Brandywine Managers as of Sept. 30, 2023
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 38 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Acwi Etf (ACWI) | 35.3 | $21M | 227k | 92.37 | |
| Uipath Cl A (PATH) | 18.9 | $11M | 654k | 17.11 | |
| Crowdstrike Hldgs Cl A (CRWD) | 8.1 | $4.8M | 29k | 167.38 | |
| NVIDIA Corporation (NVDA) | 2.6 | $1.6M | 3.6k | 434.99 | |
| salesforce (CRM) | 2.4 | $1.4M | 6.9k | 202.78 | |
| Uber Technologies (UBER) | 2.1 | $1.2M | 27k | 45.99 | |
| Zscaler Incorporated (ZS) | 1.9 | $1.2M | 7.4k | 155.59 | |
| Intuitive Surgical Com New (ISRG) | 1.7 | $1.0M | 3.5k | 292.29 | |
| Campbell Soup Company (CPB) | 1.7 | $987k | 24k | 41.08 | |
| Moderna (MRNA) | 1.7 | $982k | 9.5k | 103.29 | |
| Palo Alto Networks (PANW) | 1.5 | $869k | 3.7k | 234.44 | |
| Okta Cl A (OKTA) | 1.4 | $835k | 10k | 81.51 | |
| Natera (NTRA) | 1.4 | $820k | 19k | 44.25 | |
| Alnylam Pharmaceuticals (ALNY) | 1.4 | $816k | 4.6k | 177.10 | |
| Veeva Sys Cl A Com (VEEV) | 1.3 | $797k | 3.9k | 203.45 | |
| Advanced Micro Devices (AMD) | 1.3 | $751k | 7.3k | 102.82 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $707k | 1.8k | 395.91 | |
| Pagerduty (PD) | 1.2 | $686k | 31k | 22.49 | |
| Datadog Cl A Com (DDOG) | 1.1 | $656k | 7.2k | 91.09 | |
| Samsara Com Cl A (IOT) | 1.0 | $594k | 24k | 25.21 | |
| Schrodinger (SDGR) | 1.0 | $590k | 21k | 28.27 | |
| Twilio Cl A (TWLO) | 1.0 | $573k | 9.8k | 58.53 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.9 | $555k | 11k | 50.42 | |
| Mobileye Global Common Class A (MBLY) | 0.9 | $543k | 13k | 41.55 | |
| Servicenow (NOW) | 0.8 | $499k | 893.00 | 558.96 | |
| Guardant Health (GH) | 0.8 | $472k | 16k | 29.64 | |
| 10x Genomics Cl A Com (TXG) | 0.8 | $462k | 11k | 41.25 | |
| Twist Bioscience Corp (TWST) | 0.7 | $425k | 21k | 20.26 | |
| Snowflake Cl A (SNOW) | 0.7 | $389k | 2.5k | 152.77 | |
| Prime Medicine (PRME) | 0.5 | $315k | 33k | 9.54 | |
| Smartsheet Com Cl A (SMAR) | 0.5 | $312k | 7.7k | 40.46 | |
| Relay Therapeutics (RLAY) | 0.5 | $268k | 32k | 8.41 | |
| Abcellera Biologics (ABCL) | 0.4 | $262k | 57k | 4.60 | |
| Unity Software (U) | 0.4 | $261k | 8.3k | 31.39 | |
| Roblox Corp Cl A (RBLX) | 0.4 | $210k | 7.2k | 28.96 | |
| Olink Hldg Ab Sponsored Ads (OLK) | 0.3 | $201k | 14k | 14.75 | |
| Fulcrum Therapeutics (FULC) | 0.2 | $116k | 26k | 4.44 | |
| Berkeley Lts | 0.1 | $30k | 30k | 1.00 |
