BRANDYWINE MANAGERS, LLC
Top Portfolio Positions
38 positions ·
$128,744,907 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CPB |
CAMPBELL'S Co
Consumer Defensive
|
3,329,500 | $74,147,965 | 57.59% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
32,124 | $12,541,530 | 9.74% | |
| PATH |
UiPath, Inc.
Technology
|
1,009,684 | $11,207,492 | 8.71% | |
| NVDA |
Nvidia Corp
Technology
|
18,860 | $3,289,184 | 2.55% | |
| NTRA |
Natera, Inc.
Healthcare
|
14,588 | $2,917,454 | 2.27% | |
| UBER |
Uber Technologies, Inc
Technology
|
29,354 | $2,111,433 | 1.64% | |
| NET |
Cloudflare, Inc.
Technology
|
9,906 | $2,044,004 | 1.59% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
7,098 | $1,443,946 | 1.12% | |
| CRM |
Salesforce, Inc.
Technology
|
6,913 | $1,290,449 | 1.00% | |
| DDOG |
Datadog, Inc.
Technology
|
10,100 | $1,192,305 | 0.93% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ABCL
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,423 | 28,488 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $97,428 | 28,488 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $143,294 | 28,488 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $97,713 | 28,488 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $63,528 | 28,488 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $83,469 | 28,488 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $74,068 | 28,488 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $84,324 | 28,488 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $258,101 | 56,976 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $325,332 | 56,976 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $262,089 | 56,976 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $368,064 | 56,976 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $429,599 | 56,976 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $577,166 | 56,976 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $563,492 | 56,976 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $606,794 | 56,976 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $390,887 | 40,091 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $532,875 | 37,264 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $615,608 | 30,719 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $552,354 | 25,107 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $657,873 | 19,372 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $359,584 | 8,936 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||