Institution Information
Reportee Signature Date Report period Total Entries Total Value($)
BRANDYWINE MANAGERS LLC 08-13-2019 06-30-2019 48 266,814,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%)
CAMPBELL SOUP CO COM 1 $224,753,000 5,609,014 84.24 85.71 0 0.00
SLACK TECHNOLOGIES INC COM CL A 2 $3,367,000 89,782 1.26 89,782 +Inf
RINGCENTRAL INC CL A 3 $2,654,000 23,095 0.99 1.00 0 0.00
PAYCOM SOFTWARE INC COM 4 $2,647,000 11,675 0.99 0.88 0 0.00
ZENDESK INC COM 5 $2,162,000 24,285 0.81 0.83 0 0.00
SHOPIFY INC CL A 6 $2,142,000 7,135 0.80 0.59 0 0.00
SERVICENOW INC COM 7 $2,077,000 7,565 0.78 0.75 0 0.00
EVERBRIDGE INC COM 8 $1,766,000 19,750 0.66 0.59 0 0.00
HUBSPOT INC COM 9 $1,650,000 9,675 0.62 0.64 0 0.00
VEEVA SYS INC CL A COM 10 $1,503,000 9,270 0.56 0.47 0 0.00
ADOBE INC COM 11 $1,492,000 5,065 0.56 0.54 0 0.00
WORKDAY INC CL A 12 $1,424,000 6,925 0.53 0.53 0 0.00
AMAZON COM INC COM 13 $1,335,000 705 0.50 0.50 0 0.00
AUTODESK INC COM 14 $1,175,000 7,210 0.44 0.45 0 0.00
FLEETCOR TECHNOLOGIES INC COM 15 $1,150,000 4,095 0.43 0.40 0 0.00
OKTA INC CL A 16 $1,118,000 9,050 0.42 0.30 0 0.00
GUIDEWIRE SOFTWARE INC COM 17 $1,041,000 10,265 0.39 0.40 0 0.00
PTC INC COM 18 $1,038,000 11,565 0.39 0.43 0 0.00
TWILIO INC CL A 19 $995,000 7,300 0.37 0.38 0 0.00
ULTIMATE SOFTWARE GROUP INC COM Liquidated $0 0 0.39 0.34 0 0.00
ATHENAHEALTH INC COM Liquidated $0 0 0.38 6,180 +Inf
ZUORA INC COM CL A 22 $752,000 49,100 0.28 0.12 34,500 236.30
NATERA INC COM 23 $709,000 25,700 0.27 0.21 0 0.00
GUARDANT HEALTH INC COM 24 $613,000 7,100 0.23 0.22 0 0.00
TWIST BIOSCIENCE CORP COM 25 $586,000 20,188 0.22 0.19 200 1.00
ZSCALER INC COM 26 $552,000 7,200 0.21 0.20 0 0.00
ANAPLAN INC COM 27 $545,000 10,800 0.20 0.17 0 0.00
QUANTERIX CORP COM 28 $536,000 15,857 0.20 0.12 4,000 33.74
SMARTSHEET INC COM CL A 29 $518,000 10,700 0.19 0.18 -600 -5.31
TELADOC HEALTH INC COM 30 $505,000 7,600 0.19 0.17 0 0.00
WELLS FARGO CO NEW COM Liquidated $0 0 0.19 10,000 +Inf
PEGASYSTEMS INC COM 32 $463,000 6,500 0.17 0.17 0 0.00
CARBON BLACK INC COM 33 $451,000 27,000 0.17 0.15 100 0.37
INTUITIVE SURGICAL INC COM NEW 34 $446,000 850 0.17 0.17 100 13.33
TABULA RASA HEALTHCARE INC COM 35 $409,000 8,200 0.15 0.17 900 12.33
NEW RELIC INC COM 36 $404,000 4,675 0.15 0.18 0 0.00
TRANSMEDICS GROUP INC COM 37 $345,000 11,900 0.13 11,900 +Inf
XILINX INC COM 38 $330,000 2,800 0.12 0.14 0 0.00
DOCUSIGN INC COM 39 $323,000 6,500 0.12 0.14 0 0.00
VARONIS SYS INC COM 40 $316,000 5,100 0.12 0.12 0 0.00
PROOFPOINT INC COM Liquidated $0 0 0.13 0.10 0 0.00
ARISTA NETWORKS INC COM 42 $312,000 1,200 0.12 0.15 0 0.00
REGENXBIO INC COM 43 $283,000 5,500 0.11 0.11 600 12.24
KNOWLES CORP COM Liquidated $0 0 0.11 0.08 3,000 23.26
PERSONALIS INC COM 45 $276,000 10,165 0.10 10,165 +Inf
PAGERDUTY INC COM 46 $259,000 5,500 0.10 5,500 +Inf
BLUEBIRD BIO INC COM 47 $254,000 2,000 0.10 0.13 0 0.00
NEUROCRINE BIOSCIENCES INC COM 48 $228,000 2,700 0.09 0.10 0 0.00
ALNYLAM PHARMACEUTICALS INC COM 49 $225,000 3,100 0.08 0.15 -900 -22.50
PALO ALTO NETWORKS INC COM 50 $224,000 1,100 0.08 0.11 0 0.00
TRANSENTERIX INC COM NEW Liquidated $0 0 0.10 92,283 +Inf
Debug Info- Version: 1.9