Titelia

Holdings of BRANDYWINE MANAGERS, LLC

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Net assets
-
Positions
39 in 1 countries
Top ten
89.3 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Campbell's Company/The 3,329,50074.1M $
2iShares Trust 293,67940.6M $
3Crowdstrike Holdings Inc 32,12412.5M $
4UiPath Inc 1,009,68411.2M $
5NVIDIA Corp 18,8603.3M $
6Natera Inc 14,5882.9M $
7Uber Technologies Inc 29,3542.1M $
8Cloudflare Inc 9,9062M $
9Advanced Micro Devices Inc 7,0981.4M $
10Salesforce Inc 6,9131.3M $
11Datadog Inc 10,1001.2M $
12Alnylam Pharmaceuticals Inc 3,1681M $
13Twist Bioscience Corp 20,970996.5K $
14Samsara Inc 30,970981.4K $
15Mastercard Inc 1,785891.9K $
16MongoDB Inc 3,521861.8K $
17Intuitive Surgical Inc 1,858856.5K $
18Vicor Corp 5,303853.8K $
19Guardant Health Inc 9,133843.6K $
20Snowflake Inc 4,988752.3K $
21Palo Alto Networks Inc 4,689751.7K $
22Structure Therapeutics Inc 13,357643.8K $
23Eli Lilly & Co 697641.1K $
24Kymera Therapeutics Inc 7,570630.5K $
25Broadcom Inc 1,967608.8K $
26Beam Therapeutics Inc 25,455606.6K $
27Monolithic Power Systems Inc 542592.6K $
28Alphabet Inc 1,857532.7K $
29Moderna Inc 9,510483.1K $
30Billiontoone Inc 5,750453.9K $
31HeartFlow Inc 16,774408.1K $
3210X Genomics Inc 18,938402.1K $
33Viking Therapeutics Inc 12,301400.3K $
34Relay Therapeutics Inc 38,429382.4K $
35Klaviyo Inc 17,384338.3K $
36Schrodinger Inc/United States 28,456323.3K $
37Twilio Inc 2,357296.6K $
38Okta Inc 2,809221.1K $
39PagerDuty Inc 30,517189.5K $

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Sector breakdown

  • Technology 15.1 %
  • Health care 3.5 %
  • Industrials 1.2 %
  • Financials 0.5 %
  • Communication 0.3 %
  • Unattributed 79.3 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States39169.8M $100.00 %
Cite this page

Titelia. "Holdings of BRANDYWINE MANAGERS, LLC". https://titelia.com/en/funds/US13F1135121