BRANDYWINE MANAGERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPB | 3.33M | $92.79M |
 | PATH | 1.01M | $16.55M |
 | RLAY | 38K | $325.11K |
 | CRWD | 32K | $15.17M |
 | IOT | 31K | $1.10M |
 | PD | 31K | $400.08K |
 | UBER | 29K | $2.40M |
 | ABCL | 28K | $97.43K |
 | TWST | 21K | $665.17K |
 | SDGR | 21K | $373.44K |
 | NVDA | 19K | $3.62M |
 | TXG | 19K | $308.88K |
 | BEAM | 19K | $515.76K |
 | KVYO | 17K | $564.46K |
 | FIG | 17K | $640.15K |
 | HTFL | 17K | $488.96K |
 | NTRA | 16K | $3.57M |
 | GPCR | 13K | $928.98K |
 | RNA | 13K | $904.51K |
 | VKTX | 12K | $432.75K |
Campbell Soup Company
CPB
Shares Held
3.33M
Value
$92.79M
UiPath Inc.
PATH
Shares Held
1.01M
Value
$16.55M
Relay Therapeutics, Inc.
RLAY
Shares Held
38K
Value
$325.11K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
32K
Value
$15.17M
Samsara Inc.
IOT
Shares Held
31K
Value
$1.10M
PagerDuty, Inc.
PD
Shares Held
31K
Value
$400.08K
Uber Technologies, Inc.
UBER
Shares Held
29K
Value
$2.40M
AbCellera Biologics Inc.
ABCL
Shares Held
28K
Value
$97.43K
Twist Bioscience Corporation
TWST
Shares Held
21K
Value
$665.17K
Schrödinger, Inc.
SDGR
Shares Held
21K
Value
$373.44K
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$3.62M
10x Genomics, Inc.
TXG
Shares Held
19K
Value
$308.88K
Beam Therapeutics Inc.
BEAM
Shares Held
19K
Value
$515.76K
Klaviyo, Inc.
KVYO
Shares Held
17K
Value
$564.46K
Figma, Inc.
FIG
Shares Held
17K
Value
$640.15K
Heartflow, Inc. Common Stock
HTFL
Shares Held
17K
Value
$488.96K
Natera, Inc.
NTRA
Shares Held
16K
Value
$3.57M
Structure Therapeutics Inc.
GPCR
Shares Held
13K
Value
$928.98K
Avidity Biosciences, Inc.
RNA
Shares Held
13K
Value
$904.51K
Viking Therapeutics, Inc.
VKTX
Shares Held
12K
Value
$432.75K