Brandywine Managers, LLC Portfolio Holdings by Sector

Brandywine Managers, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ACWI 1 stocks	$41,820 45.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PATH CRWD IOT ZS OKTA NET MDB S 8 stocks	$27,892 30.2% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER CRM DDOG NOW SNOW PD 6 stocks	$7,196 7.79% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD 2 stocks	$3,892 4.21% of portfolio	1	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NTRA TWST GH 3 stocks	$3,511 3.8% of portfolio	2	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ALNY MRNA VKTX NVO BEAM RLAY ABCL 7 stocks	$3,465 3.75% of portfolio	4	-	2	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$1,637 1.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV SDGR TXG 3 stocks	$1,436 1.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$881 0.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$617 0.67% of portfolio	1	-	-	-	0 Calls 0 Puts

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