Brandywine Managers, LLC Portfolio Holdings by Sector

Brandywine Managers, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ACWI 1 stocks	$40,598 39.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CRWD PATH ZS NET IOT MDB OKTA 7 stocks	$36,687 35.93% of portfolio	-	3	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER CRM DDOG SNOW NOW PD 6 stocks	$8,401 8.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD 2 stocks	$4,806 4.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NTRA GH TWST 3 stocks	$3,770 3.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ALNY RNA BEAM VKTX MRNA RLAY ABCL 7 stocks	$3,594 3.52% of portfolio	2	1	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV SDGR TXG 3 stocks	$1,460 1.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$1,018 1.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$1,015 0.99% of portfolio	-	-	-	-	0 Calls 0 Puts

Drug Manufacturers—General \| Healthcare LLY 1 stocks	$531 0.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services TWLO 1 stocks	$235 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts

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