Brandywine Managers as of Dec. 31, 2024
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 37 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Acwi Etf (ACWI) | 42.8 | $41M | 346k | 117.50 | |
| Uipath Cl A (PATH) | 13.5 | $13M | 1.0M | 12.71 | |
| Crowdstrike Hldgs Cl A (CRWD) | 11.8 | $11M | 33k | 342.16 | |
| Natera (NTRA) | 3.1 | $2.9M | 18k | 158.30 | |
| NVIDIA Corporation (NVDA) | 3.0 | $2.9M | 21k | 134.29 | |
| salesforce (CRM) | 2.4 | $2.3M | 6.9k | 334.33 | |
| Uber Technologies (UBER) | 1.9 | $1.8M | 29k | 60.32 | |
| Intuitive Surgical Com New (ISRG) | 1.8 | $1.7M | 3.3k | 521.96 | |
| Zscaler Incorporated (ZS) | 1.6 | $1.5M | 8.4k | 180.41 | |
| Datadog Cl A Com (DDOG) | 1.5 | $1.4M | 10k | 142.89 | |
| Samsara Com Cl A (IOT) | 1.4 | $1.4M | 31k | 43.69 | |
| Cloudflare Cl A Com (NET) | 1.1 | $1.1M | 9.9k | 107.68 | |
| Alnylam Pharmaceuticals (ALNY) | 1.1 | $1.0M | 4.3k | 235.31 | |
| Okta Cl A (OKTA) | 1.1 | $1000k | 13k | 78.80 | |
| Twist Bioscience Corp (TWST) | 1.0 | $975k | 21k | 46.47 | |
| Advanced Micro Devices (AMD) | 1.0 | $954k | 7.9k | 120.79 | |
| Servicenow (NOW) | 1.0 | $947k | 893.00 | 1060.12 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $940k | 1.8k | 526.57 | |
| Veeva Sys Cl A Com (VEEV) | 0.9 | $824k | 3.9k | 210.25 | |
| Snowflake Cl A (SNOW) | 0.8 | $770k | 5.0k | 154.41 | |
| Mongodb Cl A (MDB) | 0.7 | $666k | 2.9k | 232.81 | |
| Pagerduty (PD) | 0.6 | $557k | 31k | 18.26 | |
| Eli Lilly & Co. (LLY) | 0.6 | $538k | 697.00 | 772.00 | |
| Sentinelone Cl A (S) | 0.4 | $422k | 19k | 22.20 | |
| Schrodinger (SDGR) | 0.4 | $403k | 21k | 19.29 | |
| Moderna (MRNA) | 0.4 | $395k | 9.5k | 41.58 | |
| Novo-nordisk A S Adr (NVO) | 0.4 | $363k | 4.2k | 86.02 | |
| Klaviyo Com Ser A (KVYO) | 0.4 | $359k | 8.7k | 41.24 | |
| Viking Therapeutics (VKTX) | 0.3 | $325k | 8.1k | 40.24 | |
| Guardant Health (GH) | 0.3 | $313k | 10k | 30.55 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.3 | $300k | 11k | 27.12 | |
| Beam Therapeutics (BEAM) | 0.3 | $280k | 11k | 24.80 | |
| Mobileye Global Common Class A (MBLY) | 0.3 | $260k | 13k | 19.92 | |
| Twilio Cl A (TWLO) | 0.3 | $255k | 2.4k | 108.08 | |
| Relay Therapeutics (RLAY) | 0.2 | $158k | 38k | 4.12 | |
| 10x Genomics Cl A Com (TXG) | 0.2 | $145k | 10k | 14.36 | |
| Abcellera Biologics (ABCL) | 0.1 | $84k | 29k | 2.93 |
