13F COMBINATION REPORT
BRANDYWINE MANAGERS, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000919574-24-003173
Total Value
$101.3M
Positions
40
Other Managers
3
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288257 | 349,815 | $38.5M | 38.02% |
| 2 | UIPATH INC | PATH | 1,006,660 | $22.8M | 22.52% |
| 3 | CROWDSTRIKE HLDGS INC | CRWD | 30,828 | $9.9M | 9.75% |
| 4 | NVIDIA CORPORATION | NVDA | 3,564 | $3.2M | 3.18% |
| 5 | UBER TECHNOLOGIES INC | UBER | 28,832 | $2.2M | 2.19% |
| 6 | SALESFORCE INC | CRM | 6,913 | $2.1M | 2.06% |
| 7 | NATERA INC | NTRA | 17,444 | $1.6M | 1.57% |
| 8 | ZSCALER INC | ZS | 7,407 | $1.4M | 1.41% |
| 9 | INTUITIVE SURGICAL INC | ISRG | 3,333 | $1.3M | 1.31% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 7,299 | $1.3M | 1.30% |
| 11 | PALO ALTO NETWORKS INC | PANW | 4,075 | $1.2M | 1.14% |
| 12 | OKTA INC | OKTA | 10,248 | $1.1M | 1.06% |
| 13 | CAMPBELL SOUP CO | CPB | 24,014 | $1.1M | 1.05% |
| 14 | MODERNA INC | MRNA | 9,510 | $1.0M | 1.00% |
| 15 | VEEVA SYS INC | VEEV | 3,919 | $907,993 | 0.90% |
| 16 | SAMSARA INC | IOT | 23,578 | $891,013 | 0.88% |
| 17 | DATADOG INC | DDOG | 7,200 | $889,920 | 0.88% |
| 18 | MASTERCARD INCORPORATED | MA | 1,785 | $859,602 | 0.85% |
| 19 | TWIST BIOSCIENCE CORP | TWST | 20,970 | $719,481 | 0.71% |
| 20 | MORPHIC HLDG INC | 61775R105 | 20,286 | $714,067 | 0.70% |
| 21 | PAGERDUTY INC | PD | 30,517 | $692,126 | 0.68% |
| 22 | SERVICENOW INC | NOW | 893 | $680,823 | 0.67% |
| 23 | ALNYLAM PHARMACEUTICALS INC | ALNY | 4,348 | $649,809 | 0.64% |
| 24 | TWILIO INC | TWLO | 9,782 | $598,169 | 0.59% |
| 25 | SCHRODINGER INC | SDGR | 20,886 | $563,922 | 0.56% |
| 26 | STRUCTURE THERAPEUTICS INC | GPCR | 12,007 | $514,620 | 0.51% |
| 27 | MOBILEYE GLOBAL INC | MBLY | 13,067 | $420,104 | 0.41% |
| 28 | SNOWFLAKE INC | SNOW | 2,549 | $411,918 | 0.41% |
| 29 | 10X GENOMICS INC | TXG | 10,073 | $378,040 | 0.37% |
| 30 | SMARTSHEET INC | 83200N103 | 7,700 | $296,450 | 0.29% |
| 31 | GUARDANT HEALTH INC | GH | 14,303 | $295,071 | 0.29% |
| 32 | ROBLOX CORP | RBLX | 7,241 | $276,461 | 0.27% |
| 33 | BEAM THERAPEUTICS INC | BEAM | 8,067 | $266,534 | 0.26% |
| 34 | RELAY THERAPEUTICS INC | RLAY | 31,807 | $263,998 | 0.26% |
| 35 | ABCELLERA BIOLOGICS INC | ABCL | 56,976 | $258,101 | 0.25% |
| 36 | DOCUSIGN INC | DOCU | 4,211 | $250,765 | 0.25% |
| 37 | FULCRUM THERAPEUTICS INC | FULC | 26,127 | $246,639 | 0.24% |
| 38 | PRIME MEDICINE INC | PRME | 32,977 | $230,839 | 0.23% |
| 39 | UNITY SOFTWARE INC | U | 8,327 | $222,331 | 0.22% |
| 40 | SEER INC | SEER | 44,552 | $84,649 | 0.08% |