM 1 $263,175,000 5,609,014 88.05 84.24 0 0.00 09-30-2019
RINGCENTRAL INC CL A 2 $2,902,000 23,095 0.97 0.99 0 0.00 09-30-2019
PAYCOM SOFTWARE INC COM 3 $2,446,000 11,675 0.82 0.99 0 0.00 09-30-2019
SHOPIFY INC CL A 4 $2,224,000 7,135 0.74 0.80 0 0.00 09-30-2019
VEEVA SYS INC CL A COM 5 $2,036,000 13,333 0.68 0.56 4,063 43.83 09-30-2019
SERVICENOW INC COM 6 $1,920,000 7,565 0.64 0.78 0 0.00 09-30-2019
ZENDESK INC COM 7 $1,770,000 24,285 0.59 0.81 0 0.00 09-30-2019
HUBSPOT INC COM 8 $1,467,000 9,675 0.49 0.62 0 0.00 09-30-2019
ADOBE INC COM 9 $1,399,000 5,065 0.47 0.56 0 0.00 09-30-2019
TWILIO INC CL A 10 $1,240,000 11,280 0.41 0.37 3,980 54.52 09-30-2019
AMAZON COM INC COM 11 $1,224,000 705 0.41 0.50 0 0.00 09-30-2019
EVERBRIDGE INC COM 12 $1,219,000 19,750 0.41 0.66 0 0.00 09-30-2019
WORKDAY INC CL A 13 $1,177,000 6,925 0.39 0.53 0 0.00 09-30-2019
FLEETCOR TECHNOLOGIES INC COM Liquidated $0 0 0.43 0.40 0 0.00 09-30-2019
GUIDEWIRE SOFTWARE INC COM 15 $1,082,000 10,265 0.36 0.39 0 0.00 09-30-2019
AUTODESK INC COM 16 $1,065,000 7,210 0.36 0.44 0 0.00 09-30-2019
SLACK TECHNOLOGIES INC COM CL A 17 $1,057,000 44,541 0.35 1.26 -45,241 -50.39 09-30-2019
PTC INC COM Liquidated $0 0 0.39 0.43 0 0.00 09-30-2019
ULTIMATE SOFTWARE GROUP INC COM Liquidated $0 0 0.39 2,935 +Inf 06-30-2019
OKTA INC CL A 20 $891,000 9,050 0.30 0.42 0 0.00 09-30-2019
NATERA INC COM 21 $843,000 25,700 0.28 0.27 0 0.00 09-30-2019
ZUORA INC COM CL A 22 $784,000 52,100 0.26 0.28 3,000 6.11 09-30-2019
TELADOC HEALTH INC COM 23 $515,000 7,600 0.17 0.19 0 0.00 09-30-2019
ANAPLAN INC COM 24 $508,000 10,800 0.17 0.20 0 0.00 09-30-2019
WELLS FARGO CO NEW COM Liquidated $0 0 0.19 10,000 +Inf 06-30-2019
TWIST BIOSCIENCE CORP COM 26 $482,000 20,188 0.16 0.22 0 0.00 09-30-2019
PEGASYSTEMS INC COM Liquidated $0 0 0.17 0.17 0 0.00 09-30-2019
INTUITIVE SURGICAL INC COM NEW 28 $459,000 850 0.15 0.17 0 0.00 09-30-2019
GUARDANT HEALTH INC COM 29 $453,000 7,100 0.15 0.23 0 0.00 09-30-2019
CARBON BLACK INC COM Liquidated $0 0 0.17 0.15 100 0.37 09-30-2019
AVALARA INC COM 31 $424,000 6,305 0.14 6,305 +Inf 09-30-2019
ZSCALER INC COM 32 $406,000 8,600 0.14 0.21 1,400 19.44 09-30-2019
SMARTSHEET INC COM CL A 33 $386,000 10,700 0.13 0.19 0 0.00 09-30-2019
QUANTERIX CORP COM 34 $348,000 15,857 0.12 0.20 0 0.00 09-30-2019
NEW RELIC INC COM 35 $343,000 5,575 0.11 0.15 900 19.25 09-30-2019
DOCUSIGN INC COM 36 $341,000 5,500 0.11 0.12 -1,000 -15.38 09-30-2019
CROWDSTRIKE HLDGS INC CL A 37 $332,000 5,700 0.11 0.08 2,700 90.00 09-30-2019
PROOFPOINT INC COM Liquidated $0 0 0.13 2,600 +Inf 06-30-2019
VARONIS SYS INC COM 39 $305,000 5,100 0.10 0.12 0 0.00 09-30-2019
TRANSMEDICS GROUP INC COM 40 $292,000 12,300 0.10 0.13 400 3.36 09-30-2019
ARISTA NETWORKS INC COM 41 $287,000 1,200 0.10 0.12 0 0.00 09-30-2019
KNOWLES CORP COM Liquidated $0 0 0.11 15,900 +Inf 06-30-2019
XILINX INC COM 43 $278,000 2,900 0.09 0.12 100 3.57 09-30-2019
PERSONALIS INC COM 44 $267,000 18,165 0.09 0.10 8,000 78.70 09-30-2019
ALNYLAM PHARMACEUTICALS INC COM 45 $249,000 3,100 0.08 0.08 0 0.00 09-30-2019
NEUROCRINE BIOSCIENCES INC COM 46 $243,000 2,700 0.08 0.09 0 0.00 09-30-2019
DATADOG INC CL A COM 47 $237,000 7,000 0.08 7,000 +Inf 09-30-2019
PAGERDUTY INC COM 48 $234,000 8,300 0.08 0.10 2,800 50.91 09-30-2019
BLUEBIRD BIO INC COM 49 $230,000 2,500 0.08 0.10 500 25.00 09-30-2019
TABULA RASA HEALTHCARE INC COM 50 $225,000 4,100 0.08 0.15 -4,100 -50.00 09-30-2019
PALO ALTO NETWORKS INC COM 51 $224,000 1,100 0.07 0.08 0 0.00 09-30-2019
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