Brandywine Managers as of June 30, 2024
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 36 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Acwi Etf (ACWI) | 41.6 | $39M | 350k | 112.40 | |
| Uipath Cl A (PATH) | 13.4 | $13M | 1.0M | 12.68 | |
| Crowdstrike Hldgs Cl A (CRWD) | 12.8 | $12M | 32k | 383.19 | |
| NVIDIA Corporation (NVDA) | 4.7 | $4.4M | 36k | 123.54 | |
| Uber Technologies (UBER) | 2.3 | $2.1M | 29k | 72.68 | |
| Natera (NTRA) | 2.0 | $1.9M | 17k | 108.29 | |
| salesforce (CRM) | 1.9 | $1.8M | 6.9k | 257.10 | |
| Intuitive Surgical Com New (ISRG) | 1.6 | $1.5M | 3.3k | 444.85 | |
| Zscaler Incorporated (ZS) | 1.4 | $1.3M | 6.9k | 192.19 | |
| Datadog Cl A Com (DDOG) | 1.3 | $1.2M | 9.2k | 129.69 | |
| Okta Cl A (OKTA) | 1.3 | $1.2M | 13k | 93.61 | |
| Advanced Micro Devices (AMD) | 1.3 | $1.2M | 7.3k | 162.21 | |
| Moderna (MRNA) | 1.2 | $1.1M | 9.5k | 118.75 | |
| Campbell Soup Company (CPB) | 1.1 | $1.1M | 24k | 45.19 | |
| Alnylam Pharmaceuticals (ALNY) | 1.1 | $1.1M | 4.3k | 243.00 | |
| Twist Bioscience Corp (TWST) | 1.1 | $1.0M | 21k | 49.28 | |
| Cloudflare Cl A Com (NET) | 0.9 | $821k | 9.9k | 82.83 | |
| Samsara Com Cl A (IOT) | 0.8 | $795k | 24k | 33.70 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $788k | 1.8k | 441.16 | |
| Veeva Sys Cl A Com (VEEV) | 0.8 | $717k | 3.9k | 183.01 | |
| Mongodb Cl A (MDB) | 0.8 | $715k | 2.9k | 249.96 | |
| Servicenow (NOW) | 0.7 | $703k | 893.00 | 786.67 | |
| Pagerduty (PD) | 0.7 | $700k | 31k | 22.93 | |
| Eli Lilly & Co. (LLY) | 0.6 | $532k | 588.00 | 905.38 | |
| Novo-nordisk A S Adr (NVO) | 0.5 | $497k | 3.5k | 142.74 | |
| Morphic Hldg (MORF) | 0.5 | $487k | 14k | 34.07 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.5 | $434k | 11k | 39.27 | |
| Schrodinger (SDGR) | 0.4 | $404k | 21k | 19.34 | |
| Sentinelone Cl A (S) | 0.4 | $400k | 19k | 21.05 | |
| Mobileye Global Common Class A (MBLY) | 0.4 | $367k | 13k | 28.09 | |
| Snowflake Cl A (SNOW) | 0.4 | $344k | 2.5k | 135.09 | |
| Relay Therapeutics (RLAY) | 0.2 | $207k | 32k | 6.52 | |
| Guardant Health (GH) | 0.2 | $207k | 7.2k | 28.88 | |
| 10x Genomics Cl A Com (TXG) | 0.2 | $196k | 10k | 19.45 | |
| Fulcrum Therapeutics (FULC) | 0.2 | $162k | 26k | 6.20 | |
| Abcellera Biologics (ABCL) | 0.1 | $84k | 29k | 2.96 |
