Brandywine Managers, LLC Portfolio Holdings by Sector

Brandywine Managers, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ACWI 1 stocks	$40,613 43.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PATH CRWD ZS IOT NET OKTA MDB S 8 stocks	$30,072 32.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM UBER DDOG NOW SNOW PD 6 stocks	$7,797 8.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NTRA TWST GH 3 stocks	$4,188 4.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD 2 stocks	$3,825 4.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ALNY MRNA NVO VKTX BEAM RLAY ABCL 7 stocks	$2,627 2.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$1,739 1.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV SDGR TXG 3 stocks	$1,369 1.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$939 1.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$538 0.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services TWLO 1 stocks	$254 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts

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