BRANDYWINE MANAGERS, LLC 13F Holdings
CIK 0001135121 · HOCKESSIN, DE
As of Sep 30, 2025, BRANDYWINE MANAGERS, LLC reported 37 positions worth
CIK 0001135121 · HOCKESSIN, DE
As of Sep 30, 2025, BRANDYWINE MANAGERS, LLC reported 37 positions worth
04.2M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES MSCI ACWI ETF | ACWI | — | 293,679 | $40.6M | 38.94% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 32,464 | 5.9M | 15.27% |
| UIPATH INC | PATH | Technology | 1,009,684 | 3.5M | 12.96% |
| NVIDIA CORP | NVDA | Technology | 19,610 | $3.7M | 3.51% |
| UBER TECHNOLOGIES INC | UBER | Technology | 29,354 | $2.9M | 2.76% |
| NATERA INC | NTRA | Healthcare | 15,788 | $2.5M | 2.44% |
| ZSCALER INC | ZS | Technology | 8,359 | $2.5M | 2.40% |
| CLOUDFLARE INC | NET | Technology | 9,906 | $2.1M | 2.04% |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 3,718 | .7M | 1.63% |
| SALESFORCE INC | CRM | Technology | 6,913 | .6M | 1.57% |
| DATADOG INC | DDOG | Technology | 10,100 | .4M | 1.38% |
| SAMSARA INC | IOT | Equity | 30,970 | .2M | 1.11% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 7,098 | .1M | 1.10% |
| SNOWFLAKE INC | SNOW | Technology | 4,988 | .1M | 1.08% |
| MONGODB INC | MDB | Technology | 3,521 | .1M | 1.05% |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 2,278 | .0M | 0.98% |
| MASTERCARD INC | MA | Financial Services | 1,785 | .0M | 0.97% |
| VEEVA SYSTEMS INC | VEEV | Healthcare | 2,759 | $821.9K | 0.79% |
| SERVICENOW INC | NOW | Technology | 893 | $821.8K | 0.79% |
| FIGMA INC | FIG | Technology | 14,478 | $751.0K | 0.72% |
| GUARDANT HEALTH INC | GH | Healthcare | 10,233 | $639.4K | 0.61% |
| TWIST BIOSCIENCE CORP | TWST | Healthcare | 20,970 | $590.1K | 0.57% |
| HEARTFLOW INC | HTFL | Healthcare | 16,774 | $564.6K | 0.54% |
| AVIDITY BIOSCIENCES INC | RNA | Healthcare | 12,540 | $546.4K | 0.52% |
| ELI LILLY & CO | LLY | Healthcare | 697 | $531.8K | 0.51% |