The Analysis of BRANDYWINE MANAGERS, LLC's Holdings


Currently, BRANDYWINE MANAGERS, LLC holds 37 types of securities in its portfolio with a total value $104.2M. In the most recent quarter, they have increased their positions in FIG (+14.5K shares, valued at $751.0K), HTFL (+16.8K shares, valued at $564.6K), RNA (+12.5K shares, valued at $546.4K); decreased their positions in OKTA (-6.1K shares, valued at $559.4K), ISRG (-900 shares, valued at $402.5K), NTRA (-2.0K shares, valued at $330.0K); initiated new positions in FIG (+14.5K shares, valued at $751.0K), HTFL (+16.8K shares, valued at $564.6K), RNA (+12.5K shares, valued at $546.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ACWI ISHARES TR293.7K shares0.00%2025-09-302025-11-14history
CRWD CROWDSTRIKE HLDGS INC32.5K shares-1.07%2025-09-302025-11-14history
PATH UIPATH INC1.0M shares0.00%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION19.6K shares-3.45%2025-09-302025-11-14history
UBER UBER TECHNOLOGIES INC29.4K shares0.00%2025-09-302025-11-14history
NTRA NATERA INC15.8K shares-11.49%2025-09-302025-11-14history
ZS ZSCALER INC8.4K shares0.00%2025-09-302025-11-14history
NET CLOUDFLARE INC9.9K shares0.00%2025-09-302025-11-14history
Sponsored
ALNY ALNYLAM PHARMACEUTICALS INC3.7K shares-11.85%2025-09-302025-11-14history
CRM SALESFORCE INC6.9K shares0.00%2025-09-302025-11-14history
DDOG DATADOG INC10.1K shares0.00%2025-09-302025-11-14history
IOT SAMSARA INC31.0K shares0.00%2025-09-302025-11-14history
AMD ADVANCED MICRO DEVICES INC7.1K shares0.00%2025-09-302025-11-14history
SNOW SNOWFLAKE INC5.0K shares0.00%2025-09-302025-11-14history
MDB MONGODB INC3.5K shares-14.56%2025-09-302025-11-14history
ISRG INTUITIVE SURGICAL INC2.3K shares-28.32%2025-09-302025-11-14history
Sponsored
MA MASTERCARD INCORPORATED1.8K shares0.00%2025-09-302025-11-14history
VEEV VEEVA SYS INC2.8K shares0.00%2025-09-302025-11-14history
NOW SERVICENOW INC893 shares0.00%2025-09-302025-11-14history
FIG FIGMA INC14.5K sharesnew addition2025-09-302025-11-14history
GH GUARDANT HEALTH INC10.2K shares0.00%2025-09-302025-11-14history
TWST TWIST BIOSCIENCE CORP21.0K shares0.00%2025-09-302025-11-14history
HTFL HEARTFLOW INC16.8K sharesnew addition2025-09-302025-11-14history
RNA AVIDITY BIOSCIENCES INC12.5K sharesnew addition2025-09-302025-11-14history
Sponsored
LLY ELI LILLY & CO697 shares0.00%2025-09-302025-11-14history
PD PAGERDUTY INC30.5K shares0.00%2025-09-302025-11-14history
KVYO KLAVIYO INC17.4K shares33.33%2025-09-302025-11-14history
BEAM BEAM THERAPEUTICS INC18.6K shares0.00%2025-09-302025-11-14history
SDGR SCHRODINGER INC20.9K shares0.00%2025-09-302025-11-14history
OKTA OKTA INC4.2K shares-59.17%2025-09-302025-11-14history
VKTX VIKING THERAPEUTICS INC12.3K shares52.20%2025-09-302025-11-14history
GPCR STRUCTURE THERAPEUTICS INC11.1K shares0.00%2025-09-302025-11-14history
Sponsored
MRNA MODERNA INC9.5K shares0.00%2025-09-302025-11-14history
TWLO TWILIO INC2.4K shares0.00%2025-09-302025-11-14history
TXG 10X GENOMICS INC18.9K shares0.00%2025-09-302025-11-14history
RLAY RELAY THERAPEUTICS INC38.4K shares0.00%2025-09-302025-11-14history
ABCL ABCELLERA BIOLOGICS INC28.5K shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available