Fund HoldingsBRANDYWINE MANAGERS, LLC

Total Portfolio Value
$93.03M
Total Bought
$5.48M
Total Sold
$3.54M
Net Transaction
+$1.94M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR349,815349,815039,31941,82044.96%+2,501
SAMSARA INC(IOT)23,57830,970+7,3927951,4901.60%+696
VIKING THERAPEUTICS INC(VKTX)08,082+8,08205120.55%+512
NATERA INC(NTRA)17,44418,338+8941,8892,3282.50%+439
BEAM THERAPEUTICS INC(BEAM)011,306+11,30602770.30%+277
SNOWFLAKE INC(SNOW)2,5494,988+2,4393445730.62%+229
INTUITIVE SURGICAL INC3,3333,33301,4831,6371.76%+155
ALNYLAM PHARMACEUTICALS INC(ALNY)4,3484,34801,0571,1961.29%+139
UIPATH INC(PATH)1,000,1961,000,196012,68212,80313.76%+120
SALESFORCE INC(CRM)6,9136,91301,7771,8922.03%+115
ADVANCED MICRO DEVICES INC(AMD)7,2997,898+5991,1841,2961.39%+112
VEEVA SYS INC(VEEV)3,9193,91907178220.88%+105
ZSCALER INC(ZS)6,9248,359+1,4351,3311,4291.54%+98
SERVICENOW INC(NOW)89389307027990.86%+96
MASTERCARD INCORPORATED(MA)1,7851,78507878810.95%+94
ELI LILLY & CO(LLY)588697+1095326180.66%+85
UBER TECHNOLOGIES INC(UBER)29,35429,35402,1332,2062.37%+73
RELAY THERAPEUTICS INC(RLAY)31,80738,429+6,6222072720.29%+65
MONGODB INC(MDB)2,8592,85907157730.83%+58
SENTINELONE INC(S)19,00119,00104004550.49%+55
STRUCTURE THERAPEUTICS INC11,05711,05704344850.52%+51
10X GENOMICS INC(TXG)10,07310,07301962270.24%+32
GUARDANT HEALTH INC(GH)7,15210,233+3,0812072350.25%+28
NOVO-NORDISK A S(NVO)3,4824,222+7404975030.54%+6
ABCELLERA BIOLOGICS INC(ABCL)28,48828,488084740.08%-10
SCHRODINGER INC(SDGR)20,88620,88604043870.42%-16
CLOUDFLARE INC(NET)9,9069,90608218010.86%-19
DATADOG INC(DDOG)9,22210,100+8781,1961,1621.25%-34
TWIST BIOSCIENCE CORP(TWST)20,97020,97001,0339471.02%-86
PAGERDUTY INC(PD)30,51730,51707005660.61%-134
FULCRUM THERAPEUTICS INC26,1270-26,1271620-162
MOBILEYE GLOBAL INC(MBLY)13,06713,06703671790.19%-188
OKTA INC(OKTA)12,68712,68701,1889431.01%-244
MORPHIC HLDG INC14,2860-14,2864870-487
MODERNA INC(MRNA)9,5109,51001,1296360.68%-494
CAMPBELL SOUP CO(CPB)24,0140-24,0141,0850-1,085
NVIDIA CORPORATION(NVDA)35,64021,390-14,2504,4032,5982.79%-1,805
CROWDSTRIKE HLDGS INC(CRWD)31,58132,814+1,23312,1029,2039.89%-2,898
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