Filed: 2/14/2023ACC: 0000919574-23-001452
📋 What this filing means
BRANDYWINE MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $28.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$28.62M
Total AUM (reported)
965.01K
Total Shares
Allocation by class
COM$13.79M48.2%
CL A$11.25M39.3%
CL A COM$1.57M5.5%
COM NEW$927.4K3.2%
COM CL A$621.0K2.2%
COMMON CLASS A$458.1K1.6%
Portfolio Concentration
Top 3$10.25M35.8%
4–10$6.93M24.2%
11–25$8.15M28.5%
Rest$3.28M11.5%
Top 3 weight
35.8%
Top 10 weight
60.1%
Voting Authority Distribution
Total shares with voting rights: 965.01K
Sole
Full voting authority
965.01K
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)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
UIPATH INC
SOLEShares434.84K
TypeSH
Market value$5.53M
19.31%
Sole
434.84K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares28.68K
TypeSH
Market value$3.02M
10.55%
Sole
28.68K
Shared
0.00
None
0.00
MODERNA INC
SOLEShares9.51K
TypeSH
Market value$1.71M
5.97%
Sole
9.51K
Shared
0.00
None
0.00
CAMPBELL SOUP CO
SOLEShares24.01K
TypeSH
Market value$1.36M
4.76%
Sole
24.01K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares4.61K
TypeSH
Market value$1.10M
3.83%
Sole
4.61K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares2.75K
TypeSH
Market value$956.3K
3.34%
Sole
2.75K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares3.50K
TypeSH
Market value$927.4K
3.24%
Sole
3.50K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares6.91K
TypeSH
Market value$916.6K
3.20%
Sole
6.91K
Shared
0.00
None
0.00
NATERA INC
SOLEShares21.53K
TypeSH
Market value$865.0K
3.02%
Sole
21.53K
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares30.52K
TypeSH
Market value$810.5K
2.83%
Sole
30.52K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares7K
TypeSH
Market value$783.3K
2.74%
Sole
7K
Shared
0.00
None
0.00
OKTA INC
SOLEShares10.25K
TypeSH
Market value$700.2K
2.45%
Sole
10.25K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares3.92K
TypeSH
Market value$632.4K
2.21%
Sole
3.92K
Shared
0.00
None
0.00
PRIME MEDICINE INC
SOLEShares32.98K
TypeSH
Market value$612.7K
2.14%
Sole
32.98K
Shared
0.00
None
0.00
ABCELLERA BIOLOGICS INC
SOLEShares56.98K
TypeSH
Market value$577.2K
2.02%
Sole
56.98K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares7.20K
TypeSH
Market value$529.2K
1.85%
Sole
7.20K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares8.10K
TypeSH
Market value$524.6K
1.83%
Sole
8.10K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.56K
TypeSH
Market value$520.8K
1.82%
Sole
3.56K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares3.71K
TypeSH
Market value$517.0K
1.81%
Sole
3.71K
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares20.97K
TypeSH
Market value$499.3K
1.74%
Sole
20.97K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares9.78K
TypeSH
Market value$478.9K
1.67%
Sole
9.78K
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares31.81K
TypeSH
Market value$475.2K
1.66%
Sole
31.81K
Shared
0.00
None
0.00
MOBILEYE GLOBAL INC
SOLEShares13.07K
TypeSH
Market value$458.1K
1.60%
Sole
13.07K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares15.93K
TypeSH
Market value$433.4K
1.51%
Sole
15.93K
Shared
0.00
None
0.00
10X GENOMICS INC
SOLEShares11.21K
TypeSH
Market value$408.4K
1.43%
Sole
11.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UIPATH INCSOLE | CL A | 434.84K | SH | $5.53M 19.31% | 434.84K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 28.68K | SH | $3.02M 10.55% | 28.68K | 0.00 | 0.00 |
MODERNA INCSOLE | COM | 9.51K | SH | $1.71M 5.97% | 9.51K | 0.00 | 0.00 |
CAMPBELL SOUP COSOLE | COM | 24.01K | SH | $1.36M 4.76% | 24.01K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 4.61K | SH | $1.10M 3.83% | 4.61K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.75K | SH | $956.3K 3.34% | 2.75K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 3.50K | SH | $927.4K 3.24% | 3.50K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 6.91K | SH | $916.6K 3.20% | 6.91K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 21.53K | SH | $865.0K 3.02% | 21.53K | 0.00 | 0.00 |
PAGERDUTY INCSOLE | COM | 30.52K | SH | $810.5K 2.83% | 30.52K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 7K | SH | $783.3K 2.74% | 7K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 10.25K | SH | $700.2K 2.45% | 10.25K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 3.92K | SH | $632.4K 2.21% | 3.92K | 0.00 | 0.00 |
PRIME MEDICINE INCSOLE | COM | 32.98K | SH | $612.7K 2.14% | 32.98K | 0.00 | 0.00 |
ABCELLERA BIOLOGICS INCSOLE | COM | 56.98K | SH | $577.2K 2.02% | 56.98K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 7.20K | SH | $529.2K 1.85% | 7.20K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.10K | SH | $524.6K 1.83% | 8.10K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.56K | SH | $520.8K 1.82% | 3.56K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 3.71K | SH | $517.0K 1.81% | 3.71K | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 20.97K | SH | $499.3K 1.74% | 20.97K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 9.78K | SH | $478.9K 1.67% | 9.78K | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 31.81K | SH | $475.2K 1.66% | 31.81K | 0.00 | 0.00 |
MOBILEYE GLOBAL INCSOLE | COMMON CLASS A | 13.07K | SH | $458.1K 1.60% | 13.07K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 15.93K | SH | $433.4K 1.51% | 15.93K | 0.00 | 0.00 |
10X GENOMICS INCSOLE | CL A COM | 11.21K | SH | $408.4K 1.43% | 11.21K | 0.00 | 0.00 |
Page 1 of 2