13F COMBINATION REPORT
BRANDYWINE MANAGERS, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003035
Total Value
$83.4M
Positions
35
Other Managers
3
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288257 | 293,679 | $34.2M | 41.01% |
| 2 | CROWDSTRIKE HLDGS INC | CRWD | 32,814 | $11.6M | 13.88% |
| 3 | UIPATH INC | PATH | 1,009,684 | $10.4M | 12.48% |
| 4 | NATERA INC | NTRA | 18,038 | $2.6M | 3.06% |
| 5 | NVIDIA CORPORATION | NVDA | 20,310 | $2.2M | 2.64% |
| 6 | UBER TECHNOLOGIES INC | UBER | 29,354 | $2.1M | 2.57% |
| 7 | SALESFORCE INC | CRM | 6,913 | $1.9M | 2.23% |
| 8 | ZSCALER INC | ZS | 8,359 | $1.7M | 1.99% |
| 9 | INTUITIVE SURGICAL INC | ISRG | 3,243 | $1.6M | 1.93% |
| 10 | SAMSARA INC | IOT | 30,970 | $1.2M | 1.42% |
| 11 | ALNYLAM PHARMACEUTICALS INC | ALNY | 4,348 | $1.2M | 1.41% |
| 12 | OKTA INC | OKTA | 11,109 | $1.2M | 1.40% |
| 13 | CLOUDFLARE INC | NET | 9,906 | $1.1M | 1.34% |
| 14 | DATADOG INC | DDOG | 10,100 | $1.0M | 1.20% |
| 15 | MASTERCARD INCORPORATED | MA | 1,785 | $978,394 | 1.17% |
| 16 | TWIST BIOSCIENCE CORP | TWST | 20,970 | $823,282 | 0.99% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 7,898 | $811,441 | 0.97% |
| 18 | VEEVA SYS INC | VEEV | 3,259 | $754,882 | 0.91% |
| 19 | SNOWFLAKE INC | SNOW | 4,988 | $729,046 | 0.87% |
| 20 | SERVICENOW INC | NOW | 893 | $710,953 | 0.85% |
| 21 | MONGODB INC | MDB | 3,501 | $614,075 | 0.74% |
| 22 | ELI LILLY & CO | LLY | 697 | $575,659 | 0.69% |
| 23 | PAGERDUTY INC | PD | 30,517 | $557,546 | 0.67% |
| 24 | GUARDANT HEALTH INC | GH | 10,233 | $435,926 | 0.52% |
| 25 | SCHRODINGER INC | SDGR | 20,886 | $412,290 | 0.49% |
| 26 | SENTINELONE INC | S | 19,001 | $345,438 | 0.41% |
| 27 | NOVO-NORDISK A S | NONOF | 4,222 | $293,176 | 0.35% |
| 28 | MODERNA INC | MRNA | 9,510 | $269,609 | 0.32% |
| 29 | KLAVIYO INC | KVYO | 8,692 | $263,020 | 0.32% |
| 30 | TWILIO INC | TWLO | 2,357 | $230,774 | 0.28% |
| 31 | BEAM THERAPEUTICS INC | BEAM | 11,306 | $220,806 | 0.26% |
| 32 | STRUCTURE THERAPEUTICS INC | GPCR | 11,057 | $191,397 | 0.23% |
| 33 | 10X GENOMICS INC | TXG | 18,938 | $165,329 | 0.20% |
| 34 | RELAY THERAPEUTICS INC | RLAY | 38,429 | $100,684 | 0.12% |
| 35 | ABCELLERA BIOLOGICS INC | ABCL | 28,488 | $63,528 | 0.08% |