Brandywine Managers as of June 30, 2025
Portfolio Holdings for Brandywine Managers
Brandywine Managers holds 36 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Acwi Etf (ACWI) | 37.5 | $38M | 294k | 128.60 | |
| Crowdstrike Hldgs Cl A (CRWD) | 16.6 | $17M | 33k | 509.31 | |
| Uipath Cl A (PATH) | 12.8 | $13M | 1.0M | 12.80 | |
| NVIDIA Corporation (NVDA) | 3.2 | $3.2M | 20k | 157.99 | |
| Natera (NTRA) | 3.0 | $3.0M | 18k | 168.94 | |
| Uber Technologies (UBER) | 2.7 | $2.7M | 29k | 93.30 | |
| Zscaler Incorporated (ZS) | 2.6 | $2.6M | 8.4k | 313.94 | |
| Cloudflare Cl A Com (NET) | 1.9 | $1.9M | 9.9k | 195.83 | |
| salesforce (CRM) | 1.9 | $1.9M | 6.9k | 272.69 | |
| Intuitive Surgical Com New (ISRG) | 1.7 | $1.7M | 3.2k | 543.41 | |
| Alnylam Pharmaceuticals (ALNY) | 1.4 | $1.4M | 4.2k | 326.09 | |
| Datadog Cl A Com (DDOG) | 1.3 | $1.4M | 10k | 134.33 | |
| Samsara Com Cl A (IOT) | 1.2 | $1.2M | 31k | 39.78 | |
| Snowflake Cl A (SNOW) | 1.1 | $1.1M | 5.0k | 223.77 | |
| Okta Cl A (OKTA) | 1.0 | $1.0M | 10k | 99.97 | |
| Advanced Micro Devices (AMD) | 1.0 | $1.0M | 7.1k | 141.90 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $1.0M | 1.8k | 561.94 | |
| Servicenow (NOW) | 0.9 | $918k | 893.00 | 1028.08 | |
| Mongodb Cl A (MDB) | 0.9 | $865k | 4.1k | 209.99 | |
| Veeva Sys Cl A Com (VEEV) | 0.8 | $795k | 2.8k | 287.98 | |
| Twist Bioscience Corp (TWST) | 0.8 | $772k | 21k | 36.79 | |
| Eli Lilly & Co. (LLY) | 0.5 | $543k | 697.00 | 779.53 | |
| Guardant Health (GH) | 0.5 | $533k | 10k | 52.04 | |
| Pagerduty (PD) | 0.5 | $466k | 31k | 15.28 | |
| Klaviyo Com Ser A (KVYO) | 0.4 | $438k | 13k | 33.58 | |
| Schrodinger (SDGR) | 0.4 | $420k | 21k | 20.12 | |
| Beam Therapeutics (BEAM) | 0.3 | $317k | 19k | 17.01 | |
| Twilio Cl A (TWLO) | 0.3 | $293k | 2.4k | 124.36 | |
| Moderna (MRNA) | 0.3 | $262k | 9.5k | 27.59 | |
| Novo-nordisk A S Adr (NVO) | 0.3 | $259k | 3.7k | 69.02 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.2 | $229k | 11k | 20.74 | |
| 10x Genomics Cl A Com (TXG) | 0.2 | $219k | 19k | 11.58 | |
| Viking Therapeutics (VKTX) | 0.2 | $214k | 8.1k | 26.50 | |
| Sentinelone Cl A (S) | 0.2 | $192k | 11k | 18.28 | |
| Relay Therapeutics (RLAY) | 0.1 | $133k | 38k | 3.46 | |
| Abcellera Biologics (ABCL) | 0.1 | $98k | 29k | 3.43 |
