Brandywine Managers

Brandywine Managers as of March 31, 2024

Portfolio Holdings for Brandywine Managers

Brandywine Managers holds 40 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Acwi Etf (ACWI) 38.0 $39M 350k 110.13
Uipath Cl A (PATH) 22.5 $23M 1.0M 22.67
Crowdstrike Hldgs Cl A (CRWD) 9.8 $9.9M 31k 320.59
NVIDIA Corporation (NVDA) 3.2 $3.2M 3.6k 903.56
Uber Technologies (UBER) 2.2 $2.2M 29k 76.99
salesforce (CRM) 2.1 $2.1M 6.9k 301.18
Natera (NTRA) 1.6 $1.6M 17k 91.46
Zscaler Incorporated (ZS) 1.4 $1.4M 7.4k 192.63
Intuitive Surgical Com New (ISRG) 1.3 $1.3M 3.3k 399.09
Advanced Micro Devices (AMD) 1.3 $1.3M 7.3k 180.49
Palo Alto Networks (PANW) 1.1 $1.2M 4.1k 284.13
Okta Cl A (OKTA) 1.1 $1.1M 10k 104.62
Campbell Soup Company (CPB) 1.1 $1.1M 24k 44.45
Moderna (MRNA) 1.0 $1.0M 9.5k 106.56
Veeva Sys Cl A Com (VEEV) 0.9 $908k 3.9k 231.69
Samsara Com Cl A (IOT) 0.9 $891k 24k 37.79
Datadog Cl A Com (DDOG) 0.9 $890k 7.2k 123.60
Mastercard Incorporated Cl A (MA) 0.8 $860k 1.8k 481.57
Twist Bioscience Corp (TWST) 0.7 $720k 21k 34.31
Morphic Hldg (MORF) 0.7 $714k 20k 35.20
Pagerduty (PD) 0.7 $692k 31k 22.68
Servicenow (NOW) 0.7 $681k 893.00 762.40
Alnylam Pharmaceuticals (ALNY) 0.6 $650k 4.3k 149.45
Twilio Cl A (TWLO) 0.6 $598k 9.8k 61.15
Schrodinger (SDGR) 0.6 $564k 21k 27.00
Structure Therapeutics Sponsored Ads (GPCR) 0.5 $515k 12k 42.86
Mobileye Global Common Class A (MBLY) 0.4 $420k 13k 32.15
Snowflake Cl A (SNOW) 0.4 $412k 2.5k 161.60
10x Genomics Cl A Com (TXG) 0.4 $378k 10k 37.53
Smartsheet Com Cl A (SMAR) 0.3 $297k 7.7k 38.50
Guardant Health (GH) 0.3 $295k 14k 20.63
Roblox Corp Cl A (RBLX) 0.3 $277k 7.2k 38.18
Beam Therapeutics (BEAM) 0.3 $267k 8.1k 33.04
Relay Therapeutics (RLAY) 0.3 $264k 32k 8.30
Abcellera Biologics (ABCL) 0.3 $258k 57k 4.53
Docusign (DOCU) 0.2 $251k 4.2k 59.55
Fulcrum Therapeutics (FULC) 0.2 $247k 26k 9.44
Prime Medicine (PRME) 0.2 $231k 33k 7.00
Unity Software (U) 0.2 $222k 8.3k 26.70
Seer Com Cl A (SEER) 0.1 $85k 45k 1.90