13F COMBINATION REPORT
BRANDYWINE MANAGERS, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0000919574-25-001151
Total Value
$94.9M
Positions
37
Other Managers
3
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288257 | 345,648 | $40.6M | 42.80% |
| 2 | UIPATH INC | PATH | 1,009,684 | $12.8M | 13.52% |
| 3 | CROWDSTRIKE HLDGS INC | CRWD | 32,814 | $11.2M | 11.83% |
| 4 | NATERA INC | NTRA | 18,338 | $2.9M | 3.06% |
| 5 | NVIDIA CORPORATION | NVDA | 21,390 | $2.9M | 3.03% |
| 6 | SALESFORCE INC | CRM | 6,913 | $2.3M | 2.44% |
| 7 | UBER TECHNOLOGIES INC | UBER | 29,354 | $1.8M | 1.87% |
| 8 | INTUITIVE SURGICAL INC | ISRG | 3,333 | $1.7M | 1.83% |
| 9 | ZSCALER INC | ZS | 8,359 | $1.5M | 1.59% |
| 10 | DATADOG INC | DDOG | 10,100 | $1.4M | 1.52% |
| 11 | SAMSARA INC | IOT | 30,970 | $1.4M | 1.43% |
| 12 | CLOUDFLARE INC | NET | 9,906 | $1.1M | 1.12% |
| 13 | ALNYLAM PHARMACEUTICALS INC | ALNY | 4,348 | $1.0M | 1.08% |
| 14 | OKTA INC | OKTA | 12,687 | $999,736 | 1.05% |
| 15 | TWIST BIOSCIENCE CORP | TWST | 20,970 | $974,476 | 1.03% |
| 16 | ADVANCED MICRO DEVICES INC | AMD | 7,898 | $953,999 | 1.01% |
| 17 | SERVICENOW INC | NOW | 893 | $946,687 | 1.00% |
| 18 | MASTERCARD INCORPORATED | MA | 1,785 | $939,927 | 0.99% |
| 19 | VEEVA SYS INC | VEEV | 3,919 | $823,970 | 0.87% |
| 20 | SNOWFLAKE INC | SNOW | 4,988 | $770,197 | 0.81% |
| 21 | MONGODB INC | MDB | 2,859 | $665,604 | 0.70% |
| 22 | PAGERDUTY INC | PD | 30,517 | $557,240 | 0.59% |
| 23 | ELI LILLY & CO | LLY | 697 | $538,084 | 0.57% |
| 24 | SENTINELONE INC | S | 19,001 | $421,822 | 0.44% |
| 25 | SCHRODINGER INC | SDGR | 20,886 | $402,891 | 0.42% |
| 26 | MODERNA INC | MRNA | 9,510 | $395,426 | 0.42% |
| 27 | NOVO-NORDISK A S | NONOF | 4,222 | $363,176 | 0.38% |
| 28 | KLAVIYO INC | KVYO | 8,692 | $358,458 | 0.38% |
| 29 | VIKING THERAPEUTICS INC | VKTX | 8,082 | $325,220 | 0.34% |
| 30 | GUARDANT HEALTH INC | GH | 10,233 | $312,618 | 0.33% |
| 31 | STRUCTURE THERAPEUTICS INC | GPCR | 11,057 | $299,866 | 0.32% |
| 32 | BEAM THERAPEUTICS INC | BEAM | 11,306 | $280,389 | 0.30% |
| 33 | MOBILEYE GLOBAL INC | MBLY | 13,067 | $260,295 | 0.27% |
| 34 | TWILIO INC | TWLO | 2,357 | $254,745 | 0.27% |
| 35 | RELAY THERAPEUTICS INC | RLAY | 38,429 | $158,327 | 0.17% |
| 36 | 10X GENOMICS INC | TXG | 10,073 | $144,648 | 0.15% |
| 37 | ABCELLERA BIOLOGICS INC | ABCL | 28,488 | $83,470 | 0.09% |