Brandywine Managers, LLC
- SEC CIK
- 0001135121
- 最新申報
- 2026/8/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/13 申報。只含多頭部位。
- 持股檔數
- 46
- 2020 年第 4 季沒有 13F 資料
- 總值
- $7,524 萬
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| KDPKeurig Dr Pepper Inc. | COM | 795,344 | $2,734 萬 | 36.3% | – | – | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 99,267 | $608.8 萬 | 8.1% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 9,782 | $333.3 萬 | 4.4% | – | – | 歷史 |
| WORKSlack Technologies, Inc. | COM CL A | 70,530 | $286.6 萬 | 3.8% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 14,361 | $262.1 萬 | 3.5% | – | – | 歷史 |
| TWSTTwist Bioscience Corp | COM | 16,828 | $208.4 萬 | 2.8% | – | – | 歷史 |
| OKTAOkta, Inc. | CL A | 9,050 | $199.5 萬 | 2.7% | – | – | 歷史 |
| NTRANatera, Inc. | COM | 18,121 | $184.0 萬 | 2.4% | – | – | 歷史 |
| GHGuardant Health, Inc. | COM | 9,799 | $149.6 萬 | 2.0% | – | – | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 7,300 | $132.7 萬 | 1.8% | – | – | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 7,217 | $130.6 萬 | 1.7% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 9,510 | $124.5 萬 | 1.7% | – | – | 歷史 |
| PDPagerDuty, Inc. | COM | 30,517 | $122.8 萬 | 1.6% | – | – | 歷史 |
| CPBCAMPBELL'S Co | COM | 24,014 | $120.7 萬 | 1.6% | – | – | 歷史 |
| ZSZscaler, Inc. | Stock | 7,000 | $120.2 萬 | 1.6% | – | – | 歷史 |
| SDGRSchrodinger, Inc. | COM | 15,420 | $117.6 萬 | 1.6% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 5,511 | $111.6 萬 | 1.5% | – | – | 歷史 |
| QTRXQuanterix Corp | COM | 18,678 | $109.2 萬 | 1.5% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 3,876 | $101.3 萬 | 1.3% | – | – | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 11,067 | $88.6 萬 | 1.2% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,165 | $86.1 萬 | 1.1% | – | – | 歷史 |
| VRNSVaronis Systems Inc | COM | 16,080 | $82.6 萬 | 1.1% | – | – | 歷史 |
| CELLBruker Cellular Analysis, Inc. | COM | 16,103 | $80.9 萬 | 1.1% | – | – | 歷史 |
| SEERSeer, Inc. | COM CL A | 15,366 | $76.9 萬 | 1.0% | – | – | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 19,952 | $69.0 萬 | 0.9% | – | – | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 19,372 | $65.8 萬 | 0.9% | – | – | 歷史 |
| SMARSmartsheet Inc | COM CL A | 10,200 | $65.2 萬 | 0.9% | – | – | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 4,608 | $65.1 萬 | 0.9% | – | – | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 7,200 | $60.0 萬 | 0.8% | – | – | 歷史 |
| PLANAnaplan, Inc. | COM | 10,700 | $57.6 萬 | 0.8% | – | – | 歷史 |
| UUnity Software Inc. | COM | 5,486 | $55.0 萬 | 0.7% | – | – | 歷史 |
| XLNXXilinx Inc | COM | 4,010 | $49.7 萬 | 0.7% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 891 | $47.6 萬 | 0.6% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 893 | $44.7 萬 | 0.6% | – | – | 歷史 |
| ANETArista Networks, Inc. | COM | 1,379 | $41.6 萬 | 0.6% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,235 | $39.8 萬 | 0.5% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 10,160 | $39.7 萬 | 0.5% | – | – | 歷史 |
| ZUOZuora Inc | COM CL A | 25,600 | $37.9 萬 | 0.5% | – | – | 歷史 |
| AIC3.ai, Inc. | Stock | 5,521 | $36.4 萬 | 0.5% | – | – | 歷史 |
| TRHCTabula Rasa HealthCare, Inc. | COM | 7,832 | $36.1 萬 | 0.5% | – | – | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 7,085 | $31.9 萬 | 0.4% | – | – | 歷史 |
| RBLXRoblox Corp | Stock | 4,491 | $29.1 萬 | 0.4% | – | – | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 20,388 | $24.0 萬 | 0.3% | – | – | 歷史 |
| RGNXREGENXBIO Inc. | COM | 6,900 | $23.5 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,000 | $21.2 萬 | 0.3% | – | – | 歷史 |
| SREVConcentrix Srev, Inc. | COM | 75,879 | $11.2 萬 | 0.1% | – | – | 歷史 |