Filed: 5/15/2025ACC: 0000919574-25-003035
📋 What this filing means
BRANDYWINE MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $83.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$83.36M
Total AUM (reported)
1.75M
Total Shares
Allocation by class
MSCI ACWI ETF$34.18M41.0%
CL A$26.04M31.2%
COM$16.56M19.9%
CL A COM$3.04M3.6%
COM NEW$1.61M1.9%
COM CL A$1.19M1.4%
ADR$293.2K0.4%
Portfolio Concentration
Top 3$56.15M67.4%
4–10$13.20M15.8%
11–25$11.86M14.2%
Rest$2.14M2.6%
Top 3 weight
67.4%
Top 10 weight
83.2%
Voting Authority Distribution
Total shares with voting rights: 1.75M
Sole
Full voting authority
1.75M
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)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
ISHARES TR
SOLEShares293.68K
TypeSH
Market value$34.18M
41.01%
Sole
293.68K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares32.81K
TypeSH
Market value$11.57M
13.88%
Sole
32.81K
Shared
0.00
None
0.00
UIPATH INC
SOLEShares1.01M
TypeSH
Market value$10.40M
12.48%
Sole
1.01M
Shared
0.00
None
0.00
NATERA INC
SOLEShares18.04K
TypeSH
Market value$2.55M
3.06%
Sole
18.04K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares20.31K
TypeSH
Market value$2.20M
2.64%
Sole
20.31K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares29.35K
TypeSH
Market value$2.14M
2.57%
Sole
29.35K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares6.91K
TypeSH
Market value$1.86M
2.23%
Sole
6.91K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares8.36K
TypeSH
Market value$1.66M
1.99%
Sole
8.36K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares3.24K
TypeSH
Market value$1.61M
1.93%
Sole
3.24K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares30.97K
TypeSH
Market value$1.19M
1.42%
Sole
30.97K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares4.35K
TypeSH
Market value$1.17M
1.41%
Sole
4.35K
Shared
0.00
None
0.00
OKTA INC
SOLEShares11.11K
TypeSH
Market value$1.17M
1.40%
Sole
11.11K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares9.91K
TypeSH
Market value$1.12M
1.34%
Sole
9.91K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares10.10K
TypeSH
Market value$1.00M
1.20%
Sole
10.10K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.78K
TypeSH
Market value$978.4K
1.17%
Sole
1.78K
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares20.97K
TypeSH
Market value$823.3K
0.99%
Sole
20.97K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares7.90K
TypeSH
Market value$811.4K
0.97%
Sole
7.90K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares3.26K
TypeSH
Market value$754.9K
0.91%
Sole
3.26K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares4.99K
TypeSH
Market value$729.0K
0.87%
Sole
4.99K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares893.00
TypeSH
Market value$711.0K
0.85%
Sole
893.00
Shared
0.00
None
0.00
MONGODB INC
SOLEShares3.50K
TypeSH
Market value$614.1K
0.74%
Sole
3.50K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares697.00
TypeSH
Market value$575.7K
0.69%
Sole
697.00
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares30.52K
TypeSH
Market value$557.5K
0.67%
Sole
30.52K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares10.23K
TypeSH
Market value$435.9K
0.52%
Sole
10.23K
Shared
0.00
None
0.00
SCHRODINGER INC
SOLEShares20.89K
TypeSH
Market value$412.3K
0.49%
Sole
20.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI ACWI ETF | 293.68K | SH | $34.18M 41.01% | 293.68K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 32.81K | SH | $11.57M 13.88% | 32.81K | 0.00 | 0.00 |
UIPATH INCSOLE | CL A | 1.01M | SH | $10.40M 12.48% | 1.01M | 0.00 | 0.00 |
NATERA INCSOLE | COM | 18.04K | SH | $2.55M 3.06% | 18.04K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 20.31K | SH | $2.20M 2.64% | 20.31K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 29.35K | SH | $2.14M 2.57% | 29.35K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 6.91K | SH | $1.86M 2.23% | 6.91K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 8.36K | SH | $1.66M 1.99% | 8.36K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 3.24K | SH | $1.61M 1.93% | 3.24K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 30.97K | SH | $1.19M 1.42% | 30.97K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 4.35K | SH | $1.17M 1.41% | 4.35K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 11.11K | SH | $1.17M 1.40% | 11.11K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 9.91K | SH | $1.12M 1.34% | 9.91K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 10.10K | SH | $1.00M 1.20% | 10.10K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.78K | SH | $978.4K 1.17% | 1.78K | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 20.97K | SH | $823.3K 0.99% | 20.97K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 7.90K | SH | $811.4K 0.97% | 7.90K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 3.26K | SH | $754.9K 0.91% | 3.26K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 4.99K | SH | $729.0K 0.87% | 4.99K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 893.00 | SH | $711.0K 0.85% | 893.00 | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 3.50K | SH | $614.1K 0.74% | 3.50K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 697.00 | SH | $575.7K 0.69% | 697.00 | 0.00 | 0.00 |
PAGERDUTY INCSOLE | COM | 30.52K | SH | $557.5K 0.67% | 30.52K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 10.23K | SH | $435.9K 0.52% | 10.23K | 0.00 | 0.00 |
SCHRODINGER INCSOLE | COM | 20.89K | SH | $412.3K 0.49% | 20.89K | 0.00 | 0.00 |
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