Universe · entity
BRANDYWINE MANAGERS, LLC
Institutional manager (13F) · CIK 1135121
13F holdings · as of 2026-03-31 · top 40 · reported portfolio $170M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | THE CAMPBELLS COMPANY | $74M | 3,329,500 |
| 2 | ISHARES TR | $41M | 293,679 |
| 3 | CROWDSTRIKE HLDGS INC | $13M | 32,124 |
| 4 | UIPATH INC | $11M | 1,009,684 |
| 5 | NVIDIA CORPORATION | $3M | 18,860 |
| 6 | NATERA INC | $3M | 14,588 |
| 7 | UBER TECHNOLOGIES INC | $2M | 29,354 |
| 8 | CLOUDFLARE INC | $2M | 9,906 |
| 9 | ADVANCED MICRO DEVICES INC | $1M | 7,098 |
| 10 | SALESFORCE INC | $1M | 6,913 |
| 11 | DATADOG INC | $1M | 10,100 |
| 12 | ALNYLAM PHARMACEUTICALS INC | $1M | 3,168 |
| 13 | TWIST BIOSCIENCE CORP | $996k | 20,970 |
| 14 | SAMSARA INC | $981k | 30,970 |
| 15 | MASTERCARD INCORPORATED | $892k | 1,785 |
| 16 | MONGODB INC | $862k | 3,521 |
| 17 | INTUITIVE SURGICAL INC | $857k | 1,858 |
| 18 | VICOR CORP | $854k | 5,303 |
| 19 | GUARDANT HEALTH INC | $844k | 9,133 |
| 20 | SNOWFLAKE INC | $752k | 4,988 |
| 21 | PALO ALTO NETWORKS INC | $752k | 4,689 |
| 22 | STRUCTURE THERAPEUTICS INC | $644k | 13,357 |
| 23 | ELI LILLY & CO | $641k | 697 |
| 24 | KYMERA THERAPEUTICS INC | $631k | 7,570 |
| 25 | BROADCOM INC | $609k | 1,967 |
| 26 | BEAM THERAPEUTICS INC | $607k | 25,455 |
| 27 | MONOLITHIC PWR SYS INC | $593k | 542 |
| 28 | ALPHABET INC | $533k | 1,857 |
| 29 | MODERNA INC | $483k | 9,510 |
| 30 | BILLIONTOONE INC | $454k | 5,750 |
| 31 | HEARTFLOW INC | $408k | 16,774 |
| 32 | 10X GENOMICS INC | $402k | 18,938 |
| 33 | VIKING THERAPEUTICS INC | $400k | 12,301 |
| 34 | RELAY THERAPEUTICS INC | $382k | 38,429 |
| 35 | KLAVIYO INC | $338k | 17,384 |
| 36 | SCHRODINGER INC | $323k | 28,456 |
| 37 | TWILIO INC | $297k | 2,357 |
| 38 | OKTA INC | $221k | 2,809 |
| 39 | PAGERDUTY INC | $190k | 30,517 |
| 40 | ABCELLERA BIOLOGICS INC | $99k | 28,488 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.