BRANDYWINE MANAGERS, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR | 293,679 | 293,679 | 0 | 37,767,119 | 40,598,185 | 38.94% | +2,831,066 |
| SNOWFLAKE INC(SNOW) | 0 | 4,988 | +4,988 | 0 | 1,125,043 | 1.08% | +1,125,043 |
| FIGMA INC(FIG) | 0 | 14,478 | +14,478 | 0 | 750,974 | 0.72% | +750,974 |
| UIPATH INC(PATH) | 1,009,684 | 1,009,684 | 0 | 12,923,955 | 13,509,572 | 12.96% | +585,617 |
| HEARTFLOW INC(HTFL) | 0 | 16,774 | +16,774 | 0 | 564,613 | 0.54% | +564,613 |
| AVIDITY BIOSCIENCES INC | 0 | 12,540 | +12,540 | 0 | 546,368 | 0.52% | +546,368 |
| NVIDIA CORPORATION(NVDA) | 20,310 | 19,610 | -700 | 3,208,777 | 3,658,834 | 3.51% | +450,057 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 4,218 | 3,718 | -500 | 1,375,448 | 1,695,408 | 1.63% | +319,960 |
| MONGODB INC(MDB) | 4,121 | 3,521 | -600 | 865,369 | 1,092,848 | 1.05% | +227,479 |
| CLOUDFLARE INC(NET) | 9,906 | 9,906 | 0 | 1,939,892 | 2,125,729 | 2.04% | +185,837 |
| ADVANCED MICRO DEVICES INC(AMD) | 7,098 | 7,098 | 0 | 1,007,206 | 1,148,385 | 1.10% | +141,179 |
| UBER TECHNOLOGIES INC(UBER) | 29,354 | 29,354 | 0 | 2,738,728 | 2,875,811 | 2.76% | +137,083 |
| BEAM THERAPEUTICS INC(BEAM) | 18,606 | 18,606 | 0 | 316,488 | 451,568 | 0.43% | +135,080 |
| VIKING THERAPEUTICS INC(VKTX) | 8,082 | 12,301 | +4,219 | 214,173 | 323,270 | 0.31% | +109,097 |
| GUARDANT HEALTH INC(GH) | 10,233 | 10,233 | 0 | 532,525 | 639,358 | 0.61% | +106,833 |
| DATADOG INC(DDOG) | 10,100 | 10,100 | 0 | 1,356,733 | 1,438,240 | 1.38% | +81,507 |
| STRUCTURE THERAPEUTICS INC | 11,057 | 11,057 | 0 | 229,322 | 309,596 | 0.30% | +80,274 |
| RELAY THERAPEUTICS INC(RLAY) | 38,429 | 38,429 | 0 | 132,964 | 200,599 | 0.19% | +67,635 |
| ABCELLERA BIOLOGICS INC(ABCL) | 28,488 | 28,488 | 0 | 97,714 | 143,295 | 0.14% | +45,581 |
| KLAVIYO INC(KVYO) | 13,038 | 17,384 | +4,346 | 437,816 | 481,363 | 0.46% | +43,547 |
| PAGERDUTY INC | 30,517 | 30,517 | 0 | 466,300 | 504,141 | 0.48% | +37,841 |
| VEEVA SYS INC(VEEV) | 2,759 | 2,759 | 0 | 794,537 | 821,934 | 0.79% | +27,397 |
| MASTERCARD INCORPORATED(MA) | 1,785 | 1,785 | 0 | 1,003,063 | 1,015,326 | 0.97% | +12,263 |
| 10X GENOMICS INC(TXG) | 18,938 | 18,938 | 0 | 219,302 | 221,385 | 0.21% | +2,083 |
| SCHRODINGER INC(SDGR) | 20,886 | 20,886 | 0 | 420,226 | 418,973 | 0.40% | -1,253 |
| ELI LILLY & CO(LLY) | 697 | 697 | 0 | 543,332 | 531,811 | 0.51% | -11,521 |
| MODERNA INC(MRNA) | 9,510 | 9,510 | 0 | 262,381 | 245,643 | 0.24% | -16,738 |
| TWILIO INC(TWLO) | 2,357 | 2,357 | 0 | 293,117 | 235,912 | 0.23% | -57,205 |
| SAMSARA INC(IOT) | 30,970 | 30,970 | 0 | 1,231,987 | 1,153,633 | 1.11% | -78,354 |
| SERVICENOW INC(NOW) | 893 | 893 | 0 | 918,075 | 821,810 | 0.79% | -96,265 |
| ZSCALER INC(ZS) | 8,359 | 8,359 | 0 | 2,624,224 | 2,504,858 | 2.40% | -119,366 |
| TWIST BIOSCIENCE CORP(TWST) | 20,970 | 20,970 | 0 | 771,486 | 590,096 | 0.57% | -181,390 |
| SENTINELONE INC(S) | 10,501 | 0 | -10,501 | 191,958 | 0 | — | -191,958 |
| SALESFORCE INC(CRM) | 6,913 | 6,913 | 0 | 1,885,106 | 1,638,381 | 1.57% | -246,725 |
| NOVO-NORDISK A S(NVO) | 3,747 | 0 | -3,747 | 258,618 | 0 | — | -258,618 |
| NATERA INC(NTRA) | 17,838 | 15,788 | -2,050 | 3,013,552 | 2,541,394 | 2.44% | -472,158 |
| OKTA INC(OKTA) | 10,309 | 4,209 | -6,100 | 1,030,591 | 385,965 | 0.37% | -644,626 |
| INTUITIVE SURGICAL INC | 3,178 | 2,278 | -900 | 1,726,957 | 1,018,790 | 0.98% | -708,167 |
| CROWDSTRIKE HLDGS INC(CRWD) | 32,814 | 32,464 | -350 | 16,712,498 | 15,919,696 | 15.27% | -792,802 |
| SNOWFLAKE INC(SNOW) | 4,988 | 0 | -4,988 | 1,116,165 | 0 | — | -1,116,165 |