13F COMBINATION REPORT
BRANDYWINE MANAGERS, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000919574-23-006390
Total Value
$59.3M
Positions
38
Other Managers
3
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288257 | 226,783 | $20.9M | 35.35% |
| 2 | UIPATH INC | PATH | 653,456 | $11.2M | 18.86% |
| 3 | CROWDSTRIKE HLDGS INC | CRWD | 28,680 | $4.8M | 8.10% |
| 4 | NVIDIA CORPORATION | NVDA | 3,564 | $1.6M | 2.62% |
| 5 | SALESFORCE INC | CRM | 6,913 | $1.4M | 2.37% |
| 6 | UBER TECHNOLOGIES INC | UBER | 26,740 | $1.2M | 2.07% |
| 7 | ZSCALER INC | ZS | 7,407 | $1.2M | 1.94% |
| 8 | INTUITIVE SURGICAL INC | ISRG | 3,495 | $1.0M | 1.72% |
| 9 | CAMPBELL SOUP CO | CPB | 24,014 | $986,495 | 1.66% |
| 10 | MODERNA INC | MRNA | 9,510 | $982,288 | 1.66% |
| 11 | PALO ALTO NETWORKS INC | PANW | 3,705 | $868,600 | 1.47% |
| 12 | OKTA INC | OKTA | 10,248 | $835,314 | 1.41% |
| 13 | NATERA INC | NTRA | 18,534 | $820,130 | 1.38% |
| 14 | ALNYLAM PHARMACEUTICALS INC | ALNY | 4,608 | $816,077 | 1.38% |
| 15 | VEEVA SYS INC | VEEV | 3,919 | $797,321 | 1.35% |
| 16 | ADVANCED MICRO DEVICES INC | AMD | 7,299 | $750,483 | 1.27% |
| 17 | MASTERCARD INCORPORATED | MA | 1,785 | $706,699 | 1.19% |
| 18 | PAGERDUTY INC | PD | 30,517 | $686,327 | 1.16% |
| 19 | DATADOG INC | DDOG | 7,200 | $655,848 | 1.11% |
| 20 | SAMSARA INC | IOT | 23,578 | $594,401 | 1.00% |
| 21 | SCHRODINGER INC | SDGR | 20,886 | $590,447 | 1.00% |
| 22 | TWILIO INC | TWLO | 9,782 | $572,540 | 0.97% |
| 23 | STRUCTURE THERAPEUTICS INC | GPCR | 11,000 | $554,620 | 0.94% |
| 24 | MOBILEYE GLOBAL INC | MBLY | 13,067 | $542,934 | 0.92% |
| 25 | SERVICENOW INC | NOW | 893 | $499,151 | 0.84% |
| 26 | GUARDANT HEALTH INC | GH | 15,933 | $472,254 | 0.80% |
| 27 | 10X GENOMICS INC | TXG | 11,208 | $462,330 | 0.78% |
| 28 | TWIST BIOSCIENCE CORP | TWST | 20,970 | $424,852 | 0.72% |
| 29 | SNOWFLAKE INC | SNOW | 2,549 | $389,411 | 0.66% |
| 30 | PRIME MEDICINE INC | PRME | 32,977 | $314,601 | 0.53% |
| 31 | SMARTSHEET INC | 83200N103 | 7,700 | $311,542 | 0.53% |
| 32 | RELAY THERAPEUTICS INC | RLAY | 31,807 | $267,497 | 0.45% |
| 33 | ABCELLERA BIOLOGICS INC | ABCL | 56,976 | $262,090 | 0.44% |
| 34 | UNITY SOFTWARE INC | U | 8,327 | $261,385 | 0.44% |
| 35 | ROBLOX CORP | RBLX | 7,241 | $209,699 | 0.35% |
| 36 | OLINK HLDG AB | OLN | 13,600 | $200,600 | 0.34% |
| 37 | FULCRUM THERAPEUTICS INC | FULC | 26,127 | $116,004 | 0.20% |
| 38 | PHENOMEX INC | 084310101 | 29,772 | $29,715 | 0.05% |