Brandywine Managers as of March 31, 2025
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 35 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Acwi Etf (ACWI) | 41.0 | $34M | 294k | 116.39 | |
| Crowdstrike Hldgs Cl A (CRWD) | 13.9 | $12M | 33k | 352.58 | |
| Uipath Cl A (PATH) | 12.5 | $10M | 1.0M | 10.30 | |
| Natera (NTRA) | 3.1 | $2.6M | 18k | 141.41 | |
| NVIDIA Corporation (NVDA) | 2.6 | $2.2M | 20k | 108.38 | |
| Uber Technologies (UBER) | 2.6 | $2.1M | 29k | 72.86 | |
| salesforce (CRM) | 2.2 | $1.9M | 6.9k | 268.36 | |
| Zscaler Incorporated (ZS) | 2.0 | $1.7M | 8.4k | 198.42 | |
| Intuitive Surgical Com New (ISRG) | 1.9 | $1.6M | 3.2k | 495.27 | |
| Samsara Com Cl A (IOT) | 1.4 | $1.2M | 31k | 38.33 | |
| Alnylam Pharmaceuticals (ALNY) | 1.4 | $1.2M | 4.3k | 270.02 | |
| Okta Cl A (OKTA) | 1.4 | $1.2M | 11k | 105.22 | |
| Cloudflare Cl A Com (NET) | 1.3 | $1.1M | 9.9k | 112.69 | |
| Datadog Cl A Com (DDOG) | 1.2 | $1.0M | 10k | 99.21 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $978k | 1.8k | 548.12 | |
| Twist Bioscience Corp (TWST) | 1.0 | $823k | 21k | 39.26 | |
| Advanced Micro Devices (AMD) | 1.0 | $811k | 7.9k | 102.74 | |
| Veeva Sys Cl A Com (VEEV) | 0.9 | $755k | 3.3k | 231.63 | |
| Snowflake Cl A (SNOW) | 0.9 | $729k | 5.0k | 146.16 | |
| Servicenow (NOW) | 0.9 | $711k | 893.00 | 796.14 | |
| Mongodb Cl A (MDB) | 0.7 | $614k | 3.5k | 175.40 | |
| Eli Lilly & Co. (LLY) | 0.7 | $576k | 697.00 | 825.91 | |
| Pagerduty (PD) | 0.7 | $558k | 31k | 18.27 | |
| Guardant Health (GH) | 0.5 | $436k | 10k | 42.60 | |
| Schrodinger (SDGR) | 0.5 | $412k | 21k | 19.74 | |
| Sentinelone Cl A (S) | 0.4 | $345k | 19k | 18.18 | |
| Novo-nordisk A S Adr (NVO) | 0.4 | $293k | 4.2k | 69.44 | |
| Moderna (MRNA) | 0.3 | $270k | 9.5k | 28.35 | |
| Klaviyo Com Ser A (KVYO) | 0.3 | $263k | 8.7k | 30.26 | |
| Twilio Cl A (TWLO) | 0.3 | $231k | 2.4k | 97.91 | |
| Beam Therapeutics (BEAM) | 0.3 | $221k | 11k | 19.53 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.2 | $191k | 11k | 17.31 | |
| 10x Genomics Cl A Com (TXG) | 0.2 | $165k | 19k | 8.73 | |
| Relay Therapeutics (RLAY) | 0.1 | $101k | 38k | 2.62 | |
| Abcellera Biologics (ABCL) | 0.1 | $64k | 29k | 2.23 |
