Sponsored

The Analysis of BRANDYWINE MANAGERS, LLC's Holdings & P&L

Currently, BRANDYWINE MANAGERS, LLC holds 40 types of securities in its portfolio with a total value $169.9M. In the most recent quarter, they have increased their positions in VICR (+5.3K shares, valued at $853.8K), PANW (+4.7K shares, valued at $751.7K), KYMR (+7.6K shares, valued at $630.5K); decreased their positions in NTRA (-1.0K shares, valued at $200.0K), ALNY (-450 shares, valued at $148.9K), ISRG (-320 shares, valued at $147.5K); initiated new positions in VICR (+5.3K shares, valued at $853.8K), PANW (+4.7K shares, valued at $751.7K), KYMR (+7.6K shares, valued at $630.5K).

1M P&L

-64.8M-25.15%

3M P&L

-23.1M-10.70%

HY P&L

-47.6M-19.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Packaged Foods74.1M

43.6%

2N/A40.6M

23.9%

3Software - Infrastructure29.2M

17.2%

Top Industries by Stock Count

1Software - Infrastructure9 stocks

22.5%

2Biotechnology8 stocks

20.0%

3Software - Application5 stocks

12.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CPB THE CAMPBELLS COMPANY3.3M shares0.00%2026-03-312026-05-14

ACWI ISHARES TR293.7K shares0.00%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC32.1K shares-0.74%2026-03-312026-05-14

PATH UIPATH INC1.0M shares0.00%2026-03-312026-05-14

NVDA NVIDIA CORPORATION18.9K shares-2.83%2026-03-312026-05-14

NTRA NATERA INC14.6K shares-6.42%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC29.4K shares0.00%2026-03-312026-05-14

NET CLOUDFLARE INC9.9K shares0.00%2026-03-312026-05-14

Sponsored

AMD ADVANCED MICRO DEVICES INC7.1K shares0.00%2026-03-312026-05-14

CRM SALESFORCE INC6.9K shares0.00%2026-03-312026-05-14

DDOG DATADOG INC10.1K shares0.00%2026-03-312026-05-14

ALNY ALNYLAM PHARMACEUTICALS INC3.2K shares-12.44%2026-03-312026-05-14

TWST TWIST BIOSCIENCE CORP21.0K shares0.00%2026-03-312026-05-14

IOT SAMSARA INC31.0K shares0.00%2026-03-312026-05-14

MA MASTERCARD INCORPORATED1.8K shares0.00%2026-03-312026-05-14

MDB MONGODB INC3.5K shares0.00%2026-03-312026-05-14

Sponsored

ISRG INTUITIVE SURGICAL INC1.9K shares-14.69%2026-03-312026-05-14

VICR VICOR CORP5.3K sharesnew addition2026-03-312026-05-14

GH GUARDANT HEALTH INC9.1K shares-9.87%2026-03-312026-05-14

SNOW SNOWFLAKE INC5.0K shares0.00%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC4.7K sharesnew addition2026-03-312026-05-14

