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BRANDYWINE MANAGERS, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $202,159,333
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- THE CAMPBELLS COMPANY · COM · 134429109 · shares: $74,147,965
- ISHARES TR · MSCI ACWI ETF · 464288257 · shares: $46,098,793
- CROWDSTRIKE HLDGS INC · CL A · 22788C105 · shares: $24,755,498
- UIPATH INC · CL A · 90364P105 · shares: $10,975,265
- NATERA INC · COM · 632307104 · shares: $3,959,913
- NVIDIA CORPORATION · COM · 67066G104 · shares: $3,037,366
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $3,028,284
- DATADOG INC · CL A COM · 23804L103 · shares: $2,629,636
- CLOUDFLARE INC · CL A COM · 18915M107 · shares: $2,618,855
- TWIST BIOSCIENCE CORP · COM · 90184D100 · shares: $2,157,394
Reported holdings
46 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| THE CAMPBELLS COMPANY | COM | 134429109 | — | 3,329,500 shares | $74,147,965 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 293,679 shares | $46,098,793 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 32,439 shares | $24,755,498 |
| UIPATH INC | CL A | 90364P105 | — | 1,009,684 shares | $10,975,265 |
| NATERA INC | COM | 632307104 | — | 14,588 shares | $3,959,913 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 15,180 shares | $3,037,366 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 5,213 shares | $3,028,284 |
| DATADOG INC | CL A COM | 23804L103 | — | 10,100 shares | $2,629,636 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 10,677 shares | $2,618,855 |
| TWIST BIOSCIENCE CORP | COM | 90184D100 | — | 20,970 shares | $2,157,394 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 29,354 shares | $2,118,185 |
| VICOR CORP | COM | 925815102 | — | 5,303 shares | $2,013,973 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,416 shares | $1,634,475 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 4,689 shares | $1,599,043 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 9,133 shares | $1,370,224 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 4,988 shares | $1,269,446 |
| MONGODB INC | CL A | 60937P106 | — | 3,521 shares | $1,182,704 |
| SALESFORCE INC | COM | 79466L302 | — | 6,913 shares | $1,082,991 |
| SAMSARA INC | COM CL A | 79589L106 | — | 30,970 shares | $1,004,357 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,785 shares | $916,776 |
| BEAM THERAPEUTICS INC | COM | 07373V105 | — | 25,455 shares | $873,616 |
| KYMERA THERAPEUTICS INC | COM | 501575104 | — | 7,570 shares | $868,052 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 603 shares | $833,563 |
| ASTERA LABS INC | COM | 04626A103 | — | 1,618 shares | $781,526 |
| BROADCOM INC | COM | 11135F101 | — | 1,967 shares | $743,034 |
| 10X GENOMICS INC | CL A COM | 88025U109 | — | 18,938 shares | $726,083 |
| RELAY THERAPEUTICS INC | COM | 75943R102 | — | 38,429 shares | $719,007 |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | — | 13,357 shares | $716,870 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 2,318 shares | $697,788 |
| CELCUITY INC | COM | 15102K100 | — | 6,621 shares | $692,689 |
| BILLIONTOONE INC | CL A | 090168105 | — | 5,750 shares | $689,885 |
| MODERNA INC | COM | 60770K107 | — | 9,510 shares | $665,985 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,857 shares | $656,134 |
| SANDISK CORP | COM | 80004C200 | — | 250 shares | $568,433 |
| TWILIO INC | CL A | 90138F102 | — | 2,357 shares | $486,320 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 1,208 shares | $480,397 |
| VIKING THERAPEUTICS INC | COM | 92686J106 | — | 12,301 shares | $479,862 |
| SCHRODINGER INC | COM | 80810D103 | — | 28,456 shares | $462,410 |
| ELI LILLY & CO | COM | 532457108 | — | 357 shares | $428,197 |
| OKTA INC | CL A | 679295105 | — | 2,809 shares | $383,288 |
| PAGERDUTY INC | COM | 69553P100 | — | 30,517 shares | $294,489 |
| HEARTFLOW INC | COM | 42238D107 | — | 10,024 shares | $294,104 |
| IMMUNEERING CORP | CLASS A COM | 45254E107 | — | 55,066 shares | $274,779 |
| KLAVIYO INC | COM SER A | 49845K101 | — | 17,384 shares | $262,498 |
| IMMATICS N.V | SHS | N44445109 | — | 25,227 shares | $255,550 |
| ABCELLERA BIOLOGICS INC | COM | 00288U106 | — | 28,488 shares | $223,631 |