BRANDYWINE MANAGERS LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
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ACWI | ISHARES MSCI ACWI ETF | 293,679 | -51,969 | -15.04% | $60.24 | 41.01% | 0.00% | 34,181,299 | 2025-03-31 | ||||||
CRWD | CROWDSTRIKE HOLDINGS | 32,814 | 0 | 0.00% | $176.64 | 13.88% | 0.01% | 11,569,560 | 2025-03-31 | ||||||
PATH | UIPATH | 1,009,684 | 0 | 0.00% | $36.57 | 12.48% | 0.21% | 10,399,745 | 2025-03-31 | ||||||
NTRA | NATERA | 18,038 | -300 | -1.64% | $23.45 | 3.06% | 0.01% | 2,550,754 | 2025-03-31 | ||||||
NVDA | NVIDIA | 20,310 | -1,080 | -5.05% | $7.06 | 2.64% | 0.00% | 2,201,198 | 2025-03-31 | ||||||
UBER | UBER | 29,354 | 0 | 0.00% | $36.28 | 2.57% | 0.00% | 2,138,732 | 2025-03-31 | ||||||
CRM | SALESFORCE | 6,913 | 0 | 0.00% | $255.46 | 2.23% | 0.00% | 1,855,173 | 2025-03-31 | ||||||
ZS | ZSCALER | 8,359 | 0 | 0.00% | $68.71 | 1.99% | 0.01% | 1,658,593 | 2025-03-31 | ||||||
ISRG | INTUITIVE SURGICAL | 3,243 | -90 | -2.70% | $160.26 | 1.93% | 0.00% | 1,606,161 | 2025-03-31 | ||||||
IOT | SAMSARA | 30,970 | 0 | 0.00% | $24.91 | 1.42% | 0.01% | 1,187,080 | 2025-03-31 | ||||||
ALNY | ALNYLAM PHARMACEUTICALS | 4,348 | 0 | 0.00% | $98.43 | 1.41% | 0.00% | 1,174,047 | 2025-03-31 | ||||||
OKTA | OKTA | 11,109 | -1,578 | -12.44% | $43.77 | 1.40% | 0.01% | 1,168,889 | 2025-03-31 | ||||||
NET | CLOUDFLARE | 9,906 | 0 | 0.00% | $79.53 | 1.34% | 0.00% | 1,116,307 | 2025-03-31 | ||||||
DDOG | DATADOG | 10,100 | 0 | 0.00% | $63.63 | 1.20% | 0.00% | 1,002,021 | 2025-03-31 | ||||||
MA | MASTERCARD | 1,785 | 0 | 0.00% | $343.88 | 1.17% | 0.00% | 978,394 | 2025-03-31 | ||||||
TWST | TWIST BIOSCIENCE | 20,970 | 0 | 0.00% | $25.41 | 0.99% | 0.03% | 823,282 | 2025-03-31 | ||||||
AMD | ADVANCED MICRO DEVICES | 7,898 | 0 | 0.00% | $107.43 | 0.97% | 0.00% | 811,441 | 2025-03-31 | ||||||
VEEV | VEEVA SYSTEMS | 3,259 | -660 | -16.84% | $122.63 | 0.91% | 0.00% | 754,882 | 2025-03-31 | ||||||
SNOW | SNOWFLAKE | 4,988 | 0 | 0.00% | $137.28 | 0.87% | 0.00% | 729,046 | 2025-03-31 | ||||||
NOW | SERVICENOW | 893 | 0 | 0.00% | $143.79 | 0.85% | 0.00% | 710,953 | 2025-03-31 | ||||||
MDB | MONGODB | 3,501 | +642 | +22.46% | $280.53 | 0.74% | 0.00% | 614,075 | 2025-03-31 | ||||||
LLY | ELI LILLY | 697 | 0 | 0.00% | $815.21 | 0.69% | 0.00% | 575,659 | 2025-03-31 | ||||||
PD | PAGERDUTY | 30,517 | 0 | 0.00% | $33.11 | 0.67% | 0.03% | 557,546 | 2025-03-31 | ||||||
GH | GUARDANT HEALTH | 10,233 | 0 | 0.00% | $62.04 | 0.52% | 0.01% | 435,926 | 2025-03-31 | ||||||
SDGR | SCHRODINGER | 20,886 | 0 | 0.00% | $50.95 | 0.49% | 0.03% | 412,290 | 2025-03-31 | ||||||
S | SENTINELONE | 19,001 | 0 | 0.00% | $19.75 | 0.41% | 0.01% | 345,438 | 2025-03-31 | ||||||
NVO | NOVO NORDISK A S | 4,222 | 0 | 0.00% | $132.12 | 0.35% | 0.00% | 293,176 | 2025-03-31 | ||||||
MRNA | MODERNA | 9,510 | 0 | 0.00% | $23.51 | 0.32% | 0.00% | 269,609 | 2025-03-31 | ||||||
KVYO | KLAVIYO INC | 8,692 | 0 | 0.00% | $38.07 | 0.32% | 0.01% | 263,020 | 2025-03-31 | ||||||
TWLO | TWILIO | 2,357 | 0 | 0.00% | $92.43 | 0.28% | 0.00% | 230,774 | 2025-03-31 | ||||||
BEAM | BEAM THERAPEUTICS | 11,306 | 0 | 0.00% | $26.37 | 0.26% | 0.01% | 220,806 | 2025-03-31 | ||||||
GPCR | STRUCTURE THERAPEUTICS | 11,057 | 0 | 0.00% | $38.99 | 0.23% | 0.02% | 191,397 | 2025-03-31 | ||||||
TXG | 10X GENOMICS | 18,938 | +8,865 | +88.01% | $49.94 | 0.20% | 0.02% | 165,329 | 2025-03-31 | ||||||
RLAY | RELAY THERAPEUTICS | 38,429 | 0 | 0.00% | $30.39 | 0.12% | 0.02% | 100,684 | 2025-03-31 | ||||||
ABCL | ABCELLERA BIOLOGICS | 28,488 | 0 | 0.00% | $14.06 | 0.08% | 0.01% | 63,528 | 2025-03-31 | ||||||
VKTX | VIKING THERAPEUTICS | 0 | -8,082 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
MBLY | MOBILEYE GLOBAL | 0 | -13,067 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 |