Fund HoldingsBRANDYWINE MANAGERS, LLC

Total Portfolio Value
$202.16M
Total Bought
$17.24M
Total Sold
$2.89M
Net Transaction
+$14.35M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CROWDSTRIKE HLDGS INC(CRWD)32,12432,439+31512,54224,75512.25%+12,214
ISHARES TR293,679293,679040,63646,09922.80%+5,462
MICRON TECHNOLOGY INC(MU)01,416+1,41601,6340.81%+1,634
ADVANCED MICRO DEVICES INC(AMD)7,0985,213-1,8851,4443,0281.50%+1,584
DATADOG INC(DDOG)10,10010,10001,1922,6301.30%+1,437
TWIST BIOSCIENCE CORP(TWST)20,97020,97009962,1571.07%+1,161
VICOR CORP(VICR)5,3035,30308542,0141.00%+1,160
NATERA INC(NTRA)14,58814,58802,9173,9601.96%+1,042
PALO ALTO NETWORKS INC(PANW)4,6894,68907521,5990.79%+847
ASTERA LABS INC(ALAB)01,618+1,61807820.39%+782
CELCUITY INC(CELC)06,621+6,62106930.34%+693
CLOUDFLARE INC(NET)9,90610,677+7712,0442,6191.30%+575
SANDISK CORP(SNDK)0250+25005680.28%+568
GUARDANT HEALTH INC(GH)9,1339,13308441,3700.68%+527
SNOWFLAKE INC(SNOW)4,9884,98807521,2690.63%+517
RELAY THERAPEUTICS INC(RLAY)38,42938,42903827190.36%+337
10X GENOMICS INC(TXG)18,93818,93804027260.36%+324
MONGODB INC(MDB)3,5213,52108621,1830.59%+321
IMMUNEERING CORP055,066+55,06602750.14%+275
BEAM THERAPEUTICS INC(BEAM)25,45525,45506078740.43%+267
IMMATICS N.V(IMTX)025,227+25,22702560.13%+256
MONOLITHIC PWR SYS INC(MPWR)542603+615938340.41%+241
KYMERA THERAPEUTICS INC(KYMR)7,5707,57006318680.43%+238
BILLIONTOONE INC5,7505,75004546900.34%+236
TWILIO INC(TWLO)2,3572,35702974860.24%+190
MODERNA INC(MRNA)9,5109,51004836660.33%+183
OKTA INC(OKTA)2,8092,80902213830.19%+162
SCHRODINGER INC(SDGR)28,45628,45603234620.23%+139
BROADCOM INC(AVGO)1,9671,96706097430.37%+134
ABCELLERA BIOLOGICS INC(ABCL)28,48828,4880992240.11%+124
ALPHABET INC(GOOG)1,8571,85705336560.32%+123
PAGERDUTY INC(PD)30,51730,51701902940.15%+105
VIKING THERAPEUTICS INC(VKTX)12,30112,30104004800.24%+80
STRUCTURE THERAPEUTICS INC13,35713,35706447170.35%+73
MASTERCARD INCORPORATED(MA)1,7851,78508929170.45%+25
SAMSARA INC(IOT)30,97030,97009811,0040.50%+23
UBER TECHNOLOGIES INC(UBER)29,35429,35402,1112,1181.05%+7
THE CAMPBELLS COMPANY(CPB)3,329,5003,329,500074,14874,14836.68%0
KLAVIYO INC(KVYO)17,38417,38403382620.13%-76
HEARTFLOW INC(HTFL)16,77410,024-6,7504082940.15%-114
SALESFORCE INC(CRM)6,9136,91301,2901,0830.54%-207
ELI LILLY & CO(LLY)697357-3406414280.21%-213
UIPATH INC(PATH)1,009,6841,009,684011,20710,9755.43%-232
NVIDIA CORPORATION(NVDA)18,86015,180-3,6803,2893,0371.50%-252
ALNYLAM PHARMACEUTICALS INC(ALNY)3,1682,318-8501,0486980.35%-350
INTUITIVE SURGICAL INC1,8581,208-6508574800.24%-376
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