BRANDYWINE MANAGERS, LLC

PrivateCIK: 1135121
Location

HOCKESSIN, DE

40
Positions
$169.91M
Total AUM (reported)
5.11M
Total Shares

Allocation by class

TOTAL AUM$169.91M40 positions
COM$95.06M55.9%
MSCI ACWI ETF$40.64M23.9%
CL A$26.47M15.6%
CL A COM$3.64M2.1%
COM CL A$981.4K0.6%
COM NEW$856.5K0.5%
COM SHS$752.3K0.4%

Portfolio Concentration

Top 374.9%4–1014.3%11–257.4%Rest3.4%TOP 1089.2%0%100%
Top 3$127.33M74.9%
4–10$24.30M14.3%
11–25$12.55M7.4%
Rest$5.73M3.4%

Top 3 weight

74.9%

Top 10 weight

89.2%

Voting Authority Distribution

Total shares with voting rights: 5.11M

Sole

Full voting authority

5.11M

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)

Sole40
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings40
Rows:

THE CAMPBELLS COMPANY

SOLE
COM
Shares3.33M
TypeSH
Market value$74.15M
43.64%
Sole
3.33M
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI ACWI ETF
Shares293.68K
TypeSH
Market value$40.64M
23.92%
Sole
293.68K
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares32.12K
TypeSH
Market value$12.54M
7.38%
Sole
32.12K
Shared
0.00
None
0.00

UIPATH INC

SOLE
CL A
Shares1.01M
TypeSH
Market value$11.21M
6.60%
Sole
1.01M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares18.86K
TypeSH
Market value$3.29M
1.94%
Sole
18.86K
Shared
0.00
None
0.00

NATERA INC

SOLE
COM
Shares14.59K
TypeSH
Market value$2.92M
1.72%
Sole
14.59K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares29.35K
TypeSH
Market value$2.11M
1.24%
Sole
29.35K
Shared
0.00
None
0.00

CLOUDFLARE INC

SOLE
CL A COM
Shares9.91K
TypeSH
Market value$2.04M
1.20%
Sole
9.91K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares7.10K
TypeSH
Market value$1.44M
0.85%
Sole
7.10K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares6.91K
TypeSH
Market value$1.29M
0.76%
Sole
6.91K
Shared
0.00
None
0.00

DATADOG INC

SOLE
CL A COM
Shares10.10K
TypeSH
Market value$1.19M
0.70%
Sole
10.10K
Shared
0.00
None
0.00

ALNYLAM PHARMACEUTICALS INC

SOLE
COM
Shares3.17K
TypeSH
Market value$1.05M
0.62%
Sole
3.17K
Shared
0.00
None
0.00

TWIST BIOSCIENCE CORP

SOLE
COM
Shares20.97K
TypeSH
Market value$996.5K
0.59%
Sole
20.97K
Shared
0.00
None
0.00

SAMSARA INC

SOLE
COM CL A
Shares30.97K
TypeSH
Market value$981.4K
0.58%
Sole
30.97K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares1.78K
TypeSH
Market value$891.9K
0.52%
Sole
1.78K
Shared
0.00
None
0.00

MONGODB INC

SOLE
CL A
Shares3.52K
TypeSH
Market value$861.8K
0.51%
Sole
3.52K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares1.86K
TypeSH
Market value$856.5K
0.50%
Sole
1.86K
Shared
0.00
None
0.00

VICOR CORP

SOLE
COM
Shares5.30K
TypeSH
Market value$853.8K
0.50%
Sole
5.30K
Shared
0.00
None
0.00

GUARDANT HEALTH INC

SOLE
COM
Shares9.13K
TypeSH
Market value$843.6K
0.50%
Sole
9.13K
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
COM SHS
Shares4.99K
TypeSH
Market value$752.3K
0.44%
Sole
4.99K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares4.69K
TypeSH
Market value$751.7K
0.44%
Sole
4.69K
Shared
0.00
None
0.00

STRUCTURE THERAPEUTICS INC

SOLE
SPONSORED ADS
Shares13.36K
TypeSH
Market value$643.8K
0.38%
Sole
13.36K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares697.00
TypeSH
Market value$641.1K
0.38%
Sole
697.00
Shared
0.00
None
0.00

KYMERA THERAPEUTICS INC

SOLE
COM
Shares7.57K
TypeSH
Market value$630.5K
0.37%
Sole
7.57K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares1.97K
TypeSH
Market value$608.8K
0.36%
Sole
1.97K
Shared
0.00
None
0.00
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