13F COMBINATION REPORT
BRANDYWINE MANAGERS, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004676
Total Value
$100.6M
Positions
36
Other Managers
3
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288257 | 293,679 | $37.8M | 37.53% |
| 2 | CROWDSTRIKE HLDGS INC | CRWD | 32,814 | $16.7M | 16.61% |
| 3 | UIPATH INC | PATH | 1,009,684 | $12.9M | 12.84% |
| 4 | NVIDIA CORPORATION | NVDA | 20,310 | $3.2M | 3.19% |
| 5 | NATERA INC | NTRA | 17,838 | $3.0M | 2.99% |
| 6 | UBER TECHNOLOGIES INC | UBER | 29,354 | $2.7M | 2.72% |
| 7 | ZSCALER INC | ZS | 8,359 | $2.6M | 2.61% |
| 8 | CLOUDFLARE INC | NET | 9,906 | $1.9M | 1.93% |
| 9 | SALESFORCE INC | CRM | 6,913 | $1.9M | 1.87% |
| 10 | INTUITIVE SURGICAL INC | ISRG | 3,178 | $1.7M | 1.72% |
| 11 | ALNYLAM PHARMACEUTICALS INC | ALNY | 4,218 | $1.4M | 1.37% |
| 12 | DATADOG INC | DDOG | 10,100 | $1.4M | 1.35% |
| 13 | SAMSARA INC | IOT | 30,970 | $1.2M | 1.22% |
| 14 | SNOWFLAKE INC | SNOW | 4,988 | $1.1M | 1.11% |
| 15 | OKTA INC | OKTA | 10,309 | $1.0M | 1.02% |
| 16 | ADVANCED MICRO DEVICES INC | AMD | 7,098 | $1.0M | 1.00% |
| 17 | MASTERCARD INCORPORATED | MA | 1,785 | $1.0M | 1.00% |
| 18 | SERVICENOW INC | NOW | 893 | $918,075 | 0.91% |
| 19 | MONGODB INC | MDB | 4,121 | $865,369 | 0.86% |
| 20 | VEEVA SYS INC | VEEV | 2,759 | $794,537 | 0.79% |
| 21 | TWIST BIOSCIENCE CORP | TWST | 20,970 | $771,486 | 0.77% |
| 22 | ELI LILLY & CO | LLY | 697 | $543,332 | 0.54% |
| 23 | GUARDANT HEALTH INC | GH | 10,233 | $532,525 | 0.53% |
| 24 | PAGERDUTY INC | PD | 30,517 | $466,300 | 0.46% |
| 25 | KLAVIYO INC | KVYO | 13,038 | $437,816 | 0.44% |
| 26 | SCHRODINGER INC | SDGR | 20,886 | $420,226 | 0.42% |
| 27 | BEAM THERAPEUTICS INC | BEAM | 18,606 | $316,488 | 0.31% |
| 28 | TWILIO INC | TWLO | 2,357 | $293,117 | 0.29% |
| 29 | MODERNA INC | MRNA | 9,510 | $262,381 | 0.26% |
| 30 | NOVO-NORDISK A S | NONOF | 3,747 | $258,618 | 0.26% |
| 31 | STRUCTURE THERAPEUTICS INC | GPCR | 11,057 | $229,322 | 0.23% |
| 32 | 10X GENOMICS INC | TXG | 18,938 | $219,302 | 0.22% |
| 33 | VIKING THERAPEUTICS INC | VKTX | 8,082 | $214,173 | 0.21% |
| 34 | SENTINELONE INC | S | 10,501 | $191,958 | 0.19% |
| 35 | RELAY THERAPEUTICS INC | RLAY | 38,429 | $132,964 | 0.13% |
| 36 | ABCELLERA BIOLOGICS INC | ABCL | 28,488 | $97,714 | 0.10% |