Brandywine Managers, LLC Portfolio Holdings by Sector
Brandywine Managers, LLC
- $99.9 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ACWI 1 stocks |
$37,767
37.79% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
CRWD PATH ZS NET IOT OKTA MDB S 8 stocks |
$37,515
37.54% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
UBER CRM DDOG SNOW NOW PD 6 stocks |
$8,479
8.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
NTRA TWST GH 3 stocks |
$4,316
4.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$4,215
4.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
ALNY BEAM MRNA NVO VKTX RLAY ABCL 7 stocks |
$2,654
2.66% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1,726
1.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV SDGR TXG 3 stocks |
$1,433
1.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$1,003
1.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$543
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
TWLO 1 stocks |
$293
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|