BRANDYWINE MANAGERS, LLC
CIK: 0001135121SEC EDGAR →
Portfolio Value
$202.3M
Holdings
38
As of
Q4 2025
New Positions
3
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | THE CAMPBELLS COMPANY | 3,329,500 | $92.8M | 45.88% |
| 2 | ISHARES TR | 293,679 | $41.6M | 20.54% |
| 3 | UIPATH INC | 1,009,684 | $16.5M | 8.18% |
| 4 | CROWDSTRIKE HLDGS INC | 32,364 | $15.2M | 7.50% |
| 5 | NVIDIA CORPORATION | 19,410 | $3.6M | 1.79% |
| 6 | NATERA INC | 15,588 | $3.6M | 1.77% |
| 7 | UBER TECHNOLOGIES INC | 29,354 | $2.4M | 1.19% |
| 8 | CLOUDFLARE INC | 9,906 | $2.0M | 0.97% |
| 9 | ZSCALER INC | 8,359 | $1.9M | 0.93% |
| 10 | SALESFORCE INC | 6,913 | $1.8M | 0.91% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Defensive | 1 | $92.8M | 46.4% |
| Technology | 17 | $52.6M | 26.3% |
| Financial Services | 2 | $41.6M | 20.8% |
| Healthcare | 17 | $12.7M | 6.4% |
| Communication Services | 1 | $335K | 0.2% |