The Analysis of BRANDYWINE MANAGERS, LLC's Holdings


Currently, BRANDYWINE MANAGERS, LLC holds 38 types of securities in its portfolio with a total value $202.3M. In the most recent quarter, they have increased their positions in CPB (+3.3M shares, valued at $92.8M), NOW (+3.6K shares, valued at $547.2K), GPCR (+2.3K shares, valued at $160.0K); decreased their positions in ISRG (-100 shares, valued at $56.6K), CRWD (-100 shares, valued at $46.9K), NTRA (-200 shares, valued at $45.8K); initiated new positions in CPB (+3.3M shares, valued at $92.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CPB THE CAMPBELLS COMPANY3.3M sharesnew addition2025-12-312026-02-13history
ACWI ISHARES TR293.7K shares0.00%2025-12-312026-02-13history
PATH UIPATH INC1.0M shares0.00%2025-12-312026-02-13history
CRWD CROWDSTRIKE HLDGS INC32.4K shares-0.31%2025-12-312026-02-13history
NVDA NVIDIA CORPORATION19.4K shares-1.02%2025-12-312026-02-13history
NTRA NATERA INC15.6K shares-1.27%2025-12-312026-02-13history
UBER UBER TECHNOLOGIES INC29.4K shares0.00%2025-12-312026-02-13history
NET CLOUDFLARE INC9.9K shares0.00%2025-12-312026-02-13history
Sponsored
ZS ZSCALER INC8.4K shares0.00%2025-12-312026-02-13history
CRM SALESFORCE INC6.9K shares0.00%2025-12-312026-02-13history
AMD ADVANCED MICRO DEVICES INC7.1K shares0.00%2025-12-312026-02-13history
MDB MONGODB INC3.5K shares0.00%2025-12-312026-02-13history
ALNY ALNYLAM PHARMACEUTICALS INC3.6K shares-2.69%2025-12-312026-02-13history
DDOG DATADOG INC10.1K shares0.00%2025-12-312026-02-13history
ISRG INTUITIVE SURGICAL INC2.2K shares-4.39%2025-12-312026-02-13history
IOT SAMSARA INC31.0K shares0.00%2025-12-312026-02-13history
Sponsored
SNOW SNOWFLAKE INC5.0K shares0.00%2025-12-312026-02-13history
GH GUARDANT HEALTH INC10.1K shares-0.98%2025-12-312026-02-13history
MA MASTERCARD INCORPORATED1.8K shares0.00%2025-12-312026-02-13history
GPCR STRUCTURE THERAPEUTICS INC13.4K shares20.80%2025-12-312026-02-13history
RNA AVIDITY BIOSCIENCES INC12.5K shares0.00%2025-12-312026-02-13history
LLY ELI LILLY & CO697 shares0.00%2025-12-312026-02-13history
NOW SERVICENOW INC4.5K shares400.00%2025-12-312026-02-13history
TWST TWIST BIOSCIENCE CORP21.0K shares0.00%2025-12-312026-02-13history
Sponsored
FIG FIGMA INC17.1K shares18.32%2025-12-312026-02-13history
VEEV VEEVA SYS INC2.8K shares0.00%2025-12-312026-02-13history
KVYO KLAVIYO INC17.4K shares0.00%2025-12-312026-02-13history
BEAM BEAM THERAPEUTICS INC18.6K shares0.00%2025-12-312026-02-13history
HTFL HEARTFLOW INC16.8K shares0.00%2025-12-312026-02-13history
VKTX VIKING THERAPEUTICS INC12.3K shares0.00%2025-12-312026-02-13history
PD PAGERDUTY INC30.5K shares0.00%2025-12-312026-02-13history
SDGR SCHRODINGER INC20.9K shares0.00%2025-12-312026-02-13history
Sponsored
OKTA OKTA INC3.9K shares-7.13%2025-12-312026-02-13history
TWLO TWILIO INC2.4K shares0.00%2025-12-312026-02-13history
RLAY RELAY THERAPEUTICS INC38.4K shares0.00%2025-12-312026-02-13history
TXG 10X GENOMICS INC18.9K shares0.00%2025-12-312026-02-13history
MRNA MODERNA INC9.5K shares0.00%2025-12-312026-02-13history
ABCL ABCELLERA BIOLOGICS INC28.5K shares0.00%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available