Filed: 8/14/2025ACC: 0000919574-25-004676
📋 What this filing means
BRANDYWINE MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $100.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$100.63M
Total AUM (reported)
1.76M
Total Shares
Allocation by class
MSCI ACWI ETF$37.77M37.5%
CL A$34.14M33.9%
COM$20.53M20.4%
CL A COM$4.31M4.3%
COM NEW$1.73M1.7%
COM CL A$1.23M1.2%
COM SER A$437.8K0.4%
Portfolio Concentration
Top 3$67.40M67.0%
4–10$17.14M17.0%
11–25$13.45M13.4%
Rest$2.64M2.6%
Top 3 weight
67.0%
Top 10 weight
84.0%
Voting Authority Distribution
Total shares with voting rights: 1.76M
Sole
Full voting authority
1.76M
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)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
ISHARES TR
SOLEShares293.68K
TypeSH
Market value$37.77M
37.53%
Sole
293.68K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares32.81K
TypeSH
Market value$16.71M
16.61%
Sole
32.81K
Shared
0.00
None
0.00
UIPATH INC
SOLEShares1.01M
TypeSH
Market value$12.92M
12.84%
Sole
1.01M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares20.31K
TypeSH
Market value$3.21M
3.19%
Sole
20.31K
Shared
0.00
None
0.00
NATERA INC
SOLEShares17.84K
TypeSH
Market value$3.01M
2.99%
Sole
17.84K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares29.35K
TypeSH
Market value$2.74M
2.72%
Sole
29.35K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares8.36K
TypeSH
Market value$2.62M
2.61%
Sole
8.36K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares9.91K
TypeSH
Market value$1.94M
1.93%
Sole
9.91K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares6.91K
TypeSH
Market value$1.89M
1.87%
Sole
6.91K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares3.18K
TypeSH
Market value$1.73M
1.72%
Sole
3.18K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares4.22K
TypeSH
Market value$1.38M
1.37%
Sole
4.22K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares10.10K
TypeSH
Market value$1.36M
1.35%
Sole
10.10K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares30.97K
TypeSH
Market value$1.23M
1.22%
Sole
30.97K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares4.99K
TypeSH
Market value$1.12M
1.11%
Sole
4.99K
Shared
0.00
None
0.00
OKTA INC
SOLEShares10.31K
TypeSH
Market value$1.03M
1.02%
Sole
10.31K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares7.10K
TypeSH
Market value$1.01M
1.00%
Sole
7.10K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.78K
TypeSH
Market value$1.00M
1.00%
Sole
1.78K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares893.00
TypeSH
Market value$918.1K
0.91%
Sole
893.00
Shared
0.00
None
0.00
MONGODB INC
SOLEShares4.12K
TypeSH
Market value$865.4K
0.86%
Sole
4.12K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares2.76K
TypeSH
Market value$794.5K
0.79%
Sole
2.76K
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares20.97K
TypeSH
Market value$771.5K
0.77%
Sole
20.97K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares697.00
TypeSH
Market value$543.3K
0.54%
Sole
697.00
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares10.23K
TypeSH
Market value$532.5K
0.53%
Sole
10.23K
Shared
0.00
None
0.00
PAGERDUTY INC
SOLEShares30.52K
TypeSH
Market value$466.3K
0.46%
Sole
30.52K
Shared
0.00
None
0.00
KLAVIYO INC
SOLEShares13.04K
TypeSH
Market value$437.8K
0.44%
Sole
13.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI ACWI ETF | 293.68K | SH | $37.77M 37.53% | 293.68K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 32.81K | SH | $16.71M 16.61% | 32.81K | 0.00 | 0.00 |
UIPATH INCSOLE | CL A | 1.01M | SH | $12.92M 12.84% | 1.01M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 20.31K | SH | $3.21M 3.19% | 20.31K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 17.84K | SH | $3.01M 2.99% | 17.84K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 29.35K | SH | $2.74M 2.72% | 29.35K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 8.36K | SH | $2.62M 2.61% | 8.36K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 9.91K | SH | $1.94M 1.93% | 9.91K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 6.91K | SH | $1.89M 1.87% | 6.91K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 3.18K | SH | $1.73M 1.72% | 3.18K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 4.22K | SH | $1.38M 1.37% | 4.22K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 10.10K | SH | $1.36M 1.35% | 10.10K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 30.97K | SH | $1.23M 1.22% | 30.97K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 4.99K | SH | $1.12M 1.11% | 4.99K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 10.31K | SH | $1.03M 1.02% | 10.31K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 7.10K | SH | $1.01M 1.00% | 7.10K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.78K | SH | $1.00M 1.00% | 1.78K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 893.00 | SH | $918.1K 0.91% | 893.00 | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 4.12K | SH | $865.4K 0.86% | 4.12K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 2.76K | SH | $794.5K 0.79% | 2.76K | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 20.97K | SH | $771.5K 0.77% | 20.97K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 697.00 | SH | $543.3K 0.54% | 697.00 | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 10.23K | SH | $532.5K 0.53% | 10.23K | 0.00 | 0.00 |
PAGERDUTY INCSOLE | COM | 30.52K | SH | $466.3K 0.46% | 30.52K | 0.00 | 0.00 |
KLAVIYO INCSOLE | COM SER A | 13.04K | SH | $437.8K 0.44% | 13.04K | 0.00 | 0.00 |
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