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 |
