Brandywine Managers, LLC Top Holdings and 13F Report (2024) About Brandywine Managers, LLCInvestment ActivityBrandywine Managers, LLC has $93.03 million in total holdings as of September 30, 2024.Brandywine Managers, LLC owns shares of 35 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.83% of the portfolio was purchased this quarter.About 3.72% of the portfolio was sold this quarter.This quarter, Brandywine Managers, LLC has purchased 36 new stocks and bought additional shares in 11 stocks.Brandywine Managers, LLC sold shares of 1 stock and completely divested from 3 stocks this quarter.Largest Holdings iShares MSCI ACWI ETF $41,820,383UiPath $12,802,509CrowdStrike $9,203,343NVIDIA $2,597,602Natera $2,328,009 Largest New Holdings this Quarter Viking Therapeutics $511,671 HoldingBeam Therapeutics $276,997 Holding Largest Purchases this Quarter Viking Therapeutics 8,082 shares (about $511.67K)Samsara 7,392 shares (about $355.70K)CrowdStrike 1,233 shares (about $345.82K)Snowflake 2,439 shares (about $280.14K)Beam Therapeutics 11,306 shares (about $277.00K) Largest Sales this Quarter NVIDIA 14,250 shares (about $1.73M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrandywine Managers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACWIiShares MSCI ACWI ETF$41,820,3830.0%349,81545.0%ManufacturingPATHUiPath$12,802,5090.0%1,000,19613.8%Business ServicesCRWDCrowdStrike$9,203,343$345,820 ▲3.9%32,8149.9%Computer and TechnologyNVDANVIDIA$2,597,602$1,730,520 ▼-40.0%21,3902.8%Computer and TechnologyNTRANatera$2,328,009$113,493 ▲5.1%18,3382.5%MedicalUBERUber Technologies$2,206,2470.0%29,3542.4%Computer and TechnologyCRMSalesforce$1,892,1570.0%6,9132.0%Computer and TechnologyISRGIntuitive Surgical$1,637,4030.0%3,3331.8%MedicalIOTSamsara$1,490,276$355,703 ▲31.4%30,9701.6%Computer and TechnologyZSZscaler$1,428,887$245,299 ▲20.7%8,3591.5%Computer and TechnologyAMDAdvanced Micro Devices$1,295,904$98,284 ▲8.2%7,8981.4%Computer and TechnologyALNYAlnylam Pharmaceuticals$1,195,8300.0%4,3481.3%MedicalDDOGDatadog$1,162,106$101,023 ▲9.5%10,1001.2%Computer and TechnologyTWSTTwist Bioscience$947,4250.0%20,9701.0%MedicalOKTAOkta$943,1520.0%12,6871.0%Computer and TechnologyMAMastercard$881,4330.0%1,7850.9%Business ServicesVEEVVeeva Systems$822,4810.0%3,9190.9%Computer and TechnologyNETCloudflare$801,2960.0%9,9060.9%Computer and TechnologyNOWServiceNow$798,6900.0%8930.9%Computer and TechnologyMDBMongoDB$772,9310.0%2,8590.8%Computer and TechnologyMRNAModerna$635,5530.0%9,5100.7%MedicalLLYEli Lilly and Company$617,500$96,567 ▲18.5%6970.7%MedicalSNOWSnowflake$572,922$280,144 ▲95.7%4,9880.6%Computer and TechnologyPDPagerDuty$566,0900.0%30,5170.6%Computer and TechnologyVKTXViking Therapeutics$511,671$511,671 ▲New Holding8,0820.6%MedicalNVONovo Nordisk A/S$502,714$88,112 ▲21.3%4,2220.5%MedicalGPCRStructure Therapeutics$485,2920.0%11,0570.5%MedicalSSentinelOne$454,5040.0%19,0010.5%Computer and TechnologySDGRSchrödinger$387,4350.0%20,8860.4%MedicalBEAMBeam Therapeutics$276,997$276,997 ▲New Holding11,3060.3%MedicalRLAYRelay Therapeutics$272,077$46,884 ▲20.8%38,4290.3%MedicalGHGuardant Health$234,745$70,678 ▲43.1%10,2330.3%MedicalTXG10x Genomics$227,4480.0%10,0730.2%MedicalMBLYMobileye Global$179,0180.0%13,0670.2%Auto/Tires/TrucksABCLAbCellera Biologics$74,0690.0%28,4880.1%MedicalCPBCampbell Soup$0$1,085,193 ▼-100.0%00.0%Consumer DefensiveMORFMorphic$0$486,724 ▼-100.0%00.0%MedicalFULCFulcrum Therapeutics$0$161,987 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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