Brandywine Managers as of Sept. 30, 2024
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 35 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Acwi Etf (ACWI) | 45.0 | $42M | 350k | 119.55 | |
| Uipath Cl A (PATH) | 13.8 | $13M | 1.0M | 12.80 | |
| Crowdstrike Hldgs Cl A (CRWD) | 9.9 | $9.2M | 33k | 280.47 | |
| NVIDIA Corporation (NVDA) | 2.8 | $2.6M | 21k | 121.44 | |
| Natera (NTRA) | 2.5 | $2.3M | 18k | 126.95 | |
| Uber Technologies (UBER) | 2.4 | $2.2M | 29k | 75.16 | |
| salesforce (CRM) | 2.0 | $1.9M | 6.9k | 273.71 | |
| Intuitive Surgical Com New (ISRG) | 1.8 | $1.6M | 3.3k | 491.27 | |
| Samsara Com Cl A (IOT) | 1.6 | $1.5M | 31k | 48.12 | |
| Zscaler Incorporated (ZS) | 1.5 | $1.4M | 8.4k | 170.94 | |
| Advanced Micro Devices (AMD) | 1.4 | $1.3M | 7.9k | 164.08 | |
| Alnylam Pharmaceuticals (ALNY) | 1.3 | $1.2M | 4.3k | 275.03 | |
| Datadog Cl A Com (DDOG) | 1.2 | $1.2M | 10k | 115.06 | |
| Twist Bioscience Corp (TWST) | 1.0 | $947k | 21k | 45.18 | |
| Okta Cl A (OKTA) | 1.0 | $943k | 13k | 74.34 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $881k | 1.8k | 493.80 | |
| Veeva Sys Cl A Com (VEEV) | 0.9 | $823k | 3.9k | 209.87 | |
| Cloudflare Cl A Com (NET) | 0.9 | $801k | 9.9k | 80.89 | |
| Servicenow (NOW) | 0.9 | $799k | 893.00 | 894.39 | |
| Mongodb Cl A (MDB) | 0.8 | $773k | 2.9k | 270.35 | |
| Moderna (MRNA) | 0.7 | $636k | 9.5k | 66.83 | |
| Eli Lilly & Co. (LLY) | 0.7 | $618k | 697.00 | 885.94 | |
| Snowflake Cl A (SNOW) | 0.6 | $573k | 5.0k | 114.86 | |
| Pagerduty (PD) | 0.6 | $566k | 31k | 18.55 | |
| Viking Therapeutics (VKTX) | 0.6 | $512k | 8.1k | 63.31 | |
| Novo-nordisk A S Adr (NVO) | 0.5 | $503k | 4.2k | 119.07 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.5 | $485k | 11k | 43.89 | |
| Sentinelone Cl A (S) | 0.5 | $455k | 19k | 23.92 | |
| Schrodinger (SDGR) | 0.4 | $387k | 21k | 18.55 | |
| Beam Therapeutics (BEAM) | 0.3 | $277k | 11k | 24.50 | |
| Relay Therapeutics (RLAY) | 0.3 | $272k | 38k | 7.08 | |
| Guardant Health (GH) | 0.3 | $235k | 10k | 22.94 | |
| 10x Genomics Cl A Com (TXG) | 0.2 | $227k | 10k | 22.58 | |
| Mobileye Global Common Class A (MBLY) | 0.2 | $179k | 13k | 13.70 | |
| Abcellera Biologics (ABCL) | 0.1 | $74k | 29k | 2.60 |