GPCR STRUCTURE THERAPEUTICS INC13.4K shares0.00%2026-03-312026-05-14

LLY ELI LILLY & CO697 shares0.00%2026-03-312026-05-14

KYMR KYMERA THERAPEUTICS INC7.6K sharesnew addition2026-03-312026-05-14

Sponsored

AVGO BROADCOM INC2.0K sharesnew addition2026-03-312026-05-14

BEAM BEAM THERAPEUTICS INC25.5K shares36.81%2026-03-312026-05-14

MPWR MONOLITHIC PWR SYS INC542 sharesnew addition2026-03-312026-05-14

GOOG ALPHABET INC1.9K sharesnew addition2026-03-312026-05-14

MRNA MODERNA INC9.5K shares0.00%2026-03-312026-05-14

BLLN BILLIONTOONE INC5.8K sharesnew addition2026-03-312026-05-14

HTFL HEARTFLOW INC16.8K shares0.00%2026-03-312026-05-14

TXG 10X GENOMICS INC18.9K shares0.00%2026-03-312026-05-14

Sponsored

VKTX VIKING THERAPEUTICS INC12.3K shares0.00%2026-03-312026-05-14

RLAY RELAY THERAPEUTICS INC38.4K shares0.00%2026-03-312026-05-14

KVYO KLAVIYO INC17.4K shares0.00%2026-03-312026-05-14

SDGR SCHRODINGER INC28.5K shares36.24%2026-03-312026-05-14

TWLO TWILIO INC2.4K shares0.00%2026-03-312026-05-14

OKTA OKTA INC2.8K shares-28.14%2026-03-312026-05-14

PD PAGERDUTY INC30.5K shares0.00%2026-03-312026-05-14

ABCL ABCELLERA BIOLOGICS INC28.5K shares0.00%2026-03-312026-05-14

Sponsored

CPB

THE CAMPBELLS COMPANY

0.00%

Shares3.3M

Event2026-03-31

Filed2026-05-14

ACWI

ISHARES TR

0.00%

Shares293.7K

Event2026-03-31

Filed2026-05-14

CRWD

CROWDSTRIKE HLDGS INC

-0.74%

Shares32.1K

Event2026-03-31

Filed2026-05-14

PATH

UIPATH INC

0.00%

Shares1.0M

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-2.83%

Shares18.9K

Event2026-03-31

Filed2026-05-14

NTRA

NATERA INC

-6.42%

Shares14.6K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

0.00%

Shares29.4K

Event2026-03-31

Filed2026-05-14

NET

CLOUDFLARE INC

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-14

DDOG

DATADOG INC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-14

ALNY

ALNYLAM PHARMACEUTICALS INC

-12.44%

Shares3.2K

Event2026-03-31

Filed2026-05-14

TWST

TWIST BIOSCIENCE CORP

0.00%

Shares21.0K

Event2026-03-31

Filed2026-05-14

IOT

SAMSARA INC

0.00%

Shares31.0K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

MDB

MONGODB INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

-14.69%

Shares1.9K

Event2026-03-31

Filed2026-05-14

VICR

VICOR CORP

New

Shares5.3K

Event2026-03-31

Filed2026-05-14

GUARDANT HEALTH INC

-9.87%

Shares9.1K

Event2026-03-31

Filed2026-05-14

SNOW

SNOWFLAKE INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

New

Shares4.7K

Event2026-03-31

Filed2026-05-14

GPCR

STRUCTURE THERAPEUTICS INC

0.00%

Shares13.4K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

0.00%

Shares697

Event2026-03-31

Filed2026-05-14

KYMR

KYMERA THERAPEUTICS INC

New

Shares7.6K

Event2026-03-31

Filed2026-05-14

AVGO

BROADCOM INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-14

BEAM

BEAM THERAPEUTICS INC

36.81%

Shares25.5K

Event2026-03-31

Filed2026-05-14

MPWR

MONOLITHIC PWR SYS INC

New

Shares542

Event2026-03-31

Filed2026-05-14

GOOG

ALPHABET INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-14

MRNA

MODERNA INC

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-14

BLLN

BILLIONTOONE INC

New

Shares5.8K

Event2026-03-31

Filed2026-05-14

HTFL

HEARTFLOW INC

0.00%

Shares16.8K

Event2026-03-31

Filed2026-05-14

TXG

10X GENOMICS INC

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-14

VKTX

VIKING THERAPEUTICS INC

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-14

RLAY

RELAY THERAPEUTICS INC

0.00%

Shares38.4K

Event2026-03-31

Filed2026-05-14

KVYO

KLAVIYO INC

0.00%

Shares17.4K

Event2026-03-31

Filed2026-05-14

SDGR

SCHRODINGER INC

36.24%

Shares28.5K

Event2026-03-31

Filed2026-05-14

TWLO

TWILIO INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

OKTA

OKTA INC

-28.14%

Shares2.8K

Event2026-03-31

Filed2026-05-14

PAGERDUTY INC

0.00%

Shares30.5K

Event2026-03-31

Filed2026-05-14

ABCL

ABCELLERA BIOLOGICS INC

0.00%

Shares28.5K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available