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 |