Filed: 11/14/2025ACC: 0000919574-25-006760
📋 What this filing means
BRANDYWINE MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $104.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$104.25M
Total AUM (reported)
1.78M
Total Shares
Allocation by class
MSCI ACWI ETF$40.60M38.9%
CL A$32.16M30.8%
COM$22.04M21.1%
CL A COM$4.61M4.4%
COM CL A$1.15M1.1%
COM SHS$1.13M1.1%
COM NEW$1.02M1.0%
Portfolio Concentration
Top 3$70.03M67.2%
4–10$17.04M16.3%
11–25$13.26M12.7%
Rest$3.92M3.8%
Top 3 weight
67.2%
Top 10 weight
83.5%
Voting Authority Distribution
Total shares with voting rights: 1.78M
Sole
Full voting authority
1.78M
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
SOLEShares293.68K
TypeSH
Market value$40.60M
38.94%
Sole
293.68K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares32.46K
TypeSH
Market value$15.92M
15.27%
Sole
32.46K
Shared
0.00
None
0.00
UIPATH INC
SOLEShares1.01M
TypeSH
Market value$13.51M
12.96%
Sole
1.01M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares19.61K
TypeSH
Market value$3.66M
3.51%
Sole
19.61K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares29.35K
TypeSH
Market value$2.88M
2.76%
Sole
29.35K
Shared
0.00
None
0.00
NATERA INC
SOLEShares15.79K
TypeSH
Market value$2.54M
2.44%
Sole
15.79K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares8.36K
TypeSH
Market value$2.50M
2.40%
Sole
8.36K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares9.91K
TypeSH
Market value$2.13M
2.04%
Sole
9.91K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares3.72K
TypeSH
Market value$1.70M
1.63%
Sole
3.72K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares6.91K
TypeSH
Market value$1.64M
1.57%
Sole
6.91K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares10.10K
TypeSH
Market value$1.44M
1.38%
Sole
10.10K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares30.97K
TypeSH
Market value$1.15M
1.11%
Sole
30.97K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares7.10K
TypeSH
Market value$1.15M
1.10%
Sole
7.10K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares4.99K
TypeSH
Market value$1.13M
1.08%
Sole
4.99K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares3.52K
TypeSH
Market value$1.09M
1.05%
Sole
3.52K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares2.28K
TypeSH
Market value$1.02M
0.98%
Sole
2.28K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.78K
TypeSH
Market value$1.02M
0.97%
Sole
1.78K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares2.76K
TypeSH
Market value$821.9K
0.79%
Sole
2.76K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares893.00
TypeSH
Market value$821.8K
0.79%
Sole
893.00
Shared
0.00
None
0.00
FIGMA INC
SOLEShares14.48K
TypeSH
Market value$751.0K
0.72%
Sole
14.48K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares10.23K
TypeSH
Market value$639.4K
0.61%
Sole
10.23K
Shared
0.00
None
0.00
TWIST BIOSCIENCE CORP
SOLEShares20.97K
TypeSH
Market value$590.1K
0.57%
Sole
20.97K
Shared
0.00
None
0.00
HEARTFLOW INC
SOLEShares16.77K
TypeSH
Market value$564.6K
0.54%
Sole
16.77K
Shared
0.00
None
0.00
AVIDITY BIOSCIENCES INC
SOLEShares12.54K
TypeSH
Market value$546.4K
0.52%
Sole
12.54K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares697.00
TypeSH
Market value$531.8K
0.51%
Sole
697.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI ACWI ETF | 293.68K | SH | $40.60M 38.94% | 293.68K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 32.46K | SH | $15.92M 15.27% | 32.46K | 0.00 | 0.00 |
UIPATH INCSOLE | CL A | 1.01M | SH | $13.51M 12.96% | 1.01M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 19.61K | SH | $3.66M 3.51% | 19.61K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 29.35K | SH | $2.88M 2.76% | 29.35K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 15.79K | SH | $2.54M 2.44% | 15.79K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 8.36K | SH | $2.50M 2.40% | 8.36K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 9.91K | SH | $2.13M 2.04% | 9.91K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 3.72K | SH | $1.70M 1.63% | 3.72K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 6.91K | SH | $1.64M 1.57% | 6.91K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 10.10K | SH | $1.44M 1.38% | 10.10K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 30.97K | SH | $1.15M 1.11% | 30.97K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 7.10K | SH | $1.15M 1.10% | 7.10K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 4.99K | SH | $1.13M 1.08% | 4.99K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 3.52K | SH | $1.09M 1.05% | 3.52K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.28K | SH | $1.02M 0.98% | 2.28K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.78K | SH | $1.02M 0.97% | 1.78K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 2.76K | SH | $821.9K 0.79% | 2.76K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 893.00 | SH | $821.8K 0.79% | 893.00 | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 14.48K | SH | $751.0K 0.72% | 14.48K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 10.23K | SH | $639.4K 0.61% | 10.23K | 0.00 | 0.00 |
TWIST BIOSCIENCE CORPSOLE | COM | 20.97K | SH | $590.1K 0.57% | 20.97K | 0.00 | 0.00 |
HEARTFLOW INCSOLE | COM | 16.77K | SH | $564.6K 0.54% | 16.77K | 0.00 | 0.00 |
AVIDITY BIOSCIENCES INCSOLE | COM | 12.54K | SH | $546.4K 0.52% | 12.54K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 697.00 | SH | $531.8K 0.51% | 697.00 | 0.00 | 0.00 |
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