BRANDYWINE MANAGERS, LLC
46 holdingsFiling period: 2026-06-30Current AUM: $212.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CPB | THE CAMPBELLS COMPANY | 3.33M | $74.1M | $71.1M | 33.41% | -- | 2026-06-30 |
| 2 | ACWI | ISHARES TR | 293.7K | $46.1M | $46.5M | 21.83% | -- | 2026-06-30 |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | 32.4K | $24.8M | $31.5M | 14.78% | +315 | 2026-06-30 |
| 4 | PATH | UIPATH INC | 1.01M | $11.0M | $14.4M | 6.75% | -- | 2026-06-30 |
| 5 | NTRA | NATERA INC | 14.6K | $4.0M | $5.1M | 2.40% | -- | 2026-06-30 |
| 6 | NVDA | NVIDIA CORPORATION | 15.2K | $3.0M | $3.2M | 1.51% | -3,680 | 2026-06-30 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 5.2K | $3.0M | $2.6M | 1.23% | -1,885 | 2026-06-30 |
| 8 | DDOG | DATADOG INC | 10.1K | $2.6M | $2.3M | 1.09% | -- | 2026-06-30 |
| 9 | NET | CLOUDFLARE INC | 10.7K | $2.6M | $3.5M | 1.64% | +771 | 2026-06-30 |
| 10 | TWST | TWIST BIOSCIENCE CORP | 21.0K | $2.2M | $2.9M | 1.36% | -- | 2026-06-30 |
| 11 | UBER | UBER TECHNOLOGIES INC | 29.4K | $2.1M | $2.1M | 0.99% | -- | 2026-06-30 |
| 12 | VICR | VICOR CORP | 5.3K | $2.0M | $975K | 0.46% | -- | 2026-06-30 |
| 13 | MU | MICRON TECHNOLOGY INC | 1.4K | $1.6M | $1.3M | 0.62% | -- | 2026-06-30 |
| 14 | PANW | PALO ALTO NETWORKS INC | 4.7K | $1.6M | $1.8M | 0.83% | -- | 2026-06-30 |
| 15 | GH | GUARDANT HEALTH INC | 9.1K | $1.4M | $1.6M | 0.75% | -- | 2026-06-30 |
| 16 | SNOW | SNOWFLAKE INC | 5.0K | $1.3M | $1.6M | 0.76% | -- | 2026-06-30 |
| 17 | MDB | MONGODB INC | 3.5K | $1.2M | $1.3M | 0.62% | -- | 2026-06-30 |
| 18 | CRM | SALESFORCE INC | 6.9K | $1.1M | $1.8M | 0.83% | -- | 2026-06-30 |
| 19 | IOT | SAMSARA INC | 31.0K | $1.0M | $1.3M | 0.61% | -- | 2026-06-30 |
| 20 | MA | MASTERCARD INCORPORATED | 1.8K | $916K | $1.0M | 0.48% | -- | 2026-06-30 |
| 21 | BEAM | BEAM THERAPEUTICS INC | 25.5K | $873K | $591K | 0.28% | -- | 2026-06-30 |
| 22 | KYMR | KYMERA THERAPEUTICS INC | 7.6K | $868K | $856K | 0.40% | -- | 2026-06-30 |
| 23 | MPWR | MONOLITHIC PWR SYS INC | 603 | $833K | $688K | 0.32% | +61 | 2026-06-30 |
| 24 | ALAB | ASTERA LABS INC | 1.6K | $781K | $408K | 0.19% | -- | 2026-06-30 |
| 25 | AVGO | BROADCOM INC | 2.0K | $743K | $667K | 0.31% | -- | 2026-06-30 |
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