Filed: 2/13/2025ACC: 0000919574-25-001151
📋 What this filing means
BRANDYWINE MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $94.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$94.90M
Total AUM (reported)
1.81M
Total Shares
Allocation by class
MSCI ACWI ETF$40.61M42.8%
CL A$28.11M29.6%
COM$18.32M19.3%
CL A COM$3.48M3.7%
COM NEW$1.74M1.8%
COM CL A$1.35M1.4%
ADR$363.2K0.4%
Portfolio Concentration
Top 3$64.67M68.2%
4–10$14.55M15.3%
11–25$12.44M13.1%
Rest$3.24M3.4%
Top 3 weight
68.2%
Top 10 weight
83.5%
Voting Authority Distribution
Total shares with voting rights: 1.81M
Sole
Full voting authority
1.81M
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:
ISHARES TR
SOLEShares345.65K
TypeSH
Market value$40.61M
42.80%
Sole
345.65K
Shared
0.00
None
0.00
UIPATH INC
SOLEShares1.01M
TypeSH
Market value$12.83M
13.52%
Sole
1.01M
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares32.81K
TypeSH
Market value$11.23M
11.83%
Sole
32.81K
Shared
0.00
None
0.00
NATERA INC
SOLEShares18.34K
TypeSH
Market value$2.90M
3.06%
Sole
18.34K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares21.39K
TypeSH
Market value$2.87M
3.03%
Sole
21.39K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares6.91K
TypeSH
Market value$2.31M
2.44%
Sole
6.91K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares29.35K
TypeSH
Market value$1.77M
1.87%
Sole
29.35K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares3.33K
TypeSH
Market value$1.74M
1.83%
Sole
3.33K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares8.36K
TypeSH
Market value$1.51M
1.59%
Sole
8.36K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares10.10K
TypeSH
Market value$1.44M
1.52%
Sole
10.10K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares30.97K
TypeSH
Market value$1.35M
1.43%
Sole
30.97K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares9.91K
TypeSH
Market value$1.07M
1.12%
Sole
9.91K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares4.35K
TypeSH
Market value$1.02M
1.08%
Sole
4.35K
Shared
0.00
None
0.00
OKTA INC
SOLEShares12.69K
TypeSH
Market value$999.7K
1.05%
Sole
12.69K
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares20.97K
TypeSH
Market value$974.5K
1.03%
Sole
20.97K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares7.90K
TypeSH
Market value$954.0K
1.01%
Sole
7.90K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares893.00
TypeSH
Market value$946.7K
1.00%
Sole
893.00
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.78K
TypeSH
Market value$939.9K
0.99%
Sole
1.78K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares3.92K
TypeSH
Market value$824.0K
0.87%
Sole
3.92K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares4.99K
TypeSH
Market value$770.2K
0.81%
Sole
4.99K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares2.86K
TypeSH
Market value$665.6K
0.70%
Sole
2.86K
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares30.52K
TypeSH
Market value$557.2K
0.59%
Sole
30.52K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares697.00
TypeSH
Market value$538.1K
0.57%
Sole
697.00
Shared
0.00
None
0.00
SENTINELONE INC
SOLEShares19K
TypeSH
Market value$421.8K
0.44%
Sole
19K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares20.89K
TypeSH
Market value$402.9K
0.42%
Sole
20.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI ACWI ETF | 345.65K | SH | $40.61M 42.80% | 345.65K | 0.00 | 0.00 |
UIPATH INCSOLE | CL A | 1.01M | SH | $12.83M 13.52% | 1.01M | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 32.81K | SH | $11.23M 11.83% | 32.81K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 18.34K | SH | $2.90M 3.06% | 18.34K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 21.39K | SH | $2.87M 3.03% | 21.39K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 6.91K | SH | $2.31M 2.44% | 6.91K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 29.35K | SH | $1.77M 1.87% | 29.35K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 3.33K | SH | $1.74M 1.83% | 3.33K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 8.36K | SH | $1.51M 1.59% | 8.36K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 10.10K | SH | $1.44M 1.52% | 10.10K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 30.97K | SH | $1.35M 1.43% | 30.97K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 9.91K | SH | $1.07M 1.12% | 9.91K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 4.35K | SH | $1.02M 1.08% | 4.35K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 12.69K | SH | $999.7K 1.05% | 12.69K | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 20.97K | SH | $974.5K 1.03% | 20.97K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 7.90K | SH | $954.0K 1.01% | 7.90K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 893.00 | SH | $946.7K 1.00% | 893.00 | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.78K | SH | $939.9K 0.99% | 1.78K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 3.92K | SH | $824.0K 0.87% | 3.92K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 4.99K | SH | $770.2K 0.81% | 4.99K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 2.86K | SH | $665.6K 0.70% | 2.86K | 0.00 | 0.00 |
PAGERDUTY INCSOLE | COM | 30.52K | SH | $557.2K 0.59% | 30.52K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 697.00 | SH | $538.1K 0.57% | 697.00 | 0.00 | 0.00 |
SENTINELONE INCSOLE | CL A | 19K | SH | $421.8K 0.44% | 19K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 20.89K | SH | $402.9K 0.42% | 20.89K | 0.00 | 0.00 |
Page 1 of 2