13F COMBINATION REPORT
BRANDYWINE MANAGERS, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006760
Total Value
$104.2M
Positions
37
Other Managers
3
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288257 | 293,679 | $40.6M | 38.94% |
| 2 | CROWDSTRIKE HLDGS INC | CRWD | 32,464 | $15.9M | 15.27% |
| 3 | UIPATH INC | PATH | 1,009,684 | $13.5M | 12.96% |
| 4 | NVIDIA CORPORATION | NVDA | 19,610 | $3.7M | 3.51% |
| 5 | UBER TECHNOLOGIES INC | UBER | 29,354 | $2.9M | 2.76% |
| 6 | NATERA INC | NTRA | 15,788 | $2.5M | 2.44% |
| 7 | ZSCALER INC | ZS | 8,359 | $2.5M | 2.40% |
| 8 | CLOUDFLARE INC | NET | 9,906 | $2.1M | 2.04% |
| 9 | ALNYLAM PHARMACEUTICALS INC | ALNY | 3,718 | $1.7M | 1.63% |
| 10 | SALESFORCE INC | CRM | 6,913 | $1.6M | 1.57% |
| 11 | DATADOG INC | DDOG | 10,100 | $1.4M | 1.38% |
| 12 | SAMSARA INC | IOT | 30,970 | $1.2M | 1.11% |
| 13 | ADVANCED MICRO DEVICES INC | AMD | 7,098 | $1.1M | 1.10% |
| 14 | SNOWFLAKE INC | SNOW | 4,988 | $1.1M | 1.08% |
| 15 | MONGODB INC | MDB | 3,521 | $1.1M | 1.05% |
| 16 | INTUITIVE SURGICAL INC | ISRG | 2,278 | $1.0M | 0.98% |
| 17 | MASTERCARD INCORPORATED | MA | 1,785 | $1.0M | 0.97% |
| 18 | VEEVA SYS INC | VEEV | 2,759 | $821,934 | 0.79% |
| 19 | SERVICENOW INC | NOW | 893 | $821,810 | 0.79% |
| 20 | FIGMA INC | FIG | 14,478 | $750,974 | 0.72% |
| 21 | GUARDANT HEALTH INC | GH | 10,233 | $639,358 | 0.61% |
| 22 | TWIST BIOSCIENCE CORP | TWST | 20,970 | $590,096 | 0.57% |
| 23 | HEARTFLOW INC | HTFL | 16,774 | $564,613 | 0.54% |
| 24 | AVIDITY BIOSCIENCES INC | 05370A108 | 12,540 | $546,368 | 0.52% |
| 25 | ELI LILLY & CO | LLY | 697 | $531,811 | 0.51% |
| 26 | PAGERDUTY INC | PD | 30,517 | $504,141 | 0.48% |
| 27 | KLAVIYO INC | KVYO | 17,384 | $481,363 | 0.46% |
| 28 | BEAM THERAPEUTICS INC | BEAM | 18,606 | $451,568 | 0.43% |
| 29 | SCHRODINGER INC | SDGR | 20,886 | $418,973 | 0.40% |
| 30 | OKTA INC | OKTA | 4,209 | $385,965 | 0.37% |
| 31 | VIKING THERAPEUTICS INC | VKTX | 12,301 | $323,270 | 0.31% |
| 32 | STRUCTURE THERAPEUTICS INC | GPCR | 11,057 | $309,596 | 0.30% |
| 33 | MODERNA INC | MRNA | 9,510 | $245,643 | 0.24% |
| 34 | TWILIO INC | TWLO | 2,357 | $235,912 | 0.23% |
| 35 | 10X GENOMICS INC | TXG | 18,938 | $221,385 | 0.21% |
| 36 | RELAY THERAPEUTICS INC | RLAY | 38,429 | $200,599 | 0.19% |
| 37 | ABCELLERA BIOLOGICS INC | ABCL | 28,488 | $143,295 | 0.14% |