BRANDYWINE MANAGERS, LLC
Top Portfolio Positions
38 positions ·
$128,744,907 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in PATH
Shares Held
Position Value (USD)
20 of 20 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,207,492 | 1,009,684 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,548,720 | 1,009,684 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,509,571 | 1,009,684 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,923,955 | 1,009,684 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,399,745 | 1,009,684 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,833,083 | 1,009,684 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,802,508 | 1,000,196 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,682,485 | 1,000,196 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,820,982 | 1,006,660 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,005,434 | 1,006,660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,180,632 | 653,456 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,136,929 | 611,764 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,635,807 | 434,841 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,526,829 | 434,841 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,483,345 | 434,841 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,909,757 | 434,841 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,388,217 | 434,841 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,636,343 | 432,097 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $17,238,560 | 327,667 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,230,803 | 135,887 | Shares | Sole | 2021-08-16 | |
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