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BRANDYWINE MANAGERS, LLC 13F holdings

Filed 2026-08-14 · BRANDYWINE MANAGERS, LLC · 46 positions · $202.2M

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TickerCompanySharesValue% of portfolio
CPBTHE CAMPBELLS COMPANY3.3M$74.1M36.7%
ACWIISHARES TR293.7K$46.1M22.8%
CRWDCROWDSTRIKE HLDGS INC32.4K$24.8M12.2%
PATHUIPATH INC1.0M$11.0M5.4%
NTRANATERA INC14.6K$4.0M2.0%
NVDANVIDIA CORPORATION15.2K$3.0M1.5%
AMDADVANCED MICRO DEVICES INC5.2K$3.0M1.5%
DDOGDATADOG INC10.1K$2.6M1.3%
NETCLOUDFLARE INC10.7K$2.6M1.3%
TWSTTWIST BIOSCIENCE CORP21.0K$2.2M1.1%
UBERUBER TECHNOLOGIES INC29.4K$2.1M1.0%
VICRVICOR CORP5.3K$2.0M1.0%
MUMICRON TECHNOLOGY INC1.4K$1.6M0.8%
PANWPALO ALTO NETWORKS INC4.7K$1.6M0.8%
GHGUARDANT HEALTH INC9.1K$1.4M0.7%
SNOWSNOWFLAKE INC5.0K$1.3M0.6%
MDBMONGODB INC3.5K$1.2M0.6%
CRMSALESFORCE INC6.9K$1.1M0.5%
IOTSAMSARA INC31.0K$1.0M0.5%
MAMASTERCARD INCORPORATED1.8K$916,7760.5%
BEAMBEAM THERAPEUTICS INC25.5K$873,6160.4%
KYMRKYMERA THERAPEUTICS INC7.6K$868,0520.4%
MPWRMONOLITHIC PWR SYS INC603$833,5630.4%
ALABASTERA LABS INC1.6K$781,5260.4%
AVGOBROADCOM INC2.0K$743,0340.4%
TXG10X GENOMICS INC18.9K$726,0830.4%
RLAYRELAY THERAPEUTICS INC38.4K$719,0070.4%
GPCRSTRUCTURE THERAPEUTICS INC13.4K$716,8700.4%
ALNYALNYLAM PHARMACEUTICALS INC2.3K$697,7880.3%
CELCCELCUITY INC6.6K$692,6890.3%
BLLNBILLIONTOONE INC5.8K$689,8850.3%
MRNAMODERNA INC9.5K$665,9850.3%
GOOGALPHABET INC1.9K$656,1340.3%
SNDKSANDISK CORP250$568,4330.3%
TWLOTWILIO INC2.4K$486,3200.2%
ISRGINTUITIVE SURGICAL INC1.2K$480,3970.2%
VKTXVIKING THERAPEUTICS INC12.3K$479,8620.2%
SDGRSCHRODINGER INC28.5K$462,4100.2%
LLYELI LILLY & CO357$428,1970.2%
OKTAOKTA INC2.8K$383,2880.2%
PDPAGERDUTY INC30.5K$294,4890.1%
HTFLHEARTFLOW INC10.0K$294,1040.1%
IMRXIMMUNEERING CORP55.1K$274,7790.1%
KVYOKLAVIYO INC17.4K$262,4980.1%
—IMMATICS N.V25.2K$255,5500.1%
ABCLABCELLERA BIOLOGICS INC28.5K$223,6310.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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