BRANDYWINE MANAGERS, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VICOR CORP(VICR) | 0 | 5,303 | +5,303 | 0 | 853,783 | 0.50% | +853,783 |
| PALO ALTO NETWORKS INC(PANW) | 0 | 4,689 | +4,689 | 0 | 751,740 | 0.44% | +751,740 |
| KYMERA THERAPEUTICS INC(KYMR) | 0 | 7,570 | +7,570 | 0 | 630,505 | 0.37% | +630,505 |
| BROADCOM INC(AVGO) | 0 | 1,967 | +1,967 | 0 | 608,806 | 0.36% | +608,806 |
| MONOLITHIC PWR SYS INC(MPWR) | 0 | 542 | +542 | 0 | 592,596 | 0.35% | +592,596 |
| ALPHABET INC(GOOG) | 0 | 1,857 | +1,857 | 0 | 532,699 | 0.31% | +532,699 |
| BILLIONTOONE INC | 0 | 5,750 | +5,750 | 0 | 453,905 | 0.27% | +453,905 |
| TWIST BIOSCIENCE CORP(TWST) | 20,970 | 20,970 | 0 | 665,168 | 996,494 | 0.59% | +331,326 |
| MODERNA INC(MRNA) | 9,510 | 9,510 | 0 | 280,450 | 483,108 | 0.28% | +202,658 |
| 10X GENOMICS INC(TXG) | 18,938 | 18,938 | 0 | 308,879 | 402,054 | 0.24% | +93,175 |
| CLOUDFLARE INC(NET) | 9,906 | 9,906 | 0 | 1,952,968 | 2,044,004 | 1.20% | +91,036 |
| BEAM THERAPEUTICS INC(BEAM) | 18,606 | 25,455 | +6,849 | 515,758 | 606,593 | 0.36% | +90,835 |
| RELAY THERAPEUTICS INC(RLAY) | 38,429 | 38,429 | 0 | 325,109 | 382,369 | 0.23% | +57,260 |
| ABCELLERA BIOLOGICS INC(ABCL) | 28,488 | 28,488 | 0 | 97,429 | 99,423 | 0.06% | +1,994 |
| VIKING THERAPEUTICS INC(VKTX) | 12,301 | 12,301 | 0 | 432,749 | 400,275 | 0.24% | -32,474 |
| TWILIO INC(TWLO) | 2,357 | 2,357 | 0 | 335,260 | 296,558 | 0.17% | -38,702 |
| SCHRODINGER INC(SDGR) | 20,886 | 28,456 | +7,570 | 373,442 | 323,260 | 0.19% | -50,182 |
| ADVANCED MICRO DEVICES INC(AMD) | 7,098 | 7,098 | 0 | 1,520,108 | 1,443,946 | 0.85% | -76,162 |
| HEARTFLOW INC(HTFL) | 16,774 | 16,774 | 0 | 488,962 | 408,111 | 0.24% | -80,851 |
| ELI LILLY & CO(LLY) | 697 | 697 | 0 | 749,052 | 641,080 | 0.38% | -107,972 |
| SAMSARA INC(IOT) | 30,970 | 30,970 | 0 | 1,097,887 | 981,439 | 0.58% | -116,448 |
| OKTA INC(OKTA) | 3,909 | 2,809 | -1,100 | 338,011 | 221,096 | 0.13% | -116,915 |
| MASTERCARD INCORPORATED(MA) | 1,785 | 1,785 | 0 | 1,019,021 | 891,893 | 0.52% | -127,128 |
| DATADOG INC(DDOG) | 10,100 | 10,100 | 0 | 1,373,499 | 1,192,305 | 0.70% | -181,194 |
| GUARDANT HEALTH INC(GH) | 10,133 | 9,133 | -1,000 | 1,034,985 | 843,615 | 0.50% | -191,370 |
| PAGERDUTY INC | 30,517 | 30,517 | 0 | 400,078 | 189,511 | 0.11% | -210,567 |
| KLAVIYO INC(KVYO) | 17,384 | 17,384 | 0 | 564,458 | 338,293 | 0.20% | -226,165 |
| STRUCTURE THERAPEUTICS INC | 13,357 | 13,357 | 0 | 928,979 | 643,807 | 0.38% | -285,172 |
| UBER TECHNOLOGIES INC(UBER) | 29,354 | 29,354 | 0 | 2,398,515 | 2,111,433 | 1.24% | -287,082 |
| NVIDIA CORPORATION(NVDA) | 19,410 | 18,860 | -550 | 3,619,965 | 3,289,184 | 1.94% | -330,781 |
| SNOWFLAKE INC(SNOW) | 4,988 | 4,988 | 0 | 1,094,168 | 752,290 | 0.44% | -341,878 |
| INTUITIVE SURGICAL INC | 2,178 | 1,858 | -320 | 1,233,532 | 856,519 | 0.50% | -377,013 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 3,618 | 3,168 | -450 | 1,438,698 | 1,048,196 | 0.62% | -390,502 |
| SALESFORCE INC(CRM) | 6,913 | 6,913 | 0 | 1,831,323 | 1,290,450 | 0.76% | -540,873 |
| VEEVA SYS INC(VEEV) | 2,759 | 0 | -2,759 | 615,892 | 0 | — | -615,892 |
| MONGODB INC(MDB) | 3,521 | 3,521 | 0 | 1,477,728 | 861,835 | 0.51% | -615,893 |
| FIGMA INC(FIG) | 17,130 | 0 | -17,130 | 640,148 | 0 | — | -640,148 |
| NATERA INC(NTRA) | 15,588 | 14,588 | -1,000 | 3,571,055 | 2,917,454 | 1.72% | -653,601 |
| SERVICENOW INC(NOW) | 4,465 | 0 | -4,465 | 683,993 | 0 | — | -683,993 |
| AVIDITY BIOSCIENCES INC | 12,540 | 0 | -12,540 | 904,510 | 0 | — | -904,510 |
| ISHARES TR | 293,679 | 293,679 | 0 | 41,552,642 | 40,636,363 | 23.92% | -916,279 |
| ZSCALER INC(ZS) | 8,359 | 0 | -8,359 | 1,880,106 | 0 | — | -1,880,106 |
| CROWDSTRIKE HLDGS INC(CRWD) | 32,364 | 32,124 | -240 | 15,170,949 | 12,541,531 | 7.38% | -2,629,418 |
| UIPATH INC(PATH) | 1,009,684 | 1,009,684 | 0 | 16,548,721 | 11,207,492 | 6.60% | -5,341,229 |
| THE CAMPBELLS COMPANY(CPB) | 3,329,500 | 3,329,500 | 0 | 92,793,165 | 74,147,965 | 43.64% | -18,645,200 |