BRANDYWINE MANAGERS, LLC
40 holdingsFiling period: 2026-03-31Current AUM: $199.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CPB | THE CAMPBELLS COMPANY | 3.33M | $74.1M | $73.2M | 36.68% | -- | 2026-03-31 |
| 2 | ACWI | ISHARES TR | 293.7K | $40.6M | $45.9M | 23.03% | -- | 2026-03-31 |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | 32.1K | $12.5M | $24.5M | 12.29% | -240 | 2026-03-31 |
| 4 | PATH | UIPATH INC | 1.01M | $11.2M | $12.9M | 6.46% | -- | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 18.9K | $3.3M | $3.8M | 1.90% | -550 | 2026-03-31 |
| 6 | NTRA | NATERA INC | 14.6K | $2.9M | $3.9M | 1.96% | -1,000 | 2026-03-31 |
| 7 | UBER | UBER TECHNOLOGIES INC | 29.4K | $2.1M | $2.1M | 1.04% | -- | 2026-03-31 |
| 8 | NET | CLOUDFLARE INC | 9.9K | $2.0M | $2.8M | 1.39% | -- | 2026-03-31 |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 7.1K | $1.4M | $3.4M | 1.69% | -- | 2026-03-31 |
| 10 | CRM | SALESFORCE INC | 6.9K | $1.3M | $1.3M | 0.64% | -- | 2026-03-31 |
| 11 | DDOG | DATADOG INC | 10.1K | $1.2M | $2.7M | 1.36% | -- | 2026-03-31 |
| 12 | ALNY | ALNYLAM PHARMACEUTICALS INC | 3.2K | $1.0M | $651K | 0.33% | -450 | 2026-03-31 |
| 13 | TWST | TWIST BIOSCIENCE CORP | 21.0K | $996K | $1.9M | 0.96% | -- | 2026-03-31 |
| 14 | IOT | SAMSARA INC | 31.0K | $981K | $1.2M | 0.58% | -- | 2026-03-31 |
| 15 | MA | MASTERCARD INCORPORATED | 1.8K | $891K | $1.0M | 0.51% | -- | 2026-03-31 |
| 16 | MDB | MONGODB INC | 3.5K | $861K | $1.2M | 0.60% | -- | 2026-03-31 |
| 17 | ISRG | INTUITIVE SURGICAL INC | 1.9K | $856K | $656K | 0.33% | -320 | 2026-03-31 |
| 18 | VICR | VICOR CORP | 5.3K | $853K | $1.1M | 0.55% | -- | 2026-03-31 |
| 19 | GH | GUARDANT HEALTH INC | 9.1K | $843K | $1.5M | 0.74% | -1,000 | 2026-03-31 |
| 20 | SNOW | SNOWFLAKE INC | 5.0K | $752K | $1.5M | 0.73% | -- | 2026-03-31 |
| 21 | PANW | PALO ALTO NETWORKS INC | 4.7K | $751K | $1.6M | 0.78% | -- | 2026-03-31 |
| 22 | GPCR | STRUCTURE THERAPEUTICS INC | 13.4K | $643K | $641K | 0.32% | -- | 2026-03-31 |
| 23 | LLY | ELI LILLY & CO | 697 | $641K | $801K | 0.40% | -- | 2026-03-31 |
| 24 | KYMR | KYMERA THERAPEUTICS INC | 7.6K | $630K | $782K | 0.39% | -- | 2026-03-31 |
| 25 | AVGO | BROADCOM INC | 2.0K | $608K | $765K | 0.38% | -- | 2026-03-31 |
← Scroll →
Page 1 of 2