Filed: 11/14/2022ACC: 0000919574-22-006719
📋 What this filing means
BRANDYWINE MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $30.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$30.4K
Total AUM (reported)
987.38K
Total Shares
Allocation by class
COM$14.4K47.5%
CL A$13.0K42.8%
CL A COM$1.6K5.3%
COM CL A$693.002.3%
COM NEW$655.002.2%
Portfolio Concentration
Top 3$11.2K36.9%
4–10$6.6K21.8%
11–25$8.9K29.4%
Rest$3.6K12.0%
Top 3 weight
36.9%
Top 10 weight
58.6%
Voting Authority Distribution
Total shares with voting rights: 987.38K
Sole
Full voting authority
987.38K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
UIPATH INC
SOLEShares434.84K
TypeSH
Market value$5.5K
18.04%
Sole
434.84K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares27.79K
TypeSH
Market value$4.6K
15.07%
Sole
27.79K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares7K
TypeSH
Market value$1.2K
3.79%
Sole
7K
Shared
0.00
None
0.00
CAMPBELL SOUP CO
SOLEShares24.01K
TypeSH
Market value$1.1K
3.72%
Sole
24.01K
Shared
0.00
None
0.00
MODERNA INC
SOLEShares9.51K
TypeSH
Market value$1.1K
3.70%
Sole
9.51K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares6.91K
TypeSH
Market value$994.00
3.27%
Sole
6.91K
Shared
0.00
None
0.00
NATERA INC
SOLEShares21.53K
TypeSH
Market value$944.00
3.11%
Sole
21.53K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares4.61K
TypeSH
Market value$922.00
3.03%
Sole
4.61K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares2.75K
TypeSH
Market value$782.00
2.57%
Sole
2.75K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares13.31K
TypeSH
Market value$716.00
2.36%
Sole
13.31K
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares31.81K
TypeSH
Market value$712.00
2.34%
Sole
31.81K
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares30.52K
TypeSH
Market value$704.00
2.32%
Sole
30.52K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares9.78K
TypeSH
Market value$676.00
2.22%
Sole
9.78K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares3.50K
TypeSH
Market value$655.00
2.15%
Sole
3.50K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares3.92K
TypeSH
Market value$646.00
2.12%
Sole
3.92K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares7.20K
TypeSH
Market value$639.00
2.10%
Sole
7.20K
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares13.07K
TypeSH
Market value$623.00
2.05%
Sole
13.07K
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares17.60K
TypeSH
Market value$620.00
2.04%
Sole
17.60K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares3.71K
TypeSH
Market value$607.00
2.00%
Sole
3.71K
Shared
0.00
None
0.00
OKTA INC
SOLEShares10.25K
TypeSH
Market value$583.00
1.92%
Sole
10.25K
Shared
0.00
None
0.00
ABCELLERA BIOLOGICS INC
SOLEShares56.98K
TypeSH
Market value$563.00
1.85%
Sole
56.98K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares20.89K
TypeSH
Market value$522.00
1.72%
Sole
20.89K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares8.10K
TypeSH
Market value$513.00
1.69%
Sole
8.10K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares2.55K
TypeSH
Market value$433.00
1.42%
Sole
2.55K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.56K
TypeSH
Market value$433.00
1.42%
Sole
3.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UIPATH INCSOLE | CL A | 434.84K | SH | $5.5K 18.04% | 434.84K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 27.79K | SH | $4.6K 15.07% | 27.79K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 7K | SH | $1.2K 3.79% | 7K | 0.00 | 0.00 |
CAMPBELL SOUP COSOLE | COM | 24.01K | SH | $1.1K 3.72% | 24.01K | 0.00 | 0.00 |
MODERNA INCSOLE | COM | 9.51K | SH | $1.1K 3.70% | 9.51K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 6.91K | SH | $994.00 3.27% | 6.91K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 21.53K | SH | $944.00 3.11% | 21.53K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 4.61K | SH | $922.00 3.03% | 4.61K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.75K | SH | $782.00 2.57% | 2.75K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 13.31K | SH | $716.00 2.36% | 13.31K | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 31.81K | SH | $712.00 2.34% | 31.81K | 0.00 | 0.00 |
PAGERDUTY INCSOLE | COM | 30.52K | SH | $704.00 2.32% | 30.52K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 9.78K | SH | $676.00 2.22% | 9.78K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 3.50K | SH | $655.00 2.15% | 3.50K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 3.92K | SH | $646.00 2.12% | 3.92K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 7.20K | SH | $639.00 2.10% | 7.20K | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 13.07K | SH | $623.00 2.05% | 13.07K | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 17.60K | SH | $620.00 2.04% | 17.60K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 3.71K | SH | $607.00 2.00% | 3.71K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 10.25K | SH | $583.00 1.92% | 10.25K | 0.00 | 0.00 |
ABCELLERA BIOLOGICS INCSOLE | COM | 56.98K | SH | $563.00 1.85% | 56.98K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 20.89K | SH | $522.00 1.72% | 20.89K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.10K | SH | $513.00 1.69% | 8.10K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 2.55K | SH | $433.00 1.42% | 2.55K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.56K | SH | $433.00 1.42% | 3.56K | 0.00 | 0.00 |
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