Portfolio (Quarterly)
Guide ↗
BRANDYWINE MANAGERS, LLC
· CIK 0001135121| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 3,329,500.0 | $74.1M | 36.68% | NEW | — | $22.27 | +6.8% |
| 2 | ACWI | ISHARES TR | — | 293,679.0 | $46.1M | 22.80% | NEW | — | $156.97 | +1.7% |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 32,439.0 | $24.8M | 12.25% | NEW | — | $190.78 | +12.9% |
| 4 | PATH | UIPATH INC | Technology | 1,009,684.0 | $11.0M | 5.43% | NEW | — | $10.87 | +67.1% |
| 5 | NTRA | NATERA INC | Healthcare | 14,588.0 | $4.0M | 1.96% | NEW | — | $271.45 | +19.2% |
| 6 | NVDA | NVIDIA CORPORATION | Technology | 15,180.0 | $3.0M | 1.50% | NEW | — | $200.09 | +9.2% |
| 7 | AMD | ADVANCED MICRO DEVICES INC | Technology | 5,213.0 | $3.0M | 1.50% | NEW | — | $580.91 | -21.3% |
| 8 | DDOG | DATADOG INC | Technology | 10,100.0 | $2.6M | 1.30% | NEW | — | $260.36 | -13.2% |
| 9 | NET | CLOUDFLARE INC | Technology | 10,677.0 | $2.6M | 1.29% | NEW | — | $245.28 | +16.8% |
| 10 | TWST | TWIST BIOSCIENCE CORP | Healthcare | 20,970.0 | $2.2M | 1.07% | NEW | — | $102.88 | +30.1% |
| 11 | UBER | UBER TECHNOLOGIES INC | Technology | 29,354.0 | $2.1M | 1.05% | NEW | — | $72.16 | +4.7% |
| 12 | VICR | VICOR CORP | Technology | 5,303.0 | $2.0M | 1.00% | NEW | — | $379.78 | -53.4% |
| 13 | MU | MICRON TECHNOLOGY INC | Technology | 1,416.0 | $1.6M | 0.81% | NEW | — | $1154.29 | -18.4% |
| 14 | PANW | PALO ALTO NETWORKS INC | Technology | 4,689.0 | $1.6M | 0.79% | NEW | — | $341.02 | +5.4% |
| 15 | GH | GUARDANT HEALTH INC | Healthcare | 9,133.0 | $1.4M | 0.68% | NEW | — | $150.03 | +9.4% |
| 16 | SNOW | SNOWFLAKE INC | Technology | 4,988.0 | $1.3M | 0.63% | NEW | — | $254.50 | +25.9% |
| 17 | MDB | MONGODB INC | Technology | 3,521.0 | $1.2M | 0.58% | NEW | — | $335.90 | +29.9% |
| 18 | CRM | SALESFORCE INC | Technology | 6,913.0 | $1.1M | 0.54% | NEW | — | $156.66 | +64.3% |
| 19 | IOT | SAMSARA INC | Technology | 30,970.0 | $1.0M | 0.50% | NEW | — | $32.43 | +20.2% |
| 20 | MA | MASTERCARD INCORPORATED | Financial Services | 1,785.0 | $917K | 0.45% | NEW | — | $513.60 | +14.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Defensive
47.7%
Technology
40.4%
Healthcare
11.0%
Financial Services
0.6%
Communication Services
0.3%