13F COMBINATION REPORT
BRANDYWINE MANAGERS, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000919574-24-006448
Total Value
$93.0M
Positions
35
Other Managers
3
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288257 | 349,815 | $41.8M | 44.96% |
| 2 | UIPATH INC | PATH | 1,000,196 | $12.8M | 13.76% |
| 3 | CROWDSTRIKE HLDGS INC | CRWD | 32,814 | $9.2M | 9.89% |
| 4 | NVIDIA CORPORATION | NVDA | 21,390 | $2.6M | 2.79% |
| 5 | NATERA INC | NTRA | 18,338 | $2.3M | 2.50% |
| 6 | UBER TECHNOLOGIES INC | UBER | 29,354 | $2.2M | 2.37% |
| 7 | SALESFORCE INC | CRM | 6,913 | $1.9M | 2.03% |
| 8 | INTUITIVE SURGICAL INC | ISRG | 3,333 | $1.6M | 1.76% |
| 9 | SAMSARA INC | IOT | 30,970 | $1.5M | 1.60% |
| 10 | ZSCALER INC | ZS | 8,359 | $1.4M | 1.54% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 7,898 | $1.3M | 1.39% |
| 12 | ALNYLAM PHARMACEUTICALS INC | ALNY | 4,348 | $1.2M | 1.29% |
| 13 | DATADOG INC | DDOG | 10,100 | $1.2M | 1.25% |
| 14 | TWIST BIOSCIENCE CORP | TWST | 20,970 | $947,425 | 1.02% |
| 15 | OKTA INC | OKTA | 12,687 | $943,152 | 1.01% |
| 16 | MASTERCARD INCORPORATED | MA | 1,785 | $881,433 | 0.95% |
| 17 | VEEVA SYS INC | VEEV | 3,919 | $822,481 | 0.88% |
| 18 | CLOUDFLARE INC | NET | 9,906 | $801,296 | 0.86% |
| 19 | SERVICENOW INC | NOW | 893 | $798,690 | 0.86% |
| 20 | MONGODB INC | MDB | 2,859 | $772,931 | 0.83% |
| 21 | MODERNA INC | MRNA | 9,510 | $635,553 | 0.68% |
| 22 | ELI LILLY & CO | LLY | 697 | $617,500 | 0.66% |
| 23 | SNOWFLAKE INC | SNOW | 4,988 | $572,922 | 0.62% |
| 24 | PAGERDUTY INC | PD | 30,517 | $566,090 | 0.61% |
| 25 | VIKING THERAPEUTICS INC | VKTX | 8,082 | $511,671 | 0.55% |
| 26 | NOVO-NORDISK A S | NONOF | 4,222 | $502,714 | 0.54% |
| 27 | STRUCTURE THERAPEUTICS INC | GPCR | 11,057 | $485,292 | 0.52% |
| 28 | SENTINELONE INC | S | 19,001 | $454,504 | 0.49% |
| 29 | SCHRODINGER INC | SDGR | 20,886 | $387,435 | 0.42% |
| 30 | BEAM THERAPEUTICS INC | BEAM | 11,306 | $276,997 | 0.30% |
| 31 | RELAY THERAPEUTICS INC | RLAY | 38,429 | $272,077 | 0.29% |
| 32 | GUARDANT HEALTH INC | GH | 10,233 | $234,745 | 0.25% |
| 33 | 10X GENOMICS INC | TXG | 10,073 | $227,448 | 0.24% |
| 34 | MOBILEYE GLOBAL INC | MBLY | 13,067 | $179,018 | 0.19% |
| 35 | ABCELLERA BIOLOGICS INC | ABCL | 28,488 | $74,069 | 0.08% |