Brandywine Managers, LLC Portfolio Holdings by Sector
Brandywine Managers, LLC
- $82.9 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ACWI 1 stocks |
$34,181
41.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
CRWD PATH ZS IOT OKTA NET MDB S 8 stocks |
$28,056
33.85% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
UBER CRM DDOG SNOW NOW PD 6 stocks |
$6,991
8.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
NTRA TWST GH 3 stocks |
$3,808
4.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$3,012
3.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
ALNY NVO MRNA BEAM RLAY ABCL 6 stocks |
$2,119
2.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1,606
1.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV SDGR TXG 3 stocks |
$1,331
1.61% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$978
1.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$575
0.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
TWLO 1 stocks |
$230
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|