BRANDYWINE MANAGERS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BM BRANDYWINE MANAGERS, LLC | Institutional Filer | ▼ 15.99% | $169.9M | 40 |
Current Portfolio Holdings
Showing all 40 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CPB | Campbell Soup Company | Consumer Defensive | 3.3M | $74.1M | 43.64% |
| 2 | ACWI | ISHARES TR | — | 294K | $40.6M | 23.92% |
| 3 | CRWD | CrowdStrike Holdings, Inc. | Technology | 32K | $12.5M | 7.38% |
| 4 | PATH | UiPath Inc. | Technology | 1.0M | $11.2M | 6.60% |
| 5 | NVDA | NVIDIA Corporation | Technology | 19K | $3.3M | 1.94% |
| 6 | NTRA | Natera, Inc. | Healthcare | 15K | $2.9M | 1.72% |
| 7 | UBER | Uber Technologies, Inc. | Technology | 29K | $2.1M | 1.24% |
| 8 | NET | Cloudflare, Inc. | Technology | 10K | $2.0M | 1.20% |
| 9 | AMD | Advanced Micro Devices, Inc. | Technology | 7K | $1.4M | 0.85% |
| 10 | CRM | Salesforce, Inc. | Technology | 7K | $1.3M | 0.76% |
| 11 | DDOG | Datadog, Inc. | Technology | 10K | $1.2M | 0.70% |
| 12 | ALNY | Alnylam Pharmaceuticals, Inc. | Healthcare | 3K | $1.0M | 0.62% |
| 13 | TWST | Twist Bioscience Corporation | Healthcare | 21K | $996K | 0.59% |
| 14 | IOT | Samsara Inc. | Technology | 31K | $981K | 0.58% |
| 15 | MA | Mastercard Incorporated | Financial Services | 2K | $892K | 0.52% |
Showing 1 to 15 of 40 holdings