Stock Taper 
BRANDYWINE MANAGERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Guardant Health, Inc. | GH | 9.13K | $1.37M |
 Kymera Therapeutics, Inc. | KYMR | 7.57K | $868.05K |
 Salesforce, Inc. | CRM | 6.91K | $1.08M |
 Celcuity Inc. | CELC | 6.62K | $692.69K |
 Vicor Corporation | VICR | 5.3K | $2.01M |
 Advanced Micro Devices, Inc. | AMD | 5.21K | $3.03M |
 Snowflake Inc. | SNOW | 4.99K | $1.27M |
 Palo Alto Networks, Inc. | PANW | 4.69K | $1.6M |
 MongoDB, Inc. | MDB | 3.52K | $1.18M |
 Okta, Inc. | OKTA | 2.81K | $383.29K |
 Twilio Inc. | TWLO | 2.36K | $486.32K |
 Alnylam Pharmaceuticals, Inc. | ALNY | 2.32K | $697.79K |
 Broadcom Inc. | AVGO | 1.97K | $743.03K |
 Alphabet Inc. | GOOG | 1.86K | $656.13K |
 Mastercard Incorporated | MA | 1.78K | $916.78K |
 Astera Labs, Inc. Common Stock | ALAB | 1.62K | $781.53K |
 Micron Technology, Inc. | MU | 1.42K | $1.63M |
 Intuitive Surgical, Inc. | ISRG | 1.21K | $480.4K |
 Monolithic Power Systems, Inc. | MPWR | 603 | $833.56K |
 Eli Lilly and Company | LLY | 357 | $428.2K |