13F COMBINATION REPORT
BRANDYWINE MANAGERS, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000919574-23-003335
Total Value
$140.7M
Positions
48
Other Managers
3
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROCTER AND GAMBLE CO | 742718109 | 157,395 | $22.3M | 15.87% |
| 2 | PHILIP MORRIS INTL INC | 718172109 | 207,202 | $20.2M | 14.35% |
| 3 | ISHARES TR | 464288257 | 154,919 | $14.1M | 10.04% |
| 4 | AUTOMATIC DATA PROCESSING IN | ADP | 53,287 | $11.8M | 8.36% |
| 5 | STARBUCKS CORP | SBUX | 107,772 | $11.0M | 7.85% |
| 6 | KEURIG DR PEPPER INC | KDP | 292,640 | $10.1M | 7.20% |
| 7 | UIPATH INC | PATH | 434,841 | $7.6M | 5.43% |
| 8 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 22,871 | $7.1M | 5.01% |
| 9 | CLOROX CO DEL | CLX | 35,725 | $5.6M | 3.96% |
| 10 | CROWDSTRIKE HLDGS INC | CRWD | 28,680 | $3.9M | 2.80% |
| 11 | EXPEDITORS INTL WASH INC | 302130109 | 35,295 | $3.8M | 2.69% |
| 12 | MODERNA INC | MRNA | 9,510 | $1.5M | 1.04% |
| 13 | SALESFORCE INC | CRM | 6,913 | $1.4M | 0.98% |
| 14 | CAMPBELL SOUP CO | CPB | 24,014 | $1.3M | 0.94% |
| 15 | NATERA INC | NTRA | 21,534 | $1.2M | 0.85% |
| 16 | PAGERDUTY INC | PD | 30,517 | $1.1M | 0.76% |
| 17 | MASTERCARD INCORPORATED | MA | 2,750 | $999,378 | 0.71% |
| 18 | NVIDIA CORPORATION | NVDA | 3,564 | $989,972 | 0.70% |
| 19 | ALNYLAM PHARMACEUTICALS INC | ALNY | 4,608 | $923,075 | 0.66% |
| 20 | INTUITIVE SURGICAL INC | ISRG | 3,495 | $892,868 | 0.63% |
| 21 | OKTA INC | OKTA | 10,248 | $883,788 | 0.63% |
| 22 | ZSCALER INC | ZS | 7,407 | $865,360 | 0.62% |
| 23 | ADVANCED MICRO DEVICES INC | AMD | 8,099 | $793,783 | 0.56% |
| 24 | PALO ALTO NETWORKS INC | PANW | 3,705 | $740,037 | 0.53% |
| 25 | VEEVA SYS INC | VEEV | 3,919 | $720,273 | 0.51% |
| 26 | TWILIO INC | TWLO | 9,782 | $651,775 | 0.46% |
| 27 | 10X GENOMICS INC | TXG | 11,208 | $625,294 | 0.44% |
| 28 | MOBILEYE GLOBAL INC | MBLY | 13,067 | $565,409 | 0.40% |
| 29 | SCHRODINGER INC | SDGR | 20,886 | $549,928 | 0.39% |
| 30 | UBER TECHNOLOGIES INC | UBER | 16,998 | $538,837 | 0.38% |
| 31 | RELAY THERAPEUTICS INC | RLAY | 31,807 | $523,861 | 0.37% |
| 32 | DATADOG INC | DDOG | 7,200 | $523,152 | 0.37% |
| 33 | SAMSARA INC | IOT | 25,578 | $504,398 | 0.36% |
| 34 | ABCELLERA BIOLOGICS INC | ABCL | 56,976 | $429,599 | 0.31% |
| 35 | SERVICENOW INC | NOW | 893 | $414,995 | 0.29% |
| 36 | PRIME MEDICINE INC | PRME | 32,977 | $405,617 | 0.29% |
| 37 | SNOWFLAKE INC | SNOW | 2,549 | $393,285 | 0.28% |
| 38 | GUARDANT HEALTH INC | GH | 15,933 | $373,470 | 0.27% |
| 39 | SMARTSHEET INC | 83200N103 | 7,700 | $368,060 | 0.26% |
| 40 | ROBLOX CORP | RBLX | 7,241 | $325,700 | 0.23% |
| 41 | TWIST BIOSCIENCE CORP | TWST | 20,970 | $316,228 | 0.22% |
| 42 | OLINK HLDG AB | OLN | 13,600 | $306,408 | 0.22% |
| 43 | UNITY SOFTWARE INC | U | 8,327 | $270,128 | 0.19% |
| 44 | BEAM THERAPEUTICS INC | BEAM | 8,067 | $247,012 | 0.18% |
| 45 | DOCUSIGN INC | DOCU | 4,211 | $245,501 | 0.17% |
| 46 | DENALI THERAPEUTICS INC | DNLI | 9,601 | $221,207 | 0.16% |
| 47 | FULCRUM THERAPEUTICS INC | FULC | 26,127 | $74,462 | 0.05% |
| 48 | PHENOMEX INC | 084310101 | 29,772 | $34,536 | 0.02% |