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BRANDYWINE MANAGERS, LLC13F | |
| BRANDYWINE MANAGERS, LLC | |
| Last update 2025-05-15 | 35 Stocks (0 new) |
| Value $83.00 Mil | Turnover 0 % |
BRANDYWINE MANAGERS, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWI | iShares MSCI ACWI Index Fund | 293,679 | 34,181.3 | -15.04% | 41.010 | -6.44% | 0.170 | +15.55% | +10.85% | 22,360.3 | ||
CRWD | CrowdStrike Holdings Inc | 32,814 | 11,569.6 | 0% | 13.880 | 0% | 0.010 | +20.16% | +37.95% | 117,643.6 | Software | |
PATH | UiPath Inc | 1,009,684 | 10,399.8 | 0% | 12.480 | 0% | 0.180 | +17.83% | -1.91% | 6,670.2 | Software | |
NTRA | Natera Inc | 18,038 | 2,550.8 | -1.64% | 3.060 | -0.05% | 0.010 | +0.67% | -3.51% | 20,857.5 | Medical Diagnostics & Research | |
NVDA | NVIDIA Corp | 20,310 | 2,201.2 | -5.05% | 2.640 | -0.15% | 0.000 | +52.63% | +27.54% | 4,176,125.3 | Semiconductors | |
UBER | Uber Technologies Inc | 29,354 | 2,138.7 | 0% | 2.570 | 0% | 0.000 | +24.93% | +53.31% | 193,380.8 | Software | |
CRM | Salesforce Inc | 6,913 | 1,855.2 | 0% | 2.230 | 0% | 0.000 | +1.78% | -22.27% | 247,666.1 | Software | |
ZS | Zscaler Inc | 8,359 | 1,658.6 | 0% | 1.990 | 0% | 0.010 | +40.84% | +59.76% | 44,874.6 | Software | |
ISRG | Intuitive Surgical Inc | 3,243 | 1,606.2 | -2.70% | 1.930 | -0.05% | 0.000 | +5.20% | -1.59% | 184,105.1 | Medical Devices & Instruments | |
IOT | Samsara Inc | 30,970 | 1,187.1 | 0% | 1.420 | 0% | 0.010 | -3.31% | -14.40% | 21,293.2 | Software |
BRANDYWINE MANAGERS, LLC's Historical Top Holdings Breakdowns
BRANDYWINE MANAGERS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ACWI | iShares MSCI ACWI Index Fund | 2025-03-31 | Reduce Reduce | -6.44% | 115.16 ($119.81) 124.13 | $129.24 | 7.87% | Reduce -15.04% | 293,679 | -51,969 | |
VKTX | Viking Therapeutics Inc | 2025-03-31 | Sold Out Sold Out | -0.34% | 24.15 ($31.61) 42.89 | $31.23 | -1.19% | Sold Out | 0 | -8,082 | |
MBLY | Mobileye Global Inc | 2025-03-31 | Sold Out Sold Out | -0.27% | 14.24 ($16.34) 21.85 | $16.63 | 1.77% | Sold Out | 0 | -13,067 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.15% | 106.98 ($126.74) 149.43 | $171.12 | 35.02% | Reduce -5.05% | 20,310 | -1,080 | |
VEEV | Veeva Systems Inc | 2025-03-31 | Reduce Reduce | -0.15% | 210.58 ($228.51) 246.8 | $281.18 | 23.05% | Reduce -16.84% | 3,259 | -660 | |
MDB | MongoDB Inc | 2025-03-31 | Add Add | +0.14% | 175.4 ($243.68) 298.52 | $207.25 | -14.95% | Add 22.46% | 3,501 | 642 | |
OKTA | Okta Inc | 2025-03-31 | Reduce Reduce | -0.13% | 78.83 ($97.68) 116.72 | $91.58 | -6.25% | Reduce -12.44% | 11,109 | -1,578 | |
TXG | 10x Genomics Inc | 2025-03-31 | Add Add | +0.09% | 8.73 ($12.61) 16.31 | $12.57 | -0.32% | Add 88.01% | 18,938 | 8,865 | |
ISRG | Intuitive Surgical Inc | 2025-03-31 | Reduce Reduce | -0.05% | 476.78 ($553.02) 610.45 | $513.55 | -7.14% | Reduce -2.7% | 3,243 | -90 | |
NTRA | Natera Inc | 2025-03-31 | Reduce Reduce | -0.05% | 132.63 ($160.74) 177 | $152.50 | -5.13% | Reduce -1.64% | 18,038 | -300 |
BRANDYWINE MANAGERS, LLC Total Holding History ($B)
BRANDYWINE MANAGERS, LLC's Asset Allocation
BRANDYWINE MANAGERS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BRANDYWINE MANAGERS, LLC's Hypothetical Growth since 2025-03-31
BRANDYWINE MANAGERS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BRANDYWINE MANAGERS, LLC's Holdings Heat Map
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BRANDYWINE MANAGERS, LLC's Holdings Bubble Chart
BRANDYWINE MANAGERS, LLC News
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